A statement from an economic advisor at the White House may be rewriting market expectations.

On November 30, Kevin Hassett clearly stated in public that he would accept the position if nominated as the Chairman of the Federal Reserve. This is not just a formality. As the current Director of the White House National Economic Council, the timing and wording of his statement are worth pondering—especially considering his close ties with the current administration.

Who is Hasett? A proponent of tax cuts and a supporter of economic stimulus. His core position has always been clear: to invigorate economic vitality with more aggressive means. This style stands in stark contrast to the current cautious tone of the Federal Reserve.

If this person is elected, the tone of monetary policy will change.

He tends to favor a faster pace of interest rate cuts, a more flexible tolerance for inflation, and a more friendly capital market environment. In plain language: he is not afraid of quantitative easing, nor is he afraid of the market getting excited. What does this mean for risk assets? The answer is straightforward — liquidity expectations will be released in advance, and the risk appetite of funds will rise rapidly.

U.S. stocks will be excited, the bond market will be volatile, and the dollar will be under pressure.

And the cryptocurrency market? It may be one of the most direct beneficiaries.

The reason is simple: assets like #美联储恢复降息进程 and $BTC are extremely sensitive to the liquidity environment. Once the market confirms that the Federal Reserve's monetary direction shifts from tightening to easing, the speed of capital inflow will accelerate, and the logic of valuation recovery will be smoother. Moreover, the current government's attitude towards the cryptocurrency industry is relatively open, and this policy resonance will further amplify market sentiment.

Assets with high elasticity like $ETH often perform more aggressively in such environments.

Of course, all of this is still at the level of expectation. But the market never waits for the shoe to drop before reacting—it prices in all possibilities in advance. Hassett's statement is already enough for traders to readjust their rate cut bets and position allocations.

Looking at it from another angle: If the Federal Reserve really enters a "new cycle," the core characteristic of this cycle may not be inflation data, nor employment reports, but rather a fundamental shift in policy stance—from combating inflation to supporting growth.

This could be one of the best macro narratives for the crypto market.