In yesterday's article, I focused on interpreting the 'hawkish rate cut by the Federal Reserve' and the hawkish stance of #鲍威尔 . #BTC☀ also fell to the short-term support level near $99,200, as I analyzed on Monday and Tuesday. Here is also near the first trendline support, with the next trendline support around $96,800.
At three o'clock this morning, this meeting's #美联储降息 25 basis points met expectations. But importantly, the wording of the meeting statement has been adjusted, reflecting that the FOMC is considering changes in the pace and magnitude of subsequent policy implementations. There was also a divergence in the voting, with some members opposing a rate cut in December. Economic forecasts clearly reflect concerns about inflation risks, and the Federal Reserve's risk balance has evidently shifted back towards inflation. The dot plot only hints at two rate cuts next year, showing an absolute hawkish tendency. Powell is cautious about further rate cuts and expresses a hawkish stance.
After the meeting, the dollar surged, while U.S. stocks, gold, and Bitcoin all fell sharply.
The hawkish statement and stance have weakened expectations for the future path and level of rate cuts, meaning fewer rate cuts and a possibility of maintaining higher interest rates in the future. This is also the core logic behind this round of declines, and Powell's comments about #比特币储备 are merely a small catalyst. The significant drop of the three major stock indices, as evidenced by #美股 , clearly shows that the market's core logic is still a reaction to the strengthening dollar.