Many people in the backend are asking: "With weakening US employment data and changes in the Venezuela situation, is the crypto market an opportunity or a risk?" As an analyst who has been studying macroeconomics and the crypto market long-term, I want to say—this is far more than just a market rebound; it’s about the entire crypto market finding a new position in the reshaping of the global economy.

Let’s first look at the two recent major events thoroughly. On one side, the US December non-farm payroll added only 50,000 jobs, well below market expectations, indicating a clear cooling of the employment market. On the other side, Venezuela, as a resource-rich country, is facing the reallocation of strategic resources such as 3 trillion barrels of oil and large quantities of precious metals. These two events seem independent on the surface, but at their core, they tell the same story: the global economy has entered a highly uncertain phase, and digital assets are playing an increasingly important role in this process.

First, let’s examine the non-farm payroll data. Weak employment directly implies a slowdown in US economic growth, and the Federal Reserve’s previous cycle of rate hikes is essentially coming to an end. History shows us that every time the Fed begins to cut rates, the crypto market tends to follow—2020 is a textbook example, with Bitcoin soaring from $10,000 to $60,000. Why? Simply put, rate cuts release liquidity, making market funds abundant, and high-risk, high-reward crypto assets naturally become the target of capital chasing.

Now, thinking deeper about the Venezuela event. Such geopolitical shifts make global investors reconsider a question: Are traditional safe-haven assets still reliable? Land, oil, gold—these "safe assets" that have been around for hundreds of years may not be able to hold their value in today’s political and economic upheavals. In contrast, decentralized digital assets present a new appeal—they do not depend on any single country’s policies, have strong liquidity, and cross-border transfers are almost barrier-free.