Powell said no rate cut and everyone believed it But smart traders heard a different message Crypto is already reacting before the news catches up Here’s what you need to know before the next move 👇🧵

The Fed held rates at 4.25 to 4.50 percent No surprises, everything looked expected But two governors already broke the script And that’s how real shifts start quietly

Powell downgraded US growth from solid to moderate A single word that signals a broader slowdown Job data still looks healthy on the surface But momentum is slowly slipping underneath

Inflation stays sticky around 2.7 percent Not high enough to panic, not low enough to ease The Fed sits in a narrow corridor One wrong move could trigger a major reaction

Add in political pressure rising fast Trump is pushing for a cut before the election The Fed is technically independent But no one’s pretending it’s immune to politics

Crypto doesn’t wait for permission Bitcoin touched 120K with no rate policy change ETH and altcoins already rotating upward This is the first real macro decoupling since 2021

Markets are now pricing a cut in September Not because Powell promised it But because we’ve seen this setup before Expectations drive flows before confirmation ever does

If CPI undershoots or labor weakens further Powell will have no choice but to pivot And traders who wait for confirmation Will be stuck chasing green candles

Top sectors pulling in fresh liquidity DePIN infrastructure backed by real-world value Ethereum alts with ETF and political narratives AI and RWAs attracting serious capital Memecoins still dominating retail flows

Even if no cut happens this cycle Markets are already front-running easing Expectation itself creates volatility And volatility is where real profit hides

Track rotation flows from BTC to ETH Follow the capital into L2s and meme plays Watch smart wallets and narrative momentum Every move now sets the stage for Q4

The bull cycle isn’t coming later It’s already building right under the surface Every day you wait, the window narrows Act early or be exit liquidity later

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