#美联储重启降息步伐 $BTC $BNB White House economic advisor Hassett recently sent a major signal—publicly predicting that the Federal Reserve may cut interest rates. This is unusual.

Why is it unusual? The US national debt has already exceeded $30 trillion, and the interest expenses alone are astronomical. Market liquidity is tight, making rate cuts almost a necessary option to ease the pressure. Hassett’s statement this time is like a reassurance for the market.

What does this mean for the crypto market? Once rate cuts are implemented, global capital will look for new opportunities. Bitcoin’s “digital gold” narrative will be further strengthened at this point—its supply is capped, verifiable on-chain, unlike physical gold, which needs to be melted down to verify authenticity. When even gold holders start questioning the authenticity of their assets, the rules of the game are already changing.

What’s even more critical is the timing: the Fed’s balance sheet data is about to be released, which will directly impact the short-term market trend. Betting odds show Hassett has as high as an 84% chance of becoming the next Fed Chair. A central banker leaning toward looser policy and more aligned with administrative decisions would be a long-term positive for crypto assets.

There are also industry-level changes happening. Recently, leading platform founders have shifted focus from trading data to advancing ecosystem development and global compliance. This is paving the way for institutional capital.

How’s market sentiment right now? The Fear Index has stayed low for nearly a month, a stretch of sustained pessimism rarely seen in history. But it’s exactly this kind of extreme sentiment that often signals a redistribution of positions. The big players are shaking out the weak hands, while retail investors are exiting. Once sentiment reverses, the rebound is often stronger than expected.

With expectations of macro liquidity easing, an upgrade of Bitcoin’s value storage narrative, and dual progress in ecosystem and compliance, the market’s underlying logic is being rebuilt. The liquidity narrative may once again take center stage. Is your portfolio ready?