Recently, the traditional financial sector has been quite active. BlackRock's Chief Investment Officer Rick Reider publicly stated that the Federal Reserve should cut the benchmark interest rate to 3%. This voice carries weight— as the leader of a top global asset management firm, his views often reflect the actual stance of institutional funds.

Why is this worth paying attention to? Simply put, a rate cut is a signal of monetary easing. When interest rates decline, the appeal of traditional assets like bonds diminishes, and large amounts of capital will seek new yield outlets. Historical experience shows that in such an environment, crypto assets often perform even better.

From a market logic perspective, if the Federal Reserve truly responds to such calls, mainstream crypto assets like BTC and ETH are likely to be boosted. However, it’s important to emphasize that relying solely on policy expectations is not enough to trigger a market rally; the market is always a comprehensive reflection of multiple factors. Easing expectations, institutional entry, technical analysis, and sentiment—all need to align.

Currently, the situation is that traditional financial institutions are paying more attention to liquidity conditions, which is a positive signal in itself. But as participants, don’t be blinded by short-term expectations. Maintaining reasonable position sizing and tracking the Federal Reserve’s actual moves are prudent approaches. The statements from the Fed in the coming months will be very important and worth close observation.