TechFlow news, on November 18, Bitget hosted a VIP sharing session themed "Catching Q4's Pulse: From Macro Trends to Practical Trading Strategies." During the session, Aaron, representative from Bitget Research, pointed out that the market's base interest rate remains within the 3.75%-4% range, and the Federal Reserve is at a critical juncture regarding its rate-cutting path. The halt of balance sheet reduction in December, along with potential further relief policy implementation, will become key variables driving macro liquidity. Additionally, overall market trading volume has significantly declined recently, while stablecoin market capitalization has grown rapidly over the past three months, reflecting a supply-demand mismatch in crypto assets, which may signal an upcoming阶段性 buying opportunity.
Guest "Bitcoin Weiqi" believes that Q4's macro trajectory primarily depends on whether the Fed continues cutting rates, though current judgment remains uncertain. The overall trend for Q4 will likely remain volatile with continued bottom-seeking, where anonymous sectors and assets catalyzed by ETFs present greater opportunities; most mainstream assets will follow BTC's movements, while altcoin opportunities are limited.
Guest "Tiezhuge in CRYPTO" noted that liquidity remains the core factor influencing the crypto market. Currently in a data vacuum period, fund contraction and unclear macro trends are the main reasons behind market weakness. He believes the next rebound will emerge when macro expectations reach a turning point. At this stage, strategies prioritizing safety margins and steady progress are more appropriate.
