#数字资产市场洞察 November US CPI data just released has left the market a bit stunned — both overall and core figures came in below expectations, with the core CPI annual rate even dropping to its lowest level since March 2021. Once the news broke, the US dollar index immediately dropped, spot gold surged in response, and other non-USD currencies also became more active. Interestingly, voices within the Federal Reserve advocating for a dovish stance are growing louder, reigniting market expectations for rate cuts next year.

This macroeconomic environment change actually has a pretty direct impact on crypto assets — rising expectations of rate cuts often mean more liquidity, and historically, crypto markets tend to rebound at such points. $BTC, $ETH , and other leading cryptocurrencies are especially sensitive to Federal Reserve policy signals, and investors are re-evaluating their risk asset allocations. Of course, the real turning point still depends on specific economic data and actual central bank actions next year; it might be a bit early to make bets now.