#美SEC促进加密资产创新监管框架 Is a rate cut really coming? The latest data shows that the market is now betting with an 87% probability that the Fed will take action this month. While the US stock market remains calm, tech stocks are starting to diverge—Nvidia is busy with its AI plans, while Micron’s transformation is causing anxiety throughout the supply chain.



The employment data is contradictory, but the signs of cooling are obvious, which has become the strongest reason for a rate cut. BlackRock has made its stance clear: a rate cut this month is almost certain, and it may continue into 2026.

What impact will this move have on the crypto market? How will $BTC $ETH perform? Liquidity release is a positive, but don’t forget that macro uncertainty is still looming.
BTC-3.34%
ETH-3.68%
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BlockchainArchaeologistvip
· 14h ago
An 87% probability sounds like a hint, but I always feel that rate cuts aren't that simple. Also, is liquidity release always a good thing for the crypto space? If the macro collapses, crypto won't be spared either. Nvidia is sprinting ahead in AI, but Micron is struggling. This divergence is quite intense. BlackRock says it's a done deal, but I can't help feeling it's a bit shaky. Will rate cuts really stabilize the supply chain? I’m not so sure—on-chain data is the real indicator.
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MercilessHalalvip
· 14h ago
A rate cut is a sure thing? Then just focus on making money. After all, macro uncertainties will always be there, so instead of overthinking, it's better to follow the trend.
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BrokenDAOvip
· 14h ago
The 87% probability of a rate cut is ironic in itself. Isn't the market afraid of being proven wrong when it prices in something with such certainty? I've seen too many "done deals" end up reversing in the end. Liquidity release is definitely a topic, but the key is whether there will be a crash or not. With so much groundwork laid for macro uncertainty, it actually seems more like they're leaving room for a subsequent plunge. BTC and ETH, at their core, are still risk assets: they rise when rate cut expectations are strong, and crash when risks emerge—the same old structural flaws as always.
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ImpermanentLossEnjoyervip
· 14h ago
87% probability... These numbers are scary. If there really is a rate cut, liquidity will flood the market and the crypto space will probably go wild, right? But this macro uncertainty is really annoying. Feels like even after the rate cut, we still have to watch out for a few more knives.
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