ChainCatcher 消息，QCP Capital 在官方频道发文表示，市场正以一种信心与谨慎并存的脆弱平衡为这一年画上句号。美联储在基调鸽派的降息中夹杂着鹰派倾向，其信号既支持劳动力市场，又坚定地将通胀作为焦点。点阵图预示利率路径将趋于平缓，市场目前定价预计明年大约会有 2、3 次降息。
股票市场仍是关键的宏观摇摆因素。资金持续涌入人工智能基础设施领域，但其货币化进程滞后。若收入增长无法跟上投资步伐，风险将从 AI 领域扩散，可能引发 2026 年更广泛的股市价值重估。
加密货币市场仍面临压力，因摩根士丹利资本国际公司正在审查数字资产财资管理公司的指数纳入资格。这可能引发高达 28 亿美元的被动资金流出。
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