【Analyst: Expectations of Interest Rate Cuts Rise and New SEC Policy Resonates, Market Sentiment Warms】According to Golden Finance, Vincent Liu, Chief Investment Officer of Kronos Research, stated that amid macroeconomic uncertainty and institutional buying, the current market exhibits a 'cautiously optimistic' sentiment. The Fear and Greed Index trends towards 'Greed', with whale purchases and expectations of interest rate cuts driving traders to reallocate risk assets. Investors are focusing on the U.S. July CPI data to be released on August 12 as a key indicator for the next round of interest rate hike or cut decisions. Although the Federal Reserve maintained interest rates at its July FOMC meeting, Powell indicated that a rate cut in September still depends on economic data, yet CME FedWatch data shows a market expectation of over 80% probability for a 0.25 percentage point cut. Additionally, Liu believes that the SEC's 'Project Crypto' initiative may benefit the market in the medium to long term. This project aims to reduce regulatory uncertainty, promote DeFi growth, and enhance market confidence by clarifying token classifications and introducing exemptions for DeFi innovations.

#SEC