#以太坊行情解读 The Federal Reserve cuts interest rates by 25 basis points, yet the dollar experiences a decline—this seemingly contradictory phenomenon reflects that the market has already digested the policy adjustment. What truly deserves attention is: global capital is accelerating reallocation, seeking safe-haven assets outside the traditional financial system, and cryptocurrencies are becoming the main vehicle for this capital migration.

**Sector Rotation Under Liquidity Expansion**

The rate cut weakens the competitiveness of dollar-denominated assets' yields, while the released liquidity expectations lay a foundation of support for core assets like Bitcoin and Ethereum. The current squeeze on traditional market yields drives funds to continue flowing into areas with greater growth potential. You can see narrative sectors like privacy coins, DeFi, and Layer2 are all bubbling with activity, with tokens like $UNI and $SSV performing strongly, indicating that smart money is already in action.

**How Clear Are the Signals of Institutional Entry?**

Citigroup has set a 12-month target price for Bitcoin at $143,000; listed institutions continue to buy heavily; even Ethereum addresses dormant for ten years are becoming active again—these signals point to the same conclusion: it’s not just a story of institutions being bullish, but that they are actively deploying real positions. Over 9600 times the historical return data is enough to demonstrate the long-term value of crypto assets.

**But This Is Not a Reason to Jump In**

A hot market calls for calm thinking. First, not all tokens will rise with the tide; selecting assets with real use cases and sufficient liquidity is the prerequisite. Second, building positions gradually and adjusting periodically is always better than going all-in at once, especially during sensitive periods like a rate cut cycle. The most pragmatic strategy is: use core assets like Bitcoin and Ethereum as the foundation of your holdings, while moderately participating in trending sector rotations.

Every round of global liquidity restructuring triggers changes in asset allocation patterns and redistributes wealth. Currently, the Federal Reserve’s policy environment is changing, and capital is also moving. What is your allocation strategy? Share in the comments.