2026-01-09 02:29:00

Recent actions by the Federal Reserve are indeed worth paying attention to. Waller openly stated that a rate cut of over 100 basis points must be achieved by 2026. How significant is this signal? Just think about it—this former hawk, who used to emphasize "crushing inflation at all costs," suddenly doing a 180-degree turn, is enough to highlight the seriousness of the issue.

Statements from the Fed's top officials always carry underlying implications. The expectation of a rate cut this time reflects a reassessment of the economic outlook. What does this policy shift mean for the crypto market?

Simply put, the rise and fall of crypto assets are closely related to the global liquidity environment. Remember the past two years? The Fed kept raising interest rates, the dollar appreciated, investors flocked to US bonds and bank deposits, and funds were directly drained from the crypto market. Many experienced the drop from Bitcoin's all-time high.

The rate cut cycle opens up a completely different scenario. When interest rates decline, the cost of holding cash decreases, and those seeking higher returns will naturally reevaluate high-volatility, high-yield assets like crypto.

Data is the most convincing. In September 2024, after the Fed initiated the first rate cut, $1.9 billion flowed into the crypto market immediately. Bitcoin and Ethereum showed strong upward momentum on the same day. Historically, the six months following the start of each rate cut cycle tend to be the most active periods for the crypto market.

The current question is whether Waller's comments will accelerate the market's pricing in of rate cuts. Once the market forms a strong expectation of a rate cut, funds that react early may already be on their way. This time window is crucial for understanding the next direction of the crypto market.

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StopLossMaster

· 01-11 07:34

Waller is really handing us a cigarette this time, hawkish to dovish, all implying that liquidity is coming. Wait... only in 2026? Then what are we hyping now? Is the market this greedy? I saw the 1.9 billion entry, and at that time, it really felt like being injected with adrenaline. The 6-month golden window sounds pretty impressive, but it seems like they say that every time... When interest rate cuts come, money flows into crypto. I believe in this logic, but the question is, when will the funds actually arrive? Or is it just another wave of speculative hype to trap people?

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WhaleMinion

· 01-11 07:25

Wow, this turn of events is really a 180-degree change. It seems the economy indeed has issues.

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AirdropLicker

· 01-10 16:10

Waller's recent comments are really sending signals. The hawkish stance suddenly shifting must be quite uncomfortable... By the way, is it a bit late for us to get on board now?

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DuskSurfer

· 01-09 02:58

Waller's 180-degree turn is really impressive. The hawks suddenly start singing the song of rate cuts, indicating that the economy is indeed struggling a bit. When rate cuts come, the crypto market has a chance. History always repeats itself—are we about to rise again? A direct cut of 100 basis points, liquidity is the most realistic factor—money flows where the flow goes. The 1.9 billion influx in September is still fresh in memory. Will it be even more intense this time? Instead of guessing, it's better to follow the Fed's rhythm. Anyway, holding cash during a rate cut cycle is a sin. Is this time really different, or are we about to get cut again?

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GasWaster69

· 01-09 02:58

Waller's 180-degree turn is really paving the way for subsequent actions. With interest rate cuts, funds need a place to go, and here is the best choice. --- Hawkish to dovish, what does that indicate? It shows that the economy indeed has issues. Liquidity easing causes BTC to take off, and this logic has been validated years ago. --- I also saw the 1.9 billion influx that day, but the question is, can we still see another wave of such volume now? --- The "must" in Waller's words was heard by the market as "immediately," and this is the expectation game, everyone. --- Wait, isn't this logic reversed? While liquidity easing is indeed beneficial, could his stance itself attract arbitrage funds first?

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SolidityStruggler

· 01-09 02:57

Waller's move is really a signal. The hawkish stance suddenly turning bearish on its previous tone indicates that those above are indeed a bit anxious. With interest rate cuts coming, it's not long before the crypto circle starts to feast.

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ProbablyNothing

· 01-09 02:57

Hawkish to dovish, how sudden is this turn... It shows that the Federal Reserve is truly panicking.

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SadMoneyMeow

· 01-09 02:57

Waller's move really gave the shorts a big slap, the hawkish turn so quickly shows that the economy really can't hold up anymore. As soon as the rate cut cycle begins, funds rush into crypto. The logic is sound; it should have been like this a long time ago. Speaking of which, after $1.9 billion entered the market, the trend indeed heated up. I am optimistic about the upcoming wave. I'm just worried that the market might overextend expectations prematurely, and only a reversal at that point would be a real problem. Waller's signal is truly valuable; Bitcoin still has to rise. Liquidity easing is always good for crypto; this ironclad rule can't be changed. Wait a minute, could this be a trap... I said the same before, but nothing happened. The rate cut expectations have already been fully priced in; it's a bit late to enter now. 100 basis points—crypto's takeoff is just around the corner. The problem is, when will the funds really arrive? Talking without action is useless.

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PebbleHander

· 01-09 02:47

Waller's 180-degree turnaround this time is indeed impressive. Going from hawkish to dovish, you really need to see clearly what's behind it. When rate cuts come, it's a time for liquidity to reallocate and expand. Crypto definitely needs to rise. I felt the wave of $1.9 billion entering the market. Now it's just a matter of who can get on the rhythm early. This time window is indeed critical. Funds that react early probably got on board long ago. Wait, will Waller really implement this 100 basis points? Or is it just another test of easing expectations? With the rate cut cycle coming, cash is hot, and funds are seeking higher yields. We need to seize the dividends in this industry. No one probably took profits during the September 2024 wave, and the next six-month cycle is coming again. It's that time again for the Fed to make statements and the market to respond—a classic routine with a new twist. This time might be different. The economic situation indeed looks less optimistic, and Waller has to bow to the pressure. Crypto is still the same—whatever the Fed does, we follow the dance. There's nothing more to say.

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WalletDivorcer

· 01-09 02:41

Waller's 180-degree turn this time is truly hinting at something for us... Going from hawkish to dovish, this is absolutely incredible.

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