The candidate for the new chairman of the Federal Reserve released a blockbuster signal: the rate cut may exceed expectations
Hassett's latest statement, a popular candidate for the next Fed chairman, has attracted market attention. He made it clear in an interview that "the Fed has plenty of room to cut interest rates," and when asked if it could exceed the traditional 25 basis points, he gave an affirmative answer.
Behind this statement, three key messages are revealed: First, the policy shift may be stronger than the market's previous conservative expectations; second, the statements of the new candidates are highly consistent with the current government's position on promoting loose monetary policy; Third, despite the emphasis on "policy independence", there is a clear tendency to loosen between the lines.
Judging from the historical law, each round of interest rate cut cycles is often accompanied by the reallocation of funds. Bitcoin, as a risk asset, usually shows strong sensitivity in a liquidity environment.
There are several possibilities for market outlook: In the near term, the market has begun to digest this expectation in advance, as evidenced by the past two trading days; In the medium term, if interest rate cuts are really implemented, idle funds will inevitably look for income exports; From a long-term perspective, if the policy level promotes "loosening beyond expectations", then the upside of this cycle is worth reevaluating.
The trend of mainstream currencies such as BTC, ETH, SOL may be brewing new changes. Policy signals often mark the beginning of a phase, not the end. The key at present is not to chase short-term fluctuations, but to judge the certainty of the direction.
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MetaLord420
· 12-10 08:51
This wave of interest rate cut expectations can really be speculated, and I am optimistic that Hassett really dares to exceed 25bp
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This guy is talking sarcastically again, policy independence? Haha, the political flavor is strong
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BTC is going to take off again? I believe you ghost, I have heard too much of history
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Looser than expected... It feels like a prelude to cutting leeks again, so take care
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Finally, someone dares to tell the truth, waiting to see how the interest rate cut is done
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Loose liquidity = currency circle carnival, no problem, ready for moon
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Hassett's wave of statements feels like a shot in the arm for the capital market
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25bp directly doubled? What about bragging? In fact, it is not about looking at the data
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The big easing cycle is coming, and funds have to find a place to go, and coins are a good option
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just_vibin_onchain
· 12-10 08:44
Interest rate cuts exceed expectations? Isn't that printing money, our chips are going to depreciate again
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CodeAuditQueen
· 12-10 08:26
Sounds pretty standard loose expectation digestion... But the problem is that this rhetoric of "policy independence" itself is like a smart contract with loopholes, literally independent, but in fact it has long been written to death by the government's parameters. More than 25 basis points? Oh, isn't this a variant of the reentrancy attack - what seems like an operation, but it is actually called multiple times.
It is true that BTC is highly sensitive under loose liquidity and environmental protection, but you have to see clearly whether the flow of funds is really entering the currency circle or just playing leverage games in the futures market. The laws of history are as untrustworthy as unaudited contracts.
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CommunityWorker
· 12-10 08:23
I love to hear Hassett's words, 25 basis points are enough, just 50 to stimulate
It's about to start printing money again, is it really different this time?
The expectation of interest rate cuts has been speculated, and it feels a bit late to enter the market now
Wait, can you pull coins with loose liquidity? Then why wasn't 2020 so fierce
Understand, it's a policy vane again, so let's eat soup
The easing cycle is coming, and the funds have to find a place
This logic sounds good, but will history repeat itself? I always feel that this time is different
Start with 50 basis points, otherwise it's not interesting
People in the currency circle are too sensitive to policy, and they all enter the market as soon as there is a big movement
Interest rate cuts are interest rate cuts, currency prices are currency prices, don't think about the two things together
The candidate for the new chairman of the Federal Reserve released a blockbuster signal: the rate cut may exceed expectations
Hassett's latest statement, a popular candidate for the next Fed chairman, has attracted market attention. He made it clear in an interview that "the Fed has plenty of room to cut interest rates," and when asked if it could exceed the traditional 25 basis points, he gave an affirmative answer.
Behind this statement, three key messages are revealed:
First, the policy shift may be stronger than the market's previous conservative expectations;
second, the statements of the new candidates are highly consistent with the current government's position on promoting loose monetary policy;
Third, despite the emphasis on "policy independence", there is a clear tendency to loosen between the lines.
Judging from the historical law, each round of interest rate cut cycles is often accompanied by the reallocation of funds. Bitcoin, as a risk asset, usually shows strong sensitivity in a liquidity environment.
There are several possibilities for market outlook:
In the near term, the market has begun to digest this expectation in advance, as evidenced by the past two trading days;
In the medium term, if interest rate cuts are really implemented, idle funds will inevitably look for income exports;
From a long-term perspective, if the policy level promotes "loosening beyond expectations", then the upside of this cycle is worth reevaluating.
The trend of mainstream currencies such as BTC, ETH, SOL may be brewing new changes. Policy signals often mark the beginning of a phase, not the end. The key at present is not to chase short-term fluctuations, but to judge the certainty of the direction.