# Пов'язані статті щодо Fed Rate Cut

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Fed Rate Cut", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

Crypto Market Macro Report: Liquidity Repricing Amid Fed Rate Cuts, BOJ Rate Hikes, and the Christmas Holiday

The Federal Reserve's anticipated 25-basis-point rate cut on December 11 did not signal a shift toward monetary easing. Instead, the Fed's hawkish forward guidance—indicating fewer future cuts and internal dissent among policymakers—suggested constrained future policy flexibility. This led to a "sell the news" reaction, with risk assets like U.S. equities and cryptocurrencies declining as markets repriced expectations for liquidity. Simultaneously, the Bank of Japan is expected to raise rates to 0.75% on December 19, a move that threatens the long-standing yen carry trade. Higher Japanese rates could trigger unwinding of global leveraged positions, causing broad-based selling in risk assets, including crypto, due to increased funding costs and currency risk. These events coincide with the Christmas holiday period, when reduced liquidity amplifies market volatility. The convergence of tighter Fed expectations, BOJ tightening, and seasonal illiquidity creates a fragile environment for crypto, prompting a recalibration of risk rather than a trend reversal. Investors should prioritize risk management amid heightened macro uncertainty.

marsbit12/18 08:12

Crypto Market Macro Report: Liquidity Repricing Amid Fed Rate Cuts, BOJ Rate Hikes, and the Christmas Holiday

marsbit12/18 08:12

On the Eve of the Great Dollar Devaluation, Bitcoin Awaits the Final Catalyst

The Federal Reserve recently cut interest rates as expected and announced monthly purchases of $40 billion in short-term Treasury bills, which some have labeled "QE-lite." However, this policy is not equivalent to quantitative easing, as it does not suppress long-term yields, reduce duration risk, or broadly ease financial conditions. It is aimed at stabilizing repo markets and banking liquidity rather than stimulating risk assets like Bitcoin or equities. The authors argue that true monetary easing—which would involve suppressing long-term yields, lowering real rates, and compressing term premiums—has not yet occurred. When it does, it could drive capital into riskier, longer-duration assets. They anticipate increased volatility in Q1 2025, with a shift toward financial repression likely later. On a macro level, structural tensions are rising due to U.S. efforts to reduce its trade deficit and reshore manufacturing, which conflict with the dollar’s reserve currency role. This could lead to reduced capital inflows, higher volatility, and an eventual forced devaluation of the dollar. In this environment, non-sovereign stores of value like Bitcoin and gold may gain importance due to their scarcity and lack of reliance on policy credibility.

marsbit12/18 06:06

On the Eve of the Great Dollar Devaluation, Bitcoin Awaits the Final Catalyst

marsbit12/18 06:06

Weekly Selection丨Fed Cuts Rates by 25 Basis Points Again, Crypto Market Rebounds; Multiple Industry Experts Conclude Four-Year Cycle Invalidated

PANews Weekly Digest: The Federal Reserve cut interest rates by 25 basis points, highlighting internal dissent with three opposing votes. Experts debate whether Bitcoin's four-year cycle is ending as the market seeks a bottom. Multiple outlooks for 2026 suggest growth in app-chains, AI-driven crypto networks, and real-world asset tokenization. Despite the bear market, some analysts believe ETH has entered a value "buying zone." AI remains a hot topic with projects like Surf AI and x402 protocol upgrades gaining traction. Tether’s new chain, Stable, faced a rocky start amid tokenomics and trust issues. Regulatory and adoption developments are noted in Brazil, UAE, and Russia, where crypto is reshaping finance outside SWIFT. Other key updates include Circle’s privacy-focused USDCx, Binance’s move to Abu Dhabi, and a potential $2B funding round for Bitget Wallet.

marsbit12/13 01:37

Weekly Selection丨Fed Cuts Rates by 25 Basis Points Again, Crypto Market Rebounds; Multiple Industry Experts Conclude Four-Year Cycle Invalidated

marsbit12/13 01:37

The Stronger the Consensus, the Greater the Risk: The Market Is 'Eerily Quiet' Amid Rate Cut Expectations

In the context of the upcoming Fed rate decision, market consensus strongly expects a 25 basis point cut, with over 85% probability priced in. However, this high level of agreement means the actual rate cut may not significantly move markets, as it has already been anticipated. The real focus is on the Fed’s forward guidance, particularly the "dot plot" showing policymakers' interest rate projections for 2026. The Fed faces unusual uncertainty due to a recent government shutdown, which delayed key inflation data (CPI) for October and November. This lack of recent data may lead to more ambiguous signals from the Fed, increasing potential market volatility. Three scenarios are outlined: 1. **Baseline (most likely)**: The Fed cuts rates as expected and maintains previous guidance, resulting in minimal market reaction. 2. **Dovish**: The Fed signals more rate cuts in 2026 than previously indicated, potentially boosting risk assets like Bitcoin and equities. 3. **Hawkish**: The Fed emphasizes persistent inflation and limited future cuts, which could strengthen the dollar and pressure crypto and other risk assets. The article’s key argument is that high consensus often implies higher risk, as markets are driven by surprises relative to expectations. Investors are advised to focus on managing position risks amid elevated uncertainty rather than betting on specific outcomes.

比推12/10 05:58

The Stronger the Consensus, the Greater the Risk: The Market Is 'Eerily Quiet' Amid Rate Cut Expectations

比推12/10 05:58

On the Eve of the Fed Rate Cut, Has the Bitcoin Bear Market Already Completed 90%?

Bitcoin's bear market, measured against gold rather than the U.S. dollar, may be 90% complete. Analysis shows that BTC/gold peaked in December 2024 and has since declined over 50%, breaking below the 350-day moving average—a historical indicator of bear market onset. Previous bear cycles in gold terms saw drawdowns of 76–86% over 350–400 days, suggesting the current 51% decline over a similar period may be nearing a bottom. Key retracement levels from Fibonacci analysis indicate strong support zones. The 0.618 and 0.5 Fibonacci levels from the last cycle low to the recent high correspond to approximately 22.81 and 19.07 ounces of gold per bitcoin, respectively. When converted to U.S. dollars, these suggest a potential accumulation zone between $67,000 and $80,000. Multi-cycle technical signals and reduced selling pressure from increased institutional adoption imply the bear market may conclude earlier than expected, with the current phase offering a strategic entry point.

marsbit12/09 01:09

On the Eve of the Fed Rate Cut, Has the Bitcoin Bear Market Already Completed 90%?