2026-01-12 16:24:51

The signals recently coming from Wall Street are quite interesting — the economy may enter a "win-win" situation by 2026.

What is the background? The Federal Reserve's expected rate cuts, government tax incentives, and inflation possibly being lower than expected, these factors combined have given strategists a sense of opportunity. Goldman Sachs analyst Ben Snyder recently shared a representative view: macro fundamentals are solid, U.S. corporate profits are growing strongly, and the productivity boost from AI technology is also contributing. The S&P 500's earnings per share could grow by 12% in 2026, with the growth rate expected to slow to 10% in 2027.

What does this mean for the crypto market? Optimistic expectations in traditional finance usually boost risk asset sentiment. If the economy indeed maintains this growth trajectory, both high-performance public chains like Solana and the entire crypto ecosystem will benefit from increased risk appetite. Of course, the actual development will still depend on how the data unfolds.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

15 Likes

Reward
15
4
Repost
Share

Comment

0/400

ReverseTrendSister

· 11h ago

12% growth rate? Sounds like the Federal Reserve is about to blow another bubble; history always repeats itself. Cutting interest rates + tax incentives—basically a flood of liquidity. Who benefits in the end? Not the common investors... We're just waiting to be cut. Solana has surged fiercely this round, but I bet it will fall back to the starting point by mid-year, with a warning from the inverse indicator. Wait, a fall back to 10% in 2027... Isn't that a sign of a recession? Wall Street's rhetoric is really on point. Inflation "might" be below expectations? What does "might" mean? It just means uncertain. And yet they dare to use this word to fool me. Rising risk appetite ≈ more bagholders. I see the market in the opposite way, and that's correct. The story of AI productivity is overdone. The underlying programmers' wages are still the same, and profits have been taken by CEOs. Don’t sugarcoat it; at the end of the day, it’s still a money-printing game. The crypto circle has long seen through this. A 12% increase in earnings per share? Can the stock price keep up? Not necessarily. Capital loves this gap between expectations and reality. Goldman Sachs being optimistic makes me cautious. Listening to these people in reverse is never wrong.

View OriginalReply0

MoonlightGamer

· 11h ago

Once again, Wall Street is making empty promises. Believing in them means you’ve already lost. Win-win? Rate cuts and tax incentives... just listen, next year’s situation won’t be that friendly. Whether Solana can outperform still depends on Bitcoin’s mood. 2026 is too far away; let’s just survive until 2025 first. Goldman Sachs says it will rise? The speed of being proven wrong is often faster. AI productivity boost... this phrase is overused. When will it actually be implemented? Actual data? Ha, data can be deceptive too. Everyone wants to make money; it all depends on who runs faster. A 12% increase in the S&P 500, what’s the use? The crypto world wants a hundredfold, brother. They want to cut our leeks again, traditional finance tricks are the same old soup with a different bowl.

View OriginalReply0

ETHReserveBank

· 11h ago

2026 Win-Win? Wall Street is starting to spin stories again, with rate cuts + tax incentives + AI industry, sounds wonderful... but what will it really be like then? How much has SOL already risen? The market has long since digested this round of expectations...

View OriginalReply0

UncleLiquidation

· 11h ago

Yeah, I've heard this set of arguments several times before, winning together in 2026... If it were really that smooth, why not just say it'll double next year? SOL needs to hold on tight now; with the rate cut cycle coming, risk assets should rotate. By the way, are Goldman Sachs analysts' predictions more accurate? I vaguely remember last time... Never mind, if it actually happens this time, I'll eat a chicken leg. Cutting interest rates + tax cuts + AI productivity, sounds tempting on paper, but what’s the actual direction? Who the TM knows? The key is whether the Federal Reserve dares to actually cut or not—don’t reverse again.

View OriginalReply0