2026-01-06 06:26:00

Bitcoin, Ethereum, and SHIB are all on the rise, and the Dow Jones Industrial Average is even soaring to a historic high of 49,000 points! But is this market really healthy? The entire market seems to be split — one side speculating on geopolitical conflicts, the other eagerly awaiting central bank liquidity.

Superficial hot topics are just smokescreens

When the situation in Venezuela heats up, energy stocks start to jump, with Chevron soaring 5%. At the same time, gold skyrockets 2.6%. This scene is quite bizarre — some are chasing hot topics, while others cling to safe-haven assets.

At the CES conference, NVIDIA announced the Rubin AI platform, claiming "the era of physical AI and ChatGPT has arrived." Investment firm’s robot Neo is also making a splash, priced at $20,000 each, set to go on sale next year. The tech narrative is still burning, but do you really think AI alone can drive the market higher?

All bets point in the same direction

Key signals are in the data. The US manufacturing PMI unexpectedly weakened last night, directly fueling expectations of rate cuts. More painfully, the most hawkish Federal Reserve official, Kashkari, revealed through media that the unemployment rate might jump. This is an unmistakable hint: the Fed is laying the groundwork for rate cuts.

And so, the frenzy unfolds — dollar depreciates, stocks, gold, crude oil, cryptocurrencies, and even US Treasuries all rise together. This isn’t sector rotation; it’s a conspiracy among all asset classes: everyone bets that the Fed can’t hold out, and the liquidity faucet is about to open.

How long can this rally last?

When the market reaches a consensus that "this time is really different," and rate cuts become the only belief, bubbles are often already forming right before your eyes. Ray Dalio’s Bridgewater founder warned that the AI bubble has just begun, and this round of Fed actions might be inflating it further. There’s no problem with celebrating, but remember an old saying: when the tide goes out, the most embarrassing thing is always those who are swimming naked.

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TheShibaWhisperer

· 01-06 21:37

The expectation of interest rate cuts feels like the entire market has been brainwashed. Whether to follow the trend is the question. Watching unrealized gains is satisfying, but are we really at the moment to cash out? I'm hesitant to move. If PMI weakens, will they just cut interest rates? The Federal Reserve isn't that naive; this round might be even more frustrating. AI chips are going crazy. Will there still be buyers for robots costing $20,000 next year? Market intervention is just intervention; no need to keep changing the tricks. Everyone is betting that the central bank will loosen policy, and the most dangerous time is coming. Gold as a safe haven, crude oil as energy, and cryptocurrencies all rising together—this coordination feels a bit strange. People swimming naked are still counting; when the tide recedes, we'll see who’s not wearing pants. SHIB is rising, but it feels a bit fake. Something just doesn’t seem right. All assets rising together—this isn’t normal, right? Someone will have to pay the price. Consensus is the most frightening; when everyone is optimistic, it’s just the prelude to everyone being bearish. This round of Federal Reserve actions is either prolonging the AI bubble or truly easing liquidity. No clear answer in my mind.

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MetaverseLandlord

· 01-06 06:56

As soon as the rate cut expectations emerged, everything surged. This is ridiculous, feeling like betting on an illusion. How long can the bet on the Federal Reserve's easing last? The tide will eventually recede. It's really bizarre—gold and energy stocks are both going crazy. You know there's more to it than meets the eye. How long can the AI theme keep burning? Who would buy a $20,000 robot? Naked swimmers are just waiting to be caught and drowned.

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ShitcoinConnoisseur

· 01-06 06:55

When the expectation of interest rate cuts appears, everyone follows suit and buys in. This is basically collective gambling. Wait, Neo costs $20,000 each. Will they be deliverable next year? I feel like this is just PPT financing again. As soon as the Federal Reserve hints at easing, all assets rise. This is a typical asset shortage phenomenon, and our crypto circle is most susceptible to this. Basically, it's just waiting for the dollar to flood the market; everything else is just a smokescreen. AI hype + interest rate cut expectations—how long this combo can last is really uncertain. That naked swimming comment was intense. People who jump in now really should listen. The Dow hits 49,000. That height is indeed a bit刺激, and it feels like the bubble being blown is getting bigger and bigger. Hotspot rotation is so fast, indicating big funds are flipping assets; retail investors are just the bagholders. Gold and stocks rising together show the market is panicking—hedging and going long at the same time. Another round of "faith recharge." Let's see how long this burn can last.

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PerennialLeek

· 01-06 06:51

Once the interest rate cut expectations are shattered, this consensus will completely reverse, and it's really time to run. Those betting on central bank easing should be cautious; historically, this is when things are most likely to go wrong. I don't even dare to look at the Dow 49,000; it feels like a blown-up balloon, and I worry it might get popped at the end. When the liquidity faucet is turned off, AI-related themes instantly become worthless, and it will be obvious who is swimming naked. All assets rising together makes me even more anxious; this is abnormal.

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NFTRegretter

· 01-06 06:45

Everyone is betting on rate cuts. Is this time really different? Ha, they say that every time. --- Still daring to chase after 49000 points, not afraid of being slapped in the face by the wave. --- Those holding gold and BTC are now the happiest, but how long can this happiness last? --- AI storytelling is getting hot again, but it needs a rate cut to back it up, or it’s just an empty dream. --- All assets rising together—what does that mean? It just shows everyone is betting on the same thing, risk is off the charts. --- People swimming naked haven't realized the tide is about to recede. It will be too late once they react. --- The Federal Reserve’s moves are truly adding oxygen to the bubble. Watching them makes me nervous. --- SHIB doubles in value and they think they’re a genius. They really dare to think that. --- Expectations of rate cuts are rising together, even US bonds are going crazy. The market logic is really damn absurd. --- Hotspots are exploding one after another, and the underlying logic is just one—waiting for liquidity, that’s all.

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DAOdreamer

· 01-06 06:41

As soon as the rate cut expectations emerged, everything went up. This is the current market situation. To put it simply, it's still a gamble on the Federal Reserve. Is the Federal Reserve really going to take action? It feels a bit too coordinated. How long will the AI bubble last? Will anyone really buy a $20,000 robot? Is the Dow 49,000 real? It just feels like it's about to collapse somewhere. The naked swimmers are still celebrating now. How much time is left? Gold, stocks, and cryptocurrencies are all rising. This correlation is a bit outrageous.

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