I just saw the US September core PCE data— with inflation this weak, the Fed’s rate cut expectations are basically locked in, right?

Honestly, this feels a bit like 2019. Back then, I tried my luck with some spare cash and bought a bit of LINK— two months later it had 8x’d. Once the Fed shifted policy, the whole market just exploded like a floodgate opening.

Now, the smart money on-chain is already snapping up rate-sensitive assets like crazy. I think there are two main plays to watch next:

First, high-volatility assets like MEME coins—when sentiment picks up, they can skyrocket fast.
Second, the established DeFi tokens that have been beaten down—it's probably their turn to catch up.

My own strategy is this: first, swap my stablecoins for BTC to build a core position, then keep 20% of my portfolio for a few small-cap, high-bounce projects. Of course, I still set my stop-loss strictly at 8%—no matter how wild the market gets, you have to protect your principal.

Now is a great time to allocate into blue chips like BTC, ETH, and BNB.