2025-12-31 15:24:53

$CHZ $AT $ZEC

⚠️ In 2026, the global central banks are standing at a crossroads

Two heavyweight players in the financial world have completely taken opposing stances—JPMorgan remains firmly bearish, claiming only one rate cut this year; Goldman Sachs, on the other hand, is aggressively bullish, predicting a series of rate cuts starting in March. This is not just a simple difference of opinion but a starkly different judgment on rising unemployment and inflation trends. Who will win this bet? This question is currently gripping the entire market.

But something more dangerous is lurking in the shadows.

Imagine this scenario: what if the Federal Reserve really begins to ease, while Japan and Europe choose to tighten policy? Trillions of dollars in cross-border arbitrage funds could reverse flow overnight. Large positions relying on interest rate differentials could collectively panic. Because of liquidity sensitivity, crypto assets are especially vulnerable to becoming the epicenter of this storm—price volatility could become so intense that it’s hard to imagine.

History has shown us that when central bank policies diverge, it’s often the breeding ground for black swan events. The last time there was a dramatic change in global liquidity, it rewrote the story of an entire asset cycle.

So here’s the question: do you think central banks in 2026 will collectively loosen monetary policy, or will they all tighten? Or will there be chaos with each acting independently? Can your current positions withstand such extreme volatility?

CHZ6,34%

AT-0,25%

ZEC-2,74%

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.

15 Likes

Reward
15
4
Repost
Share

Comment

0/400

MerkleDreamer

· 11h ago

JPMorgan Chase and Goldman Sachs are fighting, and the show begins—who can guess the direction of inflation correctly? Can you withstand extreme volatility? To be honest, my positions have long been accustomed to the rollercoaster rhythm. Each central bank acting independently is the most terrifying; when cross-border arbitrage funds reverse and trample, cryptocurrencies will directly become cannon fodder. Whenever liquidity tightens, I think of the last time, when the asset cycle was rewritten into a mess. Will we still be able to hold positions well in 2026? It's really a bit uncertain.

View OriginalReply0

ChainProspector

· 12h ago

JPMorgan Chase and Goldman Sachs are fighting, and our coins are going to be buried? That's really unfair.

View OriginalReply0

WhaleWatcher

· 12h ago

JPMorgan vs Goldman Sachs, this bet feels like two blind men touching an elephant, neither can say for sure That scene where each central bank acts independently... Hey, I bet ten bucks that this is definitely the outcome Once liquidity in crypto reverses, assets like CHZ can't withstand it at all, they've already run away

View OriginalReply0

RamenStacker

· 12h ago

JPMorgan Chase and Goldman Sachs are fighting, this is going to be interesting. The remnants of the interest rate spread era are not over yet. The divergence among central banks is really painful, crypto liquidity is as sensitive as paper, and sooner or later, we will have to suffer this wave of losses. I've already mentally prepared for my positions; anyway, it's all a gamble. Instead of betting on it, I might as well bet on an inverted yield curve. Small coins like CHZ will probably be hit first by arbitrage funds. In my opinion, the most likely chaotic state in 2026 will be each country doing its own thing, with Japan, Europe, and the US Federal Reserve unable to coordinate.

View OriginalReply0