#美联储降息预期# I just saw the latest US Non-farm Payrolls (NFP), and the employment rise has slowed significantly, with only 22,000 jobs added in August, far below the expected 75,000. This clearly confirms the judgment that the job market is softening. Combined with the unemployment rate rising to 4.3%, the possibility of the Fed cutting interest rates this month has greatly increased.



The market reaction is also very direct, with short-term interest rate futures rising as traders increased their bets on consecutive rate cuts. This shift in sentiment is worth noting, as it may lead to adjustments in the flow of funds.

Next, I will closely monitor on-chain data, especially stablecoin minting and large transfers, to see if there are signs of early capital positioning. I will also pay attention to changes in the DeFi lending market, as interest rate adjustments may affect leverage strategies. Overall, this signal is positive for the crypto market in the short term, but we still need to be wary of excessive optimism.
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