Recently, two pieces of news have caused many people to rethink their position allocation.

The United States may finalize a key trade agreement before Thanksgiving, while Japan is taking a more direct approach—launching a 17 trillion yen economic stimulus package, which is approximately 110 billion dollars. Both major economies are injecting liquidity into the market at the same time, which is not a simple matter.

Looking through historical data, during the global monetary easing in 2020, Bitcoin surged over 8 times from its bottom, while mainstream DeFi protocols averaged over 20 times increase, with several leading cross-chain projects even reaching 50 times. Of course, history will not copy itself exactly, but the logic of capital flow is usually quite similar.

If you really want to layout, you will probably have to follow a few clues:

First of all, for basic assets like BTC and ETH, during each liquidity easing cycle, money will first flow here. It is recommended to allocate at least 60% as a starting point, as this is the ballast.

Secondly, cross-chain infrastructure may benefit. After the trade agreement is implemented, the demand for cross-border capital flow will increase, and those protocols that solve interoperability issues will theoretically reap the rewards. This part can allocate two to three percent for trend positions.

Finally, the Japan local concept can keep a small Position for observation. After all, the stimulus plan is solid, and the popular targets on local compliant exchanges are worth paying attention to, but do not exceed 10%, as the risk-reward ratio needs to be controlled.

During the time window, considering the Thanksgiving period and the progress of policy implementation in Japan, this period may be a crucial layout phase.

What is your current status? Have you already heavily invested, or are you gradually building your position in batches, or are you still waiting for clearer signals? Share your allocation ideas and the direction you are most optimistic about in the comments.