The U.S. GDP growth rate has surged to 4.3%, setting a new high in two years. For the encryption asset market, this set of data is like a double-edged sword, first stabbing itself, then giving sweetness.

**Recent Period of Growing Pains**

The GDP data is so strong, the Federal Reserve's stance has basically become clear—interest rate cuts? No way. The high interest rate policy continues to be implemented, and liquidity is tightening. What does this mean? The winter for risk assets has arrived. Bitcoin and Ethereum, which are viewed as risk exposures by institutions, will face pressure in the short term.

Historically, during the past three periods when GDP growth rates broke through, BTC typically experienced a retracement of 4-5 percentage points. Retail investors often panic during this time, while institutions quietly position themselves. In the coming weeks, the entire market is likely to undergo a complete process of retracement, consolidation, and shakeout.

The operating advice is simple: don't go all in when prices are high. Keep some bullets in hand and wait for the market to complete its oscillation adjustment before looking for opportunities to intervene. Impatience and going all-in are the two major skills that retail investors use to lose money.

**Long-term upward logic**

But on second thought, what does a strong GDP growth actually represent? Higher wages, more year-end bonuses, stock dividends, and savings account numbers jumping. When people's wallets are fuller, they have to consider how to use this extra money.

The threshold for real estate is too high, bank interest rates are negligible, and the stock market is unstable. At this time, more and more people are starting to take a serious look at encryption assets as this emerging asset class. In summary: "My salary has increased by 2000 dollars again, I might as well take it out and allocate some BTC to experience it."

More importantly, if there is indeed a tax policy adjustment in 2026, the possibility of each household receiving a refund of $1,000 to $2,000 is not mere fantasy. At that time, the scale of new liquidity directly entering the encryption market would be enough to change the market fundamentals.

**Final Words**

The core logic of this market trend is: short-term pressure from tightened liquidity and long-term uplift from new purchasing power. Understanding how to position oneself amidst volatility is the true investor mindset.