2025-12-31 00:21:32

The latest Federal Reserve meeting minutes reveal a lot of valuable information. Participants generally have a positive outlook for the 2026 economic prospects, expecting growth to accelerate significantly and maintain a pace of expansion in line with potential output in the medium term.

What supports this optimistic outlook? There are mainly three aspects—possible adjustments to fiscal policy and regulatory policies, as well as conditions in the financial markets that remain relatively favorable. This is a positive signal for liquidity conditions.

However, there is a noteworthy detail: participants' forecasts for GDP growth remain uncertain, and a cautious attitude has not dissipated.

Even more interesting is the discussion about artificial intelligence. Some participants pointed out that the expansion of AI applications and technological advancements have the potential to boost economic growth without pushing up prices. In other words, growth may occur without inflationary pressures—this will have a sustained impact on risk-free rate expectations. But on the flip side, these structural dividends could also suppress employment demand.

Overall, the expectation of relatively loose policies combined with AI-driven growth stories has historically driven capital flows into risk assets (including the crypto market). However, macroeconomic uncertainties remain, and investors should stay vigilant.

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GasFeeCrier

· 6h ago

AI not pushing up prices can lead to growth? Uh... why do I feel like this story is too perfect, something seems off Is capital flowing into the crypto market just relying on this? Or do we still need to see if the Federal Reserve will actually loosen policy GDP growth is full of uncertainty, yet they are so optimistic—these guys are really bold To put it simply, loose liquidity + AI narrative = hype topic, just the old tricks But suppressing employment... should we be worried? The optimism for 2026, everyone has their own belief now, I’ll wait and see Policy adjustments haven't even been implemented yet, and they’re already bullish? Classic move With ample liquidity, I knew funds would flow into risk assets—how long this can last is the question The AI story is well crafted, but will the economy really go this smoothly? Their cautious attitude hasn't faded, which means they’re also uncertain inside

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FlashLoanLord

· 6h ago

Liquidity is abundant + AI stories, this market is really attractive --- The Federal Reserve always does this, optimistic yet uncertain, playing both sides --- Expectations of declining risk-free rates, is crypto taking off? --- AI doesn't push up inflation, sounds good, but we're just worried about jobs being destroyed --- There's still a long way to go before 2026, let's see if they change their tune again next year --- Loose policies + AI combo, the crypto circle has always been eating this up --- Uncertainty lies in the details, this is Wall Street's usual trick --- According to their logic, funds should have already moved to risk assets, why are they still waiting? --- AI and growth again, is this for real this time? --- Regulatory policy adjustments, for us, that's the key

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GasGrillMaster

· 6h ago

AI not pushing up prices can lead to growth? Sounds too good to be true, wake up everyone --- The Federal Reserve is just making promises again, high growth and low inflation by 2026, is that real? --- Loose monetary policy combined with AI narratives, crypto should be taking off now haha --- Am I the only one who thinks the uncertainty in GDP forecasts is the real issue, everything else is just a smokescreen --- Unemployment pressure being eaten up by AI, these people really haven't thought it through --- Liquidity is abundant + regulation is relaxed, this combination is just the night before the carnival for the crypto world --- No matter how nicely you put it, it can't change the fragility of the economic fundamentals, I remain bearish --- The AI salvation theory is back again, they said the same last time --- Once the easing expectations emerge, funds will inevitably flow into risk assets, this logic is sound --- With so much uncertainty, why be so optimistic? The Fed is just bluffing

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GhostChainLoyalist

· 6h ago

Liquidity + AI stories, this combination indeed easily attracts the crypto community... but that GDP forecast's uncertainty, I feel it seems a bit flimsy?

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ForeverBuyingDips

· 6h ago

Liquidity abundance + AI stories = Crypto taking off? Is the Fed setting up a ladder for the crypto world with this move? --- Accelerated growth by 2026 sounds good, but GDP forecasts are full of uncertainties... That’s very typical of the Federal Reserve—saying one thing and keeping options open. --- Can AI boost growth without pushing up prices? This logic feels a bit shaky to me... --- Loose policies + AI narratives are indeed beneficial for the crypto space, but "staying alert" is the key point, right? --- Again, inflation is under control, growth is accelerating, liquidity is abundant... The nice way to put it is optimism; the harsh way is just blowing smoke. --- Positive for crypto is positive, but I’m worried the Fed might play "speech reversal" again—must watch their actual actions. --- Structural dividends suppress employment? What does that mean... Workers might get exploited again? --- Fiscal easing + regulatory adjustments—let’s see how these play out; right now, it’s all expectations.

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