2025-12-26 20:00:12

#比特币与黄金战争 $BTC $ETH $BIFI

On Christmas Eve on Wall Street, traders didn't go home. The message flashing on Bloomberg Terminal changed everything — the Federal Reserve cut interest rates again, lowering the range to 3.5%-3.75%. This is the third move this year; what is hidden behind this?

The signals have been there all along. Regional bank stocks are falling, subprime lenders like Tricolour declared bankruptcy, and century-old companies like FirstBrands are collapsing. Some say this resembles a replay of the Silicon Valley Bank crisis. Is the financial system really unable to withstand this time?

A more painful contradiction has been presented to Powell: inflation hasn't fully subsided, yet the financial system is already screaming. He hinted publicly that interest rates are "close to neutral," but internal Fed disagreements over whether to continue easing until 2026 are growing.

The global central bank dance has also become chaotic. The Bank of England followed the Fed in cutting rates, the European Central Bank chose to wait and see, while Japan raised rates to 0.75%. Monetary policy can no longer return to the era of coordinated moves.

The US economy is torn in two: GDP growth is still at 4.3%, which looks good, but corporate investment is shrinking, and the unemployment rate has risen to 4.6%. The banking crisis has been temporarily contained, but the risk of asset mismatch still lurks like a time bomb.

Where has the money gone? Gold surged past $4,370, completely igniting risk aversion. Will the rate cut wave continue in 2026? Is a bigger storm brewing?

BTC-2,87%

ETH-3,03%

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AirdropHunterXM

· 12-29 00:39

Gold has broken through 4370, but BTC is still hesitating? The central bank's recent moves are really paving the way for crypto. We've had three rate cuts already, and Powell's move... hmm, the probability of continued easing into 2026 seems quite high. The financial system is about to become unstable, safe-haven funds are flowing into gold, our opportunity has arrived, right? Corporate investment is shrinking and unemployment is rising; no matter how you look at these numbers, they’re not optimistic... Crypto should be rising now, please. Asset misallocation is like a time bomb; to put it nicely, the era of flood irrigation is coming soon. Do you get it or not?

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Frontrunner

· 12-28 08:10

Gold breaks 4370, Bitcoin must keep up too, can't let traditional assets take all the spotlight The central banks are each doing their own thing, this situation... Powell must be quite troubled Will 2026 really see a storm? It feels like risks are all embedded in ticking time bombs Funds are rotating into safe-haven assets, how can BTC, this non-traditional safe haven tool, just sit and wait Unemployment rate rises to 4.6%, yet people still say GDP is good. How credible is this data? The financial system is screaming, the central bank can only continue to flood the market, which is definitely a positive signal for on-chain assets Powell's "neutral" stance to me just means more rate cuts, the market has long seen through it Corporate investment is shrinking, which is the real danger signal, more covert than a banking crisis The rate cut cycle has started, holding stablecoins is really attractive... Banks have held back, but asset mismatches are like a ticking bomb, Bitcoin has instead become a hedging tool

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OffchainWinner

· 12-28 04:26

Powell's move to cut interest rates—is it really saving the fire or adding fuel to it? It feels like central banks around the world are starting to act independently. Breaking through 4370 in gold already indicates the problem—funds are fleeing. What is BTC waiting for? This ticking time bomb in the financial system—can interest rate cuts really continue in 2026? I have my doubts. Subprime lenders going bankrupt, century-old institutions collapsing... Why does this pattern feel so familiar? The lessons from Silicon Valley Bank haven't been fully learned yet. Inflation hasn't subsided, yet the financial system is screaming—Even Powell must be getting nervous about this contradiction. The risk of asset misallocation is unavoidable; allocating to BTC and gold early is the way to go. The Fed's internal disagreements are so significant that the policy direction in 2026 is completely unpredictable.

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SilentObserver

· 12-26 20:30

The Federal Reserve is flooding the market again, gold has broken through 4370, and the crypto circle should be taking off now, right?

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SurvivorshipBias

· 12-26 20:05

Gold breaking 4370 is really no coincidence; hot money is fleeing... Is this how the interest rate hike cycle ends? Feels like Bitcoin is the ultimate answer.

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GasFeeSobber

· 12-26 20:05

Gold has reached 4370... I can't help but say, wow, can BTC stay stable now? Wait, corporate investment is shrinking and the unemployment rate is still rising. Isn't this a sign of an impending recession? Why do some still believe in rate cuts continuing into 2026? Powell's recent moves are truly remarkable. He hasn't eased inflation but is still flooding the market. What is he betting on? Bank crisis containment? I don't believe it. Asset misallocation is a ticking time bomb that will eventually explode. Central bank policies are all over the place. This rhythm... No wonder funds are rushing into gold, and BTC still needs to keep rising.

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DAOdreamer

· 12-26 20:03

When the Fed cuts interest rates, gold soars. It seems everyone is scared now. Wall Street folks really can't sit still anymore. Is this time for real? Asset mismatch risk is a ticking time bomb. I just don't understand why some people still refuse to enter the market. Powell's hand seems a bit messy. Can they really continue easing in 2026? Global central banks are acting independently; the era of coordination is truly gone. Breaking through 4370 in gold feels like just the beginning. What's next? The problem is, if money flows into gold, what about crypto... Never mind, maybe it's best to bet on both. The ones getting hurt in this wave are small and medium-sized enterprises. An unemployment rate of 4.6% is not that simple.

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