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Don't remind me again today

#加密货币市场动态 presents a counterintuitive viewpoint: a Fed rate cut in December may not signal a buy the dip, but rather the prelude to a big dump.



In recent years, why has the US stock market still been able to rise in a high interest rate environment? The secret lies in the transfer of leverage—Wall Street injected money into the market through arbitrage trading, bypassing the Fed's tightening. But now the rules of the game have changed.

The first stage of interest rate cuts is the most dangerous: the concentrated liquidation of carry positions withdraws far more liquidity than what is released by the rate cut. This rate cut in December? Simply put, it's a death knell that accelerates the liquidation pace.

What are we really waiting for? Waiting for the wave of liquidations to end, waiting for the Fed to be forced to take emergency measures to support the market, only then will the interest rate cuts truly pour money into the economy.

So my conclusion is simple: don't rush this year, next year is really the time to buy the dip. The market hasn't fallen enough yet.
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GreenCandleCollectorvip
· 2h ago
Cutting interest rates the wrong way can actually be more dangerous, and I do agree with this analysis. The point shaving and getting liquidated in this wave can indeed instantly drain liquidity, much faster than the Fed's point shaving. Next year, wait until the close position wave really calms down before entering a position; this time of year is indeed not appealing.
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AirdropCollectorvip
· 2h ago
Damn, this carry trade is about to collapse. Wall Street is really playing with fire.
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ForkMastervip
· 2h ago
I have long seen through the interest arbitrage trading; what those Wall Street guys play with are nothing but these tricks. When the wave of closing positions comes, it will really be painful, but I think your timing judgment might be too pessimistic; next year may not necessarily be the bottom.
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ETHReserveBankvip
· 3h ago
A rate cut actually acts as a death knell—this perspective is interesting. The liquidation of carry trades and the resulting liquidity drain this time are indeed ruthless. Next year will probably be the real feast.
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TokenomicsDetectivevip
· 3h ago
I do agree with this logic; that wave of arbitrage unwinding was indeed fierce. Next year will be the real hunting season.
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