2026-01-01 23:20:25

Friends, Happy New Year! But the gift from Wall Street seems to be quite cold. On New Year's Eve, the market was hit with two heavy blows in a row:

First, the Federal Reserve's "flip-flop." Stronger-than-expected employment data was released, and the market's dreams of rate cuts were instantly shattered. US stocks plunged at the close, with tech stocks leading the sell-off, and even silver followed suit. This is hardly a way to bid farewell to the old and welcome the new; it's more like a collective New Year's "calamity."

Next, a 95-year-old traditional investor officially stepped down as CEO. This figure, who once called Bitcoin "rat poison," silently turned the page on their own chapter.

Coincidence? I don't think so. What does this imply? When the "cornerstone" retires, the Federal Reserve's interest rate policy appears to become unpredictable again, and an invisible power shift is underway. Over $340 billion in capital is about to be handed over to a new generation of leaders.

So, what has truly happened?

First, the traditional liquidity logic is going off track. Over the past decade, the market script was simple: Federal Reserve easing → risk assets favored. But now, when employment data improves, expectations for rate cuts diminish, indicating that the macro control has weakened. The gameplay of liquidity is quietly changing.

Second, the decline of authority is accelerating. The retirement of veteran investors is not just a personal farewell but also signifies the fading of the "pantheon" of traditional finance. When young management takes over these massive funds, their investment logic will inevitably differ. Their tolerance for emerging assets may also increase.

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HashRateHustler

· 18h ago

Damn, this pace... The old man stepped down, new blood is coming in. Is the crypto circle finally getting a chance? --- The Federal Reserve's move was perfect, hitting back hard. The New Year's Eve turned into a black comedy. --- Power transition... I just want to see if the new generation will be more friendly to crypto, and stop demonizing us. --- The liquidity logic has truly collapsed. The old routines are becoming less and less effective. --- That 95-year-old elder finally stepped down. The mouse poison rhetoric is finally becoming history. --- $340 billion changed hands... this is the real big show, everything else is just supporting roles. --- Wait, so more institutional funds will flow into crypto? The potential is quite huge. --- The traditional financial altar is fading, is our opportunity coming? But it depends on what the new leader thinks. --- Good employment data but the market still drops. This market is really absurd... The rate cut dream is truly shattered.

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Degentleman

· 18h ago

Haha, the 95-year-old old man finally stepped down, maybe Bitcoin can finally turn around. --- The dream of interest rate cuts is shattered. It was so explosive at the beginning of the year, and 2024 is only halfway through. --- Wait, could the new leader actually be an undercover crypto supporter? Conspiracy theory alert. --- In simple terms, the old order is loosening, let's see who can seize this wave of change. --- Liquidity derailment + power transfer, this combo has me a bit confused, but it seems there might be an opportunity. --- Mr. Rat Poison is out, Wall Street is about to change. --- Wait, how are his recent remarks now? Has he reflected? --- $340 billion has a new owner, is a storm really coming?

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BrokeBeans

· 18h ago

Wow, that 95-year-old guy finally got off the bus. I told you this thing was about to change. --- The dream of rate cuts is shattered. The first punch of the new year hurts like hell. Tech stocks are probably done for. --- Power transition: young people taking over 340 billion. Can their attitude towards Bitcoin be the same? That's the real point. --- When the "pillar" of traditional finance retires, the underlying logic begins to loosen. That's interesting. --- The Federal Reserve's unpredictability is really disgusting. Good employment data doesn't lead to rate cuts. Who can understand this logic? --- The new generation of leaders coming in will definitely have a different attitude towards emerging assets. Is this an indirect positive signal? --- Passing the tribulation, starting hell mode directly on New Year's Eve. Damn, that's really inauspicious. --- Old-school investors once dissed Bitcoin. Now that they're retired, the irony is full blast. We should at least clear this up. --- The gameplay of the liquidity game is changing. In simple terms, the old rules are no longer effective. We need to explore anew. --- $340 billion is about to change hands in leadership. Such a scale of power transfer will definitely bring uncertainties.

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SneakyFlashloan

· 18h ago

Happy New Year, where's your mom... Got hit directly during the New Year? Forget it, anyway, I'm used to the dream of rate cuts being shattered. I actually enjoy seeing this big shot retire; the comments criticizing Bitcoin back then now sound pretty awkward, don't they? Power transition? Hmm, will the new generation of managers be more friendly to crypto... Let's just wait and see, as my holdings are still right there. I'm actually pleased to see the "deification" of traditional finance fade away; it's our turn to step up. Whether liquidity derails or not, let's see how 2024 plays out... Feels like we're about to be harvested again.

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