#大户持仓动态 The Federal Reserve announced a 25 basis point rate cut last night, but the dollar actually weakened—which really says a lot. The market had already digested this news, and the key signal now is: big funds are starting to shift from traditional finance to emerging assets.

What does this mean for holders? $BTC $ETH and other mainstream assets will enjoy more liquidity support—that's a fact. Meanwhile, traditional investment returns are shrinking, and idle cash needs to be reallocated—high-risk, high-potential assets (like $UNI $BCH with real-world applications, and assets like $ZEC focused on privacy) are naturally gaining attention.

But here’s a cold shower: not every coin will rise just because of a rate cut. The market isn’t that simple. There are three key points:

First, don’t blindly chase the trend. Truly worth paying attention to assets have two qualities—sufficient liquidity and a coherent narrative. Projects like $SSV with clear ecological value are much more reliable than those just riding on concepts.

Second, be stingy with position sizing. People who go all-in can still get burned during a rate cut cycle. Building positions gradually and adding incrementally is the way to survive longer.

Third, the core strategy during this period is two words: prudence. Allocate to solid mainstream coins, and keep an eye on where the real opportunities are.

Historically, every shift in the global liquidity landscape has meant a reshuffle in the crypto market. The wave is coming—what matters is recognizing the direction, managing risks, and not acting on emotions.