Macro weekly + token events are dense; first shrink the balance sheet and observe, wait for data to materialize before acting.

This week, focus on U.S. macroeconomic data (PCE inflation, initial jobless claims, housing prices, and new home sales) to assess the Federal Reserve's potential rate cut in June; the market and CME FedWatch expect a high probability of maintaining current interest rates. Also pay attention to the Middle East situation and oil price fluctuations, as rising energy prices could exacerbate inflation and suppress risk assets. During the same period, there will be DAO governance votes and token unlock events for projects such as EIGEN, HUMA, and GRASS.