The recent market performance is indeed a bit hard to decipher. The Federal Reserve cut interest rates to 3.75%-4%, which was initially seen as a big positive, but then Powell turned around and adopted a hawkish stance, causing the US stock market to plunge. This kind of "cutting rates while shouting hawk" operation appears on the surface as a flexible adjustment based on economic data, but the underlying logic is quite clear— the traditional financial system's "credit magic" is becoming increasingly unsustainable.

Think about the current situation: government shutdown risks keep recurring, debt continues to rise, and the stock market is so fragile that even a slight disturbance can cause volatility. We've seen this script many times before. Whenever centralized funds start to leak, the market quietly looks for new outlets. The Fed meetings and the staged policy dramas essentially reflect the harsh reality that traditional finance is becoming more and more strained.

Here are a few signals worth paying attention to:

First, the decline in tech stocks is not a bad sign but a sign that smart money is preemptively positioning itself. Some funds are quietly reallocating, seeking more certain asset directions. Second, don’t be fooled by the rate cut policies. What the Fed is actually doing is "verbal manipulation," which will directly accelerate the demand for non-traditional asset allocations. Third, the core advantage of decentralized assets is here— they are not constrained by centralized systems. When trust in traditional finance begins to waver, scarcity assets controlled directly by code will start to reveal their value.

Many people are still waiting for the December rate decision, hesitating with stablecoins, thinking they will act after seeing the policy. But truly smart money has already started to move.