#数字货币市场洞察 Next week is the Fed’s interest rate meeting. Will the rate cut happen?

The market is now almost certain that there will be a rate cut in December. Economists are even predicting that there could be two more rate cuts after March next year. The White House has also been hinting in various settings recently that “it’s time to cut.”

But things aren’t that simple.

Bank of America poured cold water on the idea: if the Fed’s rate cut stance is too aggressive, the market might panic—instead, it could signal that the economy is worse than expected. What’s trickier is that, due to the earlier government shutdown, several key economic data reports weren’t released on time. This time, the Fed is basically making decisions with its eyes closed.

Interestingly, some smart money has already started reallocating. Fidelity’s CEO publicly said not long ago that she holds Bitcoin, even calling it the “digital gold standard.” Publicly listed mining company Cango quietly mined over 500 BTC last month, bringing its total holdings to over 7,000 coins. These institutions seem to be treating Bitcoin as insurance for turbulent times.

Now, we’re faced with two possibilities:

Rate cuts land → liquidity loosens → risk assets take off?

Or:

Rate cuts land → signal of economic pressure → market panic intensifies?

History tells us that real opportunities often hide when there’s the greatest disagreement. This time, is a rate cut the starter’s pistol or the warning alarm?

What’s your take?$BTC $ETH $ASTER

(This article is for market information only and does not constitute investment advice)