Bull Theory's Twitter Thread

🧵 THE SEPTEMBER RATE CUT IS NOW CONFIRMED 🚨 Here's what that means for your portfolio 👇

2/ Today’s job openings report came in far weaker than expected. Job openings fell to 7.18 million, the lowest level in a year. For the first time in over 4 years, there are now more unemployed people than available jobs. This is a major signal: the labor market is no longer

3/ Why this forces the Fed to act → The Fed bases its interest rate decisions on just two pillars: • Inflation • Unemployment Right now, inflation is still under control, but unemployment is starting to rise. This combination leaves the Fed with no option but to begin

4/ Inflation is not the problem anymore → ➺ Consumer Price Index (CPI) has been stable in the 2.5%–3% range for months. ➺ Core inflation is cooling. ➺ And the Truflation index, which tracks real-time prices, shows inflation close to 2%, exactly at the Fed’s official target.

5/ The real problem is unemployment → 👉 The unemployment rate has already reached 4.2% and is expected to rise to 4.3% this month. 👉 Initial jobless claims have come in higher than expected several weeks in a row. 👉 Meanwhile, job openings keep sliding lower. Fewer jobs.

6/ Why does this matter so much? When unemployment rises, households cut back spending. Lower spending reduces demand for goods and services. When demand falls, inflation cools even further. That’s why the Fed cannot ignore this. Without action, the economy risks sliding

7/ What happens when the Fed cuts rates → Lower rates make borrowing cheaper. Businesses can finance expansion. Consumers find it easier to take loans and spend. And investors move capital into higher-risk assets, chasing returns. This is where crypto benefits most: liquidity

8/ The Treasury is already preparing the ground → The U.S. Treasury has been carrying out debt buybacks, which help stabilize bond yields. With rate cuts on top, yields will fall lower. Lower yields = cheaper borrowing Cheaper borrowing = more liquidity More liquidity =

9/ We’ve seen this playbook before → In September 2024, the Fed cut rates as unemployment climbed. Bitcoin surged from $60,000 to $100,000 in less than 3 months. Ethereum doubled. Altcoins went on a nonstop rally. That was triggered by a single big cut. This time, the Fed is

10/ And this time, there is more fuel → It isn’t just about interest rates anymore. Crypto adoption is advancing on multiple fronts: → Spot ETFs giving Wall Street direct exposure → Laws supporting crypto access in retirement plans → Political momentum behind digital asset

11/ conclusion Why Q4 looks like a perfect setup → We have: → Pro-crypto bills becoming law → US M2 supply rising → Treasury adding liquidity → 90+ ETPs under approval → ETF demand building → September cut locked in → Additional cuts likely after All signals are

@BullTheoryio who confirmed the rate cut?

@BullTheoryio The target rate probabilities don’t mean anything these things change wildly. I’ve watched it go from 90 to 50 to 3% and then turn right back around and do the same.

@BullTheoryio @Ashcryptoreal Sell them higher 🤣🤣

@BullTheoryio Bull theory Let's see what the ember months have fornus

@BullTheoryio RIP long term rates!

@BullTheoryio Rate cut itself has a psychological boost effect on the market, the news alone makes even those who aren't affected by the rate, as we know, crypto can be a sentimental investment

@BullTheoryio the market is gonna go parabolic

@BullTheoryio This is the most bullish outcome

@BullTheoryio Bullish 🚀

@BullTheoryio eagerly waiting

@BullTheoryio @Ashcryptoreal We comfirm it since Before now

@BullTheoryio Don't believe

@BullTheoryio ohhhhh...

@BullTheoryio Cool

@BullTheoryio @Ashcryptoreal Make it happen;)!

@BullTheoryio @Ashcryptoreal Brilliant

@BullTheoryio 🚀🚀

@BullTheoryio @Ashcryptoreal 👀👀