2026-01-08 00:21:14

The Fed's rate cut expectations are heating up, and the weakening of the US dollar has become a foregone conclusion. The latest data shows that January's non-farm payrolls were weak, with only 41,000 new jobs added, well below expectations. This sends a strong signal: US economic growth is slowing, and the room for Federal Funds rate cuts is opening.

Meanwhile, gold has hit new highs, and Bitcoin remains stable above $92,000. Global central banks are accelerating their de-dollarization process, putting pressure on the international reserve currency status. Against this backdrop, the risk of traditional assets shrinking is becoming more apparent, prompting market participants to adjust their asset allocations.

The crypto community has observed a phenomenon: when macro liquidity is abundant and credit currencies continue to expand, assets supported by community consensus tend to perform well. Especially those projects with strong community recognition, which demonstrate defensive value during periods of rising inflation expectations.

From a historical perspective, every dollar weakness cycle has been accompanied by a revaluation of risk assets. Smart money is already adjusting positions, shifting from traditional stores of value to emerging assets with growth potential. For investors, seizing this liquidity opportunity and completing allocation adjustments before the Fed's policy shift is confirmed may be the key decision at this moment.

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MerkleMaid

· 01-10 04:49

Is the US dollar really going to collapse? I feel like everyone has been saying that for a while, just waiting for the moment when interest rates actually cut.

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ShamedApeSeller

· 01-08 16:53

Coming with this again? Weak non-farm payroll means interest rate cuts? Wake up, the Federal Reserve isn't that easy to fool. Wait, Bitcoin stabilizes at 92,000? Is that called stability? That's hilarious. I've heard about loose liquidity countless times, how can some people still believe in this... De-dollarization has my ears calloused from hearing it, but honestly, can it really happen? Basically, it's still a bet on the central bank's attitude. I can't outguess the machine. I missed this round of the market, looks like I'm about to miss another billion.

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DefiEngineerJack

· 01-08 16:33

well, *actually* if you look at the employment data bytecode... 4.1k jobs is basically a formal verification failure on the fed's part, ngl

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AltcoinTherapist

· 01-08 05:58

The US dollar is really about to collapse this time; I've been tired of it for a long time.

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NFTRegretDiary

· 01-08 00:50

Here it comes again. Every time the US dollar weakens, it's all about interest rate cuts. Wake up, everyone. --- New 41,000 jobs added? That's a joke. Can you even trust this data? --- Bitcoin staying steady at 92,000 can be spun as a new era, but maybe let's wait a bit longer. --- Demonetization has been talked about for five years. And the result? --- Smart money? Ha, I think it's just greedy money. --- Liquidity easing to allocate to emerging assets... Isn't that just a different way of saying "cutting leeks"? --- Gold hitting new highs is no longer surprising. Now, everything can hit new highs. --- Community consensus as a defense of value? Wake up. Consensus is just a story. --- Waiting for the Federal Reserve to confirm before making adjustments? This wave might already be too late. --- Traditional assets shrinking means going all-in on the crypto world? Can't the logic be a bit less rigid?

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LostBetweenChains

· 01-08 00:40

Is this the time to jump in during the current USD weakness? It's time to clear your USDT holdings.

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0xOverleveraged

· 01-08 00:39

It's the same old story, smart money has already been lurking around, hasn't it?

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GasFeeCryer

· 01-08 00:25

The US dollar is about to die again, always saying the same thing 😅 --- Non-farm payrolls of 41,000 directly broke the defense, this rate cut is really coming --- It's the familiar "smart money" trick again, sounds so convincing --- Bitcoin needs to stabilize at 92,000 before it's the king, everything else is虚的 --- Loose liquidity = my assets are bleeding, always like this --- I believe in gold reaching a new high, but don't forget it has also crashed before --- Wait, why do we have to "complete our allocation" in advance every time the central bank policy shifts? Isn't that just a disguised call to buy? --- Community consensus can't support the technical side, brother, reality is harsh --- 41,000 new jobs, the US is really starting to weaken, it's tough --- I've been hearing about de-dollarization for three years, and it's still ongoing

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GasOptimizer

· 01-08 00:24

Here comes the Fed's usual playbook, always claiming that rate cuts are a turning point. So, what happened? --- Is 92,000 still stable? It looks like it's fluctuating to me. Is that real? --- Loose liquidity = crypto market takes off. This logic has been proven many times before. Now it's just a bit slow. --- Smart money has already run away. Do retail investors still have a chance to jump in? --- Non-farm payrolls underperforming is a good thing, right? That way, the Fed can loosen policy. Who will dare to hold onto their wallets then? --- Decentralization is in progress. It feels like a big change is coming. --- Using the term "defensive value" is really clever. It basically means no price increase. --- Is Bitcoin stable? My account tells me it's swinging every day. --- Wait for policy confirmation before acting. By then, it will have already been bottomed out by others.

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