#以太坊大户持仓变化 The Federal Reserve's rate cut window is finally within reach

Last week, Fed Governor Milan's remarks stirred the market—his statement that the 2026 interest rate needs to be lowered by over 100 basis points contrasted sharply with the cautious stance of other officials at the same time. This is not just casual talk; it implies an early positioning against recession risks and is an official acknowledgment of aggressive rate cut expectations.

From a historical perspective, this issue is quite interesting. Data shows that whenever the Fed signals a strong rate cut early on, the performance of the crypto asset market over the following 12 months often exceeds expectations—Bitcoin's average increase can reach up to 380%. The logic behind this is quite clear: US Treasury sell-off → reallocation of funds → crypto assets become an early battleground → waiting for a shift in global liquidity.

Mainstream coins like $SOL, $XRP, and $ETH are already quietly responding to this expectation. The market is at a delicate juncture; the start of a rate cut cycle usually signals the beginning of a reassessment of risk assets.

The key is how to respond. Some choose to gradually increase their positions, some are waiting for clearer market signals in 2025, and others are betting on more aggressive rate cuts than expected. Each choice carries its own risk considerations.