2025-12-08 09:24:33

The December 10th FOMC meeting might not be as simple as everyone thinks.

The market is now generally expecting a rate cut, but Nomura Securities has offered a reminder—the internal divisions among voting members and the subtle changes in Powell’s wording are the real points to watch. In other words, the likelihood of a “hold” decision is being underestimated.

In the short term, volatility is inevitable. But looking further ahead, the first half of 2026 might be the true turning point. The current round of expectations has basically been priced in; what matters next is how the Fed outlines its future policy path. Once a liquidity inflection point appears, it could be a long-term bullish signal for risk assets.

Interestingly, even if there are disagreements or a delayed decision at this meeting, it might actually force a clearer policy direction. There’s certainty hidden in uncertainty—it sounds paradoxical, but that’s often how the market works. Rather than worrying about short-term ups and downs, it’s better to use this time to do more research on some mainstream platforms and filter for projects with solid fundamentals and active communities.

Where do you stand in this round of macro games?

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Fren_Not_Food

· 12-10 03:58

Interest rate cuts are not so certain, Powell is going to play word games again --- 2026 is the real dividing line, and it is a bit difficult to struggle with short-term ups and downs now --- Instead of guessing the Fed's mind, it is better to take advantage of this wave of uncertainty to pick a target --- The probability of "standing still" is really underestimated, and Nomura said it well this time --- The inflection point of liquidity is coming, and it will definitely be beneficial to crypto in the long run, but the timeline is unpredictable --- The bigger the divergence, the more interesting it is, and the market is most afraid of consensus --- Uncertainty is opportunity, the key is not to be all in --- Short-term fluctuations cannot be avoided, but there is no point in watching anxiety, and it is reliable to study the fundamentals more

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ForeverBuyingDips

· 12-08 15:11

The possibility of staying put has indeed been overlooked, and it's actually Powell's change in rhetoric that holds the hidden signal. Got it, we just have to endure this kind of short-term volatility; the core is still to see how things play out in the first half of 2026. Nomura's timely reminder came just in time, otherwise we really would have been led astray by the prevailing expectations. Wait, only when the liquidity inflection point truly appears can our risk assets take off—there's nothing wrong with this logic. Instead of exhausting myself watching the market every day, it's better to take this time to do my homework and look for those solid foundational projects.

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OnchainHolmes

· 12-08 09:53

Nomura’s warning this time is really harsh. I was completely caught off guard by the possibility of them “holding steady”... If Powell really comes up with some new tricks, a short-term bloodbath is inevitable. 2026 is the real battleground, so why rush now? There’s certainty hidden within uncertainty. Alright, I’ll listen to you and check out projects on mainstream platforms first. It’s really hard to pick a side in this round of Fed games.

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AirdropGrandpa

· 12-08 09:50

Bottom-fishing moment? Powell is going to play "hinting but holding back" Staying put is actually scarier... This time it's really a gamble Nomura's reminder has some merit. Disagreement is the core issue. Let's talk again in 2026. For now, it's all just for show. Screening projects on major platforms? I just watch if anyone in the community is driving the narrative.

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DeFiVeteran

· 12-08 09:49

The probability of staying put is this high? I need to recalculate my positions. Nomura’s warning this time is something, we need to keep up with Powell’s wordplay. 2026 is the real game, so why are we anxious now? Disagreements actually clarify the path? That’s pretty philosophical—the market loves this. Rather than guessing rate cuts, it’s better to look for fundamentally strong ones—more reliable. There will definitely be volatility in the short term, but I’m betting the liquidity inflection point will save the day. Can this meeting deliver any surprises? Kind of looking forward to it. Certainty hidden in uncertainty, that’s true—I’m optimistic about this round. Risk assets are waiting—as long as liquidity picks up, they’ll take off. Now that it’s all priced in, let’s see how the Fed spins the story next.

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SillyWhale

· 12-08 09:48

Sitting on the sidelines? Powell's move is truly brilliant—looks like the market is about to get played again. Nomura isn't exaggerating this time; the real highlight is the disagreement. That's why I always say, don't just focus on December—2026 is the real show. Finding certainty amid uncertainty... sounds like a Zen saying, but that's exactly how the game is played. Is the rate cut expectation already priced in? Then let's see how the story is told from here—that's when things get real. Short-term volatility is inevitable. Doesn't matter to me; I'm just waiting for that liquidity turning point. Every word from Powell needs to be scrutinized—the bigger picture is way more important than the conclusion itself.

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retroactive_airdrop

· 12-08 09:34

Powell is about to throw out another smokescreen, we’re just waiting to get played. --- Staying put? I doubt it, the market’s expectations are already set. --- Nomura’s reminder this time is kind of interesting, but in the short term it all depends on how the traders play it. --- The fact that prices have already priced this in is so true. Buying anything now is just a bet on what Powell says. --- 2026 is the real key year, so why should I care about anything this year? --- There’s certainty hidden in uncertainty—you can tell we’re about to get played again. --- The day the liquidity inflection point comes, whoever’s still holding chips wins. --- Instead of thinking about these macro narratives, better to figure out which projects actually have real viability. --- You wrote all this just to tell us not to worry? Keep dreaming. --- If only it were that simple, but there’s always someone trying to profit from the spread.

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ImpermanentLossFan

· 12-08 09:29

Staying on the sidelines—I’m optimistic about this move. The market is trapped by its own expectations. Powell’s subtle shift is the real signal—those who know, know. The first half of 2026 is a critical time point; need to position in advance. The liquidity turning point has arrived; those holding no positions will regret it. Uncertainty is actually an opportunity. I’ve already started screening targets. Volatility is inevitable, but in the long run, these are bullish signals. The probability of holding steady is indeed underestimated—Nomura’s reminder is spot on. Next year’s story will be rewritten; now is the perfect time to get in. Instead of guessing short-term ups and downs, it’s better to understand the policy logic. Certainty hides in chaos—the bottoming moment is almost here, isn’t it?

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