2025-12-10 03:25:01

A piece of data late at night directly lit up the market.

Private employment in the United States not only did not increase in November, but fell by 32,000. As soon as this unexpectedly weak employment report was released, traders were instantly excited - the probability of the Fed cutting interest rates in December soared to 89%! The dollar weakened in response, and global assets immediately began to reprice.

As soon as the engine of interest rate cuts is started, the response speed of various assets is amazing:

On the U.S. stock side, the Dow soared 408 points, and the financial and energy sectors rushed to the front. Cheap money is always the stock market's favorite stimulant.

Gold is even more sparkling, with the price of gold in New York standing firmly above $4,230. As soon as interest rates fell, the charm of safe-haven assets returned.

Oil prices are not idle either. The oil pipeline on the Russian and Ukrainian sides suddenly exploded, and the geopolitical tension superimposed on the imbalance between supply and demand, rushed up at the opening.

However, Chinese stocks are a bit embarrassed, with the Nasdaq Golden Dragon Index falling 1.38% against the trend, and NIO and Xpeng falling more than 4%. Funds are obviously changing positions quickly, only staring at the main line.

To put it bluntly, this employment report may be the last straw that crushes the narrative of "high interest rates last longer". Once easing expectations are solidified, liquidity will flood to risk assets and anti-inflation targets.

The question is: Do you think this wave of market is the starting line of a new bull market, or is it the last carnival before "good luck and peak"?

Which one are you most optimistic about next? Gold continues to rise? U.S. stocks hit new highs? Or is the crypto market taking over? See you at the Fed meeting next week, let's talk about our judgments in the comment area.

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LiquidityLarry

· 7h ago

Here we go again. As soon as employment data softens, the Federal Reserve will cut interest rates. I can almost predict this routine hahaha I'm a bit tempted by the over 42 hundred in gold, but it feels like traders have already eaten up most of this rally Chinese concept stocks have been hammered so badly, probably due to large funds repositioning. Does this give us a chance to get on board? Speaking of which, when will the crypto market officially follow suit? I always feel like there's a missing gap

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tokenomics_truther

· 12-10 03:50

Cut interest rates by 89%? Ha, it's this narrative again. I believe that gold and oil prices have risen, but can the surge in US stocks really catch up, in the final analysis, it is still liquidity-driven. --- Chinese stocks fell more than 4% but were a signal that smart money had long been changing positions. When the Fed really cuts interest rates, how long can this wave of "expected benefits" last? --- To be honest, crypto is the real successor, and liquidity must find a way out when the easing cycle comes, and whether BTC can break a new high depends on this round. --- The problem is that the employment report is weak≠ interest rate cuts are ironclad, and the Fed still has to look at the inflation data, don't take the 89% probability as the result, this pit has been stepped on too many times. --- The position of Golden Station 4230 is indeed strong, but from a technical point of view, there is still room, but it is not as direct as the explosive power of crypto. --- It is not unjust that Chinese stocks are smashed, US stocks are engaged in technology, crypto is engaged in the future, this wave of domestic is not able to eat dividends, and there is a high probability that liquidity will tilt towards US stocks and BTC. --- Every time it is a story of "the last straw", but the Fed's words have changed again, and I will wait and see before this wave is clear, and I will not buy the bottom.

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WalletInspector

· 12-10 03:46

As soon as the data of cutting interest rates by 89% came out, I knew it was going to blow. The dollar is frightened, gold is shining, and gold is stable Just wait for the crypto market to take over, and the liquidity flood cannot let us go Chinese stocks fell a little hard, but the main line is very clear To be honest, it's not like the starting point of a bull market, it's more like a prelude to the final As soon as the easing is solid, all risk assets will be moved Just keep an eye on the Fed meeting, see you next week U.S. stocks have risen so sharply, is the bottom signal true? Is there still room for gold to continue to rise at the height of 4230? Cheap money is indeed a stimulant, but how long will this wave last? What is the reaction on the encryption side, is anyone paying attention? Is the Chinese concept really going to be abandoned, a little panicked

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PrivateKeyParanoia

· 12-10 03:33

Cheap money is coming, but Chinese stocks are still being beaten, which is outrageous. Good is good, but if this wave really becomes the starting point of the bull market, my private key has already been burned. The expectation of interest rate cuts, once left and once on the right, why is it not tiresome? Wait, gold and oil prices have risen, why is crypto still lying there, this is unscientific. The last straw sounds good, so I asked when it would be true. To be honest, the general decline is like this, and the funds must be picking the fat and thin, only speculating on hot spots. Loose expectations are expected to solidify liquidity, so don't overestimate the energy of this data.

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BlockchainNewbie

· 12-10 03:33

Interest rate cuts are expected to come together, and crypto will take off directly, much faster than the reaction of US stocks --- Chinese stocks have fallen so badly, in other words, is it time for our currency circle to get on the bus? --- With an 89% probability of interest rate cuts, liquidity is really going to flood in, and Bitcoin is definitely popular --- This wave of gains before the Fed meeting feels like the main force is testing the market, and next week will be the real test --- Gold station 4230, but I am still more optimistic about the opportunity to buy the crypto bottom, after all, liquidity loves to risk assets --- Chinese stocks really deserve to fall by more than 4%, funds are looking for growth points, and our currency circle is the real liquidity depression --- This is a typical restlessness before the good news lands, and as soon as the Fed announces it next week, it may be a different world --- Oil prices have risen geographically, but I think the real beneficiary will still be Bitcoin, an anti-inflation artifact --- Cheap money is coming, but what about cheap coins, should we consider getting on the bus? --- U.S. stocks have skyrocketed, gold is shining, why do I want to be all in crypto

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quietly_staking

· 12-10 03:26

The 89% interest rate cut is really untenable, and it feels like easing is coming It's time for gold to take off again, right? Hoarding gold is more stable than the currency This wave of Chinese stocks is really uncomfortable, and the funds have gone to the US stocks Wait, why hasn't the crypto side reacted yet, I feel like I want to make up for it See you next week, I bet on cutting interest rates, and then we have to see whether BTC eats this meal The good news is that it peaks? I think it's just the beginning Cheap money is coming, it's the turn of crypto, waiting to be unlocked Speaking of whether the liquidity flood can rush to the currency circle this time, I am looking forward to it This is the straw, finally waited Hey, why is the Chinese concept so miserable, and the US stock finance is high

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