2025-12-31 11:00:26

#数字资产动态追踪 $ETH The changing landscape of rate cuts in 2026 is increasing uncertainties, is the liquidity boom coming?

What will the Federal Reserve do? JPMorgan Chase and Goldman Sachs are at odds. One insists on only one rate cut for the whole year, while the other is already calling for continuous rate cuts starting in March. The tug-of-war between soaring unemployment rates and persistent inflation directly determines the flow of global capital.

The real variables are this—Bank of Japan and European Central Bank reversing course and raising interest rates. If the Federal Reserve loosens monetary policy against the trend, capital arbitrage positions will explode, and risk assets will definitely fluctuate. In this high-uncertainty, high-volatility environment, the role of the crypto market is clear: it is the recipient of global liquidity overflow.

How the Federal Reserve’s rate cut process will ultimately influence the 2026 trend directly impacts the performance of assets like $BTC and $ETH. During high-volatility periods, seize opportunities; the core is to follow the market consensus—when the consensus shifts, it’s time for wealth redistribution.

What’s your view? Are JPMorgan Chase’s aggressive rate cut expectations more reliable, or is Goldman Sachs’ conservative stance more credible? Share your judgment in the comments. $BTC

ETH-0.1%

BTC-0.41%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
6
Repost
Share

Comment

0/400

FloorPriceNightmare

· 3h ago

That bunch at JPMorgan just wants to buy the dip, while Goldman Sachs is still pretending to be rational.

View OriginalReply0

NFTArchaeologis

· 3h ago

JPMorgan is being too aggressive; this logic is very similar to the 2021 narrative—every time the central bank shifts, it's blown up as a "liquidity feast." In fact, the move by Japan and Europe to raise interest rates precisely indicates that the global situation is still testing bottom lines, and the Federal Reserve may not loosen its stance so quickly. Goldman Sachs' conservative approach is closer to reality, but honestly, such macro forecasts are essentially guessing the Fed Chair's intentions. It's more reliable to study the actual on-chain flow.

View OriginalReply0

OnChain_Detective

· 3h ago

ngl this fed rate speculation is giving major pump-and-dump energy... let me pull the data on those institutional calls first before touching this. suspicious timing tbh.

Reply0

MEVHunterNoLoss

· 3h ago

I don't believe in JPMorgan's aggressive expectations this time; Goldman Sachs is more conservative and therefore more solid... By the way, the central banks are fighting each other, and we're just here watching the show.

View OriginalReply0

ser_we_are_early

· 4h ago

Those folks at JPMorgan are always thinking about aggressive rate cuts to rescue the market, but can they really get their wish? I still lean towards Goldman Sachs; inflation isn't that easy to beat.

View OriginalReply0

APY追逐者

· 4h ago

JPMorgan is purely gambling, Goldman Sachs is more realistic... But honestly, anyone could lose, it all depends on the Federal Reserve's stance.

View OriginalReply0