#降息预期 Is the rate cut too small? Trump directly said it could be doubled! 🔥 This guy is really rewriting the Federal Reserve's game rules.

After looking at Nick Timiraos's analysis, there are basically three paths for rate cuts: either wait for inflation to come down (which is far off), or an economic collapse (no one wants to see that), or directly "replace people" to reorganize the Fed. The third option is the real one—Trump is gradually prying open the central bank's independence with a "raptor testing the fence" approach.

The key point is that this is not some mysterious plan, but something already happening openly. Hassett, Bessent, and others are in the core circle, the term premium is being refreshed, and the balance sheet system is frequently questioned. The market initially thought it was just about "changing to a hawkish chairman," but it turns out they want to transfer the entire monetary power from the Fed to the Treasury.

What does this mean for the chain? Improved liquidity is a certainty, which provides a floor for Bitcoin prices. But don’t get too excited; the next few months may still require accumulation until the new framework is fully implemented. The old order is loosening, and the new order has not yet fully taken shape. This chaotic period might actually give birth to the craziest market movements.

It looks like an opportunity, but don’t go all-in; timing is crucial. 💰