The latest US initial jobless claims data has shattered market expectations—the number has hit its lowest point in over a year, showing a resilience in the job market that exceeds imagination.

But a more interesting phenomenon has emerged: CME data shows that market expectations for a December rate cut have not cooled off due to the strong employment numbers; instead, they continue to climb, with the probability now approaching 90%. What does this contradictory signal reveal?

The market is getting ahead of itself.

Traders are clearly no longer fixated on how strong current employment data is; they're more focused on the future shift in liquidity conditions. When rate cut expectations are this strong, capital flows often adjust in advance, with risk assets being the first to benefit.

For the crypto market, this could be a critical moment. Looking back at history, whenever liquidity expectations shift to easing, mainstream crypto assets like Bitcoin and Ethereum often sense the change first. It's not due to any mysterious technical indicator, but rather the natural choice of capital seeking higher returns. During a rate-cutting cycle, returns on traditional safe-haven assets decline, and capital inevitably flows into areas with greater potential.

Now is not the time to panic, nor is it the time to rush in blindly.

If you’re an average investor, the worst thing you can do is react emotionally to the news—chasing when prices rise, selling in a panic when prices fall. What’s a more rational approach? Build positions gradually. Allocate to mainstream coins like Bitcoin and Ethereum on dips, but don't use up all your capital at once. Market volatility is always present; keeping enough ammo to respond is the long-term strategy.

The winds have changed, but only those who stand firm can seize the opportunity. Don’t wait until the wind actually arrives to realize you’re not prepared.