I recently came across a news story that almost made me spill my coffee— the president publicly stated that inflation data is "performing strongly," while also directly saying that the central bank should consider cutting interest rates. This message may seem like a policy-level move, but the impact chain on the market is worth a deep dive.

Let's look at the logical chain: inflation data recognized by the authorities → rate cuts become a high-probability event → Federal Reserve policy shift → liquidity expectations heat up → asset reallocation reshuffles.

What does this mean for the crypto market? Once the rate cut cycle truly begins, the dollar will face increased downward pressure, and institutional and individual investors will inevitably reassess their asset allocations. Bitcoin, as a non-sovereign asset, and Ethereum, as an ecosystem representative, have historically performed well during periods of loose liquidity. The signals now are very clear: the water level is rising, and a windfall is forming.

More realistically, this is not just a small technical rebound signal but a fundamental shift in the macro environment. Market participants have already started adjusting their positions; those still waiting for "lower prices" may miss the key nodes of this cycle.