$ZEC
🚨 GDP soars to a two-year high: Is it a 'double-edged sword' moment for the crypto market?
The final value of the U.S. GDP for the third quarter recorded at 4.3%, far exceeding the expected 3.3%, marking the highest growth rate in two years. This data has put the crypto market into a period of 'logical game':
📉 Short-term pressure: Expectations of interest rate cuts cool down
An overheating economy means persistent inflation, which may force the Federal Reserve to adopt a more cautious monetary policy in 2026. In the short term, liquidity premiums are under pressure, and risk assets face heightened volatility, so one should not blindly chase highs during fluctuations.
📈 Long-term drivers: Accumulation of savings and consensus
Strong GDP reflects the robustness of household income and employment, which forms the most solid foundation for asset pricing. With the expectation of tax refunds in 2026 and the ISM index recovering, the logic for incremental off-market funds entering remains valid.
💡 Strategy: Although macro data shows short-term pulses, the long-term growth trend has already formed.