Global Capital Revolt! The Crypto Market May Welcome the Craziest Policy Bull Market in History?!

Recently, the financial markets are in a collective frenzy: gold, U.S. stocks, and cryptocurrencies are all rising, while the dollar continues to weaken. This rare pattern of "when the dollar falls, everything thrives" has led the crypto community to sense a bull market. The core force driving this wave of market activity is the "policy combination punch" from the political and business sectors in the United States.

U.S. Treasury Secretary Yellen, unusually, directly urged the Federal Reserve to "cut 50 basis points in September, and at least 150-175 basis points in this round," which far exceeds market expectations. Trump is even more radical, claiming "it should be a cut of 300-400 basis points," equivalent to bringing interest rates back down to around zero. This blatant support quickly ignited market sentiment, with traders pushing the probability of a 25 basis point rate cut in September to the maximum, and the yearly rate cut expectation rising to 62 basis points.

Interestingly, the Federal Reserve's "cooperation" is also noteworthy. Although officials like Atlanta Fed President Bostic attempted to "douse the flames" by stating "only one rate cut in 2025," the market simply did not buy it: gold only rose slightly by 20 dollars, while cryptocurrencies surged collectively. The intent behind this "political-business duet" is quite clear: the Treasury is responsible for igniting and raising expectations, while the Federal Reserve is tasked with controlling the temperature to prevent overheating, thereby providing momentum for risk assets while avoiding uncontrolled bubbles.

For the crypto market, this operation can be called "timing and location are right." The expectation of rate cuts is directly favorable for risk assets like Bitcoin, and the weakening dollar further prompts global funds to seek safe-haven alternatives. Meanwhile, Trump's team urgently needs to demonstrate that "the U.S. economy is strong" through rising markets, and cryptocurrencies happen to become the best tool for this.

It is worth noting: if the market over-speculates on the expectation of a 50 basis point rate cut, and the Fed only cuts 25 basis points in September, it may trigger a short-term correction. However, overall, the window period dominated by the policy market has arrived; as long as this play doesn't flop, the crypto market may continue to enjoy the dividends.

This moment is a golden opportunity to seize the policy dividend! After all, the last time such an opportunity arose was in 2020.

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