🚨 Has the Fed been slow to cut rates?
Bitcoin’s upward momentum may have to wait for a key answer!
Group: 点击进入玖玖的粉丝群
📉 The market has been looking for one question: When will the Fed start truly easing?
But a recent signal from San Francisco Fed Chair Mary Daly has made this timing uncertain again. She believes inflation may take longer to return to the Fed’s target level. What does that mean? Simply put, the Fed may remain cautious about rapid rate cuts.
🔥 So what does this have to do with Bitcoin?
In the past, the market generally believed that once a rate-cut cycle begins, the cost of capital falls and market liquidity improves—risk assets could gain stronger support. Bitcoin is naturally viewed as one of the assets that could benefit. But here’s the issue: the market’s expectation of rate cuts doesn’t mean rate cuts are confirmed. If inflation doesn’t cool fast enough, the Fed may continue to exercise patience. In that case, the “easing expectations” that the market has already priced in could be pushed back repeatedly.
⚠️ This is also an important variable behind Bitcoin’s current rise.
It doesn’t mean Bitcoin will definitely drop. Rather, the macro-driven upward momentum can’t be fully confirmed for now. What the market truly needs to see is sustained improvement in inflation data, along with clearer signs that Fed policy is beginning to shift.
📊 Next, focus on three key areas:
First, whether inflation continues to cool.
If inflation declines faster than market expectations, the Fed may have more room to adjust policy.
Second, the market’s repricing of the interest-rate path.
What really affects risk assets is often not a single speech, but changes in the market’s judgment about future funding conditions.
Third, Bitcoin’s own market sentiment.
When macro expectations shift, capital sentiment, ETF inflows/outflows, and overall market risk appetite may also move in sync.
Click the avatar to watch the live stream + join the Jiujiu chat group for daily strategy 🚀
#BTC #美联储何时降息？ #降息预期
Bitcoin’s upward momentum may have to wait for a key answer!
Group: 点击进入玖玖的粉丝群
📉 The market has been looking for one question: When will the Fed start truly easing?
But a recent signal from San Francisco Fed Chair Mary Daly has made this timing uncertain again. She believes inflation may take longer to return to the Fed’s target level. What does that mean? Simply put, the Fed may remain cautious about rapid rate cuts.
🔥 So what does this have to do with Bitcoin?
In the past, the market generally believed that once a rate-cut cycle begins, the cost of capital falls and market liquidity improves—risk assets could gain stronger support. Bitcoin is naturally viewed as one of the assets that could benefit. But here’s the issue: the market’s expectation of rate cuts doesn’t mean rate cuts are confirmed. If inflation doesn’t cool fast enough, the Fed may continue to exercise patience. In that case, the “easing expectations” that the market has already priced in could be pushed back repeatedly.
⚠️ This is also an important variable behind Bitcoin’s current rise.
It doesn’t mean Bitcoin will definitely drop. Rather, the macro-driven upward momentum can’t be fully confirmed for now. What the market truly needs to see is sustained improvement in inflation data, along with clearer signs that Fed policy is beginning to shift.
📊 Next, focus on three key areas:
First, whether inflation continues to cool.
If inflation declines faster than market expectations, the Fed may have more room to adjust policy.
Second, the market’s repricing of the interest-rate path.
What really affects risk assets is often not a single speech, but changes in the market’s judgment about future funding conditions.
Third, Bitcoin’s own market sentiment.
When macro expectations shift, capital sentiment, ETF inflows/outflows, and overall market risk appetite may also move in sync.
Click the avatar to watch the live stream + join the Jiujiu chat group for daily strategy 🚀
#BTC #美联储何时降息？ #降息预期