Just saw an interesting piece of news—the Director of the White House Council of Economic Advisers, Hassett, publicly predicted that the Fed might cut rates at the next meeting.

This is quite unusual. Traditionally, the White House rarely comments directly on monetary policy. The fact that they're proactively sending this signal now suggests that the pressure behind the scenes might be quite significant.

Looking at the data, the US national debt has surpassed $30 trillion, with annual interest payments alone exceeding $1.2 trillion. Meanwhile, the Fed's latest balance sheet shows that bank reserve balances plunged by $38.3 billion in a single week, indicating tightening market liquidity. On one hand, the debt burden is getting heavier, and on the other, money is getting tighter—rate cuts seem to be an option that can't be ignored.

If rate cut expectations really materialize, what does it mean? Global liquidity could loosen up again. The traditional financial sector is already looking for alternatives—Michael Saylor recently claimed that Bitcoin's market cap could reach $200 trillion in 20 years, positioning it as a hedge against sovereign currency risks. The IMF even warned that the popularity of stablecoins could weaken central banks’ control—which precisely shows that digital currencies are vying for the core position in the future of finance.

By the way, a detail worth mentioning: last night, 77.86 million ASTER tokens were permanently burned by being sent to a dead address. This kind of deflationary move is common in meme coins and certain projects. Coupled with macro-level expectations of easing, the liquidity narrative might once again become the main theme in the market.

But then again, is this really a signal of a policy shift, or just an attempt to calm market sentiment? It's too early to draw any conclusions.

The market is already highly volatile, so I suggest everyone do more research and don’t go all-in lightly. What do you all think about this signal? Will you adjust your portfolio strategy?