Is the good day of rate cuts coming to an end?

Although the Federal Reserve cut by 25 basis points as expected this time, the signals released after the meeting were quite aggressive—there might only be one rate cut in 2026, which is much less than market expectations. Once the tightening expectations emerged, risk assets came under tremendous pressure.

Some industry insiders directly called for clearing out small-cap altcoins now; focusing funds on hard currencies like BTC is the right way. After all, in an environment of tightening liquidity, highly speculative coins are the first to suffer.

Regarding specific allocations, mainstream coins should still be the focus: BTC is definitely the ballast, ETH and SOL are good medium- to long-term infrastructure tokens, as for DOGE, XRP, LINK, HYPE, it depends on their respective ecosystem developments, and FIL, SUI, ZEC each have their own logic.

In short: when macro conditions change drastically, prioritize survival before talking about returns.