Cryptocurrency Market Amid Year-End Liquidity Adjustments: Structural Opportunities Amidst Mainstream Asset Volatility

【Crypto World】 Recent volatility in the crypto market is indeed worth paying attention to. The Fed has cut interest rates by 25 basis points again, signaling a dovish stance. Theoretically, this should provide liquidity support to the market, but in reality, the overall risk appetite remains quite cautious. During this period, Bitcoin has declined by 2.47% over the week, while Ethereum has shown little movement, with the ETH/BTC ratio only experiencing a slight rebound. What’s the most heartbreaking? The Fear and Greed Index remains stuck in the “Extreme Fear” zone, indicating that short-term sentiment has not improved.

However, in this overall pressured environment, some sectors have actually outperformed. Mantle has risen nearly 18% this week, supported by news of AI trading and liquidity collaborations. Additionally, progress like the launch of Solana’s Firedancer mainnet continues to drive the evolution of Web3’s underlying performance and cross-chain infrastructure. These are solid technological advancements.

From a funding perspective, the total disclosed funding this week has decreased to $188 million. The capital mainly flowed into infrastructure, artificial intelligence, and liquidity abstraction, indicating that investors still have biases when selecting projects.

Ultimately, under the dual pressures of macro uncertainty and year-end balancing adjustments, the crypto market is likely to maintain this range-bound oscillation in the short term. However, projects with clear use cases, stable market demand, and relevant infrastructure-level features are more likely to continue attracting capital attention.