The financial market has recently shown a multi-faceted trend, with the focus of attention concentrated on the direction of Fed policies and the行情 of Crypto Assets.

Barclays' latest forecast shows that the Fed may cut interest rates by 25 basis points each in September and December this year, which is more aggressive than previous market expectations. This potential "double rate cut" move could release liquidity ahead of schedule, affecting the global financial landscape.

For the short-term trend of Bitcoin, analysts suggest closely following the US preliminary GDP and core PCE inflation data. Economic slowdown and cooling inflation may create conditions for the Fed to cut interest rates, which would be favorable for the Bitcoin market. However, if the economic data performs strongly, investors may shift to defensive strategies, extending the market adjustment period.

The Crypto Assets market has also seen a large-scale flow of funds. It is reported that a large institution or individual investor sold 10,425 ether in just 17 hours, cashing out nearly $50 million. This investor's operations can be regarded as exemplary, transforming an initial investment of $15 million into $150 million from cross-chain operations in June to liquidation in August, with profits exceeding $50 million.

At the same time, the Hong Kong stock market's crypto-related sector showed a general upward trend. Ethereum-related ETFs rose by more than 9%, and many crypto concept stocks also experienced varying degrees of increase. This phenomenon reflects investors' ongoing attention and confidence in crypto assets.

The current market atmosphere is influenced by multiple factors, including frequent positive news, large capital flows, and strong performance of related sectors in the Hong Kong stock market. Investor sentiment is changing rapidly, and the future direction of the market will largely depend on the upcoming US economic data. In this unpredictable market environment, investors need to remain vigilant and closely follow various economic indicators and policy changes.