2026-01-09 16:10:13

#密码资产动态追踪 $ETH、$BTC，the market is once again buzzing with new developments.

Right after the non-farm payroll data was released, an alert was triggered—only 50,000 new jobs were added in December, and the previous two months were revised downward by 76,000. The White House is already getting anxious, with advisors directly pressuring the Federal Reserve to cut interest rates quickly. In this situation, the recovery of liquidity is no longer a question of "if," but "when."

Currently, although BTC and ETH are still hovering in panic zones (index 41), institutional enthusiasm has not cooled down. VanEck's price targets for Ethereum are quite aggressive—an intrinsic valuation of $22,000, with a bullish scenario reaching $154,000. This is not baseless; it reflects recognition of Ethereum's role as a foundational infrastructure for value storage, aligning with Satoshi's original blueprint.

On-chain activity is also gaining momentum. Some communities are actively advancing core consensus building, especially those projects that started breaking out in 2024 and have undergone community governance baptism. During a rate-cutting cycle, they often unleash strong explosive power. Identifying core contracts within the ecosystem is a methodology for discerning similar projects amid the noise.

Do your homework.

ETH3,21%

BTC3,2%

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GasFeeCrier

· 01-12 05:08

With such weak non-farm data, a rate cut is definitely unavoidable, and liquidity is about to take off. Wait, VanEck is targeting ETH at 154,000? That's a bit crazy, but it does make sense logically. On-chain projects that have been through the baptism are indeed resilient; it's worth digging into them thoroughly.

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ILCollector

· 01-11 14:20

Non-farm data is so disappointing, the rate cut cycle is really coming, I feel like ETH has a chance Institutions are still increasing their positions. I believe only half of VanEck’s $22,000 basic valuation, but at least it shows that big players haven't fled Doing homework is one thing, but ultimately it depends on who can survive until the end of this cycle Focusing on core ecosystems is a good approach, much better than blind trading The rate cut is inevitable, it will come sooner or later, everyone get prepared

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GoldDiggerDuck

· 01-10 08:11

Non-farm payrolls are so disappointing, rate cut landing is just a matter of time, let's wait and see ETH take off --- Is VanEck serious about this price? 154,000 makes me itch to buy --- If institutions haven't run away, it means the bottom hasn't arrived yet. Let's keep accumulating --- The fear index is at 41, yet some still boldly shout about aggressive scenarios. These analysts really dare to think --- I remember this methodology of finding core contracts. Don't be fooled by air coins anymore --- I'm happy that the White House is pressuring the Federal Reserve. Looks like they're really getting anxious --- The on-chain community gaining momentum is correct. Projects that survive in 2024 truly have something --- Here we go again with "everyone do your homework." Honestly, no one can be sure --- Is 22,000 the baseline? Should I start bottom-fishing now or keep observing --- Everyone knows the rate cut cycle is good, but where's the next hot spot?

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ProofOfNothing

· 01-09 16:39

The non-farm data really can't hold up anymore. The White House is urging rate cuts, and the capital flow is coming just like that. VanEck's price target for ETH sounds pretty outrageous, but who knows, let's see if it can break 22,000 first. On-chain projects, get ready to compete. Who will break out during the rate cut cycle really depends on how solid their groundwork is.

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StableGenius

· 01-09 16:35

ngl vaneck's eth valuation is hilarious... 15.4k is the "we're feeling cute today" scenario lol, but empirically speaking the macro setup is actually primed for something. nonfarm data was basically saying "pls fed cut already" and that's the actual catalyst nobody wants to admit yet.

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faded_wojak.eth

· 01-09 16:35

Non-farm payrolls cause a market surge, the White House is panicking, and the rate cut expectations are really here this time. VanEck sets ETH target starting at 22,000? These institutions never talk nonsense, it's quite interesting. Breaking-out projects tend to explode during a rate cut cycle; just find the right ecosystem.

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SleepTrader

· 01-09 16:25

Once the non-farm payrolls are released, it's clear that interest rate cuts are coming. The valuation logic for ETH has actually been the same all along; it just depends on when institutions will truly start to FOMO.

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SatsStacking

· 01-09 16:14

Non-farm payrolls so disappointing, the Federal Reserve still has to pretend they didn't hear, haha

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LayerHopper

· 01-09 16:14

Non-farm data suggests that interest rate cuts are a certainty. VanEck's valuation seems a bit exaggerated, but the institutional buying vibe is quite strong. Wait, which specific "core contracts" are you referring to? Could you point them out? The interest rate cut cycle is indeed prone to producing some weird coins; I still have some impressions from last year's wave. Institutions' enthusiasm hasn't cooled down? That really counters the recent bearish sentiment. The panic index is still hovering around 41; the bottom signal isn't clear enough yet.

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DaoDeveloper

· 01-09 16:12

nah the VanEck thesis on ETH infrastructure positioning is interesting but we should stress-test those tokenomics assumptions... esp during rate cut cycles, the composability angle matters way more than pure price targets tbh

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