#加密生态动态追踪 $BTC $ETH $SOL

Bullish reversal or bearish? Why does the crypto market decline after interest rate cuts?

This 25 basis point cut was already priced in by various funds long before the official announcement, and when it was finally announced, it became an opportunity to sell off. The real issues are these points:

📊 Subsequent expectations falling short
Once the dot plot came out, it showed only one more rate cut in 2026, completely shattering the dream of a flood of liquidity. The foundation supporting the bullish narrative of a "long-term easing" has been hollowed out.

⚡ Factional disputes within the committee
There are three dissenting votes, and the hawkish voices are louder than expected, causing market concern that the easing cycle may be halted earlier.

🔥 The core issue is so simple
Trader expectations and actual policy developments are mismatched; expectations were overly optimistic, and reality quickly punctured them. The story of "continuous liquidity injections" cannot be sustained, and adjustments are inevitable.

The narrative around liquidity is being rewritten, and short-term volatility is expected to continue. What do you think about this wave of market movement?