U price unexpectedly drops below 7! Federal Reserve 'cuts interest rates' + China's strong measures, has the logic in the cryptocurrency world completely changed?

Today, the most asked question during the live broadcast was, "Why did U drop?"

I countered with, "Are you here in the crypto world to trade U? Aren't you here to trade coins? The ETH you bought yesterday also rose by 10%, isn't that great?

Overnight, the U price (USDT to RMB exchange rate) rarely broke 7! There was a wave of exclamations in the community: "I haven't seen it this low in so many years!" "Is the dollar about to be harvested?"

This is not just a simple fluctuation in the exchange rate; behind it, two major changes are colliding:

1. Is the Federal Reserve about to 'surrender'? Trump's people are coming in

The news has basically been confirmed: Trump is determined to replace Powell, letting his confidant Haskett take charge of the Federal Reserve. The core purpose is clear: at all costs, significantly cut interest rates.

Market expectations have completely reversed: the probability of a rate cut in December has soared to nearly 90%, and a dramatic cut of 50 basis points next year would not be surprising. The expectation of a weaker dollar is strong, and the upward pressure on the RMB is huge — the exchange rate breaking 7 is just the beginning.

2. East University's strong measures strike, stablecoin channels face precise attacks

Recently, East University has severely cracked down on money laundering and illegal currency exchange using stablecoins. This punch directly hits the 'gray channel' of cross-border funds. Many are forced to exit U for hedging, increasing short-term supply and exacerbating the decline in the exchange rate.

Seemingly contradictory signals: Why does the U price drop while coin prices soar?

This precisely reveals the complex logic of the current market:

· Clear expectation of dollar depreciation: If the Federal Reserve turns to aggressive rate cuts, global liquidity will flood again. Traditional funds are seeking outlets, and cryptocurrencies become a potential reservoir.

· The strange mentality of 'crackdown is a good thing': Some market views believe

· Market sentiment cycle reversal: As expectations improve, previous long positions are released, and the overall funding situation improves. The U price, as the price of the fiat currency channel, is viewed as a characteristic of the early bull market in the short term — historically, every bull market has seen the U price undergo a similar pressure phase.

Old investors vs. new investors: Huge cognitive differences

In the face of volatility, the market presents completely different voices:

· New investors panic: "Is U about to be harvested?"

· Old investors remain calm: "It's always like this on the eve of a bull market; the drop in U is actually a good thing." Some even begin to plan: now is the time to exchange for U at a low price, wait for the exchange rate to rise back to 7.5 and then exchange back, easily earning a 10% difference.

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