The opportunity for a big bull market is getting closer and closer. What should we do next?
1. First of all, we must make it clear that the probability of the Fed cutting interest rates in Q3 and Q4 is relatively high. A detailed analysis was made in the meeting (China has already started to release water, and Europe will be the fastest in the middle of the year). It is currently expected to start releasing water 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, which is beyond doubt.
3. Traditional asset management institutions have begun to allocate BTC spot ETFs. Although the proportion 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. It will become the same as gold futures in the future.
4. The trend of AI development is unstoppable. The relevant large US stock institutions headed by NVIDIA are the new ceiling of this round of Kondratieff cycle, and the investment in this sector is the most concentrated! NVIDIA has set new highs many times, and the prospects are great!
5. The US's compliance financialization of BTC ETF, 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 the next layout! There are still 5 core directions: AI, RWA,, depin, MEME, SOL ecology and BTC ecology!
