A certain institution released a report last night, with the core message: US employment data looks bad, and a rate cut might be coming.

What does this have to do with our wallets? To put it simply, a rate cut is usually good news for assets like Bitcoin. When money loosens, hot money tends to flow into high-risk, high-return places. In theory, prices will be pushed up.

But let's stay calm first.

There are two details in the report that stand out: US credit card debt is already off the charts, with interest rates being insanely high; wages are barely rising, and consumption is mainly sustained by credit card spending. Does this sound familiar? The economic foundation is actually quite fragile.

The market now is like a frightened bird; even a slight disturbance can cause overreaction. Prices might surge sharply, but when falling, it won't be gentle either.

So, what should we do now?

My view is: stay optimistic, but avoid impulsiveness.

**Don't chase the highs or sell at the lows** — expectations of rate cuts have already been priced in, and many people have already made their moves. Jumping in now might just be catching the last wave. When the news actually hits, it might even lead to a dip instead.

**Controlling your position size is key** — in such a fragile economic environment, going all-in is just seeking刺激. Keep your core positions solid, try small steps with spare funds, and don't corner yourself.

**Don't just focus on the coin price**—watch how the US stock market moves and whether the dollar stays strong. If the entire risk asset market starts to shake, Bitcoin will find it hard to rise alone.

Opportunities definitely exist, but the depth is beyond most people's imagination. Staying steady, planning well, is more effective than anything.