This week’s crypto market might be even more exciting than you think.
At 3 a.m. on December 11, the Federal Reserve will announce its latest interest rate decision. The market is currently pricing in an 87% chance of a rate cut—which sounds pretty high, but what really matters is the tone after the meeting. If the Fed continues to inject liquidity, improved liquidity could give Bitcoin a boost; but if they suddenly turn hawkish, the whole picture could change instantly.
But don’t just focus on interest rates.
The US will also release productivity and trade balance data, which will directly influence the market’s assessment of whether the economy is in recession or overheating. Meanwhile, China’s trade data, OPEC’s crude oil report, and the recent surge in copper prices are all quietly shifting the flow of capital. Especially copper—the surge is driven by booming AI and electricity demand, which actually aligns with the “AI + blockchain” narrative in the crypto space.
So which sectors might rotate next?
If rates really come down, RWA (Real World Assets) and payment-related projects could attract funds seeking real returns. Tokens with AI and computing power concepts will follow the traditional market’s supply shortage logic, so decentralized computing projects are worth watching. Sectors like GameFi and social applications, which have strong user stickiness, might be more resilient amid volatility. And of course, always keep an eye on exchange developments and regulatory trends.
This week, don’t just stare at the charts. Don’t miss a single macro event. Are you getting ready to buy the dip, or will you keep waiting and watching?
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SchrodingersPaper
· 14h ago
87% rate cut probability? Are you kidding me, this wording is the real killer...
When I wake up, BTC could either skyrocket or crash, that's my Friday at 3 AM.
RWA, AI computing power, GameFi... Forget it, I'll just wait and see for now, I don't have money to buy the dip anyway haha.
The crazy surge in copper prices really feels like a sign... AI demand is off the charts, man.
Honestly, the hardest part at times like this is being numb when I should act, and wanting to YOLO when I should play it safe...
View OriginalReply0
NoodlesOrTokens
· 14h ago
87% probability of a rate cut sounds tempting, but it all comes down to what Powell says... Staying up late this week is worth it.
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Really didn't expect copper to surge like this. The explosion in electricity demand does correspond to the AI computing power narrative, the logic makes sense.
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Have to keep an eye on both the Fed and trade data, my brain needs to be split into several parts this week.
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Will RWA and payment tokens really take off? Feels like it's still safer to stay on the sidelines for now...
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Rate cut means buy AI tokens, hawkish turn means just stay out, is it really that simple? Somehow it doesn't feel that easy to me.
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With the macro situation this complicated, looking at candlesticks is pointless—it’s better to just wait for a clear signal.
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I believe in the resilience of gaming tokens and social apps, at least they have a real user base.
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Not sleeping at 3 a.m. on the 12th, just waiting for the Fed’s move.
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Need to keep an eye on the regulatory climate—one piece of news can change the whole market.
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Bottom fishing? Still feels like catching falling knives right now, better wait and see.
View OriginalReply0
CoinBasedThinking
· 15h ago
An 87% probability of a rate cut sounds pretty intimidating, but the key is still how Powell phrases things—a single sentence can change the entire situation.
Let me take another look at copper prices. The AI-driven demand logic behind it is indeed solid, so computing power projects might really take off.
However, the RWA sector seems a bit overhyped; the actual returns aren’t as attractive as claimed.
I’ll continue to observe this week. I haven’t decided whether to buy the dip or not.
View OriginalReply0
DAOplomacy
· 15h ago
ngl the fed jawboning at 3am is peak theater... 87% sounds nice until it doesn't, you know? the real tell's always in what they *don't* say.
This week’s crypto market might be even more exciting than you think.
At 3 a.m. on December 11, the Federal Reserve will announce its latest interest rate decision. The market is currently pricing in an 87% chance of a rate cut—which sounds pretty high, but what really matters is the tone after the meeting. If the Fed continues to inject liquidity, improved liquidity could give Bitcoin a boost; but if they suddenly turn hawkish, the whole picture could change instantly.
But don’t just focus on interest rates.
The US will also release productivity and trade balance data, which will directly influence the market’s assessment of whether the economy is in recession or overheating. Meanwhile, China’s trade data, OPEC’s crude oil report, and the recent surge in copper prices are all quietly shifting the flow of capital. Especially copper—the surge is driven by booming AI and electricity demand, which actually aligns with the “AI + blockchain” narrative in the crypto space.
So which sectors might rotate next?
If rates really come down, RWA (Real World Assets) and payment-related projects could attract funds seeking real returns. Tokens with AI and computing power concepts will follow the traditional market’s supply shortage logic, so decentralized computing projects are worth watching. Sectors like GameFi and social applications, which have strong user stickiness, might be more resilient amid volatility. And of course, always keep an eye on exchange developments and regulatory trends.
This week, don’t just stare at the charts. Don’t miss a single macro event. Are you getting ready to buy the dip, or will you keep waiting and watching?