Recently, US inflation data has shown a mild downward trend, while the unemployment rate is slowly rising. What does this combination of signals mean? Simply put— the probability of the Federal Reserve cutting interest rates is clearly increasing. I believe this opportunity is more certain than the one in 2020.

Let's start with the core logic. Rate cuts essentially mean liquidity injection; the dollars released by the central bank won't stay in banks earning low interest but will flow into higher-yield assets. In the crypto market, Bitcoin and Ethereum, as representatives of high risk and high reward, have always benefited from loose monetary cycles.

Looking at history makes this clear. During the two rate-cutting cycles in 2019 and 2020, Bitcoin didn't only rise when the rate cuts were officially announced; it started to rally during the anticipation phase. By the time the official announcement came, the price had already gained significant upward momentum. Many retail investors waited for "concrete proof" to enter, only to find themselves climbing from the middle of the hill, regretting it to the point of frustration. This time, large institutional players acted a step earlier, openly stating that "the room for rate cuts is severely underestimated"—this is not a subtle hint; it's an outright signal.

My view is that it's not yet time to go all out, but the "sharpening the sword" phase has arrived. Short-term volatility will occur, so don't be scared, and don't rush all-in at once. Using spare funds to gradually position is the right approach. Prioritize allocating to highly liquid, consensus-driven assets like Bitcoin and Ethereum. Small-cap coins should be temporarily set aside—they carry too much risk.

Honestly, the market always leads the news. Next, I will closely monitor key indicators such as non-farm employment data and inflation rates, and I will update promptly with any new developments.