Non-farm data hits hard, market interest rate cut expectations instantly soar, Standard Chartered suddenly changes its bet to a 50 basis point cut in September. If this wave of liquidity gates opens, the crypto market might go crazy out of respect!

In simple terms, on Friday, the U.S. released August employment data, and the result of new job additions was absurdly poor, with the unemployment rate jumping to 4.3%. Standard Chartered looked at this data and immediately changed their script; they originally predicted the Federal Reserve would only cut rates by 25 basis points in September, but now they directly call for a cut of 50 basis points—equivalent to urgently serving the market two cups of strong coffee, fearing the economy can't catch its breath.

In essence, this matter can be summarized as: when economic data disappoints, the central bank must step in. An interest rate cut means that dollar liquidity may be significantly relaxed, funding costs will decrease, and theoretically, hot money will flow more easily into high-risk, high-return assets like cryptocurrencies.

Long's View

Short-term sentiment is bound to explode: interest rate cut expectations have surged, and the market is likely to first speculate on expectations, with BTC and mainstream coins possibly rebounding quickly, especially with the additional favorable news that the Bitcoin ETF may pass in October, leading to a double whammy for the bears.

But don’t get carried away: After all, the Federal Reserve hasn't truly acted yet, and prior to the September FOMC meeting, it’s very likely there will be back-and-forth fluctuations. If the 50 basis point cut doesn’t materialize, the market will hit back harder.

Altcoin opportunities are in the second phase: If the rate cut truly comes, initial funds will first rush into BTC and ETH, and once Bitcoin stabilizes, altcoins will have rotation opportunities, especially in fields like RWA and DeFi that directly benefit from interest rate dividends.

The game of interest rate cuts has just begun; September is destined to be a month of explosive volatility. If you want to keep up with real-time operational strategies, click on the avatar to follow Long, and I will be monitoring the market and sharing detailed strategies in the village 24/7. Don’t wait until the price has risen to ask if you can chase! #美联储降息预期