#美联储降息政策 Seeing Waller's recent moves, I have to say a few honest words. This guy has a 15% chance of competing for the Federal Reserve Chair, and the key is that he's really pushing for a dovish rate cut — which might look like good news for the crypto space, but don't be fooled by the surface.

In over a decade, I've seen too many times this kind of "policy friendliness" bait. Every time a "crypto-friendly figure" enters the core of power, the market starts FOMO, funds flood in wildly, and the big players are grinning behind the scenes. Waller supports DeFi and is optimistic about stablecoins; these words sound comforting, but the rate cut cycle is often also the time when projects are most likely to be rug-pulled or Ponzi schemes to blow up.

A rate cut means liquidity is easing, making risk assets more attractive to speculative capital. At this point, don't be brainwashed by the narrative of "improving policy environment." My lesson is: whenever macro policies are friendly to crypto and market sentiment is at its peak, that's actually the time to be most cautious.

To survive long-term, don't follow the hype. Carefully assess whether a project has real application value, and don't go all-in on some new coin just because of "rate cut expectations." History repeats itself, only the participants change.