#美国非农就业数据未达市场预期 $BCH $PEPE $SOL

Recently, US policy developments have truly been shaking up the market. In just over ten days, a series of economic policy adjustments have been made, each hitting the sensitive nerves of the crypto market.

Increased energy extraction directly lowers costs, which means what? Inflationary pressures are immediately alleviated. The scale of mortgage bond repurchases is significant, and interest rates are falling accordingly, making monthly payments much easier. Plus, with credit card interest rate caps, the actual consumption capacity of ordinary people is rising.

On the Federal Reserve side, expectations for interest rate cuts are growing stronger. Once the 1% target approaches, borrowing costs will decrease across the board—mortgages, auto loans, corporate financing—all leverage costs will be compressed. The launch of 50-year ultra-long mortgages will speed up homebuilding, and construction costs will also be driven down by competition.

What do these changes combined mean? Liquidity is being released, and the appeal of risk assets is increasing. The combination of falling energy costs, peaking inflation, and loose monetary policy... this is a clear opportunity signal for investment assets that rely on low-interest-rate environments. From a technical perspective, this macro backdrop will continue to put demand pressure on risk assets.

The crypto market is especially sensitive to such policy changes. When yields on traditional assets decline and liquidity is ample, risk appetite will be re-priced. While paying attention to US non-farm payrolls and employment data, don’t overlook the chain reactions caused by these policy shifts. Market opportunities often hide within these policy turnarounds.