2025-12-31 04:31:24

#数字资产市场动态 The Federal Reserve's "9:3 split" logic behind the rate cut

The December Federal Reserve meeting was truly a "cacophony of voices"—while 9 votes supported a 25 basis point cut to 3.5%-3.75%, 3 votes were explicitly opposed, and among the 19 members, 6 completely rejected this move. Such a level of division is rare in Fed history, revealing fundamental disagreements among policymakers about the economic outlook.

The controversy's core is quite straightforward: one side is worried about a slowdown in employment and hopes that easing policies can support growth; the other side is highly cautious about inflation, fearing that the hard-won price stability might rebound. What’s truly concerning is that a 43-day government shutdown has completely cut off key data on employment and inflation, making this rate cut somewhat like navigating in the fog.

For the digital asset market, this is more than just a policy adjustment. The decline in real yields is pushing institutional funds toward the crypto space, and the liquidity implicitly released by the Fed will directly support this market. However, policy uncertainty definitely exists—$BTC has been oscillating between $70,000 and $90,000, and $ETH is searching for direction within the $2,400-$3,600 range.

Going forward, employment and inflation data will become the true "referees." The Fed’s next move will directly determine the valuation outlook for the crypto market. The current question is: will this split push $BTC above $90,000, or will it first retest the $70,000 support? Should institutions seize the opportunity to increase holdings of mainstream coins, or shift towards AI and other niche sectors to chase more aggressive returns?

BTC-0,71%

ETH0,05%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

6 Likes

Reward
6
4
Repost
Share

Comment

0/400

screenshot_gains

· 15h ago

Fed internal conflict, data supply cut off, this situation is ridiculous... 43 days of shutdown leading to blind box decisions, a 9:3 split I've never seen before. BTC has been swinging between 70,000 and 90,000, basically waiting for data to verify who's right and who's wrong. The liquidity push is still there, but the uncertainty is greater, which is a bit awkward.

View OriginalReply0

bridgeOops

· 15h ago

Feeling around in the fog, the Fed itself has no data... I just want to know whether BTC will break 90,000 or drop back to 70,000, that's the real watershed.

View OriginalReply0

WhaleWatcher

· 16h ago

Groping for interest rate cuts in the fog, I bet BTC is stubbornly stuck at 85,000 and can't move...

View OriginalReply0

CryptoGoldmine

· 16h ago

From the growth curve of the computing power network, this split in the Federal Reserve is actually a good opportunity to buy the dip. Even within the Federal Reserve itself, there are internal conflicts. They still dare to cut interest rates despite data "cutting off," indicating that the liquidity bottom has already been laid out. The key point is that during this period before the upcoming employment data release, institutional capital inflows into crypto are indeed improving ROI. BTC fluctuating between 70,000 and 90,000 is essentially searching for a bottom support. From a technical perspective, this is a typical energy accumulation phase. My advice is not to chase highs but to focus on improving holding efficiency. The real rally will come after policy directions become clear. Instead of worrying about whether to break through 90,000 or retest 70,000, it’s better to see how much your computing power yield can currently achieve. Aggressive gains always come with risks; steady growth is the long-term game.

View OriginalReply0