@Tabgdoueth Pausing interest rate hikes does not equate to cutting interest rates, but I have reservations about treating BTC as a core asset. The volatility is too high for ordinary people to hold; it's better to use bond funds as a safety net.
@Tabgdoueth The strategy for allocating assets during the interest rate cut speculation period is clear; phased allocation is much more stable than all-in betting.
@Tabgdoueth The expectation of interest rate cuts is just a bubble in liquidity; once full-scale easing actually happens, it'll probably be another round of market activity.
@Tabgdoueth You're right that pausing interest rate hikes doesn't equal cutting rates, but I disagree with saying BTC is the core asset. Small altcoin positions can also outperform. As for gold as insurance, it's better to wait for a pullback before buying; I bought at the peak last time.
@Tabgdoueth The idea that gold ETFs are like insurance is true, but volatility is high before actual interest rate cuts. I bought gold last year but didn't hold on. How did everyone else weather the pullback?
@Tabgdoueth The strategy for allocating assets during the interest rate cut speculation period is clear; phased allocation is much more stable than all-in betting.
