I completely agree with what Owen said, and this is something we often discuss. The demands of Trump and the Federal Reserve are fundamentally different. The Federal Reserve aims to manage inflation while maintaining economic stability, whereas Trump is focused on stimulating the economy through interest rate cuts. Both perspectives are valid, but they have indeed become more oppositional due to inflation.

From the current situation, it is highly likely that the U.S. economy is entering a downturn, but whether it will lead to a recession is still uncertain. If it is merely a downturn, it may result in a slow decline, but if it truly enters a recession, it could be significant. However, as of now, the situation is not that dire.

Although the economy may trend downward, there is still room for recovery. If Trump's faction wins, for example, with a 50 basis point rate cut in September, and the dot plot indicates cuts exceeding 75 basis points, the market will likely react positively. However, if the Federal Reserve continues to be hesitant, it could lead to further market declines.

The best approach right now is to prepare cash and start buying when there is a significant drop, but be cautious about shorting, as Trump might unexpectedly play a trump card. I shared this with friends in Taiwan as well; the best defensive strategy is to buy $BTC, gold, and U.S. Treasuries. This is akin to going long on Bitcoin in a currency-based manner.

Currently, it's best to avoid altcoins among altcoins, and unfortunately, the altcoin season is still a bit far off.

This article is sponsored by #Bitget ｜ @Bitget_zh

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