# 降息预期

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2025-12-26 08:07

#降息预期 Seeing the recent discussions about the Federal Reserve cutting interest rates, many friends have been asking me what I think about this market trend. To be honest, the market has already largely priced in the rate cut expectations, and the short-term bullish momentum has indeed recovered. However, there is a detail worth noting — institutions are steadily increasing their holdings, while retail investors continue to reduce theirs.
What does this tell me? A stark contrast between the patience of large funds and the anxiety of retail investors. Although the Fed has cut rates, it may only

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GateUser-8d643caa

2025-12-26 09:25

#降息预期 The Federal Reserve's "civil war" has escalated faster than expected. Looking at the chart patterns and Powell's tone adjustments, the rate cut expectations have shifted instantly from "continuous easing" to "high threshold, incremental assessment." This policy shift has a significant impact on trading rhythm.
What is the most critical change? The hawkish faction has gone from a minority to a powerful voice—Goolsbee wants to wait for data, Schmied keeps a close eye on inflation, and Powell emphasizes a restrictive stance... This means the certainty of future rate cuts has greatly dimini

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GateUser-a572b75e

2025-12-26 09:53

#降息预期 Damn, Oracle's earnings report exploded, fears of an AI bubble reignited, and the market was directly hammered down 😭 Bitcoin fell below 90,000, and Nasdaq futures are also in the same boat. The Federal Reserve cut interest rates by 25 basis points, but it still couldn't hold, this is the real hawkish signal.
Debt-driven AI infrastructure spending frenzy meets reality, the promised revenue and actual cash flow don't match, and this gap is becoming more and more obvious. Traditional software revenue is declining, new license sales are especially weak, it feels like the entire tech secto

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GateUser-ae342950

2025-12-26 09:05

#降息预期 Seeing the Oracle earnings report this show, I was reminded of the times when AI concepts cut into the leek years ago. The Fed cutting interest rates by 25 basis points should have been a positive signal, but what happened? Bitcoin dropped 2.8%, and the Nasdaq futures also sank.
The problem isn't the rate cut itself, but that old, tired pattern—the debt-driven infrastructure boom, where promised revenues never keep up with actual cash flows. Oracle's weak new license sales and declining traditional software revenue—what does that indicate? It shows that the previous prosperity was just

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HetangCoinTheory

2025-09-08 14:17

🚨 Breaking News｜Powell's speech sends a strong signal! As soon as he opened his mouth, the whole venue was tense.
At the Jackson Hole annual meeting, Powell clearly stated: • No interest rate cut this time! But a heavy hint: "The job market may be difficult to maintain, policy adjustments need to be considered." • The market quickly interpreted: The probability of a 0.25% rate cut in September soared to over 90%! • Current dilemma: Inflation has not completely retreated, employment is starting to weaken - the Federal Reserve is caught in a dilemma.
📈 Market reaction: • U.S. stocks: warmi

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币圈掘金人

2025-12-30 13:29

The Fed's rate cut expectations turn into a shock reversal! CME and Polymarket stage a "life-and-death showdown," and the crypto market is about to迎来 a bloody moment?
Investors, are you ready to face the first storm of 2026? Just last night, two major indicators of the interest rate market—CME FedWatch and Polymarket prediction market—gave completely opposite signals on rate cuts. This is not just a data discrepancy but a cognitive rift between Wall Street and crypto-native capital, and the prelude to the market storm of 2026.
Data Shock: Rate Cut Probability Performs a "V-Shaped Reversal" in

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芝麻开门芝麻开门

MC:$219.33KHolders:143

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GateUser-ae342950

2025-12-26 07:04

#降息预期 Seeing the news that labor cost growth has hit a four-year low, I have a few heartfelt words to say.
On the surface, easing inflation pressures and the possibility of the Federal Reserve cutting interest rates sound like positive signals. But the problem is—I’ve experienced too many "positive trap" scenarios over the years. Every time a rate cut expectation emerges, the crypto world begins a new FOMO wave, with a large influx of newcomers, and you know what happens next.
Carefully analyze the logic behind this data: slowing labor costs are not necessarily good; they indicate that the jo

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GateUser-79b707e5

2025-12-26 03:09

#降息预期 Recently, news about the Federal Reserve cutting interest rates has been everywhere. I finally started to understand what’s really going on 😅
I heard that Bitcoin has already "priced in" the Fed's rate cut expectations? What does that mean? Does it mean the market has already digested the rate cut, so there won’t be a big rally anymore? I’m a bit confused...
But I saw analysis saying that after Bitcoin retraced from $80,000, the short-term bullish momentum has recovered, and the 200-day moving average has turned positive. Does this sound like there’s still hope? And institutional inves

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Rice-eatingChainFriends

2025-12-26 08:26

#降息预期 Looking at the press release and dot plot from this Federal Reserve meeting, I can't help but recall the scene back in 2015. At that time, the market was also conflicted—whether to cut interest rates or not, with a flurry of statements and data contradicting each other.
The interesting part this time lies in the surface cracks. The statement appears dovish—interest rates were cut—but behind the dot plot, the true attitude of six committee members reveals they actually don't want to cut. It's like two people saying opposite things but using the same face. The current market disagreement

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CryptoWorldYouth

2025-12-26 01:03

#降息预期 Seeing the Federal Reserve's latest decision, my thoughts drifted back to 2015. That was the start of a rate hike cycle, and the market plunged from prosperity to the bottom; many people suffered losses trying to buy the dip at that time. Today’s talk of rate cuts reaching an end echoes the logic of the rate hike starting point back then—both are moments confirming a policy inflection point.
A 75 basis point annual cumulative rate cut sounds very accommodative, but the dot plot indicates only one rate cut next year, which is an interesting signal. Powell said very plainly: preventive ra

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