2025-12-15 07:20:16

Powell is about six months away from stepping down, and the issue at hand is no longer whether to replace him, but who to replace him with and when to finalize the decision. Treasury Secretary Bessent has explicitly stated he will not accept the position, and currently, the market widely bets that Haskett is the most reliable candidate.

Why him? Three solid reasons—first, he publicly supports cryptocurrencies, which is a plus in the current political climate; second, he has long stated that existing economic data is sufficient to support further interest rate cuts; third, his economic views align closely with Trump's ideology.

Once Haskett actually enters the succession process, the Fed's "dovish-neutral" pricing logic will be replaced by "pre-emptive easing expectations." To put it strongly— the probability of continuous rate cuts in the second half of next year is basically a structural certainty.

But a word of caution: rate cuts do not mean endless liquidity injections. The liquidity that can truly create waves will mostly be exhausted around May next year. Subsequent rate cuts will mainly serve as "policy confirmation" and "psychological endorsement." In the first half of the year, liquidity expectations drive pricing; in the second half, political cycles and policy directions will take over to influence valuations. The market, after all, always speculates on expectations first, and only when things actually materialize does it push strongly.

Mainstream tokens like SOL, BNB, and ETH are worth continuous attention, but remember—opportunities and risks are always present. Follow market trends rationally and make decisions cautiously.

SOL0.48%

BNB0.46%

ETH-0.09%

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PositionPhobia

· 12-15 07:46

Hasset's support for the crypto industry is indeed a big plus, but the fact that the rate cut ended in May has been underestimated; the real wave has not yet arrived. --- Damn, finally someone dares to clearly say that the second half of next year is a certainty. I'm just waiting for this policy expectation to take off. --- The problem is that liquidity injection ended in May, so later on, we can only rely on psychological support. The risks in the middle are not small. --- SOL can't escape, but it still depends on when Powell officially steps down; that timing is the key. --- So, the first half of the year is still driven by liquidity, and the second half switches to a political cycle? How should I adjust my positions now? It's really difficult to grasp this rhythm. --- Crypto enthusiasts want this—having a Fed chair supporting us makes everything else easier to handle. --- Ending in May is not a good sign, meaning that later we have to rely on expectations to hype ourselves up. Who dares to gamble on this risk?

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NoStopLossNut

· 12-15 07:32

If Hasset really comes, we need to keep a close eye on our coins, especially before May. The expectation of interest rate cuts is real, but don’t be fooled by the main upward wave; the real political cycle play will be in the second half of the year. I still want to hold onto SOL a bit longer, after all, liquidity expectations have just started to pick up. Wait, the real money won't come until May? Then won't the future depend on political considerations? A Federal Reserve Chair who is friendly to crypto—this is something we wouldn’t have dared to imagine a few years ago.

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AirdropDreamBreaker

· 12-15 07:31

Hasset's support for cryptocurrencies is really crucial, and the liquidity expectations for the first half of next year can't be missed. SOL still feels possible now, but after May, it will depend on the political cycle. Locking in positions early feels more reassuring. Interest rate cuts are cuts, don’t be fooled by the talk of easing, this wave is mainly driven by speculative expectations. Besant directly refused, haha, which is quite interesting. The market has set up a good chessboard. Get in before liquidity dries up; the second half of the year will be a psychological game. That's how I see it.

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LightningSentry

· 12-15 07:27

Hasset's appearance on stage is really a positive signal; supporting the crypto circle is already impressive enough. --- The rate cut expectation has been speculated on until now; the real test will come after May. Don’t be fooled by the beforehand easing. --- All cryptocurrencies are worth watching, but don’t go all in; risks are not always perceptible. --- Trump’s team has been surprisingly friendly to the crypto circle; the landscape may change next year. --- It’s time to wake up now that liquidity has been exhausted; don’t get caught when the market turns. --- SOL has been relatively strong these days, but this kind of speculative trend is easily reversed. --- Is the political cycle influencing valuations? It sounds exciting but also means high uncertainty. --- Is May a watershed? Remember that; in the first half of the year, follow the liquidity expectations to make gains. --- Will the Federal Reserve Chair supporting cryptocurrencies really change the game? --- Rate cuts are good, but it depends on when; later policies may not necessarily support valuations.

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GasGuru

· 12-15 07:25

Hasset's rise is basically locked in; liquidity before May is the real deal, the rest is just psychological games. --- Have the rate cut expectations been fully priced in? Once May passes, it's time to wake up immediately. --- Supporting crypto alone is enough; everything else is just additional. The first half of next year is indeed a good opportunity. --- Here comes the same old trick: first hype expectations, then push a little. Retail investors are just waiting to be harvested. --- I am optimistic about SOL and ETH, but don't be fooled by the illusion of liquidity. May is the watershed. --- The policy easing expectations, once blown, will disappear. It's wise to stay alert. --- The political cycle in the second half of the year is coming; valuation is the real test. Those buying now should be mentally prepared.

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