币姥爷
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June 27, 2025
Recently, there have been rumors in the market that Trump may announce his new nominee for the Federal Reserve ahead of schedule. The current chairman of the Federal Reserve's term ends in May next year, so Trump may announce a new nominee in the coming months. Since Trump's policies have criticized the current Federal Reserve's interest rate cuts multiple times, if the new nominee is someone close to him, the market will be more optimistic about the upcoming pace of interest rate cuts.
From the market's perspective, this round of interest rate cuts is relatively slow; otherwise, according to previous cycle theories, rates should be lower by now, which coincides with the bullish rhythm of the market. However, from the stock market's point of view, this round of the market is somewhat different. Even in a continuously rising bull market, the overall market sentiment appears extremely conservative, with Buffett holding a significant amount of cash.
Therefore, until the dollar's interest rates come down, the market will remain in a relatively chaotic state. Once the dollar's rates decrease, the market will become easier to operate, leading to gradual profit-taking. Currently, we are in the stage before the rates come down. According to conventional financial logic, there will be a rally ahead. If the list of the new Federal Reserve chairman is announced in July or August, along with a more optimistic interest rate forecast from institutions, the probability of the market being positively influenced and rising is still quite high.
Regarding specific market conditions, it is currently sideways at this position. The movement of Bitcoin depends on the dynamics of the U.S. stock market, while the cryptocurrency market looks to Bitcoin's resistance levels for breakthroughs. Altcoins rely on Ethereum's upward momentum; it's all interconnected. Currently, everyone can continue to engage with alpha, making small trades, as the big market trend requires patience. In a certain sense, this somewhat boring market can also be seen as a form of hibernation.
Thank you for your attention and likes.
Recently, there have been rumors in the market that Trump may announce his new nominee for the Federal Reserve ahead of schedule. The current chairman of the Federal Reserve's term ends in May next year, so Trump may announce a new nominee in the coming months. Since Trump's policies have criticized the current Federal Reserve's interest rate cuts multiple times, if the new nominee is someone close to him, the market will be more optimistic about the upcoming pace of interest rate cuts.
From the market's perspective, this round of interest rate cuts is relatively slow; otherwise, according to previous cycle theories, rates should be lower by now, which coincides with the bullish rhythm of the market. However, from the stock market's point of view, this round of the market is somewhat different. Even in a continuously rising bull market, the overall market sentiment appears extremely conservative, with Buffett holding a significant amount of cash.
Therefore, until the dollar's interest rates come down, the market will remain in a relatively chaotic state. Once the dollar's rates decrease, the market will become easier to operate, leading to gradual profit-taking. Currently, we are in the stage before the rates come down. According to conventional financial logic, there will be a rally ahead. If the list of the new Federal Reserve chairman is announced in July or August, along with a more optimistic interest rate forecast from institutions, the probability of the market being positively influenced and rising is still quite high.
Regarding specific market conditions, it is currently sideways at this position. The movement of Bitcoin depends on the dynamics of the U.S. stock market, while the cryptocurrency market looks to Bitcoin's resistance levels for breakthroughs. Altcoins rely on Ethereum's upward momentum; it's all interconnected. Currently, everyone can continue to engage with alpha, making small trades, as the big market trend requires patience. In a certain sense, this somewhat boring market can also be seen as a form of hibernation.
Thank you for your attention and likes.
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