The Federal Reserve's interest rate meeting has concluded, summarized as follows: the market expects fewer rate cuts in 2025, with Powell's hawkish remarks.
My advice is: do not go all-in, look for hot sectors to increase positions.
The Fed in 2025 should be in a limited quantitative easing environment, after all, we are currently experiencing both rate cuts and balance sheet reduction simultaneously.
The US stock market and cryptocurrency sector in 2025 will definitely not be as easy to navigate as in 2023-2024.
Operational advice:
In a high interest rate environment, there isn't much hot money in the market, and it will be difficult for altcoins in the crypto sector to surge together; a rotation in hot sectors is expected.
We still need to focus on sectors, find hot spots, and follow the narrative. Wherever the funds go, we go.
The AI Agent sector is a relatively certain track, and RWA is also quite certain. The zoo meme market is not as strong as AI memes.
Additionally, some ecosystems are worth paying attention to, such as the new DeFi represented by ENA and ecosystems represented by Sui.
Now, what you need to do is open your trading software, select the tokens that have shown relative strength during this decline and are part of popular narratives, and look for opportunities to build positions.
The tokens I have observed include the following:
-Morpho, ENA (new DeFi)
-EIGEN, Puffer (re-staking)
-Om, ondo (RWA)
-FARTCOIN, AIXBT (AI + meme sector)