ETH and ZEC have been paying attention recently, and there is a piece of news worth pondering.

White House economic adviser Hassett recently suddenly spoke: the Fed should consider cutting interest rates. He also specifically mentioned that the impact of the government shutdown may be worse than everyone thinks. But on a different note, he predicted that economic data could rebound strongly in the first quarter, and even gave a bold expectation: the U.S. economy is expected to grow by 4% in 2026.

What do you think about this?

Let's talk about interest rate cuts first. It is actually quite rare for an official of this level in the White House to directly shout at the Fed. The wording "prudent rate cuts" is very subtle, expressing both the position and the words without saying it. Will the market price in advance? This is a problem.

Let's look at the shutdown risk. Hassett admitted that the impact was larger than expected, indicating that there are indeed hidden dangers accumulating at the policy level. Short-term volatility may be inevitable, but he also predicts a rebound in the first quarter...... Is this expression of "first suppressing and then rising" really supported by data, or is it stabilizing expectations?

The most important thing is the 4% growth forecast. In the current environment, this number is really radical. If it can really be realized, superimposed on the interest rate cut cycle, where will the flow of liquidity accelerate? Historically, this combination has often been good for risk assets, but only if the script is not disrupted by "black swans".

The question is: will the Fed take the ball to the White House? Is the 4% growth rate in 2026 a pie or is it really confident? Should we be optimistic or vigilant now?