Last week’s Fed move felt like a free roller coaster ride. First, they cut rates to 3.75%-4.00%, and everyone thought liquidity was coming. But then Powell turned around and said, “We still have to keep a close eye on inflation,” and the US stock market immediately plunged. Behind this back-and-forth drama lies something many people haven’t noticed: the traditional finance playbook of “anchoring expectations” is failing, and the opportunity window for the crypto market might have quietly opened.

**Where is the money flowing?**

Watching traditional markets lately, there’s a clear feeling—money’s like water in a leaky bucket. The Fed injects liquidity by cutting rates, but then scares off risk appetite with tough talk, making capital bounce back and forth between stocks and bonds, unable to find a safe place to settle. If you look at history, during the 2008 subprime crisis and the 2020 pandemic, every time the traditional financial system hit a snag, decentralized crypto assets became the “alternative option” for capital.

What’s more subtle this time is that the US government shutdown just broke new records. On the surface, it’s a budget issue, but underneath, it’s quietly shaking the foundation of fiat currency credibility. More and more institutions and retail investors are adding assets like Bitcoin—“not controlled by any country”—to their portfolios. In plain terms, they’re hedging against the risk of “policy mishaps.” After all, decentralization means no one can just hit the pause button at will, and this kind of certainty has become a rare commodity.

In the end, when the traditional market’s rules become blurry, assets that aren’t controlled by a single authority naturally become the new destination for capital. This migration isn’t just hype—it’s the market voting with its feet.