#比特币对比代币化黄金 $BTC $LUNC $LUNC

Latest news: The probability of a 25-basis-point rate cut in December has surged to 87%. What does this number mean? The gates of liquidity may be loosening, and Bitcoin, which has been heavily suppressed by high interest rates over the past two years, might be standing at a turning point.

What exactly does a rate cut mean for BTC? Let’s look at three aspects:

With funding costs easing, hot money naturally flows into high-elasticity assets. Bitcoin, known for its large volatility and vast potential, has always been among the first to benefit when liquidity loosens.

Institutions won’t wait for an official announcement to take action. ETF players like BlackRock and Fidelity—an 87% probability is enough for them to start positioning early. Money is smart; they’ve already been quietly entering the market.

Life is also getting better for miners—financing is cheaper, coin prices have stabilized, payback periods have shortened, and the entire ecosystem chain is slowly recovering.

Looking on-chain: long-term holders are less eager to sell, coins are continuously flowing out of exchanges, new address activity is up, and ETF funds are starting to flow in again. When you piece these signals together, it feels like something is brewing.

Macro is shifting, institutions are positioning, and on-chain activity is recovering. But the question is: is this just a short-term rebound, or the start of a new cycle? When the market is still hesitating, that’s often the real window of opportunity. What do you think?