🚨 POST-FOMC: POWELL STARTS CUTS, BUT WITHOUT RUSHING
After months of anticipation, the Fed has finally taken the first step:
a 25 bps rate cut, marking the beginning of a new monetary policy cycle.
Powell, however, made it clear that the path will be gradual and data-driven, leaving aside for now the idea of more aggressive moves.
đź“Š What it means for markets
• Equities (Tech/Growth) → supportive backdrop, but without euphoria.
• Bonds → room to gradually extend duration.
• Crypto → $BTC remains the main beneficiary of new liquidity; for altcoins, a clear “risk-on” is still needed.
đź“Ť Key technical level: for Bitcoin, $117.5K remains the resistance to break in order to confirm a bullish phase and open the door to new price discovery.
⚠️ Two possible scenarios in the coming months
1. Sticky inflation or strong labor market → Fed slows cuts → volatility and pressure on altcoins.
2. Weaker macro data → Fed accelerates → stronger rally in risk assets.
đź’ˇ In summary
Powell has turned on the engine, but hasn’t stepped on the accelerator yet.
We are in a transition phase: the narrative needs to consolidate before markets find clear direction.
👉 For investors, adapting to both scenarios isn’t just caution, it’s smart strategy. It’s the ability to transform uncertainty from an obstacle into a competitive edge, turning waiting into fertile ground for new opportunities.
$NSDQ100$EURUSD... Show More
Por el momento no creo que haya ningĂşn impacto significativo, el escenario estaba descontado.
Respecto a Bitcoin, desde luego que parece que tiene un techo difĂcil de romper. $BTV... Show More Translate
Absolutely agree on market on what it means for the markets. It will be choppy, valuations will matter and if there is any crypto benefitting it should be $BTC .... Show More
This 'engine turned on, but not accelerating' is the good analogy for a monetary policy shift that aims to be supportive without reigniting inflation... Show More
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Mon Dec 15 2025 07:52:05 GMT+0000 (Coordinated Universal Time)
