#美联储重启降息步伐 This Week’s Focus: Hawkish Fed Rate Cut Expectations Trigger Market Divergence!

It’s been a whirlwind week in the financial world. The Fed is highly likely to cut rates—almost no one denies that. But what’s truly confusing is that the rate cut might just be surface-level. Powell is likely to release liquidity positives with one hand while using hawkish rhetoric to “cool down” the market with the other. This contradictory approach is like feeding the market “honey” while wielding a “stick.”

$BTC and $ETH investors are now pondering: Is this genuine liquidity easing, or just a diversion?

What’s more worth noting are the behind-the-scenes details: there’s no consensus within the Fed’s policy circles. Hassett, a leading candidate for the next Fed chair, holds a dovish stance and is rumored to favor a more accommodative monetary policy framework. Meanwhile, Treasury Secretary Bessent is at the center of public scrutiny—he needs to balance White House expectations with the Fed’s policy orientation, and his own career prospects are closely tied to Fed policy as well. This multi-layered pressure reflects the complex situation facing current macro policy coordination.

Some analysts believe the administration may be exerting influence behind the scenes to ensure rate cuts proceed as planned. Once fiscal and monetary policies become coordinated, market liquidity could see a new round of expansion—or could this instead signal a coming turning point? No one can say for sure.

In this policy game, every move is calculated. Can $BTC continue to benefit from liquidity expansion, or will this policy shift bring new risks? Share your predictions in the comments.