PANDA PROFITS

TODAY’S FED FOMC WAS VERY BULLISH.
🇺🇸 The U.S. Fed may have just started the next liquidity wave with 3 rate cuts and a $40 billion in Treasury buying.
Today’s FOMC meeting delivered one of the clearest shifts toward easing we’ve seen in the past few years.
The Fed cut rates by another 25 bps, making this the third straight cut but what mattered even more was everything Powell said around it.
Here’s the full picture in simple words:
- The Fed will buy $40B in Treasury bills over the next 30 days, starting December 12
- Powell said T-bill purchases will stay elevated for a few months
- Powell said the labor market is still weak
- Powell admitted job gains were overstated by 60,000.
- Powell said the economy is expected to grow next year, which probably means ISM > 50.
- Powell said rate cut decisions will be meeting to meeting, not a preset path
- Powell said inflation is still too high, but didn’t talk about hikes
- Powell openly said a rate hike isn’t anyone’s base case
- Fed projections show modest cuts ahead, not tightening
When you put all of this together, it looks like a slow but clear shift toward a more supportive environment.
The most important part was the liquidity angle.
Treasury bill purchases are one of the easiest ways for the Fed to add liquidity without formally announcing QE.
They are not calling it stimulus, but the market will still feel the effect as those purchases flow through the system.
Combine that with weaker labor market data and overstated job gains, and the Fed now has a stronger reason to keep cutting if needed.
What happens next?
Short term volatility will stay.
Markets will react to every headline, every number, every new data point.
But the broader direction is getting clearer:
The Fed is slowly moving away from tight policy and toward conditions that generally support risk assets, including crypto.
If the next few inflation prints show even mild improvement, the path becomes even easier.
A steady shift in tone, a third rate cut, and fresh T-bill purchases is exactly the kind of foundation that usually starts big market moves.
Crypto doesn’t react to words, it reacts to liquidity.
And today, the Fed quietly signaled where liquidity is heading.