2025-12-18 08:21:59

Last night's nationwide speech by Trump stirred up quite a stir in the markets. He listed his "track record" over the 11 months in office—ranging from border control and national security to bringing in $18 trillion in investments for the US and promoting manufacturing backflow—but what caught everyone's eye was his frankness about the Federal Reserve: "The Fed must change leadership and cut interest rates significantly!"

This statement sounds quite meaningful. The political pressure on monetary policy is generally interpreted by the market as another strong signal reinforcing expectations of liquidity easing. If this pressure persists, the independence of the Federal Reserve could face substantial challenges, potentially accelerating the dollar into a new "liquidity expansion cycle."

Historically, whenever liquidity expectations shift, cryptocurrencies like Bitcoin tend to react most sensitively. What's more interesting now is that Trump is simultaneously raising two seemingly contradictory demands—"fighting inflation" and "must cut interest rates"—which actually inject policy fuel into the investment logic of "hedging currency devaluation." This narrative is clearly worth pondering for asset allocators.

Of course, a calm perspective is also necessary. Recent polls show that only 36% of Americans approve of his economic performance. For policies to truly take effect, time is needed for refinement, and the US's institutional design itself imposes many constraints on the influence of a single political force. So, what to watch next is: how will the Federal Reserve's personnel appointments proceed, and whether the recent interest rate decisions will reflect a substantial policy shift.

When political discourse begins to redefine market expectations for monetary policy, a new round of asset pattern changes is quietly brewing. Are you currently observing, or have you already started considering what opportunities this liquidity cycle might bring to your investment portfolio?

TRUMP1,22%

BTC1,13%

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BrokenRugs

· 2025-12-21 06:45

With such strong expectations for interest rate cuts, it feels like point shaving is about to happen again, Bitcoin is laughing to death. --- A 36% approval rate is really a pump, indicating that this set of rhetoric isn't that appealing. --- If the Fed's independence is truly shaken, that would be interesting... Is everyone ready with their Wallets? --- I agree with the logic of hedging against fiat depreciation; it's been a long time coming to allocate some non-sovereign assets. --- Wait a minute, at the same time fighting inflation and wanting to cut interest rates? Isn't that wanting both fish and bear's paw, haha? --- It's hard to say how much political pressure can really impact things; the institutional constraints are there, don't celebrate too early. --- We need to keep a close eye on the Fed's personnel appointments; that is the real touchstone. --- The liquidity cycle has indeed arrived, but the question is who can really catch this wave. --- Another round of "point shaving," how many times has this been... But the allocation still needs to happen.

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MEVvictim

· 2025-12-19 07:03

The interest rate cut cycle is here, can Bitcoin still sleep peacefully? --- Once again, a political game. The independence of the Federal Reserve is truly at stake this time. --- $18 trillion in investments? Just talk and no action. First, look at the 36% poll before boasting. --- Liquidity easing is definitely good for BTC, but can this policy really be implemented? A question mark. --- The argument that fiat currency depreciation hedges are effective—listened to so many times, but still easy to get cut. --- The key is the Federal Reserve changing personnel. Before the rate decision, it's all just empty promises. --- Haha, another round of "liquidity injection cycle" coming. My wallet is looking forward to it. --- Calm down, 36% of the public don't buy it. How long can this last? --- Are crypto assets the most sensitive to reactions? Should I go all-in now or wait and see? --- "Fight inflation" and "must cut rates"—aren't these self-contradictory? Politics is so magical. --- The turning point in liquidity is the spring of crypto, but it’s also easy to get repeatedly chopped. --- Waiting to see the Federal Reserve personnel appointments—that will be the real turning point.

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DegenGambler

· 2025-12-18 08:48

The expectation of rate cuts is at its peak, and it's time to reap policy dividends again --- If the Federal Reserve's independence collapses, BTC will really take off --- Wait, a 36% approval rating and still have the nerve to talk about a report card? Laughing to death --- This kind of rhetoric is just giving the crypto circle a shot of adrenaline. I haven't changed anything for now, just waiting for the rate decision --- Hedging fiat devaluation... frankly, it's still about bottom-fishing in crypto assets, got it --- 18 trillion yuan in investments? Still just talk, let's see how it actually lands later --- Hmm, political empowerment of liquidity, this round of the pattern is indeed interesting --- If the Federal Reserve really changes its leadership, how the market will react is really hard to say --- Another round of liquidity injection cycle? My portfolio is already aligned with this logic --- What does the system restrict him? Power is still the biggest

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BearMarketBro

· 2025-12-18 08:37

The expectation of rate cuts is real, but a 36% approval rating? That number is a bit awkward. --- The independence of the Federal Reserve has been compromised; the crypto circle has been waiting for this liquidity wave for a long time. --- Again "fighting inflation" and "large rate cuts," can this logic be self-consistent, friends? --- Talking about fiat currency devaluation hedging sounds nice, but isn't it just printing money... My BTC is waiting. --- I don't really believe in institutional constraints; the people with the most say can still exert pressure. --- A 36% poll vs. market reaction are completely two different channels, it's really absurd. --- Personnel appointments are key; whether the Federal Reserve will truly compromise depends on that, otherwise it's just empty talk. --- I'm really thinking now, if this round of liquidity injection is coming, it's better to allocate early. --- Trump vs. the Federal Reserve, the winner of this game will definitely be the holders.

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