Wake up! The continuous news from the United States has directly caused a big stir in the market. I will share the most critical points with you, all of which are hardcore content.
First, the most significant news: Interest rate cuts are highly likely to be finalized. Last night, the U.S. November employment data was released, and the results surprised the market—private sector employment directly decreased by 32,000, completely contrary to previous expectations. It seems that the U.S. economy truly has some 'insufficient confidence'; once this data was released, the market bet on a nearly 90% probability that the Federal Reserve would definitely cut interest rates next week.
Next, let's look at the major personnel changes. Reports indicate that former President Trump's team is conspiring a major adjustment in core positions, planning to promote his long-term economic advisor, Kevin Hassett, who has been advocating for 'immediate interest rate cuts', to the position of Federal Reserve Chairman.
Finally, there is a significant shift in regulatory direction. The Chairman of the U.S. SEC has clearly stated that the 'Cryptocurrency Market Structure Bill' will soon be passed. Additionally, the previously delisted overseas prediction market platform Polymarket has now returned to the U.S. in compliance, and its APP is already online. Top asset management institutions like Franklin Templeton have also officially started trading their Solana spot ETF.
My view is very straightforward: A new cycle is already on the way. This is not just a gimmick for trading coins, but a solid 'policy-driven cycle'. The expectation of interest rate cuts injects liquidity into the market, personnel arrangements release a clear attitude, and the implementation of legislation and the launch of compliant products give cryptocurrency assets a legitimate name. The combination of these three forces essentially aims to fully integrate cryptocurrency assets into the U.S. financial system framework. Don't get tangled up in the fluctuations of short-term prices anymore; those are just irrelevant noise.
How should retail investors respond?
Embrace 'institutionally recognized assets': Stop fixating on niche assets and pay more attention to varieties included in investment portfolios by top institutions like Franklin; the inflow of real capital cannot be deceived.
Identify compliant 'track opportunities': Just like Polymarket's smooth return to the U.S. market, there must be compliant logic supporting it. Think more about which tracks and platforms can leverage this regulatory shift to become the core channels for future capital inflows and outflows. #加密市场观察 $BTC
