The opportunity point of this year will come in the next 2-3 months. What should we do next?
1. First of all, it should be made clear that the probability of the Fed cutting interest rates in Q3Q4 is relatively high. A more in-depth analysis was made in the meeting (domestic performance is released, Europe is the fastest). It is currently expected to start releasing in June, and the old m will be soon
2. Oil radiates the world as a new type of US dollar, superimposed on the path of RWA US bonds. Stablecoin + BTC is a new path for Wall Street's global financial strategy. At present, it can be proved from the capital trends of Wall Street and the trends of the US election. There is no doubt
3. Traditional management institutions have begun to allocate BTC spot ETFs. Although the proportion is not high, it generally accounts for 1%-3%. 👀 Nearly q1un + Wei: L20240098, but the management company is currently paying attention to BTC spot ETF as one of the options facing asset allocation. It will become the same as gold futures in the future
4. The trend of artificial intelligence development is unstoppable. The relevant large US stock institutions headed by Yingda are the new ceiling of this round of Kondratieff cycle, and the investment in this sector is the most concentrated! The compliance financialization of ETFs, this trend will allow all countries with dollar swap agreements (15 countries) to gradually open up the operation level of BTC ETF + US dollar stablecoin + RWA US bonds. Don't hand over cheap spot chips at this moment. Large investors with more than 1,000 BTC on-chain addresses are still buying. So buy the bottom next! There are still 5 core directions: AI, RWA,, depin, MEME, SOL ecology and btc ecology
