$LRC
Gold flash crash 100 dollars, US stocks lie flat! The Federal Reserve hardens against Trump, can the crypto circle withstand the liquidity storm? 一起聊聊
Last night, the global financial market staged a 'frightening jump': COMEX gold plummeted over 100 dollars in 2 hours, finally closing at 4329.8 dollars per ounce, silver once plummeted by 5.5%, and the US stock Nasdaq closed down 1.69%, traditional assets facing collective pressure. More explosively, Trump called for the Federal Reserve to cut interest rates and was met with a hard rebuttal, Goolsbee bluntly stated that 'cutting rates to save government debt is monetization and absolutely unfeasible', many officials poured cold water, and the prospect of interest rate cuts in 2026 has completely changed.
This macro storm has long been transmitted to the crypto circle. It’s crucial to know that Bitcoin and other crypto assets are now increasingly correlated with traditional finance. The Federal Reserve maintains restrictive policies, and signals of tightening liquidity directly trigger market panic selling. There have been precedents; after the Federal Reserve's hawkish interest rate cut, Bitcoin plummeted over 8% on the same day, with over 220,000 liquidations in 24 hours. Currently, the cryptocurrency fear and greed index is approaching the 'extreme fear' range, institutional funds are starting to withdraw, and Bitcoin spot ETFs continue to see net outflows, with a clear downward pressure in the short term.
However, strangely, at a time when traditional safe-haven assets are failing, the crypto circle has not experienced a collapse-like decline. Behind this is the expectation of Trump’s crypto-friendly policies still supporting it. He plans to nominate Bitcoin supporters for key positions in the Federal Reserve and has promised to establish a Bitcoin strategic reserve, all of which give the market hope for long-term regulatory easing. More critically, the independence of the Federal Reserve is being questioned, concerns about the credibility of the dollar are rising, which just reinforces Bitcoin's 'digital gold' hedging logic. After all, the characteristic of a constant total supply is the core confidence against the risk of excessive monetary issuance.
On one side is the pressure from short-term liquidity contraction, while on the other is the narrative support from long-term credit hedging, the crypto circle stands at the crossroads of macro games. Do you think Bitcoin will break below the support level of 85,000 dollars next, or will it break through against the trend due to the turmoil in traditional assets? Is it time to bottom fish or hold and observe? Let’s chat about your trading ideas in the comments!
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