“Oh yay, we got a rate cut that’s bullish for crypto.”
It sounds right on the surface, but it misses what actually matters. Rate cuts don’t magically pump markets. They mark a macro regime shift and those shifts are rarely clean or immediate. The first reaction is usually volatility as markets reprice expectations and unwind positioning. That chaos isn’t bullish or bearish yet, it’s just adjustment.
Liquidity also doesn’t rush in overnight. Central banks cut rates because growth is slowing, not because conditions are suddenly risk-on. Real inflows come later, when liquidity actually expands an
It sounds right on the surface, but it misses what actually matters. Rate cuts don’t magically pump markets. They mark a macro regime shift and those shifts are rarely clean or immediate. The first reaction is usually volatility as markets reprice expectations and unwind positioning. That chaos isn’t bullish or bearish yet, it’s just adjustment.
Liquidity also doesn’t rush in overnight. Central banks cut rates because growth is slowing, not because conditions are suddenly risk-on. Real inflows come later, when liquidity actually expands an




