Interest rate cuts become "poisoned milk," but BlackRock shows its trump card! Behind the fluctuations of BTC, the real big opportunity lies in ETH!
Interest rate cut night was supposed to be a celebration, but reality poured a bucket of cold water on the bulls. The Federal Reserve cut rates by 25 basis points, resulting in BTC and ETH not rising but instead falling, with a single pin striking the market sentiment back to its original form. The issue isn’t the interest rate cut, but the expectations — the market had already fully digested the good news in advance, and the actual implementation turned out to be "good news exhausted." Powell added a knife: "There may only be one cut next year," directly changing expectations from easing to "stingy expectations," causing funds to cool down instantly.
1. Market plunge
This year's crypto trends show a pattern:
Before the news lands, it rises the most sharply; after it lands, it generally needs to adjust.
The plunge on interest rate cut night is a typical example; the market is not pessimistic, but the good news was consumed in advance, leading to a short-term wait-and-see by funds.
2. The real big move comes from BlackRock: ETH
While everyone was focused on BTC's fluctuations, BlackRock quietly released a "nuclear-level application" —
Ethereum Staking ETF.
The significance of this is ten times stronger than the interest rate cut.
What does it mean?
1. ETH officially becomes a "yield-generating asset"
Institutions buying ETFs can earn staking profits without touching the chain, managing private keys, or bearing technical risks.
Ethereum truly aligns with the traditional financial yield system for the first time.
2. Circulating supply decreases, price support strengthens
Staking means locking up assets, and institutions competing for shares + locking in supply will make ETH's bottom increasingly stable.
3. Pensions, insurance, and sovereign funds may enter the market
They do not look at K-lines, but at:
Stable income + long-term appreciation model.
ETH Staking ETF perfectly suits their appetite.
3. The "second round of value reassessment" for ETH has just begun
BTC's ETF has already successfully proven:
Having an ETF = Money will come.
The significance of ETH Staking ETF is even greater because BTC cannot generate yield, while ETH can produce real returns, which attracts traditional funds on a completely different level.
4. Don’t be misled by short-term fluctuations
Market fluctuations are normal; the real direction is hidden in the actions of the giants.
Interest rate cuts belong to short-cycle benefits, while ETFs are long-cycle value reconstruction.
In summary:
BTC fluctuations are just the surface, ETH is the next trump card that BlackRock is betting on.
The real main wave may start from ETH $ETH
