2025-12-10 01:39:23

Last night, one piece of news sent shockwaves through the entire financial world.

Kevin Hassett, a hot contender for the next Fed Chair, suddenly spoke out and made it clear he supports continued rate cuts. As soon as he said this, Wall Street analysts collectively pulled all-nighters to revise their prediction models—rate cuts went from "possible" to "a sure thing."

Just look at how crazy the current data is:

The CME FedWatch Tool shows the probability of a rate cut this week has soared to 89.6%, so it's basically a done deal. Major Wall Street banks like JPMorgan and Morgan Stanley, who were still preaching "wait and see" a few days ago, have all switched to betting on cuts. Nomura is even more aggressive, directly predicting one cut this week and another two next year.

Why has the wind shifted so fast?

Just look at the employment data—32,000 jobs were lost in the private sector in November, the worst performance in eight months. Signs of economic weakness are becoming more obvious, and the Fed has no choice but to act.

But things aren't that simple.

It's said that there's a lot of tension inside the Fed right now, and it's expected that four hawkish officials will strongly oppose a rate cut. Some board members are even calling for an immediate 50-basis-point reduction. This meeting could get very heated.

Hassett also revealed a detail, saying a "large amount of positive news" will be announced soon. This makes people wonder if it's related to certain policy adjustments. If that's the case, the 10-year US Treasury yield could have even more room to drop.

Goldman Sachs has an even bolder view—they believe this rate cut is just the beginning, and the ultimate goal could be to lower rates all the way to 3%-3.25%. In other words, the easing cycle is just getting started.

For the crypto market, the implication is self-evident.

History tells us that every time monetary policy shifts toward easing, Bitcoin reacts strongly. The real question now isn't whether prices will rise, but which assets this wave of liquidity will drive first.

Will BTC continue to lead the rally, or will ETH and altcoins take over and go parabolic? Share your thoughts in the comments.

BTC2,65%

ETH4,09%

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AirdropAnxiety

· 2025-12-12 18:34

89.6% chance? This guy really knows how to buy the dip. If I had known, I wouldn't have listened to those who were bearish now.

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degenonymous

· 2025-12-12 13:11

89.6% is right, no more suspense now, the money is coming --- Hasset's move this time is a bit impressive, "a lot of positive news" sounds very promising --- Can the four hawkish brothers stop the rate cut trend? I think it's uncertain; the capital market has already set the tone --- Goldman Sachs says 3%-3.25%. If it actually drops that much, BTC might fly out of this world. The era of liquidity flooding is coming --- The key issue is that employment data is too poor. If the economy doesn't improve, only easing can fix it --- History is just cycles, loose policy → Bitcoin leads the rally → Altcoins follow. This logic seems to work every time --- There is still room for US Treasury yields to decline. I think everyone understands what this means for the crypto world --- Betting on a rate cut is highly likely, the probability is ridiculously high, and there's little room for reverse trades --- It feels different this time; the signals from policy adjustments are too obvious

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SchrodingersFOMO

· 2025-12-11 01:59

89.6% chance... This time it's really going down, feels like money is about to flow in

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token_therapist

· 2025-12-10 02:09

An 89.6% probability—Wall Street is panicking. This rate cut is basically a done deal, and BTC is about to take off. --- 50 basis points? What are the hawks up to, still trying to resist? --- With the start of an easing cycle, I’m just waiting to see altcoins go wild. I’m already tired of BTC siphoning all the liquidity. --- Once Hassett speaks, all the models have to be revised. I’m honestly impressed by how fast Wall Street moves. --- Interest rates dropping to 3%? That’s a ton of liquidity—how could the crypto market not go crazy? --- History is clear: easing equals coin prices going up. There’s probably no suspense this time. --- With employment data this bad, it’d be weird not to cut rates. They should’ve acted sooner. --- ETH will finally have its moment. BTC can’t keep hogging everything forever. --- There’s so much internal tension at the Fed, but in the end, they’ll have to compromise and cut rates—there’s just too much money. --- With this wave of liquidity, the big altcoin holders are going to be thrilled—they’ve been waiting for this.

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HodlOrRegret

· 2025-12-10 02:06

Same old trick: the hawks oppose, the doves oppose too, the Fed just loves to stir things up like this.

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TheShibaWhisperer

· 2025-12-10 02:04

89.6% probability? I’ll bet five bucks there’s still going to be a reversal this time. These Wall Street guys change their tune so fast—one minute they’re saying they’ll wait and see, the next minute they’re all in, it’s like a game to them. By the way, with this wave of liquidity coming in, BTC will definitely get fed first, and then it’ll be the altcoins’ turn to jump around... I’m just waiting to see if ETH can break through to a decent level.

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MemeKingNFT

· 2025-12-10 01:58

Bro, this is really "Though Zhou is an ancient state, its mandate is renewed"—Wall Street suddenly switched sides, and our on-chain market is about to explode.

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PancakeFlippa

· 2025-12-10 01:51

With an 89.6% probability, Wall Street is really anxious this time—it seems like money is losing its value.

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