#美国就业数据表现强劲超出预期 $BTC $ETH The Fed's rate cut expectations heat up, liquidity turning point may be just around the corner

Recently, US employment data has performed poorly, and the latest views from analysts at institutions like UBS and Morgan Stanley all point in the same direction—economic growth may be slowing down. What does this mean? The pressure on the Federal Reserve is increasing, and the probability of an early start to the rate cut cycle next year is rising.

This is no small matter for the crypto market. Historically, every liquidity easing cycle has been accompanied by systemic opportunities in asset prices. When the Fed begins to signal liquidity release and funding costs decrease, capital in the market looks for new allocation directions—Bitcoin, as a non-sovereign asset, often becomes a key option for institutions and retail investors. Past experience shows that the transition from tightening to easing is the best window for the crypto market to brew an upward trend.

How should the current strategic layout be adjusted?

First, defend the core positions. Leading assets like Bitcoin and Ethereum should not be shaken by market noise; short-term fluctuations do not change the long-term logic.

Second, build positions in stages. If policy pushes the market to adjust, it is precisely an opportunity to gradually increase holdings—not to chase the highs.

Third, control the pace. Chasing highs and selling lows is always the easiest mistake for retail investors. Stay patient, keep an eye on Federal Reserve meeting dates and economic data releases, and act only when signals are clear enough.

When the overall trend is unclear, it’s better to prepare in advance. Once the rate cut cycle is confirmed, market reactions will be swift. Laying out plans early allows you to seize opportunities when the tide turns.