Expectations for interest rate cuts continue to rise, is the market pullback a deep squat or a trap?
1. News
1. Institutional Situation
From the recent holdings of institutions: the holding volume of Bitcoin has increased threefold compared to last week, with a significant rise in holding volume. Ethereum also saw a continuous increase in holding volume over the past two weeks, surpassing that of Bitcoin, indicating a strong bullish sentiment among institutions. The market may continue to rise, with upward pressure at the 105,000 position; if this is broken, we will look at the 110,000 to 150,000 range.
2. Interest Rate Cut Situation
From the market's perspective on interest rate cuts: following recent small non-farm data and large non-farm data, the probability of an interest rate cut has continued to rise from 65% to now 86%. The market remains optimistic about a possible interest rate cut in December; however, this Wednesday there is a CPI data release that may be the last obstacle to an interest rate cut. Once this is released, there will be no further obstacles to rate cuts. An interest rate cut is expected at 3 a.m. on December 19.
3. Market Situation
Market Situation: As we mentioned in the public chain sector, there are signs of a rebound in the NFT sector over the past couple of days. If you missed the opportunity in the public chain sector, you may consider looking into some tokens related to the NFT sector recently.