The latest US data is quite shocking—unemployment rate surpassing 4.6%, far exceeding market expectations, and job creation also falling short. As soon as this data was released, the market reaction exploded immediately. Signals of economic slowdown are flashing red again, and many people are starting to feel nervous.

But here’s the twist: the rising unemployment rate has actually increased the likelihood of the Federal Reserve cutting interest rates in January. It sounds contradictory, but it’s indeed happening—economic concerns and policy shifts are both pushing the market in opposite directions, plunging it into real uncertainty.

In this environment, market participants’ choices become more interesting. Some are still chasing after price swings, but more people are quietly shifting their focus: seeking stable assets that can withstand cycles. The recently popular discussion around stablecoin ecosystems is a direct reflection of this risk-averse mindset. Why? When uncertainty intensifies, the "stability" feature becomes more valuable.

Full-reserve models and on-chain transparent verification mechanisms—these aren’t just buzzwords, but real foundations that can provide credible value in extreme market conditions. They represent a rational allocation logic: during economic swings, the credibility of the asset itself is more valuable than expected returns.

Where will the unemployment rate go from here? How will policies finally be implemented? These questions remain unresolved. But one thing is becoming clearer: the underlying support for long-term returns is always the reliability of the asset. What’s your allocation strategy? Share your thoughts in the comments.