#美联储降息25个基点# The boots hit the ground, no carnival! How should we walk the future path?

What should we pay attention to after the interest rate cut?
The first is: A reduction in macro liquidity interest rates means that the liquidity environment is starting to shift towards easing, but we still need to observe: Will there be further rate cuts in October and December? Can inflation data (CPI, PCE) continue to decline? What will happen to U.S. Treasury yields and the dollar index? Because Powell mentioned that it is expected to cut rates twice more this year, but if CPI data rebounds again, the Federal Reserve may "pause rate cuts."
The second point is: The funds flowing into the crypto market mainly come from institutions and stablecoins:
Bitcoin ETF: It has seen net inflows for four consecutive weeks since August, with total assets exceeding $150 billion.
ETH Staking Amount: As of September 15, the total ETH staking has exceeded 35 million coins, accounting for 29% of the circulating supply, continuously reducing market selling pressure. Stablecoin Market Capitalization: The total market capitalization of USDT and USDC is close to 160 billion USD, continuing to grow, indicating that on-chain liquidity is increasing.
The third is: pay attention to the industry fundamentals. Ethereum Layer-2: Arbitrum, Optimism, Base and other ecosystems' TVL have reached all-time highs, which means that application demand is still expanding.
DeFi Lending Protocols: The total lending amounts of AAVE and MakerDAO have significantly increased after the interest rate cuts, reflecting a rise in activity as the cost of capital in the market decreases. Tokenization of Real-World Assets (RWA): On-chain government bonds, money market funds, and other scales have surpassed $15 billion, which may become an important channel for institutional capital to enter in the future.
How should we layout for the fourth quarter? The layout for the fourth quarter affects whether you can earn more money this year! The key to making big money! Because past historical experience tells us: historically, Bitcoin's returns in the fourth quarter are the highest, and historical experience also tells us: the turning point of monetary policy is often the starting point of a new round of market trends for risk assets. This round of Bitcoin is very different from previous bull markets, which for the crypto space means:
Q4 is likely to experience a "slow bull" rather than a "rapid rise"; mainstream will lead, and altcoins will find it hard to go crazy; sector rotation is the key to making money; black swan risks still exist, and position management is more important than in previous years.
Position management is the key to making money:
What is the most anxious thing in a bull market?
Is it a missed opportunity? Or are you standing guard at a high position? Is everyone in the group making money and enjoying the profits? Or are the tokens you bought losing value? In fact, the most anxious and most likely to lose money are those who are anxious, and then use high leverage! Wanting to make up for losses will lead to more losses! Once you have such thoughts, you are likely to be losing money! Liquidation and margin calls may come your way! Position allocation should primarily follow: BTC+ETH=70% of the position.
Shanzhai Mainstream: 20% Position
10% of the vacant USDT is waiting for the best opportunity to buy the dip!
Bitcoin's positioning: digital gold + anti-inflation asset. Whenever you are in the crypto space, this is something you must allocate. Don't think about the price being high; it is precisely because the price is high that you should buy!
After configuring the position: Focus on several important indicators:
The issuance increase of USDT, the issuance increase of USDC, and the capital flow of ETF institutions! Pay attention to these important data points, and making money is a sure thing!