The market trend has recently shifted noticeably. From the international political changes on the 31st to the policy signals from the new Federal Reserve Chair, a series of events are signaling an increasing expectation of interest rate cuts.
Bitcoin, as the market leader, responded the fastest—breaking through the 100,000 mark directly. Meanwhile, the Chinese MEME coin market has been aggressive, continuing this wave of enthusiasm. But the correction during the Spring Festival also taught us a lot; after falling from the high to 75,000, it started to consolidate, a typical skinny bull and fat bear pattern.
The key is still ahead. By May 2026, the new Federal Reserve Chair will officially take office, coupled with the midterm election cycle, making the expectation of liquidity easing almost certain. This time window could become a booster for the next bull market.
Interestingly, Ethereum has its own rhythm. Although it moves with the overall market, the independent development of its ecosystem is the real highlight. Many people are still eyeing altcoin opportunities, but if you miss this round of Ethereum’s rally, you might have to wait for another cycle. The market logic is quite clear—policy expectations + liquidity easing = a carnival for risk assets. The question is, have you seized the opportunity?
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DefiPlaybook
· 01-11 20:18
The description of lean cattle and fat bears is spot on, just waiting for the water release to land.
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May 2026? I need to verify whether the on-chain data shows genuine growth or if it's just flash loan manipulation, so I don't get caught again.
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The Ethereum ecosystem has indeed grown independently, but honestly, most people are still betting on policy dividends. Once the money burns out, the difference will be clear.
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The fierce meme coins are just a false illusion of liquidity boost; the real risk asset frenzy depends on institutional participation.
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Is the rate cut expectation a certainty? I'm more concerned about whether there will be another black swan event in the middle of 2026, about a year and a half from now.
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That logic makes sense, but the key is whether your gas fees can last until that time window.
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A $100,000 Bitcoin has little to do with rate cut expectations; this wave is mostly just early bottom-fishing chips fleeing.
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Waiting in a sideways market for liquidity is normal; the problem is whether you can hold on or if you'll start making reckless moves again.
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OneBlockAtATime
· 01-11 01:56
That 75,000 sideways movement is really frustrating. It feels like everyone in the crypto circle is betting on whether 2026 will release liquidity on time.
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TheMemefather
· 01-11 01:55
75,000 that wave was truly a textbook-level stop loss. How many people got trapped and numb at that time?
If you miss this round of Ethereum again, you'll really have to wait for the next bear market to get in.
The window period in 2026, just stock up now and wait for the liquidity injection.
BTC 100,000 is not the end point; the key is whether we can hold this wave of expectations.
MEME coins are fierce, but it still depends on the rhythm of mainstream coins. Don't get drained.
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RealYieldWizard
· 01-11 01:51
I'm tired of the 75,000 sideways movement, but to be honest, ETH's independent trend this round is indeed something special.
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MoonBoi42
· 01-11 01:48
Damn, it's another policy dividend. Why do I always miss out?
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Is the 75,000 level really testing people's resolve? Slim bulls and fat bears are right.
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Wait, does Ethereum really have an independent logic? Feels the same as the overall market.
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May 2026? Forget it, I'll hold onto my coins for now.
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Basically, it's luck. I sold on the 26th.
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What about those shouting MEME coins now? Have they cut or not?
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Breaking 100,000 doesn't mean much. The key is whether it can return to 150,000.
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The real issue is that even if you catch the trend, it's not very useful. Cashing out is difficult.
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I believe in liquidity easing, but I don't know when the bear market will end.
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Every time they say "opportunity is coming," waiting always allows for a bottom pick. Why rush?
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HappyToBeDumped
· 01-11 01:45
No, why are you telling stories again? Let's wait until May, I'll cut my losses for now.
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AltcoinMarathoner
· 01-11 01:37
nah, we're only at mile 15 of this marathon. those meme coin sprints? they'll blow out before the finish line. eth's the real play here.
The market trend has recently shifted noticeably. From the international political changes on the 31st to the policy signals from the new Federal Reserve Chair, a series of events are signaling an increasing expectation of interest rate cuts.
Bitcoin, as the market leader, responded the fastest—breaking through the 100,000 mark directly. Meanwhile, the Chinese MEME coin market has been aggressive, continuing this wave of enthusiasm. But the correction during the Spring Festival also taught us a lot; after falling from the high to 75,000, it started to consolidate, a typical skinny bull and fat bear pattern.
The key is still ahead. By May 2026, the new Federal Reserve Chair will officially take office, coupled with the midterm election cycle, making the expectation of liquidity easing almost certain. This time window could become a booster for the next bull market.
Interestingly, Ethereum has its own rhythm. Although it moves with the overall market, the independent development of its ecosystem is the real highlight. Many people are still eyeing altcoin opportunities, but if you miss this round of Ethereum’s rally, you might have to wait for another cycle. The market logic is quite clear—policy expectations + liquidity easing = a carnival for risk assets. The question is, have you seized the opportunity?