Yesterday, the Federal Reserve cut rates again by 25 basis points, adjusting the interest rate to 3.5%–3.75%. This is a signal for the cryptocurrency market after three consecutive rate cuts!

Jerome Powell has confirmed again that there will be no interest rate hikes next year. 'The basic situation will either maintain the status quo, have a slight reduction, or a significant reduction.'

I analyzed before that this wave of interest rate cuts is to stabilize employment, inflation has not been completely controlled yet, but liquidity is slowly being released. This means that gradual quantitative easing has just begun, and the bull market for 2026 has now been confirmed.

In the short term, risk assets like BTC and ETH may surge with the tailwind of low interest rates. Historically, the expectation of interest rate cuts in 2024 pulled BTC from a low point to over 70,000. Now, on December 11, 2025, the price of BTC is already hovering around $92,000, but overall it remains relatively stable.

Market sentiment has heated up a bit, with institutional entry and ETF buying pushing things along. But don't rush to go all in; you need to watch the key level—80,000 dollars. This is not just a casual statement; now BTC is over 90,000, but the risk of a pullback is significant.

If a spike breaks 80,000, it means the bull defense line collapses, and it will continue to explore the bottom, potentially retracing to 70,000 or even lower, forming a new round of bear market. Conversely, if 80,000 holds and doesn't break, then a successful second test will have a high probability of a short-term rebound, initiating a new round of bull market.

Why is 80,000 critical? It is a historical support level, combined with the uncertainty of Federal Reserve policies, inflation data, and the aftermath of the U.S. elections, whether it breaks or not directly determines the overall trend. User opinions are correct; if the big trend is down, these small rebounds are useless, guessing back and forth is meaningless, the market moves itself.

In the first half of the month, BTC held up relatively well, but the second half of the month will be the real test. The next Federal Reserve meeting is on December 18. Once the inflation and employment data is released, the situation will become clear. If easing continues and liquidity is injected, a new round of market trends in the crypto space may begin; if inflation rebounds and policies tighten, the risk of a crash will increase.

Global influences must also be closely monitored. If the dollar weakens, funds from emerging markets may flow into crypto, but exchange rate fluctuations can easily trigger liquidation for leveraged positions. Don't FOMO, and don't panic. Be rational: diversify your positions, use BTC/ETH as the core, and hold stablecoins for protection; monitor the data, and don't listen to rumors; stop-loss and take-profit are the principles to follow.

If it doesn't break 80,000, reaching 100,000 isn't a dream, but in the long run, inflation, policies, and geopolitical black swans can come at any time. Remember, the crypto circle is not gambling; be patient and wait for the trends to clarify before acting, don't be swayed by emotions.

Waiting for liquidity to return is the right path!