#数字资产市场洞察 $BTC $ZEC $BCH

A signal just came from Washington that could shake up the entire market. Trump’s core economic advisor Kevin Hassett recently stated, "It's time for the Federal Reserve to cut interest rates." This is not just casual talk—when decision-makers speak out proactively, it indicates that political pressure is already significant. The underlying logic is clear: rate cuts can boost the stock market, which is very favorable for the political ledger during an election year.

The more shocking news is yet to come. According to the latest analysis from market research institutions, there is a 75% probability that Americans will receive a new round of government subsidy checks in 2026. Imagine that scene—cash suddenly appearing in everyone’s pockets, stimulating consumption demand, reigniting business confidence. Once this expectation is established, social sentiment will completely reverse, and capital markets will respond accordingly.

From calls for rate cuts to fiscal subsidies, both policy tools are pointing in the same direction: loosening liquidity. The classic dilemma facing the Federal Reserve is whether to maintain independent operation or to yield to political pressure. This decision will influence the upcoming market trend. Once both rate cuts and subsidy policies are implemented simultaneously, the growth cycle driven by consumption could begin, and risk assets (including cryptocurrencies) will also benefit.

However, risks are brewing. Excessive liquidity has always been a breeding ground for inflation. The current question is: can this policy combination find a balance between economic growth and price stability? All traders are waiting for the next clear signal—when will rate cuts actually happen, and what will be the size of the subsidies? 2026 seems far away, but market sentiment has already begun to stir this year.