Today, a long article about the 'super cycle' is going viral in the circle. The author says that the familiar four-year halving cycle script has ended, and now it is driven by global institutional funds and liquidity, a 'super cycle.' He said that the decline is no longer the end, but a 'slingshot'; the market is like a 'compressed spring,' ready to explode. After reading it, the atmosphere in the group instantly shifted from panic to excitement, with screens filled with 'spring is ready' and 'act like it.' Logically, I should be excited, but for some reason, I feel even more anxious: if the old cyclical rules really fail, if even 'collapse' can be redefined as 'coil,' then in this new game dominated by trillions of liquidity, which is grander and more unpredictable, what should an ordinary person rely on to anchor their position? Does my investment strategy have to change from 'watching the halving calendar' to 'guessing the central bank's intentions'?
This sense of anxiety reveals a deeper challenge. When the market narrative shifts from 'scarcity-driven' to 'liquidity-driven,' evolving from 'retail sentiment' to 'institutional game,' its volatility, complexity, and unpredictability increase exponentially. In this new script, the so-called 'correction' may no longer be a slow bottoming process but a violent and rapid 'V-shaped reversal' or 'deep squat jump.' For most investors, trying to accurately time the launch of this 'slingshot' is as challenging as walking a tightrope at high altitudes. What we may need is not a more acute 'timing catcher,' but a more powerful 'position stabilizer.' In other words, in this 'liquidity-driven' era, managing our own 'asset liquidity' and 'value stability' has become more important than ever. This immediately reminds me of a project dedicated to this—@usddio and its underlying logic of #USDD for stability and trust.
The views of the big players are shocking: we are trading liquidity, not the calendar. This statement can also be understood in reverse: in this super cycle where liquidity is surging and direction is more variable, having a portion of assets that are extremely stable in value and highly liquid may have strategic significance that surpasses simply pursuing high beta increases. Because when the 'slingshot' is fired and the market fluctuates violently, what you need is something that allows you to observe calmly and can convert into 'fuel' at critical moments—a stable 'ballast,' rather than a bunch of assets that go up and down with the market, causing you distress. The USDD provided by @usddio is precisely designed to play this role. It does not seek to be that 'parabola'; its goal is to become a value benchmark and liquidity hub that remains solid whether the market is in the 'coil' or 'breakout' phase.
Think about it, in this new cycle, institutions and large funds are the main characters, and their entries and exits will indeed create a 'slingshot effect.' If you are fully invested in volatile assets, you might panic and sell during the 'slingshot' pullback (market crash) due to fear, or exit too early during the 'slingshot' launch (market surge) and miss out. However, if you allocate your investment portfolio using a 'core-satellite' strategy:
'Satellite' portion: can configure core assets like Bitcoin and Ethereum to embrace the potential 'exponential curve.'
'Core' portion: allocates stable assets like USDD. It has several key functions: 1) Provide stability: during intense market 'coil,' the value of this asset remains unchanged, keeping your mindset stable; 2) Provide extreme liquidity: when a genuine 'breakthrough' signal appears or an irrational panic low occurs, you can instantly convert USDD into offensive assets to seize the 're-entry zone'; 3) Generate steady returns: during the waiting period, USDD can earn interest in scenarios like DeFi, preventing funds from being idle.
Therefore, facing the grand narrative of the 'super cycle,' truly 'acting like it' may not be about blindly chasing profits or losses, but upgrading your asset allocation framework to adapt to a new environment with higher volatility and uncertainty. The philosophy of @usddio and #USDD for stability and trust is precisely the core pillar regarding 'stability' and 'trustworthy liquidity' in this new framework. It allows you to navigate the turbulent liquidity waves stirred by institutional whales, enabling you to ride the waves while always having a lifeboat that won't capsize. Remember, in the liquidity-driven ocean, what gets you to the other shore is not just your judgment of the wind direction, but also the sturdiness of your vessel.
