#数字货币市场洞察 Today, after the Fed meeting, the global capital markets couldn't sit still.

There was a big reveal in this FOMC meeting minutes—the Fed officially hinted for the first time that "a rate cut may happen before the end of the year." This tone is completely different from their previous tough hawkish stance. As soon as the news dropped, US Treasury yields turned south, the dollar index softened, and hot money, like sharks smelling blood, rushed crazily into high-risk asset pools.

The crypto space reacted instantly. $BTC and $ETH led the charge, with mainstream coins collectively pumping. In just one hour, related discussions on social media exploded to over 50,000 posts, and everywhere people were shouting, "The bull is back!" In short, the market is betting that rate cuts will open the liquidity floodgates—institutions will reallocate funds to high-yield targets, and sectors like DeFi protocols and Web3 infrastructure may heat up again.

But staying calm, the risks are obvious too. Some analysts warn that if inflation data rebounds later, the Fed could flip its stance at any time, and this rally might turn out to be nothing but a mirage. After all, policy direction always depends on the data, and they won't give any guarantees in advance.

Right now, it's a delicate moment—the logic of global capital allocation is being reshuffled. In the short term, the market is very likely to enter a phase of rapid capital rotation, and all kinds of assets could see significant volatility. The fire of rate cut expectations has already been lit—let's see how far it spreads.