December 11, 2025
The interest rate cut has been implemented, with a decrease of 25 basis points. However, it did not bring significant relief to the market; rather, there was a surge before the rate cut took effect. From the trend following the rate cut, confidence remains insufficient, and there is a tendency for capital to flee. One can only say that the next one to two months look concerning for the market. However, yesterday's rise has given us some confidence, indicating that the downward space is relatively limited.
It must be emphasized again that the so-called limited downward space is only applicable to mainstream assets. If the market continues to enter a bear market, the prices of altcoins are uncertain. At this stage, the main issue is still insufficient liquidity, and with no profit-making effect, the entire market also lacks vibrant products, and there are even no concepts to speak of, which is very detrimental to prices.
Recently, I haven't been paying much attention to the market myself, except for doing some passive grid operations. I haven't really done any active operations, and I believe this is the case for most people. Instead, AI is more interesting. If we look at investor sentiment alone, it basically counts as a bear market now, just saying that it hasn't reached that very attractive price yet. For us, perhaps it's already time to increase our spot holdings.
Generally speaking, buying when no one is paying attention is usually correct. My own grid operations are primarily focused on buying on dips. To be honest, although I judge that the market is unlikely to rise in the short term, seeing the market perform this way still feels quite disappointing, especially this year with the support of Wall Street capital, it should have led to a crazier bull market.
Thank you for your attention and likes.
