SatoshiTrails on Nostr: The Fed cut rates 0.75% since September. Everyone thinks that means Bitcoin goes ...

The Fed cut rates 0.75% since September. Everyone thinks that means Bitcoin goes higher. But what actually happens to your stack when macro shifts like this?

But here's what most analyses miss: rate cuts don't instantly create money printing. The cuts come first. The balance sheet expansion comes later, if at all. Therefore your DCA timing matters less than whether you stay in the game at all.

This is why the miners shut down. Not because Bitcoin was worthless. Because electricity costs outpaced revenue in a low-rate environment. The macro signal had already hit. Now the Fed cuts. Now suddenly those margins flip. But the miners who quit already sold their rigs.

Your stack doesn't care about rate cuts. It cares about whether you keep buying. The macro environment changes the incentive structure. It doesn't change the math.