【分析师：降息预期升温与SEC新政共振，市场情绪回暖】金色财经报道，Kronos Research首席投资官Vincent Liu表示，在宏观不确定性与机构买盘交织下，当前市场呈现“谨慎乐观”情绪。恐惧与贪婪指数趋向“贪婪”，鲸鱼买入与降息预期正推动交易员重新配置风险资产。 投资者正关注将于8月12日公布的美国7月CPI数据，作为下一轮加息或降息决策的关键指标。尽管美联储在7月FOMC会议上维持利率不变，鲍威尔表示9月降息仍取决于经济数据，但CME美联储观察数据显示，市场预期有逾80%概率将下调0.25个百分点。 此外，Liu认为美国SEC启动的“Project Crypto”或将在中长期利好市场。该项目将通过明确代币分类与引入DeFi创新豁免机制，降低监管不确定性、推动DeFi增长，并增强市场信心。
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