The Federal Reserve's internal conflict has exploded! Nick Timiraos just dropped a bombshell——In the December interest rate meeting, regardless of whether rates are lowered or not, at least three Fed chairs will jump out to oppose it, and Powell is currently in a dilemma!
On one side are the inflation-hawk quartet, like Bullard, who are constantly saying "we cannot lower rates"; on the other side are the dove trio, placed by Trump, who are urging for rate cuts, fearing high rates will drag the economy down. Powell is completely caught in the middle—if he lowers rates, the hawks will slam the table, yelling "inflation will get out of control"; if he doesn't lower rates, the doves will slam the table, yelling "the economy will collapse".
Historical experience shows: when the Federal Reserve is internally divided, the market is bound to be tumultuous!
If rates are maintained without cuts, the dove trio will directly confront, and the expectations for rate cuts will be completely dashed, leading to a short-term crash in US stocks and Bitcoin; if rates are cut by 25 basis points, the hawks will go wild, inflation panic will rise again, and the dollar's rebound will drain market liquidity. In short, the December FOMC meeting is Powell's "social death scene"—no matter how he chooses, it will be wrong, and the market is destined for massive shocks!
As someone in the crypto space, don't panic at this time! Volatility will surely soar before the meeting, and if BTC and ETH drop sharply, don’t rush to sell; buying in batches is the hard truth. For short-term hedging, you can look at gold and US treasuries, but the overall trend is still a rate-cutting cycle, and crypto assets remain long-term winners.
I have just one thing to say: keep your composure, save your bullets, and don’t hesitate when it’s time to buy the dip! The more severe the Fed's internal conflict, the more opportunities we have—when the market is panicking, we must not panic, that's how veterans in the crypto space should behave!
If you always feel one step behind the market, always experiencing "buying leads to drops, selling leads to rises", then let me tell you, you are not lacking analysis; you are lacking a professional guide who can remind you in real-time "opportunity is here" and "run fast"!
