At first glance, this may sound a bit contradictory, because we tend to associate a strong GDP with economic strength and, therefore, with positive momentum for the markets. But this is where the issue of the Federal Reserve's and investors' interpretation of interest rates comes in—this is the key point. Let's see, a higher-than-expected GDP means that the US economy is showing more strength, that it continues to have traction, that it is not as weak as some believed.

And what does that mean? Well, the Fed may not be in such a hurry to lower interest rates, or could even keep them high for longer than expected. That simple "maybe" is enough to make markets nervous.

Simply put, a good GDP figure can turn into bad news for risky assets like Bitcoin or the stock market, because it's discounted that money will remain more expensive for longer. Investors had been betting that rate cuts would soon come, and this data makes those bets lose steam. It's as if the market were saying, "Oops, this changes the situation a bit," and prices immediately reacted.

What I find interesting is how a single number can alter sentiment so much. It's barely a 0.5% difference from expectations, but in the logic of financial markets, that margin is enough to change projections, because what's at stake isn't just the data itself, but what it means in terms of monetary policy. And this is where the sensitivity of assets like Bitcoin to this type of macroeconomic news comes into sharp relief.

Sometimes we convince ourselves that BTC is completely detached from the traditional world, but when these reports come out, it becomes clear that there's still a strong connection.

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I think all of this leaves us with a clear lesson: markets aren't driven so much by what's happening now, but by what they expect to happen next. A GDP surprise on the upside isn't just another number; it's a sign that the Fed could maintain pressure with high rates, and that changes investor appetite. Hence, what should be positive ends up having a bearish impact on risk assets.

This type of news definitely reminds us that understanding a little bit of macroeconomics is key if we want to better interpret market movements. In the end, beyond whether it goes up or down, the important thing is to be able to read between the lines what each piece of data means and how it can impact the future.

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_{Posted using SteemX}