When the enemy comes, we will fight them; when the water comes, we will block it with earth.


Who becomes president, and how much impact will other assets have?


Overall, if Harris wins, assets that tend to be bullish include gold, crude oil, copper, and the U.S. dollar; stocks (including A-shares and U.S. stocks) and Bitcoin (BTC) may be under pressure in the short term, while U.S. bonds will show a short-term bearish and long-term bullish trend. At the same time, cryptocurrencies such as Solana (SOL) may also face downward pressure under the expectation of stricter regulation.


If Trump wins, the trading mechanism will be more complicated. Asset categories that are more bullish include cryptocurrencies such as gold and Bitcoin. US stocks and the US dollar may show a trend of short-term rise but medium-term correction. A-shares are short-term bearish and long-term bullish, while assets such as crude oil, US bonds, and copper may be affected to a certain extent. Assets that are more closely related to traditional crypto regulation, such as Solana, are expected to benefit from policy support, but their benefits are slightly less than Bitcoin.


Before an election, certain economic and data indicators can foreshadow potential political outcomes and provide insight into voters’ economic priorities. Additionally, asset classes and stock movements often react as an election approaches and adjust quickly after the results are announced.


Overview of relevant indicators and asset changes:


Consumer Confidence Index (CCI): This index measures consumers’ optimism about the economy. Higher consumer confidence is more favorable to the ruling party as it reflects public satisfaction with the economy. Lower confidence may indicate dissatisfaction and favor the challenger.


The U.S. Consumer Confidence Index (CCI) for the period ending September 2024 declined in September to 98.7 (with a 1985 baseline of 100), down from a revised reading of 105.6 in August. The decline reflects consumer concerns about the labor market, which remains healthy with low unemployment, fewer layoffs, and higher wages.

Overall, despite the decline in CCI, consumers' overall expectations for the economy remain relatively optimistic, indicating that despite some short-term concerns, long-term confidence has not been significantly hit. This situation may reflect consumers' adaptability to the economy and financial markets, as well as their confidence in future policies and economic recovery.


Unemployment rate: A lower unemployment rate is good for the ruling party as it indicates a stable economy, whereas a rising unemployment rate is bad for the ruling party.


Regarding the current market situation! Which potential coins are being ambushed?



In terms of currency selection, Ethereum still dominates, while small currencies lack clear landing projects. The most likely to be implemented in the future may be payment (RWA) currencies. In addition, PVP MEME coins continue to attract attention. SOL still faces great difficulties in surpassing ETH in the short term. After all, as an industry giant, ETH's huge ecosystem is not easily surpassed.


There are no clear signs of ETH's improvement. Only when truly innovative projects emerge can ETH get out of its current predicament. In addition, the results of the election will also have an impact on the direction of the cryptocurrency market in the next two months. Different parties have different expectations for inflation, which may affect monetary policy and, in turn, the cryptocurrency market.


For Bitcoin, the best strategy is to continue to hold and wait. Institutions are still accelerating their purchases, and demand is still greater than supply. The overall on-chain data continues to support the trend of bull market relay, so the current trend has not changed. The short-term decline may be related to the reduced probability of Trump winning the election, but this does not constitute a major obstacle, and the medium- and long-term trend continues to be positive.



The exchange rate between Ethereum and Bitcoin continues to weaken, so it is not a good time to sell. If there is an oversold rebound in the future, it may quickly make up for the recent decline. If you are not optimistic about the long-term outlook, it will be in time to change your position then.


SOL is showing a strong momentum overall, and it is only a matter of time before it breaks new highs in the future. Whether it can develop a new trend remains to be observed. If there is a pullback in the currencies related to the SOL ecosystem, it will be a good opportunity to intervene. For example, WIF, JTO, RAY, etc. are all layout opportunities worthy of attention.


The most popular MEME coin is suitable for ultra-short-term experts. It is not something that ordinary people can do to mine MEME without sleep every day. The existence of myths requires luck and strength, and not everyone can easily copy it.


The RWA sector performed relatively strongly in this round of the market. Both the innovation of old Defi projects and the emerging RWA tokens have shown strong performance in the market, showing the active participation of funds, which provides investors with opportunities for layout. The AI ​​field is expected to become a long-term hype hotspot, and will continue to attract market attention as technology advances. However, AI tokens are currently more regarded as speculative tools, and investors need to have keen market insight to profit from them.