2025-12-11 04:50:43

#美联储降息 Yesterday's Federal Reserve decision largely went as expected—cut interest rates by 25 basis points, but Powell's remarks at the press conference directly hit the market hard. "No preset path for rate cuts," "Inflationary pressures still exist," "Divisions within the committee have widened"—these statements packaged the rate cut as a hawkish stance. The result was straightforward: risk assets immediately cooled off, and market sentiment instantly reversed.

Next, there's a key date to watch: Japan's Bank of Japan interest rate meeting around the 19th. If Japan truly moves to raise rates, a wave of concentrated short covering in carry trades could occur, and this shock will inevitably impact the crypto market, with short-term volatility likely to increase.

However, don't be intimidated by these fears. Historical experience shows that the impact caused by the unwinding of carry trades is often very short-lived—sentiment usually clears out after a round. The real factor that determines medium-term trends is the liquidity environment in the US, which remains the main direction.

The current strategy is actually very simple: stay put, don't rush. Once the market digest Powell's "cold water" and various short-term noise, the opportunities that are meant to come will naturally surface. $ETH

ETH-3,72%

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CrossChainMessenger

· 2025-12-12 03:30

Powell's move this time is really brilliant; he talks hawkish in words but cuts interest rates, and the market was played around in circles. If Japan really raises interest rates on the 19th, carry trade might have to cut collectively. At that time, no one can predict how much cryptocurrencies will drop. But to be honest, we've seen this kind of emotional manipulation many times. In the short term, panic is normal, but in the long run, it still depends on whether the Federal Reserve's "bowl of soup" can stay hot. Just stay put, there's no need to rush.

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StableBoi

· 2025-12-11 13:19

Powell's move this time is really brilliant. Cutting interest rates yet still getting criticized, the market reaction is one word—damn it. Sit tight and wait for digestion. We can endure the short-term slaughter, as liquidity is the key. If the Japanese decision on the 19th really drops, carry trade will have to go through a bloodbath, but it will only last a few days. Don't be afraid; the opportunities that come can't be missed. Now is the time to test your mentality. Powell: I have cut interest rates, but I haven't fully cut them. Can the market not explode at this kind of tricky move? The hidden attribute of this rate cut is hawkish, truly brilliant. Just wait; liquidity is the deciding factor. All short-term noise is pointless. If the Bank of Japan really takes action, the crypto market will have to lie low for a while. Stay put and do nothing. Historical experience shows that a liquidation wave comes quickly and goes just as fast. A short-term shakeout, but in the long run, it still depends on dollar liquidity. This logic isn't flawed.

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ChainMelonWatcher

· 2025-12-11 05:17

Powell's mouth is truly incredible—cutting interest rates while pouring cold water, that's how the market gets messed up. --- Japan raises interest on the 19th? That kind of carry trade might really blow up this time, feels like we'll get hit again in the short term. --- Don't worry, don't worry. It's always like this in history. After an emotional sell-off, things will settle down. --- Honestly, it's still about US liquidity; everything else is just noise. Just stay put, and it'll be fine. --- Really, this is the toughest test of mentality—just wait for the moment when the opportunity surfaces. --- Short-term chaos is certain, but remember, Powell has tricked us like this several times before, haha. --- $ETH still needs to be held well; don't get scared out and regret it later.

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ser_aped.eth

· 2025-12-11 05:11

That line from Powell, "no preset path," is really on point. He can say that rate cuts are just as cautious as rate hikes, and the bull market dies on the lip.

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retroactive_airdrop

· 2025-12-11 05:11

Powell's move was really harsh; cutting rates and then crashing the market is a truly clever move. If the Bank of Japan really dares to act, the carry trade could blow up. But on the other hand, this wave of liquidation passes quickly, so don't panic. Liquidity is the key; stay calm and don't act rashly. Once the sentiment cools down, there will naturally be opportunities.

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