Crypto cares much more about federal interest rates than it does about liquidity being injected into global economy.
+7 Billion in marketcap since late July and before the first round of cuts.
$500 billion within 2 years in a constructive regime.

Crypto is an incredibly rate-sensitive market but not for the reason people think.
Today's understanding of crypto expansion is rooted in the idea that crypto trades as extremely long beta but stablecoins -- the killer feature of crypto -- doesn't share the same view.
1/x

Zaheer

Twitter

加密行業對聯邦利率的關注程度遠遠高於對全球經濟注入流動性的關注。
自7月下旬至首輪降息前,市值增加了70億美元。
在一個建設性的環境中,未來2年內將達到5000億美元。

Polymarket 上一玩家 1 年交易 61,793 次，狂賺 10.6 萬美元。

蚊子肉，滾出 10 萬美元利潤

[以太坊]
每日行情重點數據回顧和趨勢分析，由PANews出品。
1.市場觀察
今晚21:30美國勞工統計局將公佈1月非農就業報告，並進行年度基準修正。市場預期1月新增就業崗位僅為7萬，失業率維持在4.4%。然而，多名經濟學家預測數據可能遠低於預期，甚至接近零增長，同時年度修正或抹去超百萬個就業崗位。市場押注美聯儲今年或降息兩到三次，分析師指出若非農數據低於預期，美元將承壓，黃金或迎來反攻契機。道...

交易時刻：非農數據公佈在即，比特幣挑戰6萬5支撐位，短期內市場或將維持震盪

身家千億，出獄後客廳還在漏水。

CZ 最新專訪：我不是傳奇，只是個普通人

As soon as you start thinking about stablecoin expansion everything else in crypto starts making sense.
Will go on podcast soon to discuss this, maybe @fejau_inc 👀?

一旦你開始考慮穩定幣的擴張，加密貨幣中的其他一切都開始變得有意義了。
很快就會在播客上討論這個問題，也許是@fejau_inc 👀？

Do you understand how insane this kind of growth is in a 5% interest rate regime?
Tether growth since the first rate hike +$40 billion in market cap. 

你知道在 5% 的利率制度下這種增長有多麼瘋狂嗎？
自首次加息以來， Tether 的市值增長了 400 億美元。 

If you're looking for your bullish catalyst for L1s <> DeFi, this is it.
Crypto has always indexed on rates being the biggest burden not liquidity injections.

如果您正在尋找 L1<>DeFi 的看漲催化劑，那就是它了。
加密貨幣一直以利率為最大負擔，而不是流動性注入。