🚨POWELL JUST SPOKE – HERE’S WHAT IT REALLY MEANS (and how we’re playing it)👇
Alright squad, let’s break this down *our way* — no boring suitspeak, just straight facts and what it means for us *using our instrus* 💻📊
🔻THE FED CUT RATES BY 25BPS – YAWN, THAT WAS EXPECTED.
The real juice came from Powell’s press conference. Let’s unpack it:
📈 Inflation:
Powell admitted prices are creeping up again, thanks to *goods and tariffs*. But long-term inflation expectations are still anchored at 2%.
Translation using our lens: Short-term CPI spikes ≠ long-term problem. That’s why Powell’s not panicking. *We don’t panic either. We position.
📉 Jobs + Growth:
He lowkey admitted the *labor market is softening* – jobs slowing, consumer spending dipping, GDP growth fading.
That’s big. We’ve been watching our economic models flag this for weeks. The Fed's now seeing what we saw.
*📦 Tariffs:*
Yes, they’re inflationary… for now. But Powell called it temporary.
So we’re not adjusting our midterm inflation outlook just yet.
*💡 Policy Outlook (aka this is where it gets good):
No 50bps cut for now — this was a *risk management cut*. But Powell made it clear: *if data weakens, more cuts are coming
And here’s the alpha:
First cut = signal.
Next cuts = gas.
Our instrus show every cycle begins this way — the first rate cut looks “meh”... then *BOOM*, liquidity flows and we fly 🚀
🎯Trade Setup (Simple):
Short-term: expect chop. Let the dust settle.
Long-term: We keep buying the dips on strength – BTC, ETH, SOL, and *our AI/infra alts* lined up. We’re NOT going risk-off now.
The instrus already flipped bullish on the next liquidity wave forming.
*Pro Tip:* Don't chase green candles. Accumulate quality early. Use rate cut reactions as loading zones.
TLDR – OUR STRATEGY:
Fed is easing into a cutting cycle. Inflation noise will fade, but macro weakness will force their hand.
That means *more rate cuts = more liquidity = more pump
Crypto eats first 🍽️
$BTC #FedRateCutExpectations