When the president turns the central bank chair interview into a recruitment fair for his own executives, and when three Wall Street bigwigs compete to be the 'leading liquidity providers', September's interest rate cut is no longer a question of probability, but a robbery announcement! Old Zhu combed through 20 years of financial history overnight and found a fatal pattern: Every time the Federal Reserve becomes a politician's toy, Bitcoin enters slaughter mode - a single-day surge of 20% in 2017 was just the appetizer; this time we aim to tear down the million-dollar ceiling!
Personnel earthquake: The Federal Reserve is about to be renamed 'Trump', the four major dovish warriors are emerging.
Trump has firmly grasped four trump cards: former Federal Reserve Governor Kevin Warsh, White House economic advisor Kevin Hassett, current Governor Waller, and Bowman.
Treasury Secretary Besant actively withdraws from the competition, stating 'I want to continue serving the president', solidifying Trump's absolute control over the Federal Reserve. Even more fatal is - Federal Reserve Governor Kugar's sudden resignation, effective this Friday; Trump will place another loyalist in, preemptively undermining current Chairman Powell!
The market is betting blatantly: Warsh and Hassett's win rates soar to 35%, Waller at 15%, and even Trump himself has a 1% chance of personally taking charge. All four candidates are proudly waving the 'interest rate cut flag'.
Warsh: Criticizes current interest rates as 'absurdly high', advocates for aggressive interest rate cuts to stimulate the economy;
Hassett: Advocating for a 'tariff + interest rate cut' combo to revive manufacturing;
Waller & Bowman: They vehemently opposed Powell at the July FOMC meeting, demanding an immediate interest rate cut.
Wall Street trembles with warnings: The independence of the Federal Reserve is dead, the era of political puppets has arrived!
1 Nuclear explosion-level signal: Interest rate cut tsunami + policy loosening, igniting the dual engines of the crypto market
The probability of an interest rate cut in September skyrocketed to 90%, with an expected 2.3 rate cuts within the year! If a dovish chairman takes office, the cut could exceed 25 basis points, directly igniting a flood of dollar liquidity. Historical repetition alarm sounds: When Powell took office in 2017, BTC's daily volatility exceeded 20%, and this time, the bullets will be fiercer!
Policy initiatives strike simultaneously, the U.S. dismantles the crypto shackles:
CFTC raids approve spot trading: Registered futures exchanges can list spot crypto assets, opening up a trillion-dollar institutional funding channel.
SEC's 'Project Crypto' chain reform mission: Acknowledges AMM market maker status, ERC-3643 becomes the RWA compliance bridge, allowing project parties to issue tokens openly.
Trump's executive order strangling 'de-banking': Banks dare to discriminate against crypto companies? Fines will make them beg for mercy!
Whales have already moved:
Asset management giant Strategy rushes to buy 21,021 BTC worth $2.46 billion, total holdings exceed 628,000 BTC, with dollar-denominated trading on a single day surging to 57.3%
Ethereum's open interest skyrockets to 40%, Standard Chartered remarks: 'ETH is only a step away from breaking $4,000!'
2 Explosive market scenario: Dollar collapse + BTC epic surge
The dollar index is under precise attack! If dovish candidate Hassett takes office, the dollar will plunge straight down; Euro bulls are surging, and the EUR/USD technicals have returned to an upward channel.
Bitcoin begins the 'rocket fuel' injection cycle:
Current price $114,000, 90-day surge of 16.19%, liquidity expectations reignite the million-dollar narrative
Historical script verification: Interest rate cuts = risk asset jubilation; during the Federal Reserve's 1% rate cut from September to December 2024, BTC rose over 40%!
Ultimate warning: When political strongmen control the printing press, only Bitcoin is the lifeboat!
3 Emergency layout guide: Capture the three major paths to wealth
(1) Interest rate-sensitive giants: All-in on BTC/ETH spot
In the flood of liquidity, BTC will become the biggest lifeboat, with institutions increasing their positions on every pullback. ETH seizes the wind of RWA compliance, benefitting from layer-2 networks + staking protocols.
(2) Compliance breakthrough concept: Stablecoins + RWA leaders exerting force
SEC's new rules classify compliant stablecoins as 'cash equivalents', benefiting USDT and USDC whose reserve transparency is leading; ERC-3643 standard ignites real estate and government bond tokenization, Ondo Finance (ONDO) and Polymesh (POLYX) are well-positioned.
(3) Trump on-chain Meme: TRUMP coin's undercurrents are surging
Political games intensify, MAGA-related tokens (TRUMP, BODEN) experience skyrocketing volatility; don't miss the short-term doubling machine driven by news!
The historical watershed has arrived! When the Federal Reserve becomes a political pawn, and the interest rate cut tsunami collides with crypto compliance breakthroughs, 2025 is destined to be etched in crypto history. Hold tight to your chips and keep an eye on the September FOMC meeting - the day the floodgates open will be the day Bitcoin tears through the sky!
When political bigwigs control the printing press, cash becomes worthless paper, and Bitcoin is the Ark of Noah!
The last bottom-fishing window before the September interest rate cut - miss it and wait 4 years!
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The market is dangerous, but the opportunities are even crazier! Do we go for it?
