2025-12-31 15:40:12

#Strategy加码BTC配置 🔥Will the global central bank policies diverge in 2026? An unprecedented market test is brewing

Recently, I've heard quite a few interesting predictions—JPMorgan believes the Federal Reserve will only cut interest rates once more at most, but Goldman Sachs is advocating for a continuous rate-cut cycle starting from March. The two investment banks are at odds, but behind the scenes, it's really a tug-of-war between stubborn inflation and rising unemployment.

And the more exciting scenario? It’s still ahead. While the Fed is hesitating over whether to loosen policy, the Bank of Japan and the European Central Bank might actually move toward rate hikes—such reverse operations have never happened in the crypto era. If this really occurs, how crazy would the reaction of cross-border capital be? You can imagine.

Hot money will need to find a place to go, and the 24/7 crypto market instantly becomes the most convenient outlet for liquidity. By then, the linkage between Bitcoin and US stocks might break, allowing Bitcoin to truly demonstrate independent price movements. Meanwhile, on-chain RWA assets like government bonds will also face real market validation.

In essence, this isn’t just about a bull or bear market; it’s about a complete reshuffle of the liquidity landscape. How are you currently positioning your portfolio? Are you heavily weighted in mainstream coins, exploring the RWA track, or simply holding stablecoins and waiting for the storm to pass?

Share your thoughts in the comments: If central banks really go their separate ways, how do you plan to adjust? $ETH $UNI

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CafeMinor

· 2025-12-31 16:10

JPMorgan and Goldman Sachs fighting, we make money—this logic makes sense. If the central banks really do the opposite, I will go all-in on Bitcoin on the day it moves independently. The RWA track still feels a bit虚, I prefer to stay in stablecoins and wait for opportunities. Whether the Federal Reserve loosens or not, we don't care—hot money will always find a place to flow. Better to lay in wait in advance. See the outcome in March; it's not wrong to push BTC now. This script is so刺激, it feels like if they really do this, the liquidity pattern will turn upside down. Is it still too early to add more ETH? Let's wait and see what the central banks do.

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TrustMeBro

· 2025-12-31 16:04

JPMorgan vs Goldman Sachs are just talking nonsense. The real money-making opportunity lies in the moment when central banks act independently. Central bank reverse operations? This time is truly different. Hot money flowing into crypto is only a matter of time. I have already doubled my BTC holdings. I'm optimistic about RWA, but for now, ETH is still the main focus. Stablecoins are just for emergency use. If Japan and Europe really raise interest rates and the Federal Reserve loosens policy, a rally in BTC would be truly exciting. It will then come down to who reacts fastest.

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FreeRider

· 2025-12-31 16:02

JPMorgan Chase and Goldman Sachs are fighting, but in the end, BTC is still the winner. I love this script. Central banks are each going their own way? That’s our opportunity. Hot money will still flow into the crypto space. RWA has been hyped for so long, but when it comes to verification, no one dares to go all in. It’s hilarious. Can we finally see Bitcoin’s independent trend without the chain being broken? Feels like I’ve been waiting for years. For friends still debating between mainstream coins and RWA, it’s better to first secure your position in BTC. This is what I want to see—the massive transfer of liquidity. It’s not just about bull or bear markets, it’s more complex. Just wait, the show by the central banks isn’t over yet.

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MetaEggplant

· 2025-12-31 16:01

JPMorgan vs Goldman Sachs, I really haven't figured out this game, but the logic of BTC's independent market indeed tempts me.

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MidnightTrader

· 2025-12-31 15:44

The play between Morgan and Goldman feels like it’s paving the way for the upcoming major changes; the real test hasn't even begun yet. Central banks are doing their own thing. When hot money starts pouring into crypto, BTC's independent trend will be the main event. We need to keep an eye on RWA; it seems like a preheating phase before the next big trend. I'm still torn between going all-in on BTC or diversifying risk; it's a tough choice. If this really happens, will the reaction of cross-border capital directly trigger a market explosion? The current approach to stablecoins seems a bit too cautious. Central bank policies are operating in the opposite direction. I bet this will break the correlation between BTC and the US stock market, and then it will be the true moment of independence. Adjusting positions really depends on the subsequent actions of central banks; we can't bet too early. It feels like the era of lying back and winning has passed. Now, it's about who can sniff out the trend early. The logic of hot money liquidity indeed holds, but timing is hard to grasp.

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