The Federal Reserve's policy has undergone a dramatic change, and the cryptocurrency market is welcoming a historic turning point!
Federal Reserve's Musalem has dropped a bombshell: if the risk in the job market intensifies, the Federal Reserve's policy interest rate may be adjusted! This statement resonates with Powell's dovish signals at the Jackson Hole meeting, instantly igniting the expectation of interest rate cuts in the market—CME data shows that the probability of a 25 basis point cut in September has skyrocketed to 91.3%, and the mainstream expectation is now a cumulative cut of 50-75 basis points within the year!
Employment data has “collapsed,” forcing the Federal Reserve to pivot!
The latest non-farm payroll report reveals a shocking truth: the cumulative revision of non-farm employment data in the U.S. for 2025 has been lowered by 461,000, the unemployment rate has climbed from 3.5% to 4.2%, and the number of first-time unemployment claims has exceeded 250,000! Musalem stated directly: “While Trump's tariffs are pushing up prices, employment growth is slowing down, and the Federal Reserve's dual mandate is facing risks!
Dragon's perspective:
From my years of market observation, the Federal Reserve is employing the old trick of “managing expectations” this time. A rate cut in September is basically a done deal, and these disagreements are just paving the way for the official rate cut.
Why am I so certain? Three key signals:
U.S. employment data has begun to weaken, which is what the Federal Reserve is most worried about
Inflation is still around 3%, but the trend is downward
In an election year, stability must be maintained; the Federal Reserve cannot risk an economic recession
The impact on the cryptocurrency market is simple: once rate cuts begin, massive funds will flow into the cryptocurrency market. Today’s new highs are a clear signal that large funds have already been quietly positioning themselves.
The Federal Reserve's policy wheel is turning, and the cryptocurrency market is about to welcome a “rate cut bull market”! Will you seize the surge window or miss a historic opportunity? #ETH创历史新高
Still the same question, don’t know when to enter the market? Follow Dragon, the wind is about to rise, and I will help you seize the next opportunity.
