Things have been buzzing in the financial world these days. Rumors from within the Federal Reserve have surfaced—they're planning a major move, with an expected interest rate cut of 150 basis points by 2026. Sounds exaggerated, right? But what does it really mean? It indicates that over the next year or so, U.S. interest rates might decline steadily, triggering a chain reaction in global capital flows.

The most interesting part is that the Fed also added: the U.S. economy will continue to grow strongly this year. This is quite surreal—cutting rates while the economy is still accelerating. Such a move is really both bold and cautious. But if you think about it carefully, there's a strategic play behind it: controlling inflation, maintaining employment data, and paving the way for the economic performance in next year's elections.

Timing is crucial. This Friday (January 12), the U.S. will release the non-farm payroll report— the first on-time release since the government shutdown. If the data is impressive, the pace of rate cuts might accelerate; if it falls short of expectations, the market will start pondering the "rescue" story again. Institutions in the digital economy sector are also speaking out at this time—you'll see what the market is watching for if you analyze carefully.

What impact does this have on crypto assets? That’s the key. In a scenario where the dollar weakens, pressure on the RMB eases, and foreign capital might find opportunities to flow back in; gold prices are flexible, Hong Kong stocks might shake a bit, and risk assets like Bitcoin could also fluctuate accordingly. But don’t rush in impulsively— the Fed’s rhetoric is very skillful, and expectations are well-managed. Ultimately, it still depends on the real data.

Honestly, is this a genuine liquidity injection, or just another "wolf is coming" story? How should capital be allocated in 2026? This is a question worth pondering carefully.