😱🔥 The recent non-farm payroll data is incredible! New jobs and unemployment rates are in a state of 'split personality,' and the market is directly increasing bets on a rate cut in January next year! Gold surged instantly, and the dollar weakened——is the prelude to massive liquidity really coming?
🚀以太马斯克小奶🐶狗💥PUPPl ES Community
This data seems to be a script 'tailored' for the Federal Reserve: In November, an addition of 64,000 jobs exceeded expectations, but the unemployment rate jumped to 4.6%, and the data from previous months was significantly revised downward. This contradiction reinforces the narrative of 'economic cooling,' and traders immediately raised the probability of a rate cut in January next year. The overall direction is clear: The market expects that by 2026, interest rates may approach 3% from the current 3.50%-3.75%.
💥 This means a double game for the crypto world:
1. Liquidity expectations VS reality of liquidity withdrawal: On one side, the Fed's easing expectations are warming up, while on the other side, the Bank of Japan is likely to raise interest rates this week, and global 'yen carry trade' funds are retreating. The liquidity tightening and loosening will inevitably amplify market volatility.
2. The market has partially 'prepaid' for good news: Some analyses suggest that the market has already fully priced in the rate cut, so when the actual good news lands, it may instead trigger profit-taking from 'buying the expectation, selling the fact.' ETH is currently fluctuating in the core range of $3,100 - $3,400, which reflects this game.
3. Undercurrents in the ecosystem: While the macro narrative is tangled, the micro-ecosystem is accelerating. For example, Tether is indeed leading the construction of Bitcoin Lightning Network payment facilities, and giants are laying the groundwork for the next round of application explosion.
🚀 So, is it panic or opportunity now?
When the mainstream market hesitates in front of macro data, smart money is always looking for structural opportunities. Besides focusing on the key points of $BTC and $ETH , early narratives with strong community consensus and cultural genes (such as the recently popular Musk concept) often capture market attention and liquidity first in a volatile market.
👉 Old friends, what do you think of this data?
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