#美联储FOMC会议

In the current market environment, investors need to use defense as a shield and flexibility as a spear:

Shield: 50% allocation in US short-term bonds, gold, and dividend stocks to hedge against policy uncertainty;

Spear: 30% allocation to buy the dip in core crypto assets like BTC and SOL to capture opportunities from a reversal in interest rate expectations;

Liquidity reserve: Maintain 20% cash position to take advantage of bottom-fishing opportunities during extreme volatility.

Historical experience shows that a shift in Federal Reserve policy often leads economic recessions by 6-12 months. It is recommended to monitor "Long-Term Holder (LTH) position changes" through Glassnode on-chain data. If the pace of their selling slows down, it may indicate that the market bottom is approaching.