Just last night, the nerves of the financial markets were torn apart by two explosive news stories simultaneously:

1️⃣ The century-old institution, Metropolitan Capital Bank, suddenly collapsed, depositors queued late at night to withdraw money, and regional bank stocks collectively circuit-breaker and plummeted;
2️⃣ Trump officially nominated the “famous hawk” former director Kevin Waugh as the next Federal Reserve Chair, causing the dollar to surge wildly.
How can the market still play?
Don’t worry, understand these three layers of game theory, and you will grasp the biggest wealth code of 2024:
First layer: Powell’s “extreme tightrope walk”
Old Powell says “no rush to cut rates,” but then blames inflation on Trump’s tariff policies. This move is extremely clever—both maintaining the independence of the Fed and hinting that “once the tariff shock passes, the easing channel is always open.” Before leaving office, he deliberately planted a “loose policy mine” in the market.
Second layer: the “bank explosion countdown”
Metropolitan Bank is definitely not the last. The collapse of commercial real estate + high interest rates are silently bleeding the assets and liabilities of small and medium-sized banks. This crisis comes at the right time—it forces the Fed to choose between “fighting inflation” and “saving the system.” History tells us that central banks will always choose to save the market.
Third layer: Trump’s “power game”
Nominating Waugh is a ruthless move. Once this recognized hawk takes office, the short-term dollar will inevitably strengthen, combined with Trump’s tariff stick, perfectly playing out the “dollar reflux” script. But the dramatic part is—if the banking crisis erupts in his hands, this hawkish chairman is very likely to be forced to do a 180-degree turn, initiating the most divided monetary policy cycle in history.
What does this mean for the crypto market?
The knife is in front, sugar is behind.
- Short-term pain is inevitable: hawkish expectations + bank panic will cause violent shocks to risk assets like $BTC, $SOL, etc.
- But the long-term gate has opened: when economic cracks meet political pressure, a new round of liquidity flood will only be late, not absent. Before and after the May power transfer, every deep correction could be a once-in-a-lifetime golden pit.
Smart money has already sensed the smell:
While Wall Street is still debating “how many rate cuts,” the real giants are already deploying “crisis response tools.” The next liquidity release is likely not traditional rate cuts, but targeted rescue operations for the banking system—that’s the real “invisible helicopter money” rushing into risk assets.
History is repeating itself, but this time with a new protagonist.
The 2008 subprime crisis forced easing, and 2024 will be a dual variation of banking crisis + political leadership change. When the Fed’s balance sheet has to expand again, every plunge you see now will become a footnote for future surges.
In the eye of the storm, are you fear or greed?
(Follow me to penetrate the fog and catch the liquidity turning point)#我的周末交易计划 $BTC