#数字货币市场洞察 The monetary policy meeting on December 10 now has a 92% probability of a 25 basis point rate cut, according to the market.



More importantly, QT may come to an end. Once the liquidity floodgates open, the dollar weakens, bonds come under pressure, and hot money naturally flows into high-risk assets. Looking at historical data—BTC’s average increase after a December rate cut is 9.7%. This time, a move from 89K to 95K or even breaking 100K makes sense logically.

Institutions have already started moving. A top asset management company swept up $4.9 billion in a single month. When the fear index drops to the 20 level, it often signals a short-term bottom.

How should you operate? In the 89-90K range before the rate cut, you can build positions in batches—don’t rush to chase. When the policy decision is announced, if a dovish signal is released, directly increase your position, aiming for 95-100K.

Even if there’s a small chance of no rate cut (8% probability), adding more at 85-86K isn’t a loss—the long-cycle trend for 2026 is clear. If you seize this opportunity, next year could look completely different.

$BTC $ETH $SOL
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ETH-3.42%
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SocialFiQueenvip
· 12-08 07:48
The strategy of gradually building a position at 89-90K is still a rational one—much smarter than constantly chasing the highs.
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DefiPlaybookvip
· 12-08 00:31
Based on on-chain data, the 92% probability of a rate cut is indeed noteworthy, but the 8% tail risk cannot be ignored either. With QT ending and liquidity being released, looking back historically, BTC’s average gain in December is 9.7%. The recent move from 89K to 95K does make sense, but this kind of one-sided expectation is itself a risk signal. Institutions reportedly bought $4.9 billion in a single month, and the fear index is at 20. But how can we verify the authenticity of this data? Can on-chain wallet inflows corroborate it, or is it just market rumor? The logic of building positions in batches at 89-90K is clear, but I’m more curious—if the policy, once implemented, does not deliver the expected dovish signal, isn’t the 95-100K target overly optimistic?
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FarmToRichesvip
· 12-08 00:27
Hmm... a 92% probability sounds pretty safe, but I'm just afraid that the 8% will bankrupt me, haha. That 100,000 mark always feels like a bottleneck. When will I actually be able to break through it?
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zkProofGremlinvip
· 12-08 00:21
Institutions are snapping up 4.9 billion; this is really the time to buy the dip, or else next year it will just be someone else’s story.
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GasGuzzlervip
· 12-08 00:16
92% probability... Are they really betting all their chips on this? In my opinion, rather than getting hung up on this probability, it's better to pay attention to what institutions are actually doing—the $4.9 billion transaction is the real indicator. What does that mean? It means the smart money has already gotten in.
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screenshot_gainsvip
· 12-08 00:12
Is the 92% probability of a rate cut real? It feels like they hype it up like this every time, but how often does it actually end up making a sharp turn at the last minute?
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