U.S. President Trump once again pressures Federal Reserve Chair Jerome Powell, calling for interest rate cuts. After the December inflation data was released, market expectations for the Federal Reserve's future policy direction have rekindled. This shift has profound implications for digital assets—the liquidity dividend window for Bitcoin and Ethereum may arrive earlier than expected. Expectations of loose monetary policy are reshaping market participants' asset allocation logic. Institutional investors have begun to strategically position around this key variable, with increasing holdings of mainstream cryptocurrencies becoming a consensus. The market needs to closely monitor subsequent economic data and policy signals.