Why is the "SEC not lowering interest rates" actually more beneficial for U.S. stocks and crypto in the long term?

The current market is focused on the Federal Reserve lowering interest rates, but maintaining high rates may be more beneficial for U.S. stocks and the crypto market. Key points include:

High Rates and Bull Markets: History shows that a high interest rate environment can foster structural bull markets, with corporate profits and technological innovation leading the market.

Not Lowering Rates Reflects Confidence: The Federal Reserve's decision not to raise rates indicates economic recovery, with core inflation and GDP growth remaining stable.

Fiscal-Driven Easing: Increased fiscal deficits and spending create implicit easing, boosting market liquidity.

The Strong Get Stronger: High interest rates increase financing difficulties, benefiting large companies' cash flow advantages and enhancing market concentration.

Crypto Market Transformation: Crypto assets are gradually shifting from speculation to structural allocation, focusing on cash flow and stable returns.

Overall, the market is undergoing a re-evaluation of asset logic, rather than simple macroeconomic easing. $BTC $ETH $SOL #美国加征关税 #加密市场回调 #美国初请失业金人数