A 25 basis point cut? The market has already digested this expectation.



To be honest, the previous hype about a 50 basis point cut has been gone through already, and now that it’s actually happening, it’s turned into a signal that the "good news is already priced in"—short-term funds have long been prepared to exit.

What are traders really paying attention to now? Two questions: How many more rate cuts will the Federal Reserve make next year? Is there any possibility of balance sheet expansion?

These are the key variables that will determine the future liquidity and the trend of risk assets. A rate cut itself? That’s already a thing of the past.
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GasFeeTherapistvip
· 2025-12-13 12:07
The good news is all out, and I'm tired of this rhetoric. Could a 25bp drop actually be a signal to buy the dip?
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CryptoPunstervip
· 2025-12-13 11:45
Haha, the rate cut has become old news; the real show is still to come. If I had known it would turn out this way, that previous hype about a 50 basis point move was all for nothing. The Federal Reserve still plans to cut several more times next year, and whether there's any hope for the balance sheet—these are the things that truly determine how thick our wallets will be. Rate cut? It was wiped out long ago. --- The curse of good news being exhausted has returned. Short-term traders should have exited early; it's too late now to react. --- So, the real players in this game are focusing on next year's moves, not just obsessing over today's rate cut. --- This is hilarious. Now I realize that the 50 basis point cut was just a feint; their real knife is in the balance sheet. --- That's why some people get rich overnight while others lose everything—they just can't see the next move clearly.
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AltcoinHuntervip
· 2025-12-10 12:50
The bullish narrative is tired of being overused; the key still depends on what cards the Federal Reserve has up its sleeve next year. The balance sheet is the true lifeline of liquidity; if you can't figure this out, all your efforts are in vain.
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LiquidityWhisperervip
· 2025-12-10 12:44
The good news is exhausted, and everyone is tired of this rhetoric. The real variable still lies in the hands of the Federal Reserve next year.
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GasSavingMastervip
· 2025-12-10 12:30
All 25 basis points have been absorbed, and now it's really just about seeing how the Federal Reserve will play it next year.
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