🐶p u p p I e s 🐶
December 22, 2025, the air in Washington and Wall Street is filled with the smell of gunpowder! The nomination battle for the Federal Reserve Chairman has entered a heated stage, with the current chairman Powell's term ending in May 2026. Trump is intensively selecting a successor. The popular candidate Kevin Hassett has the highest support; he was an economic advisor to Trump and publicly stated, "The job market is weak, and we must continue to lower interest rates"—isn't this just a way of submitting a "letter of commitment" to the White House? Polymarket prediction markets show Hassett's election probability as high as 54%, far exceeding Walsh (21%) and Waller (14%).$ETH
This 'big drama' is not just about personnel changes, but also the 'epicenter' of global finance! Trump has repeatedly pressured for significant interest rate cuts, even calling for 'super dovish' standards. Although Powell has already cut rates three times in a row, he has been criticized by Trump as a 'stubborn bull'. If Hassett takes office, the Federal Reserve's policy will undergo a major shift in 2026: reserve management purchases (RMP) will be a disguised QE, monthly repurchases of $40 billion in short-term Treasury bonds, and the interest rate path will shift from 'hovering at high levels' to 'rapidly returning to low rates'.$DOGE
Key impact:
• Macroeconomic liquidity is overflowing: core inflation may be below the 2% target, with deflationary forces from technologies like AI assisting, providing the Federal Reserve with 'ample space' to inject liquidity. Caixin Macro predicts that institutional funds will accelerate their inflow into risk assets.
• Super positive news in the cryptocurrency world: Bitcoin$BTC has retraced 30% from its high of 126,000, but the historical average increase for the Christmas market is 8%. Hassett's dovish stance is coming into play, with a revised version of the crypto market structure bill set to launch in January, significantly increasing the probability of BTC strategic reserve expansion. Galaxy Research predicts 'BTC will reach $250,000 by the end of 2027'!
• Risk concerns: The secret battle between Wall Street and the White House is escalating, with candidates like Waller emphasizing the independence of the Federal Reserve. The short-term market's 'wall of worry' is high, with inflation potentially rebounding in 2026, and stagflation risks re-emerging the nightmare of the 1970s.
Is now the time to position? Trump may announce candidates around Christmas, and the crypto market will welcome a 'holiday gift package'. Do you think BTC can break 150,000 after Hassett takes office? Or will it continue to oscillate and find a bottom? 📈#美联储会议 #巨鲸动向 Let's discuss #美国非农数据超预期
