The Federal Reserve shifts stance, rate cut window pushed back to 2026

Last night's non-farm payroll data came in below expectations, adding only 50,000 jobs, with the unemployment rate rising to 4.4%, indicating a softening labor market. However, the Fed did not change its hawkish tone; instead, it reaffirmed its stance, stating that the progress in inflation reduction is not meeting expectations and that there are no plans to cut rates in the short term. The reaction in the futures market shows how intense the response has been—probability of a rate cut in March has already fallen below 30%, and investors have completely abandoned hopes for easing policies. Capital is withdrawing from interest rate-sensitive assets and flowing into sectors with strong narrative support.

The arms race in Energy and AI heats up, with electricity becoming the new strategic lifeline

Recently, AI giants have accelerated their deployment in the nuclear power sector, which is a key signal— the battle for computing power has evolved into a "energy-driven victory" stage. It’s understandable—electricity is the fundamental infrastructure supporting computing power, replacing traditional oil and becoming a strategic focus of the tech industry. The entire industry chain, including nuclear power, energy storage, and grid modernization, is experiencing a burst of growth. The ripple effect of this energy revolution is spreading from traditional industries into the crypto ecosystem.

Three tracks form a "Golden Triangle," with new profit logic under high interest rates

Against the backdrop of monetary policy stepping back from the stage, the market’s profit-making effects are highly concentrated in three directions. The energy track benefits from the industrial revolution, AI computing power represents technological upgrading, and MEME coins are driven by sentiment to achieve flexible surges. These three are not opposed but rather form a complementary pattern—energy provides fundamental support, AI offers technological direction, and MEME supplies liquidity and hype. In a cycle of sustained high interest rates and environmental policies, this "Energy + AI + MEME" combination has become the core profit point in the crypto market.

The endgame of computing power points to energy, and the main trend of the market has shifted to a "Energy + MEME" dual drive. Is a new market boom brewing? Based on current capital flows and policy signals, the answer seems increasingly clear.