#美联储降息预期 The recent market volatility has indeed made people a bit nervous, but I’m seeing some positive signals! HSBC’s analysis suggests that now might be a good time to increase exposure to risk assets. Although tech stocks have underperformed, overall market sentiment and positioning have already taken a hit, which actually paves the way for a potential rebound.

It’s especially noteworthy that the VIX futures curve has shown a spot premium, which is uncommon. This reflects that traders are more concerned about the short-term market than the long-term. However, I believe this excessive pessimism could present us with opportunities.

Expectations of a possible Fed rate cut in December, combined with the upcoming earnings season, may help improve market sentiment. I think for those interested in the Web3 and crypto space, this could be a good entry point. Of course, investing always requires caution, but it’s also important to stay optimistic and keep a long-term perspective.

Let’s keep an eye on market trends together and look forward to the next spring for Web3 and the crypto world! Remember, in times of change, opportunities always belong to those who are prepared.