From the current macroeconomic environment, the market generally expects that the interest rate cut will arrive no later than the second or third quarter. Considering that there are monetary policy meetings in May, June, and July, while August is a gap month, followed by more meetings in September and October.

If the Federal Reserve follows conventional operations, July and September are seen as the most likely times for an interest rate cut. Once the market has fully anticipated this and it is reflected in the prices, it is highly likely to enter a distribution phase.

Therefore, predicting and taking action in advance is crucial. The panic buying (FOMO) moment before this expected interest rate cut arrives is actually a suitable point to consider selling.