In the past week, the crypto game in Washington has been nothing short of magical—from Trump's 'sky-high dinner ticket' to Powell suddenly hinting at bank entrances, the tug-of-war between politicians and regulators has caused undercurrents in the market.

Veteran players are closely watching two major signals: the fluctuations in USDC exchange rates reveal the direction of funds, and the Federal Reserve's interest rate cut points determine market turning points.

Three major turning points have appeared in the current market:

🔥 Signs of a trend reversal are emerging

The most difficult moment for the US macro economy may have passed, with expectations of interest rate cuts in May-June coupled with favorable policies, the market is entering a 'golden layout period.' If the wave of US Treasury selling eases and rate cuts materialize, the crypto market will see a true reversal. Currently, it is necessary to be wary of large unlocking impacts from projects like SUI and OP.

🚀 Four major potential tracks

1️⃣ New narrative of AI + DePIN: The Web3 version of AI infrastructure is quietly rising, with a focus on projects like MCP and A2A that combine artificial intelligence with distributed hardware; these practical scenarios could become the next breakout point.

2️⃣ The next generation of public chain competition: Funds are starting to bet on 'unissued powerhouse' projects like Monad and MegaETH, which focus on high TPS and innovative development tools, possibly replicating Solana's explosive trajectory from years past.

3️⃣ The Meme frenzy continues: From Trump tokens to the Puppets ecosystem, political Memes and community culture coins remain the strongest wealth-generating machines. Focus on projects with real community operations and KOL endorsements.

4️⃣ DeFi value returns: Leading protocols like AAVE and JUP are starting to buy back tokens with real money; once trading volume warms up, these DeFi blue chips with actual income will rebound first.

⚠️ Death line next week! Current strategy recommendations:

4/30 Bank of Japan interest rate decision 5/3 US non-farm payroll data release SUI, OP massive unlocking is coming

Retain 30% of positions to cope with unexpected black swans, focus on undervalued AI projects and unissued token public chain ecosystems, and strictly adhere to the principle of 'small positions with high volatility' for Meme coins.

The market is accumulating energy, but caution is needed for a final drop before dawn.