2026-01-11 11:23:42

The long-awaited rate cut delay has finally been implemented, but the crypto community's opinions are divided into two camps.

One side believes this is bad news. The postponement of rate cuts means that market liquidity will be difficult to improve in the short term, and risk assets are under pressure in a tightening environment—high-volatility assets like Bitcoin are hit hardest, and the accelerator for the bull market may need to pause.

The other side holds an opposite view. The more pessimistic the economic outlook, the more institutions and individuals will seek hedging tools. With a total supply of 21 million coins and on-chain settlement independence, Bitcoin is gradually gaining recognition as "digital gold." The more uncertain the economy, the more its safe-haven properties are highlighted—this is actually a long-term positive signal.

Both camps have logically consistent points. In the short term, focus on policy noise; in the long term, on asset allocation needs. Opportunities often hide within volatility, the key is to grasp the rhythm.

BTC-0,94%

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ImpermanentPhilosopher

· 01-14 11:19

Short-term bears are all talking about interest rate cuts and delays, haha, but the real smart money has already been accumulating... This is the essence of the game—see who can hold out until the end.

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AltcoinMarathoner

· 01-14 10:09

just like mile 20 in a marathon, this rate hike delay is where most sprinters tap out. but we're still running, accumulation phase activated.

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SatoshiNotNakamoto

· 01-13 19:44

Short-term focus on policy noise, long-term focus on allocation—there's nothing wrong with that. But right now, retail investors are still bottom-fishing. When will the institutional money come in?

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TokenCreatorOP

· 01-11 11:53

Short-term view: policy noise; long-term view: asset allocation needs—well said, but I just want to ask, should I buy the dip now or hide?

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ForkPrince

· 01-11 11:49

Short-term focus on policy, long-term focus on asset allocation, well said... but I still prefer to hold long-term, after all, the more uncertain the economy, the more valuable Bitcoin becomes.

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ZKProofster

· 01-11 11:49

tbh the "digital gold" narrative is technically speaking just cope dressed up in scarcity arguments... though mathematically it does hold water if you actually parse the incentive structures

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DegenMcsleepless

· 01-11 11:37

Is the delay in interest rate cuts bad news? Wake up, buddy, this is a signal that institutions are entering the market.

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