# 美联储政策与降息

#美联储政策与降息 The Bank of Japan raising interest rates by 25 basis points is essentially a done deal; the chain reaction of this move is worth paying attention to. Japan holds $1.2 trillion in U.S. Treasuries, and rising interest rates will directly push up U.S. Treasury yields, which poses substantial pressure on the Federal Reserve to cut rates.
From an on-chain perspective, such shifts in macro expectations often trigger reallocation of funds. Rising U.S. Treasury yields → decreased attractiveness of risk assets → institutions may accelerate portfolio adjustments. Recently, it is important to

#美联储政策与降息 Big news! The Federal Reserve has just withdrawn its "strong opposition" policy towards crypto businesses in 2023, which is like opening a new door.
Do you know what this means? Previously, banks wanting to get involved in digital assets and issue stablecoins faced almost insurmountable barriers. Now, it’s different — state member banks without FDIC deposit insurance can apply to the Federal Reserve on a case-by-case basis for approval of new crypto activities. This sounds like an official statement: "We may have misunderstood before; now let’s take another look at the value of this

#美联储政策与降息 Once again, we see an old familiar trap playing out. AI companies are burning money madly to buy computing power, but the actual revenue that can be monetized is far from keeping up with the investment pace—I've seen this pattern in 2017 and 2021, just with different protagonists.
QCP's analysis hits the key point: $2.8 billion in passive funds may flow out of the crypto market, while the AI bubble in the stock market is also brewing to burst. The Federal Reserve has sent a "dovish + hawkish mixed" signal, with possible 2-3 rate cuts next year, but this won't bridge the gap between

#美联储政策与降息 Wait, the Federal Reserve actually withdrew its previous restrictions on cryptocurrencies? 🤔 What's going on here? It feels like the regulatory environment for crypto has been gradually improving over the past few months.
I heard before that banks were basically prohibited from touching assets like Bitcoin and Ethereum, but now they can apply case by case. What does this mean? Does it imply that more banks will enter the crypto space in the future? How do you think this will impact the overall market?
Also, the Trump administration seems to have a relatively friendly attitude towar

#美联储政策与降息 The Fed's interest rate cut expectations are heating up, which is a good signal for us crypto enthusiasts. The better-than-expected CPI report suggests that market risk appetite may increase, and the activity of new project financing usually rises accordingly, leading to more airdrop opportunities.
In the coming days, focus on new projects that are about to go live, especially in the financial sector. The strengthened rate cut expectations have reinforced market expectations of abundant liquidity, prompting project teams to spend more on marketing and airdrop incentives. It is recom

#美联储政策与降息 Seeing this analysis from QCP Capital, my mind immediately flashed back to the 2017-2018 cycle. Back then, everyone was chasing hot trends wildly; after ICO projects raised funds for half a year without any output, investors started to panic. The story of AI infrastructure now feels familiar—capital frenzy, but revenues are still coming in slowly.
The Federal Reserve's stance is quite interesting. The dovish rate cut signals, combined with 2-3 market expectations, should have been a boon for crypto and tech stocks, but this time they have become a double-edged sword. The stock marke

#美联储政策与降息 Damn! Banmu Xia's analysis this time is spot on🔥 The Federal Reserve has started expanding its balance sheet, non-farm payroll data is decent, and the easing space is widening... Isn't this just a green light for risk assets?
Concerns about the AI bubble and Japanese rate hikes have already been fully priced in. Now that market sentiment is warming and liquidity is improving, this is the most worthwhile window to get in over the past 1-2 months! Bitcoin, S&P 500, and CSI 300 are all calling me to buy😤
The key is that he's right — there will definitely be cyclical pullbacks and wor

#美联储政策与降息 Recently, I saw several statements from the Federal Reserve, and I thought many investor friends might be speculating about the pace of interest rate cuts. Waller mentioned that job growth is approaching zero and the labor market shows signs of weakness, which indeed paves the way for further easing policies. But I want to say that policy shifts are often the times when market sentiment is most prone to losing control.
Some will get excited, imagining that a rate cut means opportunity has arrived, and will impatiently leverage up or concentrate bets. In fact, this is precisely the m

#美联储政策与降息 Semi-Mu Xia's analysis this time still has some substance. The AI bubble and concerns about Japanese rate hikes are almost fully digested by the market. The Federal Reserve's balance sheet expansion and liquidity are also improving, which indeed gives risk assets a breather. The non-farm payroll data was lukewarm but instead opened up room for rate cuts, which is a positive signal for Bitcoin and the stock market.
The key point is that his statement struck a chord with me: the next 1-2 months might be the most worthwhile time to get in for the medium term. Every market correction is

#美联储政策与降息 Waller's recent stance is quite interesting—acknowledging soft employment, supporting a gradual rate cut, while also emphasizing the Federal Reserve's independence in front of Trump. This balancing act is crucial because the pace of upcoming rate cuts directly affects market liquidity, which in turn influences our follow-trade strategy adjustments.
Honestly, in an environment where rate cut expectations are heating up, the success rate of aggressive traders often increases significantly. They like to leverage up on the eve of policy shifts, betting on a rebound in risk assets. But t