Bitcoin is about to complete the last drop before the big bull market. What should we do next?
1. First of all, it should be made clear that the probability of the Fed cutting interest rates in Q3 and Q4 is relatively high. We will not make a detailed analysis (China has already started to release money, and Europe will start as early as mid-year).
2. USDC is a safe-haven option for the new dollar to radiate the global people, and it is superimposed on the path of RWA US bonds. Stablecoin + BTC is a new path for Wall Street's global financial strategy. Although the proportion of BTC spot ETFs configured by traditional asset management institutions is not high, generally accounting for 1%-3%, more and more asset management companies attach importance to BTC spot ETFs as one of the options for asset allocation diversification.
3. The United States' compliance financialization of BTC ETFs, this trend will allow all countries with US dollar swap agreements (15 countries) to gradually open up BTC ETFs + US dollar stablecoins + RWA US bonds, which is an important step in the digital dollar strategy.
4. Don't hand over cheap spot chips at this moment. The on-chain addresses of large households (BTC wallets > 1,000 BTC) are still buying and buying. I will make a unified response here: I am still optimistic about the expectation of Bitcoin reaching $100,000 by the end of the year! So I will buy at the bottom next! There are still 5 core directions: AI, DEPIN, RWA, MEME, SOL ecology.
Reminder: Don’t touch contracts, don’t add leverage, don’t borrow money to speculate in coins, remember!
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