Bitget VIP Sharing Session: From Macro Trends to Real Trading Strategies, Q4 May Welcome a Key Turning Point in Liquidity

Bitget held a VIP sharing session themed "Catch the Pulse of Q4: From Macro Trends to Real Strategies." In this session, Bitget Research Institute representative Aaron pointed out that the current market's base interest rate remains in the range of 3.75%-4%, and the Federal Reserve is at a critical crossroads in its rate-cutting path. Stopping the balance sheet reduction in December and potentially implementing further relief policies will become important variables driving macro liquidity. Additionally, the overall trading volume in the market has significantly declined recently, while the market capitalization of stablecoins has rapidly increased over the past three months, reflecting a mismatch in the supply and demand of crypto assets, which may indicate that the market is about to welcome a phase of bottom-fishing opportunities.

Guest "Bitcoin Sub-Game" believes that the macro trend in Q4 mainly depends on whether the Federal Reserve continues to cut interest rates, and there is still uncertainty in this judgment. The overall direction for Q4 remains focused on oscillating and finding a bottom, with the anonymous sector and assets with ETF catalysts having more opportunities; most mainstream assets will fluctuate with BTC's movements, and altcoin opportunities are limited.

Guest "Tie Zhu Ge in CRYPTO" pointed out that liquidity remains the core factor affecting the crypto market. Currently, the market is in a data vacuum period, with capital contraction and uncertain macro trends being the main reasons for market weakness. He believes that the next round of rebound will come from a turning point in macro expectations. During this stage, it is more suitable to adopt a strategy prioritizing safety margins, seeking progress while maintaining stability.