2025-12-27 15:50:18

#比特币与黄金战争 When the Federal Reserve makes a decision, the gold market follows suit—this is no longer news.

Since the surprise rate cut in September, with a 25 basis point decrease directly implemented, the market has truly sensed a signal of a shift. In October, another round of the same magnitude cut further accelerated the pace.

Honestly, after the October meeting, many people were not optimistic about the three consecutive rate cuts in December. But then, US economic data was released one after another, revealing signs of weakness. Coupled with heavyweight officials like Federal Reserve Bank of New York President Williams repeatedly making dovish remarks, market bets on further rate cuts in December suddenly surged.

The problem is— the opportunity cost of holding gold has significantly shrunk. Under this situation, many funds are beginning to reassess the value of allocating to gold. If you miss this window, it will be too late to regret.

Is your position ready?

BTC0,23%

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SelfCustodyBro

· 16h ago

The interest rate cut speculation has almost played out; now it's just a matter of how long the US economy can hold up.

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TokenStorm

· 16h ago

From a technical perspective, this interest rate cut cycle is indeed an arbitrage window, but honestly, I always feel that gold is a bit of a chicken rib, and it's not as cost-effective as going all-in on Bitcoin in terms of risk. I backtested the historical data, and the probability of three consecutive rate cuts in December has indeed soared to 76%. However, such high expectations are often the biggest trap. Have you considered the possibility of being harvested? I agree with the logic that opportunity cost shrinks, but the problem is, who is really allocating to gold now? On-chain data shows that institutional funds have long started shifting away. In plain terms, the more dovish the rhetoric, the closer we are to the eye of the storm. Are you ready for a shakeout, everyone? My position? I've already set stop-losses according to the liquidation price with leverage. This time, I’ve learned to be smart and won’t be forcibly liquidated like last time.

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BlockchainGriller

· 16h ago

Interest rate cuts are already this significant; it's no wonder gold isn't moving.

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WalletDoomsDay

· 16h ago

When interest rates are cut, gold soars—this trick has been played out... But on the other hand, this window of opportunity is really tight this time.

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failed_dev_successful_ape

· 16h ago

With such strong expectations of interest rate cuts, is gold really still that attractive? I actually prefer the opportunity in Bitcoin.

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