#美联储降息预测
84% rate cut? The crypto crowd gets excited first, but I won’t make any rash moves
There are two things the crypto market fears most: rate hikes and “uncertainty.” Now, there’s good news—an 84% probability of a rate cut, clear direction, and stronger signs of policy shift, all of which are very friendly to risk assets.
Rebound? I think it’s coming, but not in “rocket mode”—it’ll be more like a “gradual liftoff.” That’s because the market has already priced in most of the rate cut expectations ahead of time. What can really spark a rally is whether the Fed is willing to continue cutti
View Original84% rate cut? The crypto crowd gets excited first, but I won’t make any rash moves
There are two things the crypto market fears most: rate hikes and “uncertainty.” Now, there’s good news—an 84% probability of a rate cut, clear direction, and stronger signs of policy shift, all of which are very friendly to risk assets.
Rebound? I think it’s coming, but not in “rocket mode”—it’ll be more like a “gradual liftoff.” That’s because the market has already priced in most of the rate cut expectations ahead of time. What can really spark a rally is whether the Fed is willing to continue cutti





