$ZBT
The GDP of the U.S. surged by 4.3%, reaching a two-year high! The cancellation of tariffs ignites the cryptocurrency market, and three major opportunities have emerged?
The economic resilience, which even the government shutdown cannot suppress, surprisingly delivered a “Christmas gift” to the cryptocurrency market! The annualized GDP growth rate in the third quarter of the U.S. soared to 4.3%, hitting a peak not seen in two years, while the cancellation of stringent tariffs became a key driver. This macroeconomic boon is continuously fermenting in the crypto market.
The strong economic performance directly rewrites the Federal Reserve's policy expectations: it is highly likely that there will only be one rate cut in 2026, and the pace of liquidity easing will slow down. For the cryptocurrency market, although it is difficult to enjoy the short-term benefits of a “flood of liquidity,” the dollar index is under pressure due to the positive economic impact, and the negative correlation between Bitcoin and the dollar may open up space for valuation recovery. More critically, the cancellation of tariffs has activated cross-border trade, with stablecoins being an efficient settlement tool, reaching a trading volume of $27.1 trillion in 2024. This trade recovery is expected to further boost its circulation demand.
The spillover effects of the technology investment boom are also worth noting: U.S. AI data center investments have reached a historic high, and the integration of “AI + blockchain” has become an industry trend. Coupled with the Trump administration's friendly attitude towards cryptocurrencies, institutional funds may accelerate their entry into related sectors. The impressive performance of a 4.2% increase in corporate profits may also encourage more listed companies to follow MicroStrategy by incorporating Bitcoin into their balance sheets to hedge against inflation.
However, risks still need to be cautious: core inflation at 2.9% is above the Federal Reserve's target, and if policies tighten further, it could trigger a correction in risk assets. But in the long run, economic resilience supports risk appetite, and the normalization of tariff policies may bring sustained liquidity to the crypto market.
Do you think this wave of GDP benefits will first ignite the stablecoin market, or the AI + blockchain sector? Are you optimistic about Bitcoin's push for new highs, or do you prefer leading players in niche fields?