Fed made a closed meeting and cut rates to 1%
It was the worst day since both 2008 and 2019 crises
I researched all the data: Here is what happened and we’ll pump again🧵👇
1/➱ Crypto’s crashing — BTC, ETH, SOL all down bad
⋄ But this isn’t about crypto itself. It’s about the global macro.
⋄ Risk-off is back, and liquidity’s evaporating
⋄ Investors are dumping risk across the board — not because of on-chain stuff, but because the world’s on fire again
2/➱ Trump’s reigniting trade wars
⋄ He’s threatening 60%+ tariffs on China, and Beijing’s already hinting at retaliation
⋄ Markets hate it: China’s stocks are imploding, EU indices are bleeding, and US equities are wobbling
⋄ Global trade fragility is back on center stage
3/➱ What’s Trump’s real goal? Pressure the Fed.
⋄ He wants them to cut rates before November — and chaos is his leverage
⋄ If tariffs spike, inflation drops, growth stalls — Powell will be cornered
⋄ It’s manufactured crisis as monetary policy tool. Wild, but effective.
4/➱ Trump’s narrative: “There’s no inflation,” “China’s the problem,” “Only I can fix this.”
⋄ He’s gaslighting the data and weaponizing populism
⋄ But that message lands — especially when people feel poorer and want someone to blame
⋄ It’s 2019 all over again, on steroids
5/➱ The US is already on thin ice
⋄ The federal deficit is $2+ trillion, interest costs are hitting records, and the Treasury’s rolling over debt at 5%+
⋄ It’s a ticking bomb. Without rate cuts soon, debt servicing eats the budget.
6/➱ Trump’s playbook is becoming clear: tariffs up, rates down, dollar weaker, markets pumped
⋄ He’s setting the stage for a reflation trade while blaming everyone else
⋄ And the Fed, boxed in, might eventually fold
⋄ It’s the classic “break it, then fix it” cycle
7/➱ Smart money isn’t fooled
⋄ Big wallets have been buying BTC and ETH on every dip
⋄ On-chain data shows accumulation by long-term holders
⋄ They’re not trading headlines — they’re positioning for the liquidity pivot
8/➱ We've seen this setup before
⋄ In 2019, trade war panic led to Fed cuts, and BTC went from $3K to $14K
⋄ It wasn’t because crypto "fixed" anything — it was macro liquidity + narrative
⋄ Today’s conditions feel eerily similar — but even more volatile
9/➱ The difference? The dollar system is weaker.
⋄ BRICS are dumping Treasuries, supply chains remain fractured, and trust in institutions is eroding fast
⋄ Add in geopolitical risk and a US election — and you’ve got a pressure cooker. Crypto thrives in that chaos
10/➱ Scenarios?
→ Fed cuts soon = rate cut rally, BTC/ETH moon
→ Fed holds = markets bleed, then panic rate cuts
→ Global trade breaks = recession, dollar squeeze
⋄ In every case, volatility spikes — and crypto plays both ways
11/➱ Trump’s first term saw BTC go 20x — from ~$1K to ~$20K
⋄ Now, crypto’s bigger, faster, more globally integrated
⋄ If the macro cracks again and liquidity floods back in, we’re not looking at a regular bull run — this could be the start of a multi-asset supercycle
12/➱ Yesterday was April 7. The Fed announced an emergency closed-door meeting
⋄ This doesn’t happen for fun. If they pivot soon, markets will chase the “rate cut trade” hard
⋄ And crypto — as the most reflexive asset — will be first out of the gate
➱ This is the end of the write up .
I hope you found something interesting in it..As always Ensign !!!