Just finished looking at the US September core PCE data. With inflation this underwhelming, it's basically a done deal that the Fed will cut rates.

Honestly, I've seen this scenario before. Back in 2019, when the policy shifted, the little bit of LINK I had shot up 8x in two months—looking back, that was just money desperately looking for an outlet. Lately, you can really see the smart money on-chain ramping up their buying; the pace is getting crazier by the day.

I think there are two things to watch next:
First, MEME coins can skyrocket faster than anything else when sentiment kicks in—might end up being another round of overnight riches;
Second, those old DeFi tokens that got hammered—after falling so much, they should be ready for a rebound, and there's plenty of room for a catch-up rally.

Here's what I'm doing: first, swap stablecoins into BTC as a base, since it's more resilient to risk; then keep 20% of my portfolio for a few small-cap, high-volatility picks and bet on them taking off. Of course, I'm setting a hard stop-loss at 8%—no matter how optimistic, you gotta have an exit plan.

Now's a good time to allocate into the majors like BTC, ETH, and GT. If this rate-cut expectation comes true and liquidity loosens up, the market is going to get wild.