I. The Federal Reserve's Rate Cut Space and Macroeconomic Liquidity

Waller's remarks highlight the struggles faced by Federal Reserve policymakers in macroeconomic policy. The existence of rate cut space brings a glimmer of hope for the economy, but it is accompanied by erratic liquidity expectations.

• Waller clearly stated that although the current monetary policy remains restrictive, there is still a possibility of rate cuts.

• Currently, he mentioned that the gap to the neutral interest rate is 50-100 basis points, which means that rate cut operations are still on the table.

• However, he also noted the lack of internal support, which has led the market to begin worrying about whether the Federal Reserve's rate cuts can proceed as expected.

This puts investors in a dilemma: in the face of unclear macroeconomic data, liquidity expectations may be greatly affected.

II. Analysis of the Impact of Unclear Internal Support for Waller

The ambiguity of internal support within the Federal Reserve is one of the most tense focal points in the current market. Although Waller's remarks conveyed a signal for rate cuts, the lack of clear internal support indicates uncertainty in policy direction.

• Unlike previous clear policy guidance, this expression has left the market feeling confused about the future policy path.

• Insufficient internal support means that investors may need to exercise more patience and avoid blindly chasing risk assets.

• This may lead to a more cautious market sentiment, forcing a reassessment of investment strategies in a context of suppressed macro liquidity.

III. Sensitivity of the Crypto Market to Macroeconomic Policy

The crypto market is known for its high volatility and rapid responsiveness. At such times, changes in traditional financial markets often trigger quick reactions in the crypto market.

• Crypto assets often exhibit great sensitivity to changes in Federal Reserve policy, and changes in liquidity policy will directly affect investors' risk appetite.

• If rate cuts occur as expected, this could stimulate capital inflow into the crypto market, driving a price rebound.

• Conversely, in an uncertain macro environment, investors may choose to avoid risk, thereby suppressing the performance of crypto assets.

Therefore, how Waller's remarks will impact the crypto market essentially hinges on the reactions and sentiments of market participants.

IV. Threat of AI Deepfakes and Response Strategies in the Crypto Industry

Meanwhile, with continuous technological advancements, the crypto industry also faces new challenges. In the context of increasingly mature AI deepfake technology, the security of crypto platforms becomes particularly important.

• The increase in AI forgery attacks forces the crypto industry to enhance its security measures.

• Platforms need to transition from traditional entry verification to long-term lifecycle identity verification to address potential threats.

• The crypto industry must not only pay attention to changes in macro policy but also remain vigilant about security risks brought by technological advancements.

Thus, if the Federal Reserve's rate cut policy fails to provide sufficient liquidity support, the crypto industry may have to rely on its resilience to navigate a complex market environment.

V. Growth Opportunities for Stablecoins and Policy Impact

In contrast, the stablecoin market seems to gain support with the latest announcements from Visa and the FDIC, providing a new development path for the crypto industry.

• Regulatory easing will bring new vitality to the stablecoin market, signaling future exponential growth.

• This situation may weaken the market share of traditional payment channels, shifting towards the crypto space.

• However, how the growth of stablecoins interacts with the Federal Reserve's liquidity policy will become a key focus of future market analysis.

VI. Conclusion: Where Will the Future Crypto Market Go Under Federal Reserve Policy?

The expectation of rate cuts from the Federal Reserve, combined with the complex scenario of unclear internal support, means that the crypto market will face a hard battle. Investors must pay attention to changes in macro policy while also being aware of market technical risks and changes in the legal environment.

In this series of interactive influences, the growth of stablecoins and the security evolution of crypto platforms will jointly shape the future market landscape. Investors need to firmly grasp robust market information and proceed cautiously in the face of liquidity uncertainty. This interplay of finance and technology will undoubtedly make the ever-changing crypto market full of excitement.

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