The US third-quarter GDP growth rate unexpectedly surged to 4.2%, surpassing the forecast of 2.5%. On the surface, this is good news, but guess what? The stock market reacted with a surprisingly cold response.

This has led to an interesting phenomenon: good data actually makes investors nervous. Why? Because the market is thinking—will strong economic growth lead to a rebound in inflation? Will the Federal Reserve raise interest rates accordingly? As a result, stock prices stagnated or even showed signs of a pullback.

This logic is actually worth questioning. Strong economic growth does not necessarily trigger an inflation spiral. Sometimes, structural policy adjustments are the real culprits behind rising prices. Raising interest rates to curb inflation may not be the optimal choice—sometimes inflation eases naturally, and central banks should observe the situation before acting.

The current situation is quite contradictory: on one hand, there is impressive economic data; on the other, market hesitation. This also affects the performance of assets like ETH, SOL, XRP, which are closely linked to traditional market sentiment.

What’s your opinion? Do you believe in the strength of the data itself, or follow the cautious market sentiment? Both choices have their own logic.