#ETH走势分析 The US September core PCE data is out, and inflation has clearly cooled down. This time, a Fed rate cut seems almost certain.

This scene reminds me of the 2019 market cycle. Back then, I had saved up some money, bought LINK, and in just two months it went up over 8x—as soon as the Fed’s policy direction changed, the entire market seemed to open the floodgates. Now the smart money on-chain is starting to front-run again, focusing on rate-sensitive assets.

I think there are two directions worth watching:
High-volatility assets like MEME coins, which can explode instantly when sentiment picks up; and those old DeFi tokens that crashed hard in the previous cycle, with a clear case for a rebound.

My current strategy is: convert stablecoins to $BTC as a base, and use the remaining 20% of my portfolio to position in a few small-cap, high-flexibility tokens. But I have to stick to strict stop-loss discipline—8% is my red line. No matter how bullish I am, I won’t risk it all.

$BTC and $ETH, these mainstream coins, are well positioned for allocation right now.