Last night's press conference by Powell really shook up the market.



On the surface, they sound assertive: "Cutting interest rates? What’s the rush? Let’s talk about it when the employment data really falls apart."

But what about turning around? The pace of tapering suddenly slows down, and liquidity begins to seep out.

This is Powell's classic operation – appearing calm on the surface while secretly loosening his grip. Do you think he is sitting still? Those keenly sensitive funds have already begun to adjust their positions.

How do we talk about inflation? The data has dropped a bit, but the stickiness hasn't gone away. If we have another round of tariffs, prices might spike again. But did you catch the nuance in his statement, "If it's just a one-time shock, I won't overreact"?

Translated, it means: Don't be nervous, we haven't reached the point of flipping the table yet.

What is the current economic situation like? It’s like a rubber band stretched to its limit—businesses are waiting, consumers are hesitating, and the market is twitching every day. Volatility hasn’t calmed down even for a single day recently.

On the other side, Trump directly opened fire: publicly attacking Powell, calling for his resignation, threatening investigations, and hinting at a change in personnel. The impact on the asset market is substantial. Don't think that only stocks and bonds are suffering; the cryptocurrency sector reacts the fastest, with any policy changes sparking a chain reaction.

But the interesting thing is here:

The interest rate has indeed not changed, but the balance sheet reduction is quietly hitting the brakes. Isn't this just a disguised way of easing liquidity?

Tighten the mouth and relax the hands—this environment has always been the easiest to brew market trends.

Smart money has already started to position itself.

If the rumors in the market are true: Powell steps down early, and a new chairman who is more dovish and willing to loosen monetary policy takes over?

The cryptocurrency market may not just be a minor rebound, but rather an explosion of the "big cycle market restart."

Now there is a question in front of us:

Is Old Powell really leaving or not?

If a "dove" truly takes the helm, how high do you think this wave of market movement can reach?

The game in the crypto world may be undergoing a reshuffle.
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DeFiCaffeinatorvip
· 12-05 10:13
Powell’s maneuver is truly masterful—tough talk, but soft action. The smart money picked up on it early. --- Simply put, slowing down the balance sheet reduction is just a disguised way of easing. The smart money started reallocating a while ago. --- Any movement from Trump’s side, and the crypto market reacts the fastest. Whether this wave can take off depends on whether Powell stays or goes. --- A rubber band stretched to its limit has to loosen up eventually. Historically, this kind of environment is the most likely to trigger explosive moves. --- If a dovish chair takes over, the crypto side might see more than just a small rebound. --- Rates haven’t moved but balance sheet reduction has hit the brakes. This really feels like paving the way for more liquidity. --- The crypto table is being reshuffled—it all depends on whether the new chair will really open the floodgates. --- Consumers are hesitant, businesses are cautious, and the market is twitching every day—that’s exactly what the night before a breakout feels like. --- Whether Powell can deliver or not will determine just how high this round can go.
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MerkleTreeHuggervip
· 12-04 16:49
Loose talk and loose hands, this is basically disguised liquidity injection. Smart money got in long ago. If Powell really steps down and is replaced by a dove, the crypto market could take off instantly—it's not just a dream. With the market fluctuating wildly every day, it’s all about who can hold on and not panic sell. Even the slightest policy shift can trigger crypto; this stress test has only just begun. Liquidity leaking out means one thing: someone knows liquidity is about to be injected again. If you can't win, replace the person in charge—Trump is a master at this tactic. Halting balance sheet reduction and keeping rates steady—this is just priming the market, paving the way for future liquidity injections. Right now, the crypto market is a litmus test to see if the policy stance is just for show or genuinely tough. Relaxing with actions but tightening with words—Powell’s classic move. The market caught on instantly. How high the market can go still depends on who’s in that seat. The rubber band is stretched to its limit; sooner or later, it has to loosen—the only question is when. If you’re not positioning now, what are you waiting for? There aren’t many chances to catch a major market cycle restart.
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consensus_failurevip
· 12-02 10:51
Powell's recent actions are indeed amazing; he talks tough but is quietly point shaving, while smart money has already begun adjusting their positions. Trump is firing directly from the hip, and the encryption sector reacts the quickest; this is the real test. Is old Powell really going to step down and let the PI take over? The crypto world is the fastest to yield returns, and it's about to da moon. Tapering and hitting the brakes is just a disguised point shaving, and historically, such situations tend to brew significant market movements. Now we're just waiting to see what the new chairman will do; it feels like a reshuffle is coming. Short-term fluctuations may continue, but once the expectation of point shaving is established, this thing should start to rise.
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ForumLurkervip
· 12-02 10:46
Talking about tightening while actually engaging in point shaving, I'm too familiar with this trap... smart money has already been buying the dip If Old Bao really steps down and is replaced by a dove, then the crypto world will take off When it comes to policies, encryption reacts the fastest, always being pressed down.
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gas_fee_traumavip
· 12-02 10:43
Old Powell's operation this time is really cheeky; he talks about not lowering interest rates, but his hands are engaged in point shaving, a typical case of playing both sides. If a dovish figure were to come in, the crypto world would probably take off. Quantitative tightening and hitting the brakes are clear signals, and smart money has already run to the front. With Trump stirring up trouble, we can only hope the new chairman can save the situation. The key still lies in whether Old Powell will step down; this matter determines the entire long cycle. In the crypto world, it's still hard to see how this game unfolds. On the surface, it's tough, but behind the scenes, it's relaxing; this tactic is the easiest to trigger a market movement. If we really want a big rebound, it might still be time to lie in ambush now. The entire market is like a tightened string; any policy change could cause an explosion.
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FromMinerToFarmervip
· 12-02 10:22
The operation of tapering and hitting the brakes, to put it simply, is paving the way for future actions. I've heard enough of old Powell's rhetoric. On Trump's side, he's shouting for a change. The crypto world is really the first to feel the shockwaves of these political games. If you ask me, smart money has already caught the scent of point shaving. Now, it just waits for the moment when the doves take office.
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