Brothers were stunned this morning:
Didn't the Federal Reserve lower interest rates? Why isn't BTC skyrocketing, but instead plummeting over 3000 dollars? Isn't this a slap in the face?
Don't worry, this isn't fake news, this is a classic "buy the rumor, sell the news" trap, an old trick that seasoned investors understand.
The good news was already consumed, and what's left is all the吐
This time the rate was lowered by 25 basis points to 3.50%-3.75%, exactly in line with market expectations.
Savvy big funds had already positioned themselves two weeks ago, waiting for that moment of "official announcement" today. Once the news hit, the good news was realized, institutions took profits immediately and exited. Retail investors are still foolishly shouting "go up," while the main players have already run off with the profits.
The real bomb is hidden in the dot plot
Powell stunned everyone with a single sentence: there may only be one rate cut in 2026!
Previously, the market fantasized about a possible 4-5 cuts in 2025, flooding the market to boost the bull run, but it was directly choked off. Next year, the tap will basically be turned off, and the dream of risk assets has shattered, leading everyone to flee for their lives.
An internal 10:3 vote, three dissenting votes are scarier than the rate cut itself
Previously, rate cuts were always passed unanimously at 10:0, but this time three hawks emerged to stand firm, and some even shouted "it's time to raise rates." This indicates that the Federal Reserve has begun to worry about the inflation fire after Trump takes office. Once internal fractures are exposed, risk assets like Bitcoin are immediately hit hard.
In summary:
Today's 25 basis point cut is the sugar coating, while only one cut in 2026 is the real bomb.
The market has always feared not the bad news, but the "failure of expectations."
This drop isn't because of the rate cut, but because everyone suddenly realized: there’s no more water left behind!
Follow Lao Huang, I'll take you flying @加密黄哥



