Recently, there’s been an unusual signal in the market—the Chairman of the White House Council of Economic Advisers, Hassett, has publicly discussed expectations for interest rate cuts.

You should know, the White House usually keeps its distance from monetary policy topics, so what’s behind this proactive statement?

Just look at the data. U.S. national debt has already surpassed $30 trillion, with annual interest payments exceeding $1.2 trillion. What’s even more critical is that the latest balance sheet disclosed by the Federal Reserve shows that bank reserves evaporated by $3.83 billion in a single week. Debt is snowballing, but liquidity is tightening—this contradiction will inevitably need an outlet.

Interest rate cuts may not be a question of “if,” but “when.”

If policy really shifts, what does it mean for digital assets? In an environment where liquidity is loosening again, capital will always look for a place to go. Michael Saylor’s prediction that “Bitcoin’s market cap will reach $200 trillion in 20 years” sounds crazy, but his logic is straightforward—treat Bitcoin as a hard currency to hedge against sovereign currency risk. The IMF recently warned that stablecoins could weaken central banks’ control, which just shows that the traditional financial system already feels threatened, doesn’t it?

There’s action on-chain too. Last night, 77.86 million ASTER were sent to a burn address and completely removed from circulation. With macro-level expectations of easing, and micro-level contraction of token supply, this combination has triggered market moves more than once in the past.

Of course, markets are never a one-way street. There are countless variables between policy statements and actual implementation, so you still need to understand your own risk tolerance before making moves.

Do you think this round of rate cut expectations is for real, or just another test of market reaction? How do you plan to adjust your positions? Share your thoughts.