2025-12-29 05:21:24

#比特币与黄金战争 2026 Is the rate cut cycle really coming? The judgments of financial giants are quite consistent

Institutions like Goldman Sachs and Citigroup are all turning bearish on the future interest rates — their logic is straightforward: inflation data is softening, the labor market is beginning to show fatigue, plus the policy tone is adjusting due to the change in Federal Reserve leadership. According to the latest data from the CME futures market, by March next year, the probability of keeping interest rates unchanged has been overtaken by rate cut expectations.

Of course, not everyone shares this view. A minority like Macquarie still advocates for the possibility of rate hikes, but in the face of the overall market consensus, these voices seem isolated.

The key is, rather than worrying about exactly when liquidity easing will arrive, it’s better to think now about how to find certainty in this cycle. The recent performance of mainstream assets like $BTC, $ETH, and $BNB somewhat reflects the market’s digestion of rate cut expectations. A shift in the interest rate cycle often means reallocation of funds, and the crypto market has always been sensitive to liquidity changes.

BTC0,05%

ETH0,94%

BNB0,67%

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NoStopLossNut

· 5h ago

Goldman Sachs and Citibank are both bearish on interest rates, and it seems that the expectation of a rate cut is really coming. BTC's recent reaction is indeed interesting; it takes off as soon as liquidity loosens.

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SneakyFlashloan

· 5h ago

Goldman Sachs and Citigroup are calling for interest rate cuts, but I just dismiss their words. How many times have they played this trick?

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MissedAirdropBro

· 5h ago

Goldman Sachs and Citibank are both bearish on interest rates. Is this really the wolf coming this time? But to be honest, waiting for interest rate cuts is not as good as getting into BTC now. Anyway, history has shown us that when liquidity loosens, crypto takes off.

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MissedTheBoat

· 5h ago

Goldman Sachs and Citigroup are acting up again, while Macquarie is still holding on, a typical market game. When liquidity easing will arrive doesn't matter; what's important is whether you buy the dip correctly. This wave of BTC's rise does seem to have benefited from the interest rate cut expectations. Let's see how March unfolds.

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degenwhisperer

· 5h ago

Goldman Sachs and Citigroup are back to their theatrics, telling the story of a rate cut cycle very convincingly. The rate cut hasn't even been implemented yet, but the crypto market is already celebrating prematurely. Whether this wave is real or not depends on how things develop later. Macquarie does have a bit of a maverick vibe, but to be honest, going against the trend at such times can easily lead to losses. Instead of waiting for a rate cut, it's better to position now; when liquidity loosens, it will take off immediately. BTC's recent movements are indeed interesting; the previous dip was probably just digesting expectations. The crypto market is truly sensitive to interest rate changes—there's no escaping it. If you're shorting, just prepare to get cut. Certainty? In this market, there’s no such thing as certainty; it’s all about timing. The data from March is crucial. Those entering now are betting that the Federal Reserve will really change its stance.

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Lonely_Validator

· 5h ago

The interest rate cut cycle is real, but whether you can benefit from it depends on your personal strength. Honestly getting into BTC is the best option regardless of everything else.

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