CPI cools down = Liquidity switch turned ON | The next two rate cuts are priced in, the on-chain spring is about to release

🔥 Freshly released September core CPI:

Year-on-year 3.0% (expected 3.1%)

Month-on-month 0.2% (expected 0.3%)

All down 10 bps, the Federal Reserve's biggest headache, "rent + services" cooling down simultaneously — this is not statistical noise, inflation is really confirming "block production" off-chain.

⚡ Traders link back in seconds:

• CME FedWatch: Probability of another 25 bp cut in November > 90%

• 2024 full-year pricing: a total of 2 rate cuts (= 50 bp liquidity injection)

• 2-year U.S. Treasury yield plummeted 15 bp, DXY fell below 103 — the rust on the dollar faucet has been twisted off.

🧩 On-chain historical playback:

2020/12 CPI first broke 2% → BTC quarterly +170%

2023/11 CPI three consecutive declines → BTC quarterly +130%

The rule is simple and brutal: Inflation turning point = Risk assets mint factory starts operating.

🪙 Liquidity Beta leaderboard (already queued):

1️⃣ BTC: Digital gold, real interest rates ↓ = Discount ↓

2️⃣ ETH: L2 ecosystem TVL is highly correlated with USD liquidity, maximum elasticity

3️⃣ Gold: Previous high 2,431 has been refreshed, COMEX net long at 18-month high

4️⃣ Nasdaq 100: Rate cuts = Cash flow discount rate ↓, Mag 7 directly benefits

🚦 Operation signals (not financial advice):

• Spot vault: 30% bullets buy BTC/ETH in batches, stop-loss set at 200 D-MA

• Leverage vault: ≤2 times, only choose deep top 5 perpetuals, avoid funding rate backlash

• Cash vault: Keep 20% USDC for 4-5% yield, wait for a pullback to add, prevent spikes

🕯 One-sentence summary:

CPI block has confirmed "inflation retreat", the next block is "liquidity minting".

Spring is not a future tense, it is happening now.

Wallet open, network fees maxed out, getting on board a step late, block height does not wait for anyone.

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