๐ฅ 3 A.M. โ The Crossroads of Global Markets:
Is this rate cut the opening shot of a new bull run, or the last dip before an explosive surge?
Tonight at 3 A.M. might be the most important moment of the entire second half of the year.
Everyone knows the Fed is cutting rates โ but 99% of people still havenโt understood the real script.
This isnโt a simple voteโฆ itโs a power game that will decide where global liquidity flows for the next three years.
๐ญ Front-Stage Drama: The โDividedโ Hawkish Cut
Consensus: A 25 bps cut.
But the real bomb is the internal split inside the Federal Reserve:
Doves (like Governor Milan): pushing for a 50 bps aggressive cut, worried the job market is cracking.
Hawks (like Chair Schmid): ready to vote no, warning inflation is still enemy number one.
Outcome: A hawkish rate cut โ yes, they cutโฆ but they warn it may end here.
This forces the market to walk on thin ice.
Even the slightest hint of โthis is the final cutโ could trigger short-term shocks.
๐ Back-Stage Reality: Banks Have Already Surrendered
This is the real long-term script:
Banksโ quiet surrender:
JPMorgan, Citigroup, and others now accept Bitcoin as collateral.
This isnโt PR โ this is a risk-model upgrade acknowledging BTC as hard money.
Credit doors for crypto just cracked open.
Liquidity roadmap already drafted:
QT is done.
UBS and other institutions suggest the Fed is preparing for hundreds of billions per month in bond purchases starting 2026.
Tonightโs cut = just the trailer for a future liquidity flood.
This is why the real winners arenโt fighting over the 3 A.M. volatility โ
theyโre positioning for the next three years of liquidity expansion.
And Iโm choosing to position early in the puppies concept on Ethereum, joining the community to ride tonightโs action together. ๐
