The Wolf Of All Streets

Bitcoin DUMPS As Fed Rate Cut Threatens Crypto Rally!

Dec 11, 2025
Marcus Thielen, a savvy researcher and market strategist, analyzes Bitcoin’s reaction to the Federal Reserve's recent decisions. He delves into the mixed messaging from Powell and its implications for investors, highlighting the confusion stemming from the Fed’s internal divisions. Thielen discusses the impact of ETF inflows on Bitcoin’s price, pointing out recent downturns and the risk of consolidation. Additionally, he outlines potential catalysts for future market shifts, including regulatory changes and institutional adoption.
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INSIGHT

Fed Ambiguity Drives Short-Term Swings

  • Jerome Powell's mixed signals created market confusion and short-lived rallies after the Fed meeting.
  • Marcus Thielen says Powell grew dovish in Q&A but the committee remains divided, limiting clear guidance.
INSIGHT

Committee Divisions Limit Early Cuts

  • The Fed's statement looked neutral but Q&A leaned dovish, confusing markets about cuts timing.
  • Marcus warns only one vote from Powell and a divided committee makes early cuts unlikely.
INSIGHT

ETF And On-Chain Flows Have Waned

  • ETF and on-chain inflows have materially slowed versus last year, reducing upward price pressure.
  • Marcus links December net outflows and lower ETF raises to Bitcoin losing momentum.
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