The Fed hiked interest rates by 25 basis points early this morning, taking the rate to 3.75%-4.00%—the first time since 2023.
According to the old script, rate hikes are bearish, $BTC should kneel. But the market went the other way: Bitcoin led and the major coins collectively turned green, and $ZEC even surged by 23%—completely ignoring the Fed.
The logic isn’t complicated: this hike was forced by energy-driven inflation—US diesel prices hit a record high of $6.31 per gallon, up 70% year over year. The Middle East conflict has thrown the supply chain into chaos. The market started betting that “this is the last hike.” So once the bad news was priced in, it actually became good news.
The money’s choices are straightforward: spot gold is above $4,300, betting on the BWET ETF for oil tankers, which has gained 3600% this year. Everyone’s scrambling for assets in a chaotic era—crypto is naturally also getting a taste of the chaos.
My take: short-term sentiment is holding up, but don’t get carried away. If oil keeps burning, the Fed won’t stop. $BTC will eventually have to take another cut. Brent falling back to around 103 is like catching your breath; next, keep an eye on the Strait of Hormuz—that’s the real “commanding pointer” for the market.
NFA DYOR
#BTC #ZEC #美联储加息 #加密货币 #Gold
According to the old script, rate hikes are bearish, $BTC should kneel. But the market went the other way: Bitcoin led and the major coins collectively turned green, and $ZEC even surged by 23%—completely ignoring the Fed.
The logic isn’t complicated: this hike was forced by energy-driven inflation—US diesel prices hit a record high of $6.31 per gallon, up 70% year over year. The Middle East conflict has thrown the supply chain into chaos. The market started betting that “this is the last hike.” So once the bad news was priced in, it actually became good news.
The money’s choices are straightforward: spot gold is above $4,300, betting on the BWET ETF for oil tankers, which has gained 3600% this year. Everyone’s scrambling for assets in a chaotic era—crypto is naturally also getting a taste of the chaos.
My take: short-term sentiment is holding up, but don’t get carried away. If oil keeps burning, the Fed won’t stop. $BTC will eventually have to take another cut. Brent falling back to around 103 is like catching your breath; next, keep an eye on the Strait of Hormuz—that’s the real “commanding pointer” for the market.
NFA DYOR
#BTC #ZEC #美联储加息 #加密货币 #Gold