🔥The Federal Reserve has cut interest rates by 25 basis points, and Trump angrily criticized, "It’s not enough!" Has the market begun to shift?
At 3 a.m. Beijing time, the Federal Reserve announced a 25 basis point rate cut as expected. However, before the market could celebrate, the dot plot doused cold water on the excitement—out of 19 committee members, 7 believe that there shouldn’t be any rate cuts this year! Even Trump publicly challenged: "It’s too little! Rates should be lowered to the lowest in the world!"
🦅 Rates were cut, but not fully released?
While opening the faucet, it emphasized that "policy remains within a restrictive range." Powell candidly stated at the press conference: "Rates are at the high end of neutral levels." Implicitly, it means: water can be provided, but the gate is still in hand.
💡Three signals pointing in the same direction:
1️⃣ Internal policy disagreements have become public—nearly 40% of committee members oppose rate cuts, highlighting the torn internal positions of the Federal Reserve;
2️⃣ The Trump family-associated mining company has surged into the BTC holdings ranking TOP 22, bridging the gap between politics and crypto assets;
3️⃣ The latest statement from the CFTC chairman: Bitcoin can be used as collateral for derivatives—regulatory acceptance enters a new stage.
📈 Institutions have been quietly taking action
Despite publicly cautious statements, several large institutions are continuously increasing their holdings of government bonds and quietly expanding their balance sheets. This “saying one thing and doing another” strategy often signals a shift in the underlying liquidity environment.
🌙The current crypto market is permeated with a sense of "waking magic":
· On a macro level, dovish and hawkish signals intertwine, creating a complex market sentiment;
· Yet, funds have already quietly laid out in MEME, new public chains, and other tracks, as seen in recent projects like PU PP IES that have been active on Ethereum, often breaking out into independent trends when others hesitate.
🤔 So is this time “dovish with hawkish elements,” or “clear hawks but real doves”? As the narratives of traditional finance become blurred, the volatility and opportunities in the crypto world may be quietly brewing in uncertainty. #美联储FOMC会议 #加密市场反弹 $BTC $ETH
