#数字资产市场观察 $BTC $ETH $DOGE

Is the market trend changing again? A certain Wall Street institution has suddenly bet that the Federal Reserve will cut interest rates by 25 basis points in December. This move has given investors, who were recently unsettled by the Bank of Japan's interest rate hike, a glimmer of hope.

What is even more intriguing is that this judgment is not based on economic data at all — they are directly focusing on personnel changes. Rumors suggest that White House advisor Hassett is expected to replace Powell, and the new leader may quickly shift to dovish policies after taking office.

This situation is quite magical: just as Japan starts to tighten, the US might reverse and loosen the reins. If the two major central banks really pull off such "hedging operations", the direction of global liquidity would be uncertain. However, for the crypto market, the return of US dollar liquidity is actually a good signal—it can offset some of the pressure from the unwinding of yen arbitrage trades.

But in the end, it's all a game of expectations. Will the Federal Reserve meeting next week fulfill the bets placed by these Wall Street analysts? Do you all think this wave of interest rate cut predictions is reliable?