1. The Fed is still holding back, but there's a hidden knife **
Interest rates are stuck for the 4th time at **4.25%-4.50%**, outwardly calm, but the dot plot reveals a secret—expectations for rate cuts in 2026 have been reduced from two cuts to just one! Powell also added, 'Inflation is set to surge in the coming months, and tariffs will push up prices without negotiation!' Bitcoin performed a roller coaster, crashing from $105,200 to $104,000, with Ethereum dropping 1.8%, and meme coins collectively tanking.
2. Trump lashes out: Powell is an 'idiot'!
Before the Fed meeting, Trump directly insulted Powell as 'stupid' and 'politicized,' criticizing the rate cuts as 'too slow,' even suggesting 'I could do it myself!' As his words settled, the market trembled; the Nasdaq barely turned positive, while the Dow and S&P 500 switched from red to green. The crypto crowd: don't shake hands while eating popcorn, leverage first.
3. Stablecoins have exploded with historically good news!
The U.S. Senate passed the Genius Act overnight, ending the 'wild west' era of stablecoins! The new regulations require 100% cash or treasury reserves, issue federal licenses, and allow traditional institutions to enter compliantly. Circle's stock price surged **34%**, BlackRock and Fidelity rushed to buy, and Trump urged the House to 'pass it quickly!'
4. The Middle East powder keg is smoking again, is Bitcoin becoming the 'risk-off playboy'?
Bloomberg reported that the U.S. might intervene in the Iran-Israel conflict, causing gold to rise, and platinum soared to an 11-year high! However, Bitcoin fluctuated around $105,000, with analysts complaining, 'What happened to being the digital gold?' It is advised to keep a close watch on the **$102,000-$106,000 support level**, as a breach could lead to a liquidation of leveraged positions.
5. Should banks loosen restrictions? Crypto custody may face opportunities
The Fed is plotting to lighten the burden on big banks—capital requirements are proposed to drop from 5% to 3.5%-4.5%. If implemented, giants like JPMorgan and Goldman Sachs may fully embrace cryptocurrency custody services, but the rush for U.S. Treasuries could also raise stablecoin costs.
💎 Summary: Hawkish Fed + Trump's rhetoric + chaos in the Middle East = a special heart-pounding package for the crypto space. In the long term, compliance is a clear trend, but short-term advice:
- Don't go all in, save some ammo for testing the $102,000 support line;
- Keep an eye on the Fed's statements tonight + developments at Iranian nuclear facilities;
- Trump's tweets act as alarms, those quick to react will benefit, while those slow will miss out.