2025-12-11 04:00:46

#美联储降息 Last night, Powell's FOMC statement revealed a few more clues. The Federal Reserve directly announced a 25 basis point rate cut, and then rephrased the sentence "consideration of the subsequent adjustment range and timing of the federal funds rate target," implying there could be more actions later. Additionally, starting from December 12, the Fed will launch a treasury bond purchase plan, with plans to buy $40 billion within 30 days. The dot plot shows an expected rate cut of 25 basis points in 2026 and 2027 respectively. However, there are still disagreements among officials: 7 are not inclined to cut rates, while 4 favor two rate cuts.

Interestingly, the US stock market experienced a V-shaped reversal overnight, while the crypto market instead declined—did good news policies suddenly become "bad news"? To be honest, the Fed's overall tone this time remains dovish. Their communication has reached an artful level of controlling market expectations. With a new chairmanship coming in May, it’s unlikely they will take action in the first quarter of 2026. The logic is simple: when US stocks rise, $BTC and $ETH tend not to fall.

BTC-2.57%

ETH-2.9%

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RugpullTherapist

· 12-14 03:32

Powell's combination of actions is quite flashy, cutting interest rates + purchasing Treasury bonds, which is essentially giving the market a strong confidence boost. But the crypto circle's reaction is indeed a bit exaggerated, where good news becomes bad and vice versa—it's really a farce. When US stocks rally, the crypto market has to follow. Everyone understands this logic, but the problem is that we always seem to be a step behind. The significant disagreements among officials indicate there is still room for maneuver, depending on how far Powell can spin the story. The personnel change in May is definitely going to be difficult to suppress in the first quarter of 2026, and that will be another big show. It's exhausting. Why are Bitcoin and Ethereum dropping again? Weren't the policies supposed to be good for us? Wait, is the crypto circle once again staging the "policy peaking" drama? Every time, good news ends up crashing the market while bad news boosts it—truly unbelievable. The Fed is playing this hand skillfully; their rhetoric has reached a peak, and the market is just being led around by the nose.

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OptionWhisperer

· 12-13 17:40

Powell's move is really clever, cutting interest rates while laying the groundwork, yet the market's reaction remains so divided. The crypto community really deserves it; when good news comes, they dump, where's their brain? Wait, the V-shaped reversal in the US stock market is really fierce this time. What are the institutions doing? BTC's decoupling from the US stocks and then re-coupling—it's always this way. It feels like Powell is playing a big chess game; he won't make any moves before the change in personnel in May. With this small rate cut, it can't really boost the crypto momentum; it still depends on the US stock market's mood. The disagreement among officials is so significant, indicating there's no internal consensus—that's the most painful part. The Federal Reserve's options trading skills are even better than ours.

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MeltdownSurvivalist

· 12-13 01:58

Powell's move is really slick, initially promising a dovish stance, but the crypto market crashed first. LOL

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MevWhisperer

· 12-11 04:28

Powell's move was perfect, claiming to cut rates but not really cutting, which is a waste. The crypto community's reaction is really quick; as soon as the policy was announced, they dumped the market. I just don’t understand. US stocks rise while cryptocurrencies fall; that logic is a bit ironic... Let’s wait until May when there’s a change of personnel. Again using the same tactic, under the guise of rate cuts, they are actually continuing to flood the market. The market can’t figure it out, brothers. The dot plot spans such a long timeline; frankly, it’s just a delaying tactic. Officials have such big disagreements but pretend to be unified—so tiring. The V-shaped reversal is making my eyes dizzy. The crypto circle is as always operating in the opposite direction. This time, it’s really a false positive.

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GweiTooHigh

· 12-11 04:26

Powell's move really treats the market as a marionette, just one "subsequent adjustment" would suffice, but he still has to show off with treasury bond purchases. The recent plunge in the crypto market is truly outrageous; good news quickly turns into bad news. I can only laugh. When the US stock market soars, the crypto market has to kneel; this logic is convincing. Honestly, it's just a liquidity game. They only started to get serious in 2026; now it's all smoke and mirrors. Powell is really a master screenwriter. The division among Federal Reserve officials shows that no consensus has been reached on anything. The next step still depends on how US stocks perform. Such a clean V-shaped reversal makes me suspect someone knew the outcome in advance. Is it true or false? This move has confused retail investors. There probably won't be any big moves before the May personnel changes. Just waiting to be cut is the end of the story.

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LidoStakeAddict

· 12-11 04:25

Powell's wording this time is excellent; it sounds nice but actually just means "wait a bit longer." The crypto circle is still dancing along with the US stock market.

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AllTalkLongTrader

· 12-11 04:23

Powell's combination punch left the market stunned, and the crypto circle even more so with counter-moves. After the V-shaped reversal, the coins still dropped further. Truly incredible. Wait, the US stock market rises while coins fall? That logic doesn't add up. It’s another case of initially signaling dovishness, then secretly turning hawkish later. I just want to ask, who’s still falling for this? This move with 40 billion in Treasury bonds seems friendly but is actually testing the bottom line. Could there be major moves in 2026? Then what am I waiting for? I’ll set up my ambush first. The crypto circle is still too easily manipulated by emotions; the smart money is all betting on US stock trends.

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FOMOrektGuy

· 12-11 04:21

Is this another trick? Just one word from Powell and the crypto market has to kneel, I am truly amazed. When US stocks are happy, coins have to be sacrificed; this logic is impeccable. Even rate cuts are considered bad news now, I wonder who can save this market. I don't understand why rate cuts lead to a sell-off; this move is really outrageous. Let's wait until May for a change in leadership; anything said now is pointless. US stocks rise while BTC can still fall; what kind of magical operation is this? The dovish tone has already been announced, yet coins are still dropping; it's hilarious. In the dot plot, even insiders are fighting; the crypto circle is even more confused. So what if there's 40 billion in government bonds? The crypto market still gets hammered. Big A (mainland China stocks) go up, Bitcoin drops; this market is really interesting.

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RamenDeFiSurvivor

· 12-11 04:16

Powell's recent remarks are excellent; on the surface, he's dovish, but he's actually delaying expectations. The crypto circle is still naively waiting for interest rate cut benefits.

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ChainComedian

· 12-11 04:08

Powell's rhetoric this time is really clever; the apparent rate cut is actually paving the way for subsequent actions. The crypto crowd is still debating whether it's bullish or bearish—laugh out loud.

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