Don't sleep! A series of messages from the United States has thrown a deep-water bomb into the market. Let me highlight the key points for you; these are all substantial.

First, the big news: interest rate cuts may be imminent. The U.S. released its November employment data last night, and the results shocked the market, with private sector employment dropping by 32,000, completely contrary to expectations. This economy might really be a bit 'hollow'; this data has raised the market's bets on the Federal Reserve definitely cutting rates next week to nearly 90%.

Next is a major personnel upheaval. There's news that former President Trump's circle is conspiring for a major overhaul, preparing to elevate his long-time economic advisor, Kevin Hassett, who has been calling for 'immediate rate cuts,' to the position of Federal Reserve Chairman.

Finally, there’s a significant regulatory shift. The chair of the U.S. SEC has stated that the 'Cryptocurrency Market Structure Bill' is about to pass. Additionally, the overseas prediction market platform Polymarket, which was previously penalized, is now compliant and making a comeback in the U.S., with its app already launched. Also, top asset management companies like Franklin Templeton have begun trading Solana spot ETFs.

My view is straightforward: a new cycle is coming. This isn't a narrative about cryptocurrency speculation; it's a 'policy-driven cycle.' Rate cut expectations provide liquidity, personnel arrangements signal attitude, and legislation along with compliant products offer 'identification.' This triple play aims to fully integrate crypto assets into the U.S. financial system. Don’t worry about the short-term price fluctuations; that's all noise.

What should retail investors do:

Embrace the 'regular army': Don’t just focus on small coins; pay more attention to assets included in investment baskets of top institutions like Franklin Templeton, as the capital inflow is real.

Look for compliant 'entrances': Platforms like Polymarket, which can re-enter the U.S. market, have stories behind them. Consider which sectors and platforms will become the main channels for capital inflow and outflow due to this regulatory shift.

Hold on to the core: A big wave is coming; is your basin ready? Prioritize holding onto those assets with solid fundamentals that will see the light of future policies. Don’t be anxious, and don’t chase highs blindly. The truly smart money positions itself in the most beneficial places before the rules change.

If you're unclear about specific points, you can follow the lord, who reminds friends who have followed me in real-time 24 hours a day. #币安区块链周