Crypto Market Insights: Trends Decide Everything, Strategic Positioning Is Key to Winning

Hello everyone, I am Brother Cui. Recently, I have been thinking about the big logic in the crypto space, and today I want to discuss the current market situation.

Although the rate cut has just been implemented, the performance of Bitcoin and Ethereum is quite interesting — not rising, but rather building momentum. Many people are puzzled: why does the market stay flat despite policy support? The truth is simple: the main upward wave of last year's bull market has already passed, and the range between 60,000 and 100,000 was missed. It will be difficult to turn things around this year. Currently, the market is laying the groundwork for the next round of gains; it may seem boring, but in fact, it is accumulating energy.

Small altcoins are not yet gaining traction, and the stimulus from rate cuts isn’t showing effects quickly. Coupled with frequent negative news globally, retail investor sentiment is indeed low. Capital is scattered in various directions, regulatory policies are inconsistent, and giants like BlackRock and MicroStrategy each have their own pace. As a result, market prediction is becoming increasingly difficult.

But from a macro perspective, the global liquidity expansion trend remains unchanged — the Federal Reserve is expanding its balance sheet, Japan is still printing money despite nominal rate hikes, and domestic liquidity is being flexibly adjusted. In such an environment, truly smart investors have long understood: currency devaluation is the trend. Instead of clinging to fiat, it’s better to go with the flow.

The amount of USDC minted is still increasing, and Tether’s gold reserves hit a new high. These details all indicate one thing: the cryptocurrency market is building up power. My view is that this year is mainly about laying a foundation; the real breakout should happen next year. Contract traders should focus on the 90,000 level — it may face short-term pressure, but from a long-term perspective, it is definitely bullish. I have already pledged my spot holdings for half a year, just waiting for time to bear fruit.

Investing is like playing chess: the winners are always those who see the big picture clearly, and there’s no need to get tangled up in every move’s gains or losses.