Recently, the movements of global central banks have been quite interesting——Wall Street's forecasting teams have announced that by 2026, the Federal Reserve will accelerate its rate cuts, potentially bringing rates down to 2.25%. The issue is that the Bank of Japan is preparing to raise interest rates this week. This policy "split" is in front of us, and the underlying logic is worth pondering.

For the crypto market, the most direct translation of rate cut expectations is liquidity expansion. This has always been the core logic. But looking at policy alone is not enough; actual actions by institutions are more convincing. Visa has already opened USDC settlement channels on Solana, Mastercard is expanding blockchain payment networks in the Middle East, and Tencent Cloud's cooperation with a leading Thai exchange is also progressing—these moves are clearly outpacing the pace of policy battles.

Of course, the market is also sending warning signals. Analysts are warning that BTC might retest around 80,000, as macro risk factors have not been fully eliminated. But from another perspective, once the liquidity tide reverses, such adjustments could instead become opportunities for strategic positioning. Recently, new projects on Ethereum have gained community attention, and the ecosystem is quietly fermenting.

Markets often start moving at the most intense moments of disagreement. The key is to grasp the rhythm of information and judge which direction has higher certainty. What do you think about the upcoming trend?