Recently, several noteworthy signals have emerged in the market.



Starting with the macro level, the probability of the Federal Reserve resuming rate cuts is already close to 90%, and the liquidity environment is showing signs of improvement. In such a context, the crypto market often attracts a new wave of capital attention.

On the technical side, Ethereum has just completed the Fusaka upgrade, officially entering a "twice-a-year upgrade" rhythm. This means the network iteration speed has significantly accelerated, which is a positive signal for ecosystem development. Meanwhile, the CEO of a compliant trading platform revealed that several large banks are working together to advance cryptocurrency pilot projects—traditional financial institutions seem to be speeding up their entry.

Looking at capital flows: the daily net inflow for US Ethereum spot ETFs is close to $140 million, with all nine products recording positive inflows. Additionally, supported by policy, the US mining company American Bitcoin has increased its holdings to 4,367 BTC, with industry giants continuing to accumulate coins.

A certain major platform token has also performed relatively steadily recently.

With upgrades implemented, expectations of rate cuts, and institutional buying… multiple positive factors are stacking up. How far do you think this trend can go? Share your thoughts in the comments section 👇
ETH-3.68%
BTC-2.13%
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.
  • Reward
  • 10
  • Repost
  • Share
Comment
0/400
GweiTooHighvip
· 20h ago
Interest rate cuts + institutional entry, this combination is indeed powerful. But to be honest, when large funds come in, retail investors shouldn't get too excited; the tactics are all the same.
View OriginalReply0
TommyTeacher1vip
· 12-12 03:57
If the interest rate cuts are implemented, liquidity will truly arrive. It's a bit early to say now.
View OriginalReply0
GateUser-7b078580vip
· 12-12 01:07
The data shows no mistake, but 140 million in net inflow isn't much at this price level... When looking at hourly statistics, the fluctuations are even more intense, which actually indicates that funds are testing the waters. Although the banks' entry seems promising, miners are taking too much, and this structure will inevitably need adjustment sooner or later. Let's wait and see.
View OriginalReply0
New_Ser_Ngmivip
· 12-11 15:26
Lower interest rates + institutional buying, this combination is indeed top-notch. Just worried it might turn out to be another "wolf coming" scenario.
View OriginalReply0
ProofOfNothingvip
· 12-09 15:02
This time it's really different; when big institutions enter the market, it truly makes a difference.
View OriginalReply0
CryptoComedianvip
· 12-09 15:02
Smiling and then suddenly crying—has the rate cut really arrived this time, or is it just another prelude to harvesting retail investors? --- Banks are entering, giants are hoarding coins, and there's a net inflow of $140 million. Honestly, that's quite a lineup, but what I really want to know is when the harvesting will finally stop. --- Ethereum upgrades are speeding up, and so is my mental breakdown. Is that just a coincidence? --- All nine ETFs have positive inflows, but somehow my account still feels like it's bleeding out. Did I buy fake coins or something? --- American Bitcoin is hoarding over 4,000 BTC, while us retail investors are still waiting for the day we break even. Guess our mindsets aren't all that different, huh? --- With expectations for rate cuts running so high, why does it still feel like crypto is bottoming out? Is this the same old trick of suppressing before pumping again? --- The CEO of a compliant exchange revealed that big banks are piloting crypto initiatives. Sounds great, but last time I heard something like this, I lost a lot. --- Multiple bullish factors stacking up is honestly intimidating; I just wonder if this time we'll finally break the cycle, or if it's just another night before the retail investors get wiped out again. --- Liquidity breakthrough, upgrades rolling out, institutions buying like crazy—so why does it still feel like a dump is coming?
View OriginalReply0
GweiWatchervip
· 12-09 15:01
Rate cuts + institutional buying + upgrades—these three factors combined are definitely something, but it's really hard to say how high this wave can go.
View OriginalReply0
HappyMinerUnclevip
· 12-09 14:59
The rate cut expectations are really coming this time, and institutions haven't stopped accumulating coins. Feels like this time is different. Wait, banks are starting to pilot this? That means traditional finance is really about to enter the game. $140 million net inflow in a single day—this number is pretty intense, but we still need to see if it can be sustained. Upgrades + rate cuts + institutions, it really is a combo, but history tells us not to be overly optimistic. There have definitely been a lot of signals lately, now let's see if they actually materialize. Mining companies are still accumulating, which means they're optimistic too. So following their lead does have some logic. The question is, how long can this liquidity turnaround last? That's the key, right? I'm a bit skeptical about the news of banks entering. Usually, these are just trial balloons—real action doesn't happen that fast. ETF inflows are a good sign, but don't forget that historically, outflows can happen just as quickly. Feels like they're setting up for some big move, but exactly how things will play out is still unknown.
View OriginalReply0
RugDocDetectivevip
· 12-09 14:49
Rate cuts + ETF inflows + institutions accumulating coins—this combo really does have something to it, but don’t forget how the last time we had such a “perfect signal” ended...
View OriginalReply0
RooftopVIPvip
· 12-09 14:32
As soon as the interest rate cut expectations emerged, institutions started bottom-fishing. This pace feels a bit familiar... However, the $140 million daily inflow into ETFs is indeed interesting; we'll have to see if it can be sustained.
View OriginalReply0
View More
  • Pin
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)