$SOL

The Fed delivered the expected 25 bps cut, but everything changed after the headline.

Here’s what really moved the markets:

🔥 1. Fed Begins T-Bill Purchases on December 12

Starting with $40B per month, and Powell confirmed these elevated purchases will continue for “a few more months.”

This is not QE, but it is fresh liquidity returning to the system — especially after:

🔄 2. QT Officially Ended on December 1

QT is done. Liquidity is coming back.

This combination alone is a massive shift from the last 2 years.

📈 3. Powell: Economic Growth Will Rise in 2026

This quietly implies ISM > 50 in 2025 — historically one of the strongest signals for major altseason cycles.

❌ 4. Rate Hikes Off the Table

Powell was clear:

➡️ No hikes.

➡️ Market should expect a pause or future cuts, nothing more.

This removes the biggest macro risk.

👀 5. Inflation Rising, Labor Market Weak

Powell admitted inflation is firming again, but the labor market is softening fast.

That’s the exact setup where the Fed usually cuts further.

⚖️ 6. Policy Rate Now “Neutral”

Powell said rates are in the neutral zone, meaning:

• No aggressive cutting cycle yet

• No more tightening

• Data-dependent from here

This is why the tone leaned mildly hawkish, despite liquidity boosts.

📊 BOTTOM LINE

This FOMC was hawkish on rates, but bullish on liquidity.

QT is done.

T-bill buying is starting.

Rate hikes are dead.

Growth outlook improving.

Altseason signals strengthening.

The macro tide is turning — slowly, but decisively. 🚀$BTC $ETH