#美联储降息预期# Both of these potential Fed chair candidates support significant interest rate cuts, which is quite a pleasant surprise. I carefully analyzed their viewpoints and found that Zervos and Sumerlin both believe that the current interest rate is too high and needs adjustment. Zervos advocates for a 50 basis point cut to stimulate employment, while Sumerlin is concerned that the rise in long-term Treasury yields may limit the space for rate cuts.

From the on-chain data, this news has already triggered some capital flows. I noticed that some large holders are adjusting their cryptocurrency asset allocations, seemingly preparing for a potential rate cut. However, we still need to closely monitor the statements of other Fed officials and the release of more economic data.

Overall, this news has injected a dose of confidence into the market, but we cannot be blindly optimistic. I will continue to track on-chain transactions and contract data to look for more signals to validate this trend. Investors should remain cautious when making decisions and consider various factors comprehensively.