Bitcoin Pattern Similar to Setup Before $60K Crash
Bitcoin’s current price action mirrors the November-January pattern that preceded the drop from $90,000 to $60,000. The pattern is legitimate....
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Bitcoin Slides After Fed’s ‘Hawkish Cut’ — Santa Rally Now Off the Table
The Fed just cut rates — and bitcoin still fell below $90,000.
That’s all you need to know about the mood of this market.
Instead of relief, Powell delivered a warning shot for 2026, and crypto felt it immediately.
Fed Cuts, Market Cracks
Bitcoin slipped over 3%, Ethereum dropped 4%, and altcoins bled as Powell delivered what analysts now call a “hawkish cut” — a rate reduction paired with a message of caution.
Why it mattered:
- 9–3 FOMC split signaled internal conflict
- Powell insisted policy is now in “neutral territory”
- And the Fed projects only one rate cut for 2026
That’s not a pivot.
That’s the Fed saying: “Don’t get comfortable.”
Big Liquidity Flush Right After the Cut
Crypto derivatives went through a grinder:
- $440M liquidated within hours
- Longs ate $334M of the pain
- Shorts took $105M
ETF inflows were strong all week — but clearly no match for a confused macro signal.
Fabian Dori of Sygnum Bank put it cleanly:
“The cut was priced in. The narrative wasn’t.”
Powell’s Tone: Surface Dovish, Core Hawkish
Powell confirmed labor-market cooling.
He acknowledged inflation progress.
He even called the decision a “close call.”
But the undertone?
Caution.
Uncertainty.
Risk still tilted upward.
Analysts across the board reached the same conclusion:
This wasn’t fuel for a rally — it was a reminder that the Fed isn’t ready to open the liquidity taps.
No Santa Rally This Year
Bitcoin has now dropped after 7 of the last 8 FOMC meetings — a brutal trend for anyone expecting holiday cheer.
Analysts summed it up:
- “Not enough to spark a Santa rally.” — Coin Bureau
- “Not enough for new highs this side of Easter.” — Wincent
Even with Treasury buying ($40B in T-bills), conviction is thin.
ETF Flows Still Strong — But Not Enough to Move Price
Despite macro turbulence:
- Bitcoin ETFs added $224M
- BlackRock’s IBIT alone pulled $193M
- ETH, SOL, XRP funds saw additional inflows
Institutions are buying.
Retail is selling.
And price is stuck in the crossfire.
BRN Research put it best:
“The cut is supportive — but conditional. Macro needs to clear.”
THE BOTTOM LINE
The Fed delivered what markets said they wanted.
Crypto showed what it actually needed:
Clarity. Confidence. A roadmap.
Instead, Powell gave the world a “maybe,” and bitcoin traded it like a “no.”
Until macro fog lifts, expect:
- Tight ranges
- Weak retail conviction
- ETF inflows doing most of the heavy lifting
- No December miracle
This is not a sell-off based on fear — it’s a sell-off based on uncertainty.
And uncertainty is always the hardest to price in.
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