With the strong momentum of Ethereum, discussions about Ethereum on various platforms have sharply increased recently. The Ethereum Foundation announced last night that it will launch the Ethereum trillion-dollar security plan, aimed at enhancing the security of Ethereum through a series of measures and encouraging global developer participation. It must be said that Ethereum, which in the impression of retail investors only sells coins, has made a real-time effort this time, and it is certainly correct to expand its advantages in its strong dimension. I hope they will continue to make progress.

Last night's CPI data exceeded expectations, providing great confidence that both the annual and monthly rates indicate a steady decline in current inflation. After the data was released, traders increased their expectations for the Federal Reserve to cut interest rates, and Trump subsequently urged Powell to cut rates quickly. It should be said that when certainty is strong, this matter will definitely materialize, and while everyone is waiting for certainty to materialize, there is a high probability of unexpected events occurring.

The day before yesterday, Uncle San publicly called for a reduction in Bitcoin holdings, and yesterday the data pulled it back, leading to a narrow decline during the day. At this moment of indecision between bulls and bears, it is crucial to keep positions appropriately vacant. In terms of market liquidity judgment, Uncle San still believes that the market needs a small-level correction to build momentum for the upcoming general rise.

In terms of data, Bitcoin spot ETF saw a net outflow of $91.4 million yesterday, while Ethereum spot ETF had a net inflow of $13.5 million. The data for Bitcoin ended a recent inflow trend, indicating that off-exchange traders' judgments about the current Bitcoin market trend are in sync with Uncle San, and future data can provide a more rigorous trend judgment.

Recently, on-chain gold dogs have been appearing one after another, and the number of competing products has increased significantly. Most of the hot money has flowed to the local dogs. Uncle San believes in two fundamental principles of the cryptocurrency market: first, go to the market you are familiar with; second, go to areas with strong certainty. It is clear that local dogs are not suitable for most people, with daily fluctuations of hundreds of times and the ultimate fate of most going to zero, which will eventually turn into a sigh when the market ends.

In the cryptocurrency market, it is difficult to stay true to one's original intention, and even harder to achieve unity of knowledge and action. But no matter what, Uncle San always feels that in the increasingly difficult macro environment, the crypto market is the easiest place for ordinary people to achieve results. The trading market has no myths, only some very simple truths; investment ultimately relies on logic and cognition.