Just last night, the nerves of the financial markets were torn apart by two explosive news stories:

1️⃣ The century-old institution, Metropolitan Capital Bank, suddenly collapsed, with depositors lining up late at night to withdraw money, and regional bank stocks collectively hitting circuit breakers and plummeting;
2️⃣ Trump officially nominated “famous hawk” former director Kevin Wash to be the next Federal Reserve Chair, causing the dollar to surge in response.
How can the market still play?
Don’t worry, understand these three layers of game theory, and you’ll grasp the biggest wealth secret of 2024:
First layer: Powell’s “extreme tightrope walk”
Old Powell says “no rush to cut rates,” then immediately blames inflation on Trump’s tariff policies. This move is brilliantly subtle — it maintains the Fed’s independence while hinting that “once the tariff shock passes, the easing channel is always open.” Before leaving office, he deliberately planted a “loose policy mine” in the market.
Second layer: the “bank explosion countdown”
Metropolitan Bank is definitely not the last. The collapse of commercial real estate + high interest rates are silently bleeding the balance sheets of small and medium banks. This crisis comes at just the right time — forcing the Fed to choose between “anti-inflation” and “saving the system.” History shows that central banks will always choose to rescue the market.
Third layer: Trump’s “power game”
Nominating Wash is an extremely ruthless move. Once this recognized hawk takes office, the short-term will see a strong dollar, combined with Trump’s tariff stick, perfectly playing out the “dollar repatriation” script. But the dramatic part is — if the banking crisis erupts in his hands, this hawkish chairman may be forced to do a 180-degree turn, initiating the most divided monetary policy cycle in history.
What does this mean for the crypto market?
The present is a sword, but behind it is sugar.
- Short-term pain is inevitable: hawkish expectations + banking panic will cause violent fluctuations in risk assets like $BTC, $SOL, and others.
- But the long-term door is open: when economic cracks meet political pressure, a new liquidity flood will only be delayed, not absent. Before and after the May power transfer, every deep correction could be a once-in-a-lifetime golden opportunity.
Smart money has already sensed the smell:
While Wall Street is still debating “how many rate cuts,” the real giants are already deploying “crisis response tools.” The next liquidity release is likely not traditional rate cuts, but targeted rescue operations for the banking system — that’s the real “invisible helicopter money” rushing into risk assets.
History is repeating itself, but this time with new protagonists.
The 2008 subprime crisis forced easing, and 2024 will be a dual variation of a banking crisis + political leadership change. As the Fed’s balance sheet must expand again, every plunge you see now will become a prelude to future surges.
In the eye of the storm, are you fear or greed?
(Follow me to penetrate the fog and seize the liquidity turning point)#我的周末交易计划 $BTC