Recently, US employment data has continued to show signs of weakness, prompting the market to seriously consider a question: Is the Federal Reserve really likely to pivot earlier?

Many analysis institutions are raising their expectations for a rate cut in 2026. This may sound like a distant matter, but for asset allocators, it’s actually a key signal. Historically, whenever liquidity conditions begin to change, the flow of funds tends to shift subtly — it often seeks assets that have been suppressed in low-liquidity environments. The performance of Bitcoin and Ethereum in this capital migration is worth paying close attention to.

But here’s an interesting paradox: there may be personnel changes in the Federal Reserve decision-making team next year, and this uncertainty can indeed create noise. However, what truly determines the market’s direction is never who is sitting in that chair, but rather the story told by economic data itself.

If you want to seize opportunities in this potential cycle, these three points may be worth considering:

First, the macro environment evolves weekly. The Fed’s statements, non-farm payroll data, inflation indicators — these seemingly dull numbers are often the fuse for market moves. Staying continuously informed is far more effective than regretting afterward.

Second, clearly distinguish between investing and speculating. Bitcoin and Ethereum may benefit from a loose liquidity cycle in the long run, but blindly chasing gains during short-term volatility can be costly. Buying into your truly favored core assets on dips is always a wiser approach.

Finally, be a friend of time. Market fluctuations are frequent, but once a major trend forms, it’s hard to reverse. Instead of chasing every short-term wave, focus your energy on grasping the big direction.

True opportunities often appear before most people notice. Are you already preparing for the possible liquidity turning point?