2025-12-30 23:23:14

As soon as the Federal Reserve minutes are released, the entire market is guessing the next move. Let's first look at the recent market trends—gold suddenly returned to $4,400, silver surged by 5.5%, and precious metals are showing a strong momentum. The US stock market opened flat, but Europe is showing divergence, while the Asia-Pacific region is full of highlights: South Korea's Seoul Composite Index rose 75.6% for the year, the highest since 1999; the Nikkei 225 remains firmly above 50,000 points; the RMB also broke through 7, and expectations for economic recovery are heating up.

The most critical part of this minutes release is the hint about interest rates in 2026. The Federal Reserve did cut rates by 25 basis points in December, but most members in the dot plot expect only one more rate cut next year. What does this mean? Market sentiment is a bit conflicted—on one side, expectations of rate cuts; on the other, concerns about slowing growth. So you’ll see institutions cautiously positioning themselves, avoiding stepping into volatility.

What does the crypto market think? Leading institutions are increasing their Bitcoin holdings, indicating some optimism about this cycle. But how it will develop specifically still depends on more details. What do you think—will the market turn after the minutes are released? Is the bear market really over?

BTC1,05%

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BearMarketBard

· 9h ago

Institutional accumulation of Bitcoin... what does it mean? It indicates that smart money is betting that this cycle has truly arrived. --- The Asia-Pacific region is surging fiercely, but the Federal Reserve's stance remains stubborn—only one rate cut next year? We’ll have to wait and see. --- Gold and silver are soaring so strongly, which shows everyone is still scared; the rate cut expectations aren’t that optimistic. --- The market was still wobbling after the minutes were released—has the bear market ended? Let’s look at the data again before concluding. --- RMB breaking 7, and Korea rising 75%, these numbers are impressive, but Europe and the US are still hesitating; the global markets are out of sync. --- The fact that leading institutions are increasing their Bitcoin holdings indicates some are still betting on this cycle, but I remain a bit skeptical... --- Institutional cautious positioning mainly means everyone is waiting for the Federal Reserve’s next move; the expected rate cuts on paper aren’t that valuable. --- The surge in precious metals is quite shocking, proving that the market is actually very anxious—calm on the surface but full of worries underneath. --- Only one rate hike in the dot plot? Then the story for next year is already written here—no need to guess anymore. --- Bitcoin accumulation isn’t a new thing; the real turning point depends on the next interest rate decision.

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OnchainUndercover

· 11h ago

Asia-Pacific is really taking off, and the 75.6% figure for South Korea is outrageous. But the Federal Reserve only plans to cut once next year? Isn't that basically saying we should keep a tight grip on our wallets and not get too excited? I'm also skeptical about institutions increasing their Bitcoin holdings; can such a hawkish minutes really be good news for crypto? It feels like we might need to wait for another dip. Precious metals are really strong this time, but will the dollar also rebound if this continues? It's so frustrating how it keeps bouncing back and forth every time. The dot plot shows only one rate cut, clearly maintaining a hawkish stance. The market is now betting whether the Fed will change its tone—so exciting. The RMB has broken 7, finally showing some signs of recovery here, otherwise so many institutions wouldn't still be increasing their holdings. It's hard to say if the bear market is truly over, but the market sentiment isn't as pessimistic as before. We'll just have to see how the upcoming data performs.

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BrokenYield

· 11h ago

ngl, the fed dot plot is basically just fancy copium at this point... one cut next year? lmao smart money already priced that in weeks ago. institutions "cautiously positioning"? that's code for they have no idea what's coming.

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ShibaMillionairen't

· 11h ago

Korea increased by 75.6%? Damn, why didn't I get in earlier… Cut once? Then we still have to wait until next year, what's there to be conflicted about… Institutional holdings in Bitcoin? That doesn't really say anything, brother. Everyone knows where this cycle is heading… Is the RMB breaking 7 considered a sign of recovery? Something's off… The real signal is the crazy rise in precious metals. Which statement from the Federal Reserve is true and which is false… The Nikkei at 50,000 points isn't enough to watch; the division in Europe is the real headache… Cutting interest rates is a trap, don't be fooled… Institutional caution just means they're confused too, haha… Is the bear market over? Let's wait and see, everyone… Can you trust the dot plot? They might change their mind again next year…

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NFTRegretter

· 11h ago

The RMB breaking 7 is quite intense. If it weren't for the Fed's bickering, Asia-Pacific would have taken off long ago.

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