The essence of the financial market is the expectation of the future. Currently, the market widely expects a 50 basis point interest rate cut in September. From a personal analysis perspective, if this expectation comes true, the news of the interest rate cut may lead to a short-term fall in the Crypto Assets market. This is mainly because it often takes a certain time period from the announcement of the interest rate cut policy to the actual inflow of incremental funds into the Crypto Assets field.

However, if the central bank chooses to implement a 50 basis point rate cut in two steps, it may actually be good news for the short-term market. This strategy would maintain a sense of ongoing expectation in the market, as investors can still anticipate an additional 25 basis points of rate cuts in the future. This step-by-step approach to rate cuts may provide a more sustained stimulus effect for the market.

It is worth noting that the essence of investment in the financial markets is essentially a bet on future expectations. Investors need to closely monitor various economic indicators and policy signals to better predict market trends. In this context, the upcoming CPI (Consumer Price Index) data will become one of the focal points of market attention, as it may influence the direction of future monetary policy.

Overall, whether it is a one-time interest rate cut or a gradual reduction, investors need to remain vigilant and pay attention to the actual market response after the policy is implemented, rather than overly relying on expectations. In a volatile market, flexibly adjusting strategies and maintaining rational judgment will be key to successful investing.