From a historical review, the Federal Reserve's interest rate cuts can be divided into two categories: preventive cuts and relief cuts. The years 1990, 1995, and 2019 belong to the former, where cuts occurred before the economy fully declined, primarily to hedge against risks, often injecting a new round of growth momentum into the market; while in 2001 and 2008, the cuts were forced under the heavy pressure of financial crises, leading to severe market declines. In the current context, the labor market is weak, tariffs and geopolitical issues bring uncertainty, but inflation shows signs of easing, making the overall environment closer to a 'preventive interest rate cut' rather than a crisis background. It is precisely for this reason that risk assets have continued to strengthen this year, with both Bitcoin and US stocks hitting historical highs.
When U.S. regulators turn on the green light, traditional Wall Street institutions quietly buy in, Vitalik has accumulated several Ethereum L1 scaling ideas, while the Federal Reserve secretly adjusts its focus towards interest rate cuts — all grand narratives converge on a single main line: Ethereum.
Regulatory thaw, #美国加征关税 technological iteration, macro trends, and the 'ultrasound' monetary mechanism are driving four wheels that are paving an accelerated runway for the next 3–18 months.
The net inflow curve for ETH ETFs continues to hit new highs, and gas fees on the block explorer are about to break 5 million.
Political maneuvering, capital momentum, protocol improvements, and foundation reform iterations are all roaring in sync — the market has only the last moment left. $ETH