#数字货币市场洞察 Rate cut expectations have suddenly accelerated.

The latest forecasts show that the probability of a 25 basis point Fed rate cut in December has surged to 94%—what does this number mean? The market’s bet on a liquidity shift has moved from tentative to certain.

Cryptocurrencies have always been amplifiers of liquidity. Every time an easing cycle arrives, capital always rushes first into higher-volatility risk assets. If a rate cut truly happens, the current tight liquidity situation will ease significantly, and mainstream coins like Bitcoin and Ethereum may see room for valuation recovery open up.

But don’t rush in just yet.

At this stage, the biggest risk is pricing in expectations too early. Retail investors can pay appropriate attention to the medium- and long-term logic for BTC and ETH supported by liquidity, but must keep positions under control—before the news is fully clear, overexposure is just handing yourself to the market.

Once the rate cut is implemented, sentiment and capital will most likely resonate, triggering a new round of structural movement. At that point, you need to watch not only the Fed’s actions but also the performance of related markets like US stocks and gold—they’ll give you early signals.

Before the trend is confirmed, prudent allocation is always the top priority. A liquidity turning point may be brewing, but opportunity only favors the prepared.