$ETH Early Morning News: CME's latest data shows that the probability of the Federal Reserve maintaining interest rates in January next year exceeds 75%, but the market has already sensed a signal of rate cuts. Fed Chair Williams stated last night that rate cuts are being prepared for the 2026 economic cycle, with a cooling labor market being a key indicator.

But here’s an interesting twist — Trump simultaneously criticized the "insufficient" magnitude of rate cuts, while SEC Chairman warned that cryptocurrencies could become the "strongest regulatory tool." On the surface, this seems bearish, but in reality, it reflects a shift in the overall market landscape: the influence of the crypto world has become so significant that all parties must respond directly.

$BTC's current situation is that global institutions are still actively accumulating coins. A publicly listed company in Brazil has quietly increased its holdings to 3,722 BTC, and such tangible actions speak louder than any words.

The volatility phase in the crypto market is often the best time to reassess allocations. When macro policy, regulatory stance, and institutional behavior collide, a new direction always emerges at some point. Now is the perfect time to review holdings and consider the next steps.