The interest rate cut in December is about to happen. This is not just market speculation, but a concrete signal of a shift in Liquidity.

Once traditional finance opens the floodgates, where will the money flow? The answer is quite clear – it will flow towards assets that still have room for imagination. And the cryptocurrency market happens to be in this position.

Why should we pay attention to Bitcoin and Ethereum?

Let's talk about the cost of capital first. A rate cut means borrowing money becomes cheaper, and global hot money will need to find a way out. The U.S. stock market is already at a high point, so smart money will naturally focus on the cryptocurrency sector, which is still undervalued.

As the stabilizing force of the entire market, Bitcoin often reacts first. When the risk-free interest rate drops, the halving cycle that occurs every four years becomes even more precious. The previous high point? It may just be a starting point.

Ethereum is more interesting. After the Cancun upgrade, Gas fees have dropped significantly, which is a positive development. Coupled with the increase in DeFi yields in a lowering interest rate environment, the overall attractiveness of the ecosystem will grow exponentially. Don’t forget, the expectations for spot ETFs are still hanging in the balance, and the explosive potential might be even greater than Bitcoin.

There are already some signs in the market:
- Long-term holders have been quietly accumulating coins.
- The exchange's balance has dropped to a low point in years.
- On-chain activities have clearly started to become active.

These signals, when viewed together, are actually quite clear. It's not about blindly going all in, but rather that once your understanding is in place, opportunities will naturally become visible. While most people are still watching, those who truly understand have already taken action.

There's an old saying: a bull market always sprouts in pessimism, grows amidst skepticism, and ultimately concludes in madness. At this stage, where do you think the market is headed?

If you have spot assets in hand, don't be easily scared away by the fluctuations. The real market may have just begun.