[Without rate cuts, there may never be a cottage season, only MEME will stand out]
The reason is very simple. Without rate cuts, the market will never be able to introduce a huge amount of external funds. The funds in the market are all hyped by BTC. At the same time, old funds will not be cold to VCs at all. They have learned to be smart and will not take over for them. They are still relatively active in participating in the MEME sector. Then a group of MEME sectors can continue to shine. I know that many VCs may have red eyes when looking at MEME now, but they are very rational and dare not pull the market. At present, the pull is not sustainable and they are shipped in a very short period of time. They may be more anxious than us! However, the interest rate cut should be destined. It is just a matter of time. After all, the bullet has flown here. Just wait patiently!
However, with the current interest rate cut, the sector that flies first must be the MEME sector. The introduction of market takeover funds after the interest rate cut also takes time, so the stimulation for the MEME sector is still in the first place, so what is it like? MEME has been questioning the bulk of my positions. This is not my judgment, but the naked fact.