Here's something worth chewing on: that equity surge everyone's been riding? It might be running out of steam once the Fed delivers the rate cut everyone's expecting.

Strategists from a major Wall Street bank are flagging this as a real possibility. Their thinking goes like this—markets have already priced in the dovish pivot, so when the actual cut happens, it could turn into a classic "buy the rumor, sell the news" scenario. The initial euphoria fades, and suddenly traders are left wondering what's next.

What makes this relevant for crypto folks? Risk appetite tends to move in tandem across asset classes. If equities lose momentum post-cut, it could dampen the overall risk-on sentiment that's been lifting everything from tech stocks to digital assets. Worth keeping an eye on correlation patterns here.

The real question: Is this just a temporary pause for breath, or are we looking at a broader shift in market dynamics? Fed policy remains the puppet master pulling strings across all markets right now.