#数字货币市场洞察 With this wave of market action, the window of opportunity left for us might really only be a few days.
My view is clear: this rate cut is most likely a forced move by the Fed. Powell’s speech in the early hours will almost certainly send a hawkish signal—giving the market a heads-up and hinting that rate cuts might be paused going forward. Think about it: rates have already been slashed to around 3.5%, basically touching the neutral range, but inflation is still stubbornly above the 2% target, and economic data isn’t that bad. Where does the Fed get the confidence to keep easing?
So my strategy is simple: seize opportunities to build long-term short positions on rallies. From now to the first half of next year, I personally think it will be the “toughest moment before dawn.” The real opportunity? You’ll have to wait until the second half of next year. If Trump makes new moves—like replacing the Fed chair or restarting the rate-cutting cycle—that will be the true starting point, and this bull run could last a long time.
Of course, if you want to play it safe, you might as well wait for a deep correction next year before buying the dip. Time will tell.
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#数字货币市场洞察 With this wave of market action, the window of opportunity left for us might really only be a few days.
My view is clear: this rate cut is most likely a forced move by the Fed. Powell’s speech in the early hours will almost certainly send a hawkish signal—giving the market a heads-up and hinting that rate cuts might be paused going forward. Think about it: rates have already been slashed to around 3.5%, basically touching the neutral range, but inflation is still stubbornly above the 2% target, and economic data isn’t that bad. Where does the Fed get the confidence to keep easing?
So my strategy is simple: seize opportunities to build long-term short positions on rallies. From now to the first half of next year, I personally think it will be the “toughest moment before dawn.” The real opportunity? You’ll have to wait until the second half of next year. If Trump makes new moves—like replacing the Fed chair or restarting the rate-cutting cycle—that will be the true starting point, and this bull run could last a long time.
Of course, if you want to play it safe, you might as well wait for a deep correction next year before buying the dip. Time will tell.