Recently, many retail investors have been reaching out to me, all asking the same question: with the US stock market crashing like this, what should I do with my positions? Honestly, instead of fixating on the mess in the US stocks, it’s better to shift your focus to the crypto space — that’s where the real opportunity lies.

The Federal Reserve’s recent moves are indeed outrageous. On one hand, they cut interest rates to 3.75%-4.00% to try to save the market; on the other hand, Powell comes out and makes harsh remarks saying "further rate hikes are not ruled out." Is this a rescue or a kill? The market is being played around, US stocks drop accordingly — basically, contradictory policies have investors confused.

But there’s a logic behind this: repeated policies and mixed signals are eroding the credibility of traditional finance with each operation. The US government’s shutdown record has been broken; what can fiat currency rely on to maintain confidence? In contrast, decentralized assets like Bitcoin and Ethereum have transparent underlying logic, with rules written in code — no one can arbitrarily change the narrative.

Looking at historical patterns, whenever traditional finance faces a trust crisis, funds tend to seek alternatives — and the crypto market is becoming the main destination for this capital. Having been in this space for many years, I’ve seen more than one such capital migration. Currently, it’s even more obvious: institutions, retail investors, and even some corporate reserves are quietly reallocating assets.

Newcomers shouldn’t be scared by the current volatility; this is actually a process of re-pricing capital. Those who understand this logic will be able to keep up with this wave.