比特洞察

Powell said, the market's dreams are shattered! December rate cut? Dream on!
The result is: the US dollar is more expensive, money is tighter, and the assets relying on water to raise fish are now exposed!
[Who is swimming naked? A list]
✅ US Stock Leverage Bull: Done. (Borrowing money for buybacks doesn't work anymore)
✅ Altcoins: Done. (Just telling stories, no cash flow generated)
✅ 'Burning money' projects: Done. (The market has lost patience)
✔ Cash Flow King: Win!
[Heroes emerge in chaotic times? GAIB is here!]
Why is it said to be 'anti-cyclical'? Three sentences to explain:
1. Not short of money: I have two profitable businesses (AI data + on-chain trading), not relying on the Federal Reserve's liquidity to survive.

The optimism for a December rate cut has not yet dissipated, but Powell shattered the market's fantasies with a single statement. The phrase 'there is no autopilot for interest rate cuts' caused the probability of a December rate cut to plummet from 70% to 22%, and the previous expectations for easing instantly turned into bubbles.
Notably, he mentioned 'making decisions in the fog', which is not a policy humility, but a direct warning to the market—monetary policy will maintain high uncertainty for a long time. Even if the Federal Reserve has cut interest rates three times by 2025, the federal funds rate remains stuck in the restrictive range of 3.75%-4.00%, and Powell emphasized that the December rate cut is 'not a foregone conclusion'. Franklin Templeton even predicts that the bottom of this round of interest rates may be above 3.5%. Clearly, high interest rates are no longer a 'temporary adjustment', but a 'new normal' that global assets must face, marking the formal start of an asset stress test led by the Federal Reserve.