2026-01-09 16:23:05

The latest US employment data has been released, and the situation is worse than expected. Non-farm payrolls added only 50,000 jobs in December, and the data for the first two months was revised downward significantly, with a total revision of 76,000. The White House is also getting restless; Advisor Hassett directly pressured the Federal Reserve, hinting that further rate cuts are warranted.

In this macroeconomic context, the return of market liquidity to crypto assets is only a matter of time.

Looking at BTC and ETH now, although the fear index shows a market sentiment index of only 41, in the panic zone, institutional interest in deployment has not waned. Some leading asset management firms have even issued an aggressive valuation report: ETH’s fundamental valuation by 2030 is estimated at $22,000, with the most optimistic bull market target reaching as high as $154,000. This actually validates the original idea of Ethereum’s founder—that it is not just a chain, but a fundamental carrier of value transfer.

On-chain data also shows interesting signals. A certain community is paying attention to a core consensus document. This community itself is a product of 2024, having gone through a phase of complete community autonomy after the development team withdrew. This resilience could have strong explosive potential during the current rate-cutting cycle. If you want to find like-minded people amid the noisy market information, identifying that core covenant is the DNA signature.

Finally, as always—do your own homework.

BTC-0,44%

ETH-0,85%

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SillyWhale

· 13h ago

As soon as the expectation of interest rate cuts emerged, they started promoting liquidity backflow. This narrative has become quite tiresome... However, the 154,000 ETH bullish target is indeed a bit aggressive. What are institutions betting on?

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blocksnark

· 01-09 16:53

Hasset is urging for a rate cut again. The Federal Reserve has been played by the White House, it's hilarious. Institutions tend to go wild when they panic. ETH at 154,000 is indeed bold, but maybe it's this kind of madness that can make money. The part about the core consensus document is interesting; the resilience of community governance is worth paying attention to. Liquidity is just waiting for that moment to flow back. It's still early to get on board now. Do your own homework. Well said, not following the crowd is the true way.

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BuyTheTop

· 01-09 16:53

Bro, the rate cut is confirmed. This wave of liquidity must flow into the crypto market. --- ETH 154,000? Come on, let's see if the SEC's harassment is still there by 2030. --- 50,000 new jobs... The Federal Reserve has basically given up. --- What’s the use of community governance? In the end, it all depends on whether the big players dump or hold. --- The panic index at 41 indicates that big investors have already jumped in, while retail investors are still sleeping on the floor.

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LootboxPhobia

· 01-09 16:45

The expectation of interest rate cuts is rising, and liquidity will flow into crypto. I believe in this logic; it all depends on who can time the bottom right. The institutional ETH valuation report is outrageous, but don't say... I'm actually a bit tempted. That community for 2024 sounds pretty interesting. Autonomous resilience seems to be able to generate some arbitrage in this cycle.

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FallingLeaf

· 01-09 16:36

The cycle of interest rate cuts has arrived, and the institutions are really not joking. The current panic is quite understandable. --- ETH 15x? Alright, let's see who can survive until 2030 in this round before making any judgments. --- Only 50,000 new jobs created, how bad is that? No wonder the White House is anxious. --- Is the liquidity return to crypto really so certain? Feels like it's being overly optimistic. --- That set of core consensus documents sounds a bit mysterious. Which community exactly are they from? --- Everyone says that panic is an opportunity, but when it comes to actually buying the dip, you get scared. That's human nature. --- The valuation range from 22,000 to 154,000 is so large; even institutions probably lack confidence. --- Community autonomy and resilience? It still depends on whether they can hold on in the future, and not become retail investors' bagholders again. --- Doing homework is one thing, but after looking at so much information, I'm still confused. How exactly should I choose? --- With such strong expectations of rate cuts, why haven't crypto assets taken off yet? Instead, they're just bottoming out.

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