#数字资产市场观察 Powell's statement "not in a hurry to cut interest rates" hit the market like a bucket of cold water. In half an hour, 1.2 billion in funds evaporated, and long positions were played people for suckers clean. Panic sentiment soared to 23.8, and the market data was blood red.

But those in the know will tell you: opportunities often lie hidden in a crash. The market still bets 87% on interest rate cuts in December, and the trend of loose liquidity has not changed.

Now looking at Ethereum. The block gas limit is set to jump from 15 million to 60 million directly—a full 4 times capacity expansion. The performance ceiling has been pried open, clearly paving the way for the Fusaka upgrade in December.

Flip through the historical accounts, and you will find patterns:
- After the Byzantine upgrade in 2017, ETH surged from $300 to $1400;
- The 2021 Berlin upgrade started at $1,600 and eventually reached $4,371;
- In May 2025, it surged from $1300 to $4956.

Now, we may be standing at the starting line of a new round of outbreaks. Gas costs are decreasing, user experience is transforming qualitatively, and there's an 86% probability of interest rate cuts on the table; capital inflow is just a matter of time. Coupled with the upgrade expectations at the end of the year, this opportunity should not be underestimated.

Buffett's old saying goes: when others are fearful, it's the time for you to be greedy. Is this plunge a trap or a golden pit? The market has already given the answer.