📣📣📣 Federal Reserve interest rate cut countdown!
🔥🔥🔥 The market is already celebrating, but be careful
🔥🔥🔥 The end of the celebration is a dispersal 📉 On the other side
Stablecoins are stirring up an unseen battle for U.S. Treasuries — a new explosive point is quietly brewing.
🔥 Interest rate cut game: frenzy and cracks
The market bets on more than 80% probability of a rate cut in December, the S&P is approaching a strong resistance at 6900, expectations have long been overdrawn. Once it lands, beware of “good news fully priced in equals bad news”!
Strangely, long bond yields are rising instead of falling… What is the market afraid of?
👉 Key Operations:
· Keep a close watch on S&P 6880-6900; if it can't break, watch for 6700 support
· After the rate cut, funds may rotate from tech stocks to small-cap and value stocks
· Plan ahead to cope with severe volatility post-decision
🚀 Stablecoins: The “new appetite” for U.S. Treasuries
The tokenized U.S. Treasury scale has surpassed $7.4 billion, growing faster than traditional stablecoins. BlackRock and Fidelity have already entered the market.
📌 Core Driving Force: The U.S. “GENIUS Act” opens the door to compliance — 1:1 reserve assets, clearly defined as non-securities.
🌍 New Weapon for the Dollar: The Treasury views compliant stablecoins as a new lever for expanding hegemony, competing for the digital future.
⚠️ The downside of the bright side:
· Issuers have become major buyers of U.S. Treasuries
· BIS warns: the shock may be greater when funds flow out
· Always choose transparent and compliant issuers to prevent “decoupling” risks
💎 How to position in the crypto market?
Interest rate cut expectations are already heated; there's no need to wait for the decision to be announced! History shows that in the 1-2 days before the decision, BTC and ETH often trade on expected trends.
If a 25 basis point cut occurs (probability 85.2%), the trend may “drop the boot” and spike first; if unexpectedly cut by 50 basis points, a single-day crypto market increase of over 5% wouldn’t be surprising.
✅ Action Guide: Build long positions in mainstream coins in advance based on interest rate cut expectations, seize the most lucrative segment of the expected trend!
Only 2 days left until the decision at 3 AM on December 11 — will you ambush in advance, or wait for the landing to chase high? Let’s discuss your strategy in the comments! 👇
