#以太坊大户持仓变化 Just saw the latest warning from former Merrill Lynch Chief Economist David Rosenberg, and it’s quite interesting.
He straightforwardly states that the US economy may face a hard landing in 2026 — this is not just casual talk. According to his analysis, the unemployment rate could break through the 5% threshold, possibly reaching 6% by the end of the year. Once the labor market weakens, the risk of recession will sharply increase.
More importantly, it’s about the Federal Reserve’s stance. Rosenberg predicts that before 2026, the Fed may be forced to cut interest rates significantly, by as much as 125 basis points, with the final rate possibly dropping to around 2.25%. This suggests a new round of liquidity easing may be brewing.
Why pay attention to this signal? Frankly, Rosenberg has a good track record of predicting past economic cycles. His warning this time likely indicates an upcoming economic turbulence.
For investors, the impact is tangible: returns on traditional assets may be suppressed, but liquidity reopening often boosts risk assets — including increased attention to cryptocurrencies. In an environment of rising economic uncertainty, a single-asset allocation is no longer enough; diversification is the key to coping.
Many smart funds are already adjusting their positions. What do you think about Rosenberg’s prediction this time? Share your thoughts in the comments.
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HorizonHunter
· 01-08 22:28
Wait, a 125bp cut to 2.25%? Isn't this a big gift for crypto?
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JustAnotherWallet
· 01-08 22:00
Hard landing in 2026? The logic of directly buying ETH with a 125bp rate cut—liquidity easing is our opportunity.
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WagmiWarrior
· 01-08 15:01
A hard landing in 2026? Then I should just hold onto my ETH now and wait for the wind to come.
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SandwichTrader
· 01-05 23:00
Interest rate cut by 125 basis points? Oh my, cryptocurrencies are really about to take off now
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GasFeeSurvivor
· 01-05 22:59
The expectation of rate cuts has emerged, and big players are quietly accumulating coins. This time, Rosenberg's prediction sounds quite credible.
Wait, is 125 basis points really true? That would mean a liquidity explosion. Before the end of 2025, you better guard your positions well.
Rosenberg's track record is well-known, so this prediction doesn't seem false.
It's time to buy the dip again; it all depends on who dares to take action.
If a hard landing really occurs, the crypto world might stage a big show.
Honestly, compared to a recession, I'm more concerned about when the rate cuts will happen—that's the real catalyst.
Talking about 2026 in such detail? That seems a bit over-interpretative.
Loose liquidity = printing press activated. How could Ethereum whales not move?
Is it really happening this time, or is it just another wolf coming?
In an era of stagflation, multi-chain deployment is the way to go; relying solely on Ethereum isn't enough.
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screenshot_gains
· 01-05 22:59
125 basis points? This guy really dares to say that, the crypto market will take off then.
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GateUser-cff9c776
· 01-05 22:58
Wait, a 125 basis point rate cut? Isn't this a signal to inject liquidity into crypto? The Fed's move perfectly illustrates the absurdity of Keynesianism.
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ResearchChadButBroke
· 01-05 22:58
2026 Hard Landing? Then it's still not too late for us to stock up on coins now.
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ReverseTradingGuru
· 01-05 22:50
Another hard landing prediction, 2026 huh... Could this guy be right?
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125 basis points rate cut? That’s basically the crypto world’s party schedule.
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Let’s put Rosenberg’s reliability aside for now. Anyway, isn’t everyone aware of who benefits when liquidity loosens?
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Unemployment rate hitting 6%, sounds pretty scary... but for holders, it might not be a bad thing.
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It’s the usual diversification talk, basically don’t all-in on one thing.
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2026 is still early, let’s see what the Federal Reserve does next year first.
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Does this guy have a good track record? I remember he also had a slip-up a couple of years ago.
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Reopening liquidity boosts risk assets. I get the logic, so should we add to our positions now?
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Smart money is reallocating... the problem is, how do we know who the smart money is, haha.
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So what if there’s a hard landing? Anyway, all coins are going to rise.
#以太坊大户持仓变化 Just saw the latest warning from former Merrill Lynch Chief Economist David Rosenberg, and it’s quite interesting.
He straightforwardly states that the US economy may face a hard landing in 2026 — this is not just casual talk. According to his analysis, the unemployment rate could break through the 5% threshold, possibly reaching 6% by the end of the year. Once the labor market weakens, the risk of recession will sharply increase.
More importantly, it’s about the Federal Reserve’s stance. Rosenberg predicts that before 2026, the Fed may be forced to cut interest rates significantly, by as much as 125 basis points, with the final rate possibly dropping to around 2.25%. This suggests a new round of liquidity easing may be brewing.
Why pay attention to this signal? Frankly, Rosenberg has a good track record of predicting past economic cycles. His warning this time likely indicates an upcoming economic turbulence.
For investors, the impact is tangible: returns on traditional assets may be suppressed, but liquidity reopening often boosts risk assets — including increased attention to cryptocurrencies. In an environment of rising economic uncertainty, a single-asset allocation is no longer enough; diversification is the key to coping.
Many smart funds are already adjusting their positions. What do you think about Rosenberg’s prediction this time? Share your thoughts in the comments.