【💱Weak US Dollar + Rate Cut Cycle: How is the Crypto Circle Currently Positioning?】The USD/RMB is stuck at the 7 level. The big cycle of a weak dollar + rate cuts has been set — in our crypto circle, there's no need to obsess over exchange rate figures. The core focus is one thing: will the economy “cool down”? This directly determines how to deploy BTC and altcoins. 🔑In the era of a weak dollar, three ironclad rules in the crypto world are unavoidable: funds from USD / US Treasuries will flow into high-elasticity markets. Our crypto circle (BTC + quality projects) is naturally a top elastic sector, so funds will naturally flow there. In the early market, there will be “repeated swings.” BTC and altcoins will rise and fall, testing patience. Once policy effects take hold, the trend will become clear, and projects with “real value” will stabilize. The crypto circle watches policy + project fundamentals; air coins with no real implementation will eventually be eliminated by the market. ⏳ Currently: Rate cut divergence window. Rate cuts have started, but the market is still debating two issues: “How many times will they cut?” “Will the economy weaken?” Institutional funds have just moved into crypto, but it’s not yet a trend — we in the circle are both hoping for a bull market and afraid of pitfalls. At this point, don’t go all-in! 📜Next two market scenarios ✅Scenario 1 (High Probability): Soft landing of the economy → Risk assets frenzy. Crypto circle: BTC leads the rally, institutions enter + liquidity remains loose to boost enthusiasm; high-quality altcoins with real use cases will follow suit, but some air coins will be weeded out — fluctuations during the rate cut cycle are minor, no need to panic. Others: US tech growth stocks, high-dividend stable fiscal ETFs will also rise, but the focus remains on spotting opportunities in the crypto circle. ⚠Scenario 2 (Lower Probability): Economic weakening → First hedge risk, then wait for opportunities. Crypto circle: First follow the market correction, BTC will be more volatile, altcoins will see sharper pullbacks, and air coins without fundamentals will drop to zero; but within “danger” lies “opportunity.” BTC will be the first to rebound, leading the circle to warm up. Others: Most small markets will pull back, only regions with strong hedging attributes will remain stable — it’s more practical to focus on core projects in the crypto circle. 📌Practical Advice for the Crypto Circle 🔹Don’t fully deploy your position now; keep enough cash on hand — wait until the trend is clearer before adding positions or bottom-fishing. Sector rotations take time, no need to rush. 🔹Heavy holdings in the crypto circle: top projects (BTC/ETH), altcoin allocations no more than 20%, and avoid air coins that haven’t been implemented. Pass on those. 🔹If the market weakens, gold ETFs can withstand the waves (avoid leverage). The weak dollar cycle has already begun, but the crypto market won’t turn around overnight — choosing solid projects to withstand volatility and avoiding air coins is key. Would you like me to help you compile a fundamental analysis list of top crypto projects? How can adding some professional financial terminology improve the layout of crypto content? Are there more layout techniques to make crypto articles more attractive? #美股圣诞行情开启