The recently released CPI data has provided new signals to the market, and analysts generally believe that the interest rate cut next week is likely to be limited to 25 basis points. Although this expectation seems favourable on the surface, it may actually fall short of the market's prior expectations.

If the interest rate cut is only 25 basis points, it may be interpreted as 'in line with expectations' or 'below expectations', making it difficult to provide additional stimulus to the market. In fact, the market has been anticipating a larger rate cut, and if this expectation is not met, it may instead become a potential Favourable Information factor.

Recently, the Bitcoin market has performed relatively steadily, largely due to the support of interest rate cut expectations. However, if the rate cut next week is indeed only 25 basis points, the price of Bitcoin may experience a brief rise before continuing to correct. This suggests that the market may shift its attention to anticipating a more significant interest rate cut policy.

Overall, the current market's reaction to interest rate cuts shows a complex psychological expectation. Investors need to closely monitor the central bank's actual decisions, as well as the market's interpretation and reaction to these decisions. In this uncertain environment, maintaining a cautious and flexible investment strategy is particularly important.