A "rate cut" can trigger a market frenzy; we've seen this script too many times in the beautiful country!!!
A statement from the Atlanta Fed saying "there may be a rate cut this year" instantly ignites the sentiment for risk assets. Don't rush to get excited; some coins may soar this time, while others are just waiting to be buried.
🔥 Possible beneficiaries of the trend:
Bitcoin: Once the rate cut cycle begins, the narrative of "digital gold" will resurface, and it's not wrong to love it with real money.
Old DeFi (AAVE/COMP): If rates really drop, on-chain lending will regain its lifeline; don't forget who the original high-yield pool king is.
RWA themes (MKR/ONDO): Real-world assets + interest rate expectation correction = the eve of a new narrative taking off.
🧨 Be cautious of:
Newly pumped coins: The core logic of these coins is that money needs to come in; if it doesn't, the pump is just a pure sell to you.
High-leverage contract players: When the market truly starts moving, it won’t warn you; first, there’s news, then there’s harvesting, which is standard for the big players.
Algorithmic stablecoins: Don’t forget how LUNA was taken out while the market was also talking about "the decentralized currency revolution."
In short, this wave of rate cut expectations is like feeding chickens—grains will indeed come, but the one that jumps first may end up being made into soup.
It’s better to stick with BTC and see who the real players are sending funds onto the chain. The hype around altcoins is lively, but be careful not to be singled out for sacrifice.
#BTC #AAVE #ONDO #美国PPI数据来袭 #币安HODLer空投NXPC $BTC $AAVE $ONDO