#山寨币战略储备 In the context of the Fed starting a rate cut cycle, the crypto assets market is welcoming a new round of liquidity release. The drop in interest rates not only reduces overall capital costs but also weakens the appeal of dollar assets. Historical experience shows that this macro environment often drives the prices of risk assets to rise. The saying "the deeper you squat, the higher you fly" circulating in the market is a precise description of this liquidity-driven market trend. The current short-term market adjustment may actually provide investors with an ideal opportunity to position themselves.

Regarding Ethereum, the prediction of reaching $8,500 by the end of the year is gaining more and more realistic support. While Standard Chartered has given a relatively conservative expectation of $7,500, the continuous accumulation by institutions is creating a supply tightening effect, which may provide stronger upward momentum. Data shows that by 2025, corporate treasuries and ETFs have cumulatively purchased nearly 5% of circulating Ethereum, and this trend is still ongoing. If Bitcoin breaks through $150,000, according to Ethereum's historical peak market cap ratio of nearly 20%, a target price of $8,500 is reasonable. In addition, the cost optimization brought by the Pectra technology upgrade and improvements in the regulatory environment for stablecoins lay a more solid foundation for Ethereum's long-term growth.
On the other hand, meme coins represented by "little milk dogs" have the potential for a thousand-fold return largely depending on the extreme overflow of market sentiment. A rate cut environment can indeed increase investors' risk appetite, and some funds may flow into the altcoin market, but a real explosion still requires multiple catalytic factors such as a deflationary mechanism and a strong community enthusiasm. It is worth noting that these types of tokens generally lack solid fundamental support, and the current market shows a clear differentiation, with smaller tokens being more susceptible to market fluctuations, facing a very high risk of severe correction after experiencing a surge.
Overall, although the interest rate cut cycle has opened up a broader space for the rise of the crypto market, Ethereum, relying on its ecosystem advantages and institutional funding drive, demonstrates stronger certainty and investment value. In contrast, the meme coin market is more in the realm of high-risk speculation, and investors need to remain vigilant about the risks brought by sudden liquidity withdrawal. $ETH $BNB $DOGE