2026-01-12 09:30:57

#密码资产动态追踪 $DOGE $SOL $ETH

🔥The Federal Reserve hits the pause button, but what is the market sensing?

At that moment on January 12th, the Fed announced a 25 basis point rate cut, bringing the interest rate down to the 3.5%-3.75% range. So far in 2025, a total of 75 basis points have been eased. Just when everyone thought they could breathe a sigh of relief, New York Fed President Williams said, "There’s no need to cut further at this time"—and the market immediately exploded.

U.S. stocks paid little attention and responded aggressively: the Dow rose 0.38%, and the Nasdaq surged 1.31%. Chinese concept stocks also rallied, with Xiaopao Zhixing soaring nearly 12%. Gold was even more aggressive, jumping to $4,340. Money is once again seeking an exit.

But behind the scenes, problems are surfacing. Trump-appointed director Milan initially wanted to implement a large 50 basis point rate cut but was vetoed and cast a dissenting vote. How independent is the Federal Reserve really? The political tug-of-war behind the scenes is becoming obvious.

More troubling data has emerged: the dot plot indicates only one rate cut possible in 2026, and inflation remains stubbornly high. Employment data was sharply revised downward—910,000 jobs vanished instantly. Ackman has even begun warning that the 2% inflation target may need to be abandoned.

The world is watching the Fed. China has gained policy maneuvering space, and the renminbi remains resilient. But how long can Williams’ "balancing act" last? Has the rate cut channel truly opened, or is this all a carefully laid trap? Just before a storm, the most confusion often occurs.

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GasFeeCrybaby

· 01-15 09:26

The Federal Reserve's move is really clever. They say they're cutting rates but don't actually cut properly, playing a game of heartbeat. Crypto must be excited now.

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DAOplomacy

· 01-15 08:38

honestly the fed's doing some fascinating governance theater here... williams saying "no need to cut" while simultaneously cutting feels like classic path dependency in action, ngl. the political pressure from trump's appointees vs institutional independence thing—that's where the real game theoretical implications kick in, right? anyway crypto doesn't care about their "balance act" anyway lol

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SoliditySlayer

· 01-15 05:12

Wait, Williams, are you fishing? First saying to cut rates, then saying there's no need to cut, this routine is so familiar. In terms of political struggles, the Federal Reserve's independence has really been compromised, voting directly against? That's hilarious. 910,000 jobs lost, abandoning the 2% inflation target... how bad does it have to be for Ackman to come out and speak?

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OnchainHolmes

· 01-12 17:42

Wait a minute, Williams' move is clearly digging a trap for the bears. With such obvious political maneuvering, what independence does the Federal Reserve still pretend to have? That's hilarious. 900,000 jobs just disappeared? The adjustment in this data is truly incredible.

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defi_detective

· 01-12 09:59

Williams' move is really brilliant. He refuses to cut when he says he won't, and the market actually gets excited. I really can't figure out this logic. Now we're just waiting to see if the 2026 dot plot will change again. It feels like inflation isn't calming down anytime soon. Are those 910,000 jobs really serious? How will the situation stabilize after this data comes out? It sounds like preparations for crypto, with US stocks and gold rising together. We're just missing the boat to join in.

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TheMemefather

· 01-12 09:52

The Federal Reserve's game plan, to put it simply, is to eat and watch at the same time. The market has already smelled blood; either cut rates genuinely or stop pretending.

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GweiWatcher

· 01-12 09:52

The Fed's latest move is truly impressive—cutting when they say and not cutting when they don't, what are they playing at? The political influence is too strong. By the way, why haven't DOGE and SOL moved much? Gold has already surged to 4340, but it feels like the crypto market is still sleeping? Williams' statement that "there's no need to cut further" directly confused the market, and investors should really be alert. Job data was revised downward by 910,000. Are you sure this number is reliable? The market's reaction seems a bit too calm. Although the trap theory sounds scary, honestly, who dares to be certain now? We're just waiting for the follow-up developments. If the rate cut channel truly opens, crypto will take off; otherwise, everyone can just pray. The RMB has really held up this round; it's relatively stable and much better than watching the Fed's moves. If Trump continues to intervene in the Federal Reserve, its independence will be gone, which is the biggest hidden danger. Let's wait and see the interest rate spread in 2026—whether it's truly easing or just a bluff. If inflation really breaks through the 2% constraint, it will be interesting, and the system will need a reshuffle.

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SandwichVictim

· 01-12 09:48

Uh, this script is a bit tangled. Saying they'll cut and then turning around saying they won't, is the Federal Reserve performing performance art?

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FlashLoanKing

· 01-12 09:33

The Fed's move this time is really clever. They say they'll cut, then turn around and say they won't. Are they messing with us? Anyway, I can't understand it anymore. Money will flow wherever it wants.

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