The morning is quite busy, so let's review the content of last night's meeting and see how the market is likely to move next.
During last night's meeting, several officials mentioned that the current interest rate level generally meets expectations, suggesting that there is still some room for future rate cuts. However, overall, the direct impact of this meeting on the market is not significant. Meanwhile, the tariff issues are nearing resolution, and the uncertainty in the market is gradually easing, which is quite reassuring.
The most noteworthy point is that "stablecoins" were mentioned several times during the meeting. In the future, stablecoins may be linked to the release pace of U.S. Treasury bonds, becoming a new direction for speculation in the capital market. In other words, the stablecoin sector has been revalidated, making it an important piece of the puzzle for the future of the crypto market.
In the current market, several representative projects are worth paying attention to.
$ENA: Leading the stablecoin sector, continuously recommended in the early stages, and now starting to show the effect of sector momentum.
$AAVE: Leading lending project in the Ethereum ecosystem, with locked assets surpassing $25 billion, benefiting passively if ETH strengthens.
$MKR (now SKY): A veteran stablecoin project that carries market speculation expectations.
Overall, the substantive impact of this meeting is not significant, but the trend remains unchanged—the bull market continues. Moving forward, it is advisable to focus on the DeFi sector because funds often flow in here first during each bull market.
