A major voice suddenly emerged from within the Federal Reserve—an official publicly stated that a 150 basis point rate cut is needed this year. The market's reaction to this signal is quite interesting: just before, there was still discussion about political games possibly delaying the rate cut process, but now dovish voices have made a strong comeback.

Liquidity is being torn apart. On one side, there is an urgent expectation of rate cuts; on the other, persistent inflation concerns. Every Fed statement and wording redefines the flow of global capital. Under this uncertainty, market sentiment is clearly volatile.

For the crypto market? It all boils down to one core factor—liquidity.

If a large-scale easing cycle truly begins, crypto assets that have been overlooked by traditional finance and are still undervalued will stand at the forefront. Currently, traditional markets are experiencing intense volatility, which instead highlights the unique advantages of the crypto market: no trading halt, no daily limit restrictions, rules written in code, operating 24/7. For敏感 capital, this is an opportunity.

Looking at on-chain movements is even more interesting. Large investors and institutions have already been quietly positioning—whether in the Bitcoin ecosystem or various specific sectors, teams that have preemptively taken positions have never stopped their actions. While the market expectations are still chaotic, real money is already moving.

My simple advice to myself: when expectations are vague, be patient; when signals are clear, act decisively. In this cycle shift, the greatest opportunities always belong to those who are prepared and respond quickly.