#比特币对比代币化黄金 Has the market sentiment shifted? A betting frenzy suddenly erupts on crypto prediction markets



Recently, while keeping an eye on Polymarket trading data, I noticed something interesting—a real-money bet on the probability of the Fed cutting rates by 25 basis points in December has surged to 93%. Honestly, this number is beyond just being “optimistic”—it’s almost a consensus. In contrast, only 8% believe rates will remain unchanged, which is basically a marginalized view now.

What makes these prediction platforms unique is that they’re not just surveys—participants are voting with their own money. When you see such a one-sided probability, the message is clear: the market is no longer caught up in “will they cut,” but is already thinking about “what to do after the cut.” With softer inflation data and slowing economic growth, traders are getting positioned early.

But this potential policy shift impacts more than just interest rates. With liquidity being released again, there could be chain reactions in the stock, bond, and crypto markets. $ETH $BNB $ASTER Whether these assets will get volatile as a result is still unclear—it depends on where the money flows.

Here’s the question: Is this 93% bet really reliable? Or is it another case of market sentiment getting ahead of reality, only to be disappointed later? What’s your take on this rate cut expectation?
BTC-0.4%
ETH0.03%
BNB0.61%
ASTER-4.25%
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LuckyBlindCatvip
· 7h ago
93% is basically the all-in rhythm at the gambling table. This move is insanely aggressive.
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MoodFollowsPricevip
· 12h ago
93% is so outrageous, it's actually more likely to cause a market crash...
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ContractBugHuntervip
· 12-05 08:01
93% is a bit too absolute, which actually makes me more cautious. In the past, when there was this kind of one-sided bet, it usually ended up being heavily reversed.
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liquidation_surfervip
· 12-05 07:54
93%? I really don't dare to go all in this time. Last time I was this confident, I got burned and learned my lesson.
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GweiTooHighvip
· 12-05 07:54
That 93% figure is a bit scary. Feels like we're heading for another collective delusion.
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HodlKumamonvip
· 12-05 07:42
93% is a bit too neat of a number. My bearish intuition tells me something’s off... In previous years, whenever there was such a one-sided consensus, it was always followed by a slap in the face. There’s nothing wrong with rate cut expectations themselves, but the real question is—where will the money flow? Into crypto or into safe-haven assets? That’s the key factor determining how much ETH and BNB can rise. Bear market survival rule number one: When everyone is betting on the same direction, that’s usually the time to reduce your position.
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