US Secretary of Commerce Howard Lutnick recently publicly criticized the Federal Reserve.

He criticized that maintaining high interest rates is wrong, and said that if Trump takes office, he can push economic growth to 6%. How to do it? Lower interest rates + reduce energy costs.

This is quite interesting. The fiscal department and monetary policy department are clearly at odds, but for the market, such expectations themselves are signals.

If interest rates really go down, where will the money flow? Definitely towards risk assets. Crypto assets have always been most sensitive to liquidity. Whenever expectations of easing emerge, mainstream coins like Bitcoin tend to be the first to move. After all, during dollar liquidity injections, they are naturally hedging tools.

Plus, if economic growth expectations are optimistic, overall risk sentiment will also improve, opening up room for valuation recovery.

But, to be fair, don't rush to buy at this level. You can slowly position yourself, buying Bitcoin, Ethereum, and other assets on dips during corrections. Holding medium to long term shouldn't be an issue.

The key is to pay close attention to two things: one is the Federal Reserve's interest rate meeting, and the other is the policy direction before and after the US election. Short-term volatility is certain, so don’t leverage too much; dollar-cost averaging with diversified allocations is more stable.

When policies clash, opportunities often hide behind them. The key is not to be impulsive, wait until the trend is clear before increasing your positions.