jd772299

Now the most concerning issue for everyone is whether there will be a drop after the interest rate cut. In fact, who can tell you for sure what will happen? Almost no one can do that, but we can gradually do some analysis. If it's 25bp, there should be some short-term chips for profit exchange. If the market cannot sustain it, there might be a slight pullback. At that time, you can buy low yourself because it will steadily rise later; after all, this year's interest rate cut expectations are already fully priced in!

Assuming 50bp, it should be in a state of direct soaring. How long this state can last, no one can say for sure, but when the emotions fade, there might be an unavoidable problem to face: a severe recession. The bears will not miss this opportunity to undermine market confidence. Also, if this time it’s 50bp, even without a recession expectation, next time it will only be 25. It's like before when you gave him a bowl of delicacies, and then later you give him a big steamed bun; this creates an emotional gap!

Actually, when it comes to this, you should know how to operate. However, excessive FOMO only requires making good protections; the rest is up to fate!

Then the details of 25bp and 50bp can refer to the posts I quoted!

Of course, my understanding is actually just average. If there are brothers with different opinions, we can discuss them to broaden my horizons!

$BIO Is this already started?

Yesterday I saw that $YGG had accumulated several million on-chain, and I shared with you that 0.18 can be chased for more, today it has also reached 0.26, which is a 30% increase from yesterday to today.

On the eve of this round of interest rate cuts, the secondary market can indeed see which project parties are "holding back big moves". Compared to shouting slogans and competing narratives, what is more noteworthy are those that are working hard on real implementation and capital accumulation:

$ENA (Ethena): Teaming up with Binance to push USDe into deeper liquidity scenarios, directly connecting to spot trading pairs + Binance Earn + collateral rewards, aiming to be the "star player among stablecoins".

$ARB (Arbitrum): The DRIP plan belongs to "chain-level subsidies", directly giving money to DeFi users, extending the on-chain activity cycle, and also laying the groundwork for the next narrative.

$ONDO (Ondo Finance): Ondo Global Markets has already brought in 80 million USD, currently leading in the RWA narrative, representing real capital inflow, not just PPT.

$LDO (Lido): Launched Lido Earn, packaging stETH into a bundle of advanced strategy vaults, essentially aiming for more efficient ETH yield distribution, further strengthening the binding of "ETH=stETH".

$ZRO (LayerZero): OVault supports 140+ chains, equivalent to directly positioning itself as a cross-chain asset management entry point, aiming to create a "standard component for cross-chain capital entry".

$AERO (Aerodrome): Community Launch plan, providing a one-click token issuance entry for project parties, following the "DEX 2.0" route. Whether it can grow depends on community enthusiasm, but the direction is right.

$JUP (Jupiter): Airdrop Checker seems like a small function, but it captures retail investors' demand for "checking airdrops", essentially dominating the traffic entry.

$MPL (Maple): syrupUSDC on Arbitrum can be used as collateral in Morpho and Euler, essentially expanding the use cases for RWA funds, bringing institutional liquidity to layer two.

Overall, the project layout direction before the interest rate cut is very clear:
Stablecoin expansion (ENA, ONDO), on-chain incentives (ARB, AERO), cross-chain asset management (ZRO), ETH staking extension (LDO), capital markets (MPL), traffic entry (JUP).

If the market rises again, the easiest to reap the benefits from this batch will be the stablecoin + RWA + LST (stETH) + chain-level incentives in these several tracks.

What is this $mpt? It has dropped dozens of times right after its alpha launch. Normally, such a situation shouldn't occur during a standard review. Could it be that Binance's alpha review personnel have been compromised? Moreover, I checked and the endorsing investment institutions don't seem bad at all! Including ok, ngc, youbi, gate, etc.

To be honest, I am a bit tempted to slowly buy a small amount to try it out. Normally, it shouldn't be that brutal.

$ETH Today has also come to the 4700 market, which is often like this: when it falls, it drags on, as if giving people a chance; but when it really breaks out and rises, it often takes just one or two big candles to throw people off.

The 4100–4300 range has been in sideways consolidation for half a month, actually completing a handover and accumulating energy, so I asked everyone to pay attention to the 4300 position for layout. The core logic is very simple—if the price doesn't pull back to 4100, those waiting will easily miss out, and chasing later will be very passive.

In other words, hold the key support range, but get on board early at the breakout point; this approach may not always be optimal at certain times, but it can ensure that you don't fall behind in the main upward trend, because I am certain there will be more opportunities, and the difference between 4100 and 4300 will not be so significant!

$ETH has arrived at 4700. I said on the 10th that these two weeks are a critical point, and I am still looking forward to the market in these two weeks. In comparison, e has more advantages than b at the moment, and it all fits well. Just run a bit slower! Running too fast easily attracts attention and then no one plays with the imitation!

$DOGE Recently, there have been more than 30 points added in the last few days. A few days ago, it was mentioned that the dog has frequently released news that the launch is imminent, and then there is the question that everyone is concerned about: when will the ETF be? It seems to be postponed to next week, but this is different from the spot ETF!