Vincent Liu, chief investment officer at Kronos Research, said the current market was "cautiously optimistic" amid a mix of macro uncertainty and institutional buying. The Fear and Greed Index is trending towards "greed", and the expectation of whale buying and rate cuts is driving traders to reallocate risk assets.
Investors are eyeing July CPI data due on August 12 as a key indicator of the next round of rate hikes or cuts. While the Federal Reserve left rates unchanged at its July FOMC meeting and Mr. Powell said a September cut was still dependent on economic data, CME Fed Watch data showed there was a more than 80 per cent chance of a 0.25 percentage point cut in market expectations.
In addition, Liu believes that the "Project Crypto" launched by the US SEC may benefit the market in the medium to long term. The project will reduce regulatory uncertainty, promote DeFi growth, and enhance market confidence by clarifying the classification of tokens and introducing a DeFi innovation exemption mechanism.
Analysts: Interest rate cuts are expected to rise in resonance with the SEC's new policy, and market sentiment is picking up
2025-08-04 05:22:20
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