🚨Interest rate cut implemented = Is the good news all used up? Trump has "fallen in love" with AI, is the crypto bull market about to be stolen?

Right now, the macro situation is truly perplexing, and the policies are also unclear. Should we buy the dip tonight or run away quickly?

Macro-wise, the PCE data is favorable, and a rate cut in December is basically certain, but the market is now afraid that the FOMC will take a tough stance, and hopes for a rate cut in January 2026 are quickly fading.

Politically, Trump's new national security strategy mentions AI, but Crypto is nowhere to be seen. Everyone is worried he might change his mind and can only hope his son and the SEC chairman will help out. The seven domestic associations have issued statements mainly to combat scams, not to actually target the crypto market; the OTC side has a negative premium, and retail investors are just scaring themselves.

Tonight's focus is on Alpha:

HumidiFi public offering, the bot was cleared previously, and now real users have a chance, with a limit of 1000U, so hurry to grab it.

Stable has its TGE tonight, only available on second-tier exchanges. If the FDV drops to around 1 billion, it might be worth considering, let's see how Monad performs.

On the meme side, there’s a bit of warmth on-chain, bankrupt coins are flying around, and the secondary market is unplayable; we still have to rely on the good old dogs to make big profits.

Last Friday, the PCE data from the U.S. was good, making a rate cut more stable, and the U.S. stock market also rose accordingly. However, the crypto market had little reaction because the rate cut has basically been priced in ahead of time. Now, there’s fear that Powell will become hawkish again. Trump's new strategy did not mention crypto, leaving everyone uncertain, but the SEC chairman is quite supportive, saying that the financial system must shift to Bitcoin and cryptocurrencies.

There are a few more things to pay attention to: the U.S. Supreme Court case involving Cook, which concerns Trump's power; Tariff Plan B, where Trump may use other laws to maintain tariffs, and not refunding the money is a positive signal.

The seven domestic associations issued statements mainly to prevent scams, which has little effect on the crypto market. OTC negative premiums are just retail investors scaring themselves.

In terms of the market, the HumidiFi public offering must be grabbed, the Stable TGE should be approached with caution, and Meme still relies on the good old dogs to make big profits. This market really makes people both love and hate it!

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