Recently, seeing this round of moves by the Federal Reserve, to be honest, it’s a bit unsettling the more I think about it.

On the surface, it looks like rate cuts to release liquidity, but in reality? Powell made it clear—“Real easing? Let’s talk in 2026.” This is a classic case of giving out candy with the right hand and locking the door with the left. Major coins like BTC and ETH may benefit from a short-term liquidity boost, but medium-to-long-term expectations are being directly suppressed. The market is already fragile, and these ambiguous signals are the easiest way to trigger violent volatility.

What’s even more interesting is the obvious divergence in the dot plot. Even the Fed can’t agree internally, so how can retail investors possibly see the direction clearly? Frankly, in this kind of information-asymmetrical environment, panic gets amplified infinitely—some people rush to cut their losses, while others take the opportunity to buy in at the bottom.

The crypto market is now basically held hostage by policy expectations. But panic often comes with opportunity—the key is not to be led by your emotions:

First, position management is ironclad; never go all in, and always keep enough capital to handle potential deep corrections.

Second, keep a close eye on economic data releases—indicators like CPI and nonfarm payrolls will directly influence the Fed’s stance.

Third, the messier things get, the more rational you need to be; the market loves to harvest those who panic and lose their way.

The market never takes care of blind optimists. Want to survive this round of policy games? You’ll need to learn how to find gold in the rubble.