The window for global central banks to ease policies is opening. The Bank of England has taken the lead, followed by predictions from Citibank—that the Federal Reserve will cut interest rates at least three times next year. What does this mean? The taps of traditional finance are slowly turning, and a large amount of liquidity will inevitably find new destinations. Historical experience makes it clear: crypto markets are often the first place where these hot funds flow in.



Recent market movements say it all. The rapid surge of 5,000 points in Bitcoin last night was not accidental, but more like a signal confirmation—bulls have already taken control. Institutions are also sending clear signals; major players like BlackRock have adjusted their strategies, shifting from reducing holdings to increasing positions. At the same time, the three major US stock indices opened higher across the board, with the Dow Jones rising 300 points in a single day, fully activating market risk appetite.

From a macro perspective, all signs are warm. White House economic advisors openly stated that "economic growth is strong, and inflation is decreasing," and then urged the Federal Reserve to cut rates if appropriate. Meanwhile, traditional financial giants Intuit and Circle announced a deep partnership to integrate USDC into tax and financial software—see, the boundaries between traditional finance and crypto are rapidly dissolving.

Ultimately, all these signals point in the same direction: liquidity is flowing. When rate cuts become a global consensus, yields on traditional assets will inevitably be suppressed, and funds will naturally seek higher returns. Bitcoin and Ethereum, as digital gold and ecological engines, will become the most important reservoirs for this round of capital inflows. Don’t forget about those assets within the Ethereum ecosystem; the undercurrents have already begun to surge.

A bull market never arrives quietly; it appears through sudden surges, institutional entries, and macroeconomic turning points. If you feel a bit regretful for not catching up with last night’s gains—don’t worry, this might just be a preliminary test before the real floodwaters arrive. The relay race among global central banks has already started. What’s your judgment? Will BTC be the first to break through 100,000, or will ETH lead the breakout?
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PaperHandSistervip
· 5h ago
Is this logic coming back again? Every time it's said that the Central Bank is point shaving, every time it's said that there's a warm wind, and in the end? Let me ask, where were you when the 5000-point pump happened yesterday? Really dare to believe that BlackRock's shift from reducing holdings to increasing the position, you might as well believe I'll buy a lottery ticket tomorrow... Speaking of which, what is the traditional financial giant doing integrating USDC? How much liquidity can this thing really generate, can we not exaggerate? If you ask me, this is just another round of rhetoric before the suckers are harvested, just wait, another batch of people will be Tied Up.
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BetterLuckyThanSmartvip
· 6h ago
The expectation of interest rate cuts does have some substance, but that said, are institutions really increasing their positions? Or are they just telling stories? Wait, does integrating USDC mean the boundaries are melting away? This logic feels a bit loose. During that pump last night, I was wondering whether to chase it, but in the end, I decided against it... Seeing you all discuss so excitedly made me even more anxious. Liquidity is indeed flowing, but the key is whether the policies are really being implemented. Right now, it's just sentiment speculation in the futures market. BTC hitting 100,000? ETH exploding? Let’s wait and see what the Fed actually does before jumping to conclusions; don’t get led by the rhythm, guys. This rise is indeed a bit fierce, feels a bit hollow... just feels like something is off.
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bridgeOopsvip
· 12-18 16:47
As soon as the rate cut expectation emerged, where hot money flows is a given --- Is the 5000-point rally not accidental? I think it's the institutions testing the waters --- Wait, is the collaboration between Intuit and Circle really about to break down walls? Traditional finance is finally lowering its guard --- Here comes the "Don't worry, this is just the beginning" routine again... Every time you say that, I fall for it --- Feels like the central bank's relay race, with crypto being the last runner to take the baton --- Missed out last night, but reading this article again makes me regret it, it's truly amazing --- Are there hidden currents of assets within the ETH ecosystem? Bro, are you sure you're not just hyping your own positions --- A hundred thousand or a breakout, your question is as random as flipping a coin --- Only when the rate cut really happens will funds start flowing in. It's a bit early to say the reservoir is full now --- Clear from historical experience? Bro, what about the 2018 history, did you forget?
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DefiOldTrickstervip
· 12-18 16:40
Hmm, three rate cuts? I heard this story back in 2016 too. But what happened? I still have to earn some yield on Compound myself. Waiting for liquidity to come in. But don’t forget, the last time was the same story. In the end, many new retail investors got caught. This time BTC breaks ten thousand, my liquidation price is at 9800. That’s a bit risky. Or maybe I should add some ETH shorts for hedging. Institutional entry? Ha, BlackRock and those guys are always the ones to cut the retail investors. Those who follow them long have all become martyrs. Rate cuts really mean yields are gone. Need to find new arbitrage opportunities quickly. Lido’s APY looks pretty good. Is anyone researching this? I just want to know how long this rally will last. Better withdraw LP positions while I can, so I don’t get wiped out again by flash loans. This article reads like a short essay. But I admit, the macro picture does have some flavor. Should I add to my positions or reduce? So conflicted.
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ColdWalletAnxietyvip
· 12-18 16:37
Here comes the same logic of "rate cuts must lead to crypto rallies"... Didn't we say this last year too? And what was the result? BlackRock's increased holdings are real, but don't mistake retail FOMO for macro fundamentals. How high this round can go depends mainly on whether the Federal Reserve actually cuts rates or not. Don't just listen to Citi's wild predictions. A 5000-point surge and then dividing bulls and bears? That's too funny. Feel free to test the waters or cut the chives yourself. Let's wait and see. Don't rush to go all in... By the way, do you really believe that USDC integrated tax software will boost crypto prices? I'm a bit skeptical.
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RugDocScientistvip
· 12-18 16:36
With such strong expectations of interest rate cuts, is traditional finance really going to pour money into crypto? I feel like it's just another wolf coming story. Wait, is BlackRock really increasing their holdings? Is this news reliable? No one took a screenshot when they said they would reduce holdings before. How many times has the 100,000 target been hyped... Honestly, ETH is more worth looking forward to than BTC; the ecosystem is the core. Whether this wave can be caught depends on whether the Federal Reserve dares to act. Talking about it and actually cutting rates are two different things. I just want to see what kind of results Circle and Intuit's collaboration can produce. If they can truly popularize USDC, that would be a real change.
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