The results of the November 2025 FOMC meeting are out, with all 10 votes in favor and a 25 basis point rate cut. This is the clearest policy shift since the COVID-19 pandemic in 2020, and it signals that the global liquidity faucet has essentially been turned on.

Why was this rate cut so decisive? Three key data points stood out: core PCE inflation dropped to 2.1%, nearly hitting the Federal Reserve's 2% target; the unemployment rate has remained at a high 4.3% for three consecutive months, indicating a noticeably soft labor market; the 10-year US Treasury yield has fallen back by 50 basis points, with the bond market already pricing in this easing expectation.

Once the news broke, the markets immediately exploded. The US dollar index dropped by 60 points, gold rose by $25, and Nasdaq futures surged 1.8% in a single day. Bitcoin was even more aggressive, soaring 6% in one day and heading straight for the $110,000 mark. This wave of crypto market activity feels like a long-awaited breakout.

Historical experience shows that within three months after the first rate cut, alternative assets tend to outperform traditional stocks and bonds. After the last easing cycle began, stock indices averaged a 7% increase, and high-volatility assets showed even greater resilience. At this moment, it’s truly a rare ten-year window for strategic positioning.

However, it’s wise to stay calm and not go all-in blindly. Inflation data can fluctuate at any time, and after the initial boost, a correction is likely. Don’t spend all your bullets at once; keeping some flexible positions to respond to volatility is the smarter approach.

Regarding specific assets, BTC and ETH, as industry leaders, should naturally be prioritized. Over the past two days, ASTER has risen 4.76%, and DOGE has increased by 2.02%, indicating that capital is flowing into these directions. Potentially promising sectors like FIL are also worth watching. For a balanced approach, combining gold with tech stocks is another strategy.

This liquidity dividend won’t wait around for long. Missing this window will make it more costly to get on board later. Stay in sync with smart money and don’t let opportunities slip through your fingers.