The Fed cut interest rates again! The big news on Saturday directly blew up the market!

To be honest, everyone was expecting the Fed to cut interest rates again in December. Now it seems that this hope is a little bit uncertain, but it is not completely impossible.

The latest data is here. The core PCE price index in October rose by 2.8%, which is the most rapid increase since April this year.

But at this juncture, someone actually jumped out and said that they would raise interest rates, which is really confusing.

The Fed’s interest rate cut is not their mercy to help. Behind it is the result of various forces fighting in the United States.

To cut interest rates or not, it is a big problem for them, and the impact is huge.

In the past, the United States attracted global money to the U.S. stock market by raising interest rates. This is good news for the currency circle. This is the second time this year that it has benefited from the loose external environment.

So now everyone is looking forward to the transaction volume to increase further, hoping to make more money, and this wish is not impossible to achieve.

Today's Market Focus!

1. Ethereum ETF Fund Inflow
Ethereum spot ETF net inflow reached $333 million yesterday, surpassing Bitcoin ($320 million) for the first time. With continuous inflow of ETF funds, the reasons for market decline are no longer sufficient.

2. BTC and ETH Technical Analysis
BTC and ETH are currently showing a top divergence on the 1-hour timeframe. It is recommended to look for buy orders during small adjustments and avoid shorting.

3. Ethereum Breaks New High
Ethereum has strongly broken new highs, attracting capital inflows from Bitcoin. It is advisable to prioritize Ethereum-related currencies for investment.

4. Bitcoin Market Cap Percentage Decline
Bitcoin's market cap percentage has dropped from 59.3% at the beginning of November to 56.2%. Altcoins have started to rise in turn and are showing active performance.

5. Altcoins Accelerate Rise
Altcoins are rising rapidly, with inscriptions and runes yet to perform. Conservative investors can focus on ORDI and Dog to look for rebound opportunities.

6. XRP Strong Rise
XRP is surging like a tide, breaking out after three years of silence, showing strong upward momentum.

7. Bitwise Submits Cryptocurrency ETF Application
Bitwise has submitted applications for 10 cryptocurrency ETFs to the SEC, including XRP, SOL, ADA, UNI, etc., marking the arrival of the old mainstream ETF era.

In my opinion, the hot topics in the cryptocurrency market for the next four years will mainly focus on four major areas: MEME, L1 public chains, blockchain games, and RWA.

1. Recently, CZ's comments have accelerated the integration of MEME coins with practical applications. People are no longer blindly following trends but are starting to value real worth, which is the right path. If MEME coins have practical applications, they will be much stronger than those purely speculative VC coins. Just like the THE project on BSC, which has already demonstrated how powerful this path can be, there will definitely be more similar good projects in the future.

2. L1 public chains remain the ceiling of market capitalization; ETH has long proven this point, and coins like SOL, SEI, and SUI have all been popular for a while. More L1 coins will emerge in the future, showcasing impressive performance. After all, capital has always been very interested in this market; the pie is too big, and everyone wants a piece of it.

3. I have always been optimistic about on-chain games. Previously, some major influencers called on-chain games a "garbage concept" that would never gain popularity. But I don't think so; in fact, on-chain games have recently performed better than many other sectors, with projects like YGG, Bigtime, and Pixel seeing significant increases. Moreover, Musk is also entering the gaming industry, which is great news for on-chain games and further strengthens my belief. In the future, assets in games will likely become MEME coins, especially when combined with the metaverse, the changes will be significant. The MEME economy in games can also drive the development of the entire gaming industry. For example, the skins in Honor of Kings could potentially become MEME assets, which would not only generate profit but also enhance cultural identity within the game, increasing its value and enjoyment, which is just too cool!

4. As for RWA, it goes without saying that it is the key to quickly bringing traditional assets into the crypto market and is also an amplifier for the crypto market.

There are currently two main routes in the BTC ecosystem: DeFi and meme.

Let's talk about the DeFi route first:

Public chains represented by STX, and DeFi applications represented by SOLV and Avalon.

STX has recently further strengthened its advantages and performance in this regard through the "Satoshi Upgrade" and the introduction of sBTC.

SOLV currently manages about 25,000 BTC, with a TVL of nearly $2.5 billion; Avalon has also become the third largest CDP platform in the crypto market.

The advantage of this route is that as the price of BTC approaches $100,000, the public chain and DeFi protocol based on BTC will naturally increase TVL, and data such as transaction volume and handling fees will also improve, further promoting the optimization of fundamentals.

If the market wants to find BTC's "beta", that is, investment opportunities closely related to BTC price fluctuations, then this DeFi application relying on the rise in BTC prices will be a very direct choice.

Ethereum ETH has always been the core engine of the "altcoin season", and its strong performance often opens the prelude to the injection of funds into the altcoin market.

The rise of Ethereum not only determines its own height, but is also the key to whether the altcoin market can start.

When the price of Ethereum breaks through the key resistance, funds will gradually spread from mainstream coins to small and medium-sized market value projects, forming a capital cycle that drives the entire market.

A couple of days ago, I thought XRP's market value wouldn't surpass BNB, but today XRP made a comeback and is now ranked fifth in market value.

Speaking of which, since XRP is doing so well, shouldn't XLM keep up as well, after all, they have the same 'mother'.

Currently, the market is generally rising. To put it exaggeratedly, you can make money just by buying randomly; it’s just a matter of how much you earn.

However, one detail must be emphasized: there are differences in sector attributes, market maker layouts, capital preferences, and market perceptions among different cryptocurrencies.

In a bull market, it is not surprising for cryptocurrencies to rise; the key is whether you can find cryptocurrencies that are experiencing exponential growth.

For example, ENS, DOT, and ACT are typical representatives of exponential growth.

Trading is such that losing is always easier than winning. Many people take a little profit and run, but when they are stuck, they simply hold on for the long term—refusing to sell until it goes back up. This is a very bad habit, akin to what Buffett refers to as 'picking up pennies in front of a steamroller'; that is, you only earn a little each time, which seems to have a high win rate, continuously winning, but as soon as you encounter one that goes to zero, you lose all your profits and even incur losses. Essentially, it is a bad strategy that focuses only on short-term emotional evaluations while ignoring systemic-level risks.

So what is a better trading strategy? Only buy those assets that can afford to have floating losses in the long term and can indeed recover. Only in this way can you have a balance with floating profits—i.e., over the long term, they have gone through many cycles, but each cycle's peak is higher than the previous cycle's peak, and history repeatedly proves this. As long as your assets are composed of such combinations, you possess immense risk resistance and investment advantages, meaning you don't need to judge the timing of entry because, for the future, every moment is a good time.

From a historical perspective, the assets worth long-term investment are few, such as the US stock index, gold, Bitcoin, and so on!

If there are any little fishers who got ULTI yesterday, you can take a small profit and exit for now. I won't go into details about the specific reasons 🙊 If you want to know more, you can follow my homepage!

The peak explosion period of a bull market, do not chase highs, be bold in acquiring low-position chips. Recently, the market makers have a lot of money ready to make big moves on unexpected altcoins.

Focus on the main leading tracks:

1. L1 Track: SUI, FTM, SEI, NEAR

Classic tracks continue to exert strength, these L1 projects have technological and community advantages!

2. AI Track: TAO, FET, ARKM, WLD

Artificial intelligence is a hotspot that cannot be ignored in the future, the AI track has stories to tell, and every wave of the market is inseparable from AI.

3. Modular Future: TIA, ALT, DYM

Projects centered around modularity are gradually emerging, and they will become the main force in smart contract and ecosystem upgrades.

4. DeFi Innovation: AAVE, PENDLE

The DeFi field is still full of opportunities, especially for projects with innovative gameplay and financial applications, such as AAVE and PENDLE, which are expected to become the focus of the new round.

5. Game Infrastructure: RONIN, IMX, SAGA

The infrastructure projects for blockchain games are ready to go, whether it's the ecological expansion of RONIN or the technical support of IMX.

Musk praised the AI ​​gaming sector yesterday. Xiaoyuer thinks that the previous oil refining coins are old coins, and only new gaming platforms have opportunities.

The AI+oil refining platform reminds me of a coin (ULTI), a gaming platform invested by Sequoia Capital that focuses on AI, which fits Musk's concept very well.

The bottom of the coin price has been increasing, and the copycat bull market has also come. ULTI is a new coin with a low market value and great potential! You can buy some spot and wait for the outbreak!

Today's Share: TON

Toncoin is taking a stake in the $200 billion gaming industry, which is driving Web3 adoption. However, many blockchains face limitations such as poor scalability and user complexity, which creates difficulties for developers and players. TON (The Open Network) aims to solve these problems by providing a blockchain platform designed to scale efficiently and simplify the development process.

TON focuses on meeting the needs of developers, using dynamic sharding to support billions of users without performance delays. Transactions are fast and affordable, with an average fee of $0.02 and completion time of less than six seconds.

Today's Share: ETHFI

Ether.fi is an Ethereum-based protocol that has attracted much attention for its liquidity re-staking model and native token eETH. By minting eETH, users can maximize returns by being exposed to four different reward streams: Ethereum staking rewards and ether.fi loyalty points, re-staking rewards (including EigenLayer points), and the opportunity to provide liquidity to DeFi protocols. This setup allows stakers to optimize their ETH holdings while participating in the growing ecosystem.

While other trends such as meme coins and altcoins have temporarily diverted attention, ether.fi has shown resilience by quietly expanding its foothold in the market. This steady development shows that the company is committed to building utility in the field of liquid staking in the long term.

Today's sharing: FET

The ASI Alliance has launched the Earn and Burn program to strengthen the FET token ecosystem. The move follows a recent merger and aims to increase the utility and value of the token. The program aims to combine short-term goals with the long-term development of artificial intelligence (AGI). It also promotes cooperation within the ecosystem by involving innovators in the field.

The Earn and Burn mechanism is a deflationary method that aims to reduce the total supply of FET tokens. A portion of the fees generated through ASI services will be burned. The program aims to eliminate approximately 35 million tokens from circulation in the first year. Reducing the token supply is likely to increase value for holders while promoting sustainability and growth of the ecosystem.

At this time, you are still fully invested in altcoins. You should do the following:

1. Hold on to the leading altcoins you hold. Don't get off easily. If you get off halfway, it will be more difficult to get on again.

2. Continue to hold the leading currencies in the new track of this bull market, such as RWA, Depin, BTC ecology, etc., because there will be room for speculation when the bull market comes. There is more room for imagination.

3. If the tokens you hold have not doubled since the 8.05 tragedy, just give up. Please believe: the strong will always be strong, and the big brother will always be your big brother.

4. Don't be easily fomo. You need to be calm at any time and make right-side transactions!

Bitcoin continues to fluctuate at a high level! In the short term, it should remain around 90,000. Now more and more institutions are entering the market. The logic of entering the market is still the expectation of positive impact on the crypto market after Trump took office. It is estimated that it will remain in this range before the positive impact is realized! Therefore, in the next range, as long as there is no black swan event, the bull market will continue! Seize this golden period, work for another month, and have a good year!

This round of meme coins are worth paying attention to

Frog Meme: PEPE, BOME
Musk Narrative: DOGE, PNUT
V God Meme: NEIRO
Religious Mascot: LUCE
Art Fruit: BAN
Ai+meme: GOAT, ACT, CENTS
Zoo Mememoodeng
BSC Ecology: CHEEMS, STAR

BTC observed Bitcoin's daily performance for three days again. The pullback failed to effectively fall below the $95,000 support and was promptly recovered by the bulls. If the next daily line successfully closes above $96,500, the bulls will regain the advantage and try to impact the two pressure levels of $100,000 and $108,000.