#数字资产行情上升 The recent actions by the Federal Reserve are indeed stirring the market. A bunch of officials have started signaling rate cuts, with Milan directly saying that this year could see cuts of over 100 basis points, and Barkin is also talking about balancing and regulation.



CME's odds data is quite eye-catching — the probability of maintaining interest rates in January is 81.7%, but by March, the chance of a 25 basis point cut has surged to 40.7%. The market is now generally guessing only two rate cuts for the whole year.

On one side, macro expectations are heating up, and on the other side, cryptocurrencies are rebounding in response, which does feel like a kind of resonance. Meanwhile, Chinese concept stocks haven't been doing well lately, with the Golden Dragon Index dropping 0.78%, and some large companies falling even more sharply. In contrast, precious metals like gold and silver are both rising, indicating investors are still seeking safe-haven assets.

An easing cycle is coming, and its stimulative effect on risk assets will definitely be significant.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 5
  • Repost
  • Share
Comment
Add a comment
Add a comment
fren.ethvip
· 01-10 12:26
As soon as the rate cut expectation emerged, the crypto circle started to get restless haha, this rhythm is indeed a bit desperate

---

Milan's words sound like giving us a shot of adrenaline, 100 basis points? Come on, it will be another set of explanations then

---

Compared with CME data, the market is really betting on a rate cut. I just want to know what to do if the Federal Reserve pulls out a big move

---

Gold and silver rising together indicate that the big players are really a bit panicked, money needs to find a place to go

---

The performance of Chinese concept stocks has indeed been disappointing, while cryptocurrencies are climbing steadily, what a gap

---

The arrival of an easing cycle may mean liquidity overflow, which is like a spring breeze for risk assets like BTC

---

It seems Federal Reserve officials just love to create suspense, first sending signals and then observing market reactions. Retail investors, let's dance along
View OriginalReply0
DecentralizeMevip
· 01-10 05:59
100 basis points? Milan is really trying to kill the dollar, but we gotta make money haha

---

CME data is really impressive, over 40 points probability in March, this rate cut cycle is definitely coming

---

I've seen that crypto and macro are in sync for a while now, just waiting to capitalize on this wave of benefits

---

Gold and silver are rising, Chinese concept stocks are falling, typical risk-averse sentiment. At this time, digital assets are the key to breaking through

---

Easing is here, risk assets are the way to go. Looking forward to the upcoming trend
View OriginalReply0
RektDetectivevip
· 01-07 14:30
The expectation of interest rate cuts has heated up, but Chinese concept stocks are still dragging along the bottom, really ironic.
View OriginalReply0
ZenZKPlayervip
· 01-07 14:19
As soon as the rate cut expectation emerged, cryptocurrencies took off immediately. This wave of momentum is truly amazing.

Chinese concept stocks are still falling; it's understandable to be scared.

Gold and silver are both rising, but I actually have more confidence in Bitcoin this round.

Wait, is easing really coming? Then I need to increase my holdings.

100 basis points? The Fed is serious, they’ve really broken the defense.

The crypto rebound is just waiting for a confirmation signal.
View OriginalReply0
AirdropHarvestervip
· 01-07 14:05
The expectation of rate cuts is so strong, but cryptocurrencies are still hesitating. It feels like this rebound lacks momentum.

Gold is rising so aggressively, indicating that big players are actually still panicking. Verbal easing is one thing, but real gold is flowing into safe havens.

CME data clearly shows speculation on expectations; once rate cuts actually happen, it might not be as promising.

The Chinese concept stocks are so miserable—why not buy the dip? I don’t dare, it feels suspicious.

If this cycle of easing really comes, whether BTC can break new highs depends on this window.

The Fed talks about rate cuts, but actual actions are another story. Don’t be fooled.

Now, those entering the market are betting on easing; if it happens, they’ll make a fortune. If not, they’ll cut losses. It’s a 50-50 gamble.
View OriginalReply0
  • Pin