2025-12-31 15:40:12

#数字资产动态追踪 🔥Are global central bank policies heading down two diverging paths? The black swan in 2026 might really take off

JPMorgan expects only one rate cut in 2026, while Goldman Sachs is calling for consecutive cuts starting in March—behind this divergence is actually the tug-of-war between unemployment data and stubborn inflation. But an even crazier scenario could unfold: while the Federal Reserve is still pondering whether to loosen policy, the central banks of Japan and Europe might actually move toward rate hikes. This policy misalignment has never been seen before in the history of the crypto market.

If this situation truly occurs, cross-border capital will definitely seek new destinations. The 24/7 nature of the crypto market could very well make it the top choice for these liquidity flows. At that point, the correlation between Bitcoin and US stocks might loosen, and on-chain RWA (Real-World Asset) products like government bonds could face a real market test.

This is no longer just a simple bull or bear market issue; it’s more about the reallocation of global liquidity. Are you ready with your positions to handle this kind of divergence? Will you continue holding mainstream coins without letting go, or start positioning in the RWA sector early, or perhaps hold stablecoins and observe?

Let’s discuss the bottom line: if global central banks really start to reverse their policies, how do you plan to adjust your holdings strategy? $ETH $UNI

BTC0,41%

RWA-1,17%

ETH0,23%

UNI-0,06%

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DiamondHands

· 2025-12-31 16:07

JPMorgan Chase and Goldman Sachs are going in opposite directions; it seems like neither can be trusted... Wait, do Japan and Europe really dare to raise interest rates? Then the Federal Reserve might get caught off guard. Can we trust RWA? It still feels like we need to wait and see. I'll stick with stablecoins for now; this situation feels a bit strange.

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DeFiVeteran

· 2025-12-31 15:56

JPMorgan Chase and Goldman Sachs are so different, huh? Just each doing their own thing. Anyway, the market will teach us how to behave in the end. Wait, are the US and Europe still raising interest rates while the Federal Reserve is cutting? This script is a bit outrageous. Where is the money flowing... The RWA line needs to be positioned early, or else we'll be cut again later. Mainstream coins still need to be held steadily, but this time I feel like I should diversify. Just holding BTC is too monotonous. Black swans are indeed possible, but I'm more worried about policy reversals. By then, it might be too late to cut losses. On-chain government bond verification? Sounds fancy, but I need to observe whether the liquidity is really that strong.

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FUD_Whisperer

· 2025-12-31 15:52

JPMorgan Chase and Goldman Sachs are starting to sing a different tune again, and this time it's more outrageous than ever before. Can RWA really become a savior? Anyway, I don't believe it. Wait, if policies in 2026 actually reverse, could stablecoins become the most solid assets? Feels like betting on central banks contradicting themselves, it's a bit crazy. Mainstream cryptocurrencies are just holding on tightly, all the RWA tracks are just hype. This black swan wing hasn't even grown yet, and they're already hyping it. It's really just waiting for liquidity to reshuffle; moving positions now is more likely to get cut. It mainly depends on how Japan and Europe act. I don't really believe the Federal Reserve will actually raise interest rates. The difference between cutting three times and only once is quite significant. I don't quite understand why RWA would become a test stone? On-chain government bonds are still virtual, aren't they?

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CountdownToBroke

· 2025-12-31 15:48

JPMorgan Chase and Goldman Sachs are throwing shade at each other again. Can these two institutions predict the same thing as last time? Haha Central bank reverse operations? Wake up, brother. This kind of thing is just for listening; the probability of it actually happening is quite low... But it seems like RWA is definitely something to pay attention to. I just want to know now—if a black swan really hits, retail investors will have to cut their losses again. Bitcoin separating from the US stock market? Dream on. Capital is tightly linked; they can't be separated. If this wave really reverses, I'll just hold onto mainstream coins and won't make any adjustments.

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MiningDisasterSurvivor

· 2025-12-31 15:46

Another "black swan," I'm already tired of hearing about it. I survived the 2018 mining disaster; have you ever seen a misaligned central bank policy? Honestly, it's still about capital pools needing a new story. RWA sounds sophisticated, but in reality, it's just a different form of government bond product with the same level of risk. My holding strategy is simple—keep stablecoins idle, and wait until it truly hits rock bottom before acting. Don't be brainwashed by macro narratives.

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WagmiAnon

· 2025-12-31 15:42

Is the central bank really going to go against the trend? If BTC can outpace the US stocks like this, the opportunity is indeed great, but I feel like we should wait a bit longer before taking action.

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