In May, the global liquidity tide is flooding in, and expectations of interest rate cuts and policy shifts are reshaping the underlying logic of the crypto market. Instead of saying altcoins 'have fallen into the golden pit', it's better to acknowledge that the global risk asset pricing system is being re-anchored by monetary easing.
Three signals have emerged; the wealth train is about to start:
1️⃣ Interest rate cuts ignite the first round of market.
The Federal Reserve's policy shift is just the starting point; Q3 tax cuts + Q4 balance sheet reduction rhythm switch will create a 'policy vacuum period dividend'. The combination of liquidity premium and risk appetite recovery will lead the market into a golden window for 'buying the dip'.
2️⃣ BTC is bottoming out, AI + Meme are taking over the narrative battlefield.
After Bitcoin, as 'digital gold', completes its phase-based valuation repair, the small-cap sector will usher in a battle for 'new story' pricing power: AI computing power chains, Meme cultural symbols, on-chain DePIN ecosystems... Whoever can reconstruct the valuation ceiling with narratives will become the next hundredfold coin incubator.
3️⃣ Precisely target the '20 million - 300 million club'.
Projects valued between 20 million and 300 million USD, the 'light cavalry', are becoming the golden zone for institutional capital hunting:
Small size + high elasticity: A cryptocurrency with a market value of 50 million USD can rise 10 times with just 500 million USD of incremental funds.
New narrative = pricing power: Innovative narratives like AI Agents, RWA tokenization, and social finance are replacing the 'meme coin' logic to become mainstream.
Liquidity siphoning effect: When off-market funds return, small-cap cryptocurrencies often react first, forming a 'valuation leap' singularity.
Operating guide: Be a friend of time, not a gambler.
Reject FOMO: The current period is a 'left-side ambush period', not a 'right-side chasing period'; focus on on-chain activity > pure market value.
Anchor the 'narrative-valuation' dual factor: Prioritize projects with real scenario implementation and strong community consensus (e.g., NFTization of AI training data, Meme coin ecosystem tools).
Position management > coin selection ability: Allocate 50% of funds to blue chips like BTC/ETH, 30% to potential coins, and 20% for swing trading.
The essence of this round of market isthe dual resonance of 'liquidity easing + narrative iteration'.Instead of envying others' hundredfold returns, it's better to build your own wealth growth engine with a 'new narrative asset package' during the interest rate cut cycle.Remember — real wealth opportunities are always born in the chaotic period of market consensus reconstruction..
