#数字资产生态回暖 What signals did the latest Federal Reserve meeting send?

On the surface, quite neutral—the 25 basis point rate cut was well within market expectations, officials stated that the economy is in a soft landing, and the risk of a hard landing has been ruled out. There’s nothing particularly new in this part.

But the devil is in the details. The dot plot shows that the number of rate cuts in 2026 has been reduced to just one, making the entire easing cycle much tighter than previously expected. Additionally, three members of the committee directly opposed the decision, citing concerns about inflation rebound and productivity growth, and they don’t want to keep policy too loose. These attitudes are enough to shut down hopes for continued easing.

Last night’s market reaction was actually quite rational—no sharp plunge, no wild surge, just oscillation around the 3200 level. This is a normal adjustment after expectations were fulfilled, as the market re-prices.

The logic moving forward is clear: rate cut expectations have been realized, and the market needs a new story. In the short term, it’s very likely to see repeated shakeouts around 3200, making chasing longs feel like dancing on a knife’s edge. A more prudent approach is either to wait and see or to short at high levels. Don’t let frequent trading disturb your judgment.

After such a policy shift, markets typically enter a consolidation phase, and pinpointing the bottom is even more difficult than reaching the moon. Once the bottom pattern is truly confirmed and signals of stabilization are clear, it’s not too late to act. The most profitable in the crypto space are never the fastest but those who can stay calm and patient.