The Federal Reserve signals a potential interest rate cut, Collins' remarks contain hidden implications, attracting attention to buying opportunities in the crypto market.

Key highlights: Fed official Collins' remarks triggered market speculation about interest rate cuts, and his attitude was interpreted as a 'concession' regarding rate cuts.

Interpretation of Collins' remarks:

There will definitely be interest rate cuts this year, but we need to first observe the impact of Trump's tariffs.

Tariffs will temporarily push up inflation, which may cause the Federal Reserve to remain inactive for a while, delaying the interest rate cut.

If inflation stabilizes around the target of 2%, a gradual approach will be taken to reduce interest rates.

This suggests to those in the crypto space that although the Federal Reserve appears tough on the surface, it actually leaves room for interest rate cuts. The expectation for a rate cut in September has not completely vanished; as long as the relevant data remains stable, capital is likely to flow into the crypto market.

Three major events and their connection to the crypto market:

The relationship between inflation rebound and Bitcoin: Collins mentioned that tariffs will directly push up prices of oil and daily necessities, but this type of inflation is unrelated to cryptocurrencies.

The core principle is:

If tariffs cause inflation to rise, the Federal Reserve may cut interest rates earlier to save the economy, which would be beneficial for Bitcoin and could even lead to a surge (as seen during the 2019 trade war situation).

If inflation rises due to increases in wages and consumption, the Federal Reserve may raise interest rates, which would be negative for the crypto market.

Opportunities in 'Gradual Interest Rate Cuts':

Collins emphasizes that interest rate cuts should be 'gradual', but those in the crypto space interpret this as indicating that the rate cutting cycle will not stop, and the depreciation of the dollar is a long-term trend. Historical data shows that during each interest rate cut cycle by the Federal Reserve, Bitcoin has averaged over a 150% increase, as evidenced by the situations in 2015 and 2019.

Economic downturns may become opportunities for the development of crypto assets:

Collins warns to 'be vigilant about economic pressures', stating that when traditional institutions face difficulties, stablecoins become a fast channel for cross-border settlements (used by some companies to evade tariffs), and large Bitcoin transfers on-chain have also increased (last week saw a single transfer of $50 million in BTC).

Short-term practical strategies: Focus on three signals:

Signal 1: Release time of the US tariff list. If Trump imposes tariffs on Russia, China, Mexico, etc., one can immediately buy BTC and ETH spot (the negative impact will be fully priced in after the policy is implemented).

Signal 2: Core CPI ≤ 3.2%. If June's data meets the target, attention may be paid to platform tokens (BNB, OKB), as exchange traffic is expected to increase significantly.

Signal 3: 'Leakage-style statements' from the Federal Reserve. If other officials change their stance to say 'economic risks > inflation', attention can be shifted to the AI sector (FET, AGIX) and RWA concepts (ONDO).

Risk avoidance suggestions:

Avoid 'tariff-sensitive coins': such as certain DeFi projects related to agricultural supply chains, which carry high risks.

Withdraw to hardware wallets: Prevent exchanges from suspending withdrawals due to policy changes (this has occurred with smaller platforms).

Adopt a position of one-third: 33% in BTC/ETH (as ballast), 33% in stablecoins (to be able to buy the dip anytime), and 33% in emerging sectors (such as AI, blockchain gaming, Depin).

Alder believes that the Federal Reserve's strategy of 'dragging' is indeed the golden period for accumulating digital currencies in the crypto market. Remember, when the major players sell off, do not blindly complain; when they buy in, do not miss the opportunity. Follow the statements of Collins and other Federal Reserve officials closely to avoid missing the next bull market.