After the Fed announced a 25 basis point cut, the reaction of the Crypto Assets market is puzzling. The price fluctuation of Bitcoin has narrowed, while some alts like SOL and XRP have shown active performance. There is a deeper market logic hidden behind this abnormal phenomenon. This rate cut is seen as a 'preventive' measure, primarily aimed at the weak labor market, rather than fully controlling inflation. This ambiguous policy stance has led to a divergence in capital flows, and the traditional financial markets are showing a similar trend. It is worth noting that institutional funds are becoming more cautious in selecting investment targets. Although Bitcoin's supply has dropped to a seven-year low, the short-term liquidity is insufficient, making it difficult to quickly drive up the price. In contrast, projects with clear positive factors are more favored. For example, SOL benefits from ETF expectations and CME futures options support, while XRP is under focus due to the potential SEC approval of an ETF. The recent interest rate cut did not trigger a widespread rally; instead, it prompted a deep reshuffling of the market. Institutional investors no longer view all Crypto Assets as homogeneous assets, but rather begin to select based on actual application scenarios and development prospects. Bitcoin is gradually shifting from a speculative tool to a strategic reserve asset, with its price being more influenced by supply and demand rather than short-term market sentiment. The fate of alts depends on whether they can provide a value proposition that convinces institutional investors. This market change means that the era of relying solely on macro policies for trading may be over. In the future, the participants who can truly profit in the Crypto Assets market will be those investors who can gain insights into market logic, grasp application prospects, and understand the flow of funds. As the market continues to mature, Crypto Assets investment will focus more on the substantive value and long-term development potential of projects, rather than short-term speculative behavior. This shift is not only beneficial for the healthy development of the market but also provides better development space for projects that are truly innovative and have application value.

#美联储降息25个基点##BTC战略储备市场影响##XRP ETF上线# Interest rates were lowered, but there was no big pump.

Brothers, just wait. #btc##eth#