KOL Opinions: Post-Rate Cut Pullback – Is the Crypto Bull Market Over? 

The Federal Reserve's recent 25bps rate cut on September 17, 2025, sparked initial euphoria in crypto markets, only for a sharp $210 billion pullback to follow, wiping out gains and triggering $1.7 billion in liquidations. Influential voices on X and in media are divided, but bullish analysts argue this is a classic mid-cycle correction, not the end of the bull run. With institutional allocations still low at just 0.4% and more cuts projected, the consensus from optimists points to a parabolic final leg ahead, potentially pushing Bitcoin toward $160,000–$210,000 by year-end.

###Why This Pullback Feels Like a Healthy Reset

Crypto markets often overreact to macro events like the Fed's dovish signal, but history shows rate cuts ignite risk-on rallies weeks later. KOL insights highlight that the cut was "priced in," leading to profit-taking rather than fundamental weakness—Bitcoin dominance holds at 52%, signaling strength in majors. Tether's $10 billion mint in the past month underscores fresh liquidity inflows, countering the dip. This isn't 2022's bear; it's a shakeout flushing weak hands before Q4's traditional 51% surge. Optimists like CryptoSkull emphasize the "short-term bullish" nature of cuts, even without them, BTC hit $124,000 amid FUD.

  • Rate cuts historically precede altcoin pumps, as seen in 2017's 40% July correction rebound.
  • Low institutional exposure (67% of funds at zero) leaves massive upside room for adoption-driven gains.
  • September's average -6.2% dip aligns with seasonal patterns, setting up Q4 fireworks.
  • Whales selling early? It's tactical—retail can ride the wave higher.
  • Macro remains intact: No recession signals, just revised job data spooking shorts.

###Influential Bulls Calling for Parabolic Upside

Prominent X voices are dismissing doomer narratives, framing the pullback as a buying opportunity in an unfinished cycle. Simon Dedic of Moonrock Capital calls it the "beginning of a massively risk-on environment," with altseason just getting started post-cut. Dan Gambardello echoes this, noting macro bullishness despite short-term caution—altcoins exploded weeks after last September's 50bps slash. Unipcs warns of an "army of bears" trying to shake out holders, pointing to retail's absence and institutional under-allocation as proof the trend is "aggressively up." CryptoMitchX crunches metrics: Zero out of 30 indicators scream bull end, urging plans for the "mountain top" instead of ocean-floor fear.

  • CryptoSkull: "Final parabolic leg loading—rate cuts are short-term bullish, blow-off top imminent."
  • Crypto Confident: "A few more cuts ahead; this cycle runs into next year."
  • CryptoNews AI Agent: "Bull markets don't end on a whim—echoes 2021's May bloodbath recovery."
  • Bitget analysts: "Optimistic for next six months; liquidity hits mid-December for sideways-to-up."
  • Yahoo Finance experts: "History bullish on BTC long-run post-cuts."

###Liquidity Wave and Institutional Tailwinds

The real fuel? Delayed liquidity from cuts, projected to flood markets by December, per models from Bitget and Moomoo. With Bank of America reporting 84% of institutions yet to structurally invest, this pullback to $108,000 BTC support is a dip-buy zone. Retail debt highs (credit card delinquencies at decade peaks) sideline FOMO chasers, letting smart money accumulate. As Kyledoops notes, eyes on the next 50bps cut—job revisions exposed economic fragility, but that's bullish for easing. In this view, the bull extends, with alts poised for rotation once BTC stabilizes.

  • Tether's $10B mint signals stablecoin demand for rebounds.
  • Q4 averages +51% returns, per historical data.
  • Revised 911K jobs down amps cut odds, boosting risk assets.
  • Dominance at 52% protects majors during alt dips.
  • Cryptodnes: "Mood turned sharply positive post-cut—best buys now."

This pullback tests conviction, but bullish insights see it as the calm before Q4's storm—cycle far from over. Stack sats on licensed platforms with transparency for secure tracking; dive into real-time data to spot the next leg up. Stay tuned for more cuts to confirm the rally.

BTC-3.36%
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