#数字货币市场回升 $ZEC $LSK $SUI

Goldman Sachs' latest research report from the FICC department shows that the probability of a Federal Reserve rate cut in December has risen to 86.9%. Weak employment data, along with increasing concerns within the FOMC about economic slowdown, make a 25 basis point rate cut almost a certainty. More notably, CME interest rate futures market pricing indicates that the likelihood of a cumulative 50 basis point rate cut by January next year has also reached 23.1%.

This expectation is quietly changing the market landscape. The supply of stablecoins has recently surged by $17.25 billion, with USDT and USDC continuing to be issued. On-chain data indicates that institutional funds are accelerating their entry. Historical experience tells us that similar liquidity release signals often herald a market reversal: in 2019, three rounds of interest rate cuts drove BTC from $3,500 to $13,000, and the zero interest rate environment in 2020 ignited an entire bull market.

The market reaction has already started ahead of time—BTC has recently rebounded over 13% to return above $90,000, with mainstream coins like SOL rising by more than 3%. BlackRock's Bitcoin ETF has achieved an unrealized profit of $3.2 billion, indicating that traditional financial institutions are very confident in this wave of market. Also, don't forget the Ethereum network upgrade expectation on December 3rd; the resonance between technical and macro factors may bring more room for imagination.

The interest rate cut cycle combined with the end-of-year market trend is opening the gates of liquidity. Will you choose to position yourself early or wait and see? Feel free to discuss your views and holding strategies in the comments section.