#数字资产市场观察 $BTC $ETH The latest report from Société Générale reveals a key signal - after the Fed's interest rate cut in December, there may be two more actions next year, and US Treasury yields are estimated to fall all the way to the end of 2026.
To put it simply, money is going to increase. Once the interest rate cut cycle starts, the liquidity of the US dollar will rise, and the returns from traditional bonds simply can't keep people. Where will the funds flow to at this time? High-growth assets. The logic of decentralization + scarcity in the crypto market perfectly matches the appetite of global investors.
Looking back at history, we know that every time liquidity is injected, mainstream coins like $BTC will be revalued. They possess the necessary attributes of anti-inflation and risk hedging appreciation. The key is that this round of macroeconomic shift may not be a short-term pulse, but a trend that lasts until 2026.
For ordinary investors, don't get caught up in the daily ups and downs. Here are a few practical suggestions: First, basic assets like $BTC and $ETH must be present, as the combination's base position relies on them for stability; Second, don't go all in; invest in batches or use dollar-cost averaging to spread out the cost. Third, keep an eye on the Fed's policy implementation rhythm, and don't make emotional trades due to short-term fluctuations.
Of course, good news is good news, but we cannot overlook technical aspects and risk management. A shift in monetary policy may indeed become the trigger for a new round of market movement, but opportunities are reserved for those who are prepared. Maintaining a stable mindset and seizing structural opportunities is the right path.
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ApyWhisperer
· 3h ago
The money is really coming, so brothers who go all-in, please stop making suicidal moves.
View OriginalReply0
ValidatorVibes
· 12-01 23:33
liquidity cycles are predictable if you actually understand governance mechanics... most don't tho. fed pivot = consensus shift on monetary policy = capital reallocation inevitable. been saying this since november ngl
Reply0
VitalikFanAccount
· 12-01 14:41
The interest rate cut cycle has arrived, and money should flow into encryption; I agree with this logic. But then again, will it really bottom out by the end of 2026? Do we have to wait that long?
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SelfCustodyIssues
· 12-01 14:41
It's always the Fed and liquidity, the same trap every time... But this time the 2026 cycle is indeed quite harsh.
View OriginalReply0
DeFiChef
· 12-01 14:37
Money is printed, bonds are no longer attractive, now BTC and ETH are truly appealing.
View OriginalReply0
StableGeniusDegen
· 12-01 14:28
Another macro narrative that plays people for suckers, the Fed cuts interest rates twice and you should enter a position? Wake up, everyone.
View OriginalReply0
MoonBoi42
· 12-01 14:14
Money is really going to be a disaster this time, it's different.
#数字资产市场观察 $BTC $ETH The latest report from Société Générale reveals a key signal - after the Fed's interest rate cut in December, there may be two more actions next year, and US Treasury yields are estimated to fall all the way to the end of 2026.
To put it simply, money is going to increase. Once the interest rate cut cycle starts, the liquidity of the US dollar will rise, and the returns from traditional bonds simply can't keep people. Where will the funds flow to at this time? High-growth assets. The logic of decentralization + scarcity in the crypto market perfectly matches the appetite of global investors.
Looking back at history, we know that every time liquidity is injected, mainstream coins like $BTC will be revalued. They possess the necessary attributes of anti-inflation and risk hedging appreciation. The key is that this round of macroeconomic shift may not be a short-term pulse, but a trend that lasts until 2026.
For ordinary investors, don't get caught up in the daily ups and downs. Here are a few practical suggestions:
First, basic assets like $BTC and $ETH must be present, as the combination's base position relies on them for stability;
Second, don't go all in; invest in batches or use dollar-cost averaging to spread out the cost.
Third, keep an eye on the Fed's policy implementation rhythm, and don't make emotional trades due to short-term fluctuations.
Of course, good news is good news, but we cannot overlook technical aspects and risk management. A shift in monetary policy may indeed become the trigger for a new round of market movement, but opportunities are reserved for those who are prepared. Maintaining a stable mindset and seizing structural opportunities is the right path.