$ETH Barclays' latest research report reveals an important signal—the Federal Reserve is very likely to cut interest rates by 25 basis points this week. More importantly, they've provided their outlook for the first half of 2025: another potential rate cut each in March and June.

This news deserves careful consideration. What the market fears most isn’t whether rates will be cut, but rather unclear policy direction. Now that the roadmap is becoming clearer, it means the window for loose liquidity may last longer than expected. A significant amount of capital will be seeking yield, and as a highly volatile, highly flexible alternative investment, crypto assets will naturally attract more attention.

Looking at historical data, every time the Fed enters a rate-cutting cycle, Bitcoin usually sees a structural opportunity. But there’s a difference this time: the market has already priced in part of the expectation, so a surge may not happen immediately. It’s more likely to be a “boiling frog” style slow bull market.

My view on strategy:
• Hold major coins (Bitcoin, Ethereum) as core positions—these two are the biggest beneficiaries in a liquidity easing cycle
• Dollar-cost averaging is wiser than chasing rallies—use time to trade for upside, smooth out the cost curve
• Don’t expect to get rich from one wave—monetary policy transmission takes time, patience is more valuable than impulsiveness

To sum it up: Rate cut expectations are a long-term positive, but don’t get too aggressive in the short term. The winds of the trend have started blowing—now it’s about who can keep their cool and hold onto their positions.