Currently known positives:

1. The Fed cuts interest rates, but it will be slower than expected

2. The US election, whoever is elected may be good for the cryptocurrency circle, of course Trump will be better

3. FTX compensation, if accelerated, will be a pleasant surprise

Remaining uncertainties:

1. Stagflationary US stocks that seem to be likely to pull back at any time

2. Even if there is a pullback, it is undeniable that A-shares are still in the early stage of the bull market

3. The risk of escalation of the war in the Middle East

The thin liquidity in the market may be dispersed at any time due to a certain event