#Solana行情走势解读 US Non-Farm Data Exposes Employment Truth, Crypto May Face Policy Inflection Point

Last night's BLS data revision caught the market off guard. October and November non-farm employment data combined downward adjustment of 76,000, with October alone jumping from -105,000 directly to -173,000, a decline exceeding 60%. Adding the previously announced annual adjustment of -911,000, this data completely exposed the illusion of prosperity in the US employment market.

On the surface this appears to be just a data correction, but what does it actually reflect? Real US employment growth has clearly slowed. And this may be a key signal for the crypto market.

The logic chain is clear: weak employment → rising recession risk → greater pressure for Fed rate cuts → higher likelihood of accommodative policy. The policy framework the Federal Reserve maintained through high interest rates is losing its support. Once entering a rate-cutting cycle, the global liquidity environment will undergo fundamental change. At that point, capital suppressed by high interest rates is likely to seek higher-yielding assets, and cryptocurrencies have historically been the preferred choice among risk assets.

This doesn't mean going all-in immediately. But from a medium-term perspective, employment data deterioration → warming rate-cut expectations → policy shift, this thread is significant for 2026 positioning. Once the liquidity inflection point arrives, those who prepare in advance will gain a head start.

At the current juncture, the thinking should be: how to prepare well for a possible liquidity expansion phase? $ETH $BTC Assets like these are worth monitoring.