Recently, I've noticed a phenomenon where the early Meme coins on the Solana blockchain are becoming restless again. The holdings data of many familiar faces are quietly changing, and it feels like funds are reassessing these targets that have been neglected for a while. To be honest, this wave of volatility is quite interesting. When market sentiment warms up, it is often the older projects with stories and community foundations that first sense the opportunity. After all, those that can survive the cycle of cleansing still have some foundation. The current idea is to look into those narratives that are still ongoing and where the Holdings structure is relatively healthy. Don’t just focus on the excitement of new coins; sometimes the value hidden in old projects is more substantial. The key is to see if the project team is still active, and whether the community is still engaged, as these fundamentals can explain issues better than mere price fluctuations. Of course, memes are inherently high-risk and highly volatile, but if we can pick out a few with coherent narratives and not too bad chip distribution among a bunch of restless old coins, this wave might really capture some opportunities. When the market gives signals, reaction speed and judgment are equally important.

#美股2026展望 Jen-Hsun Huang's words this time may be more important than any analyst's report. The NVIDIA earnings conference on Wednesday is so delicately timed that it feels suffocating—it falls right before the Federal Reserve's meeting in December. This is no coincidence. The fate of the entire AI sector is now in the hands of two individuals: one is Jen-Hsun Huang from NVIDIA, and the other is Jerome Powell from the Federal Reserve. The former decides how far the technological narrative can go, while the latter decides whether there is enough money to burn. Why is this earnings report so important? The answer lies in the interest rates. If Powell continues to drag his feet on interest rate cuts, the financing costs for AI companies won't come down, and their expansion plans will naturally hit the brakes. Ryan Lee from Direxion put it very bluntly: "Growth stocks are this sensitive to interest rates, they rise quickly and fall hard." Do cloud computing giants want to continue borrowing money for infrastructure? In a high interest rate environment, the threshold has clearly been raised. Lee also mentioned that the recent pullback in AI stocks was precisely caused by the hawkish statement from the Federal Reserve — the market was originally holding its breath waiting for interest rate cuts, but what it got instead was "let's wait and see." But there is another side to the story. Allianz's Charlie Ripley pointed out that although the market generally bets that interest rates will drop to around 3% next year, timing is a big issue. "When the expectation shifts from 'definitely dropping in December' to 'it could drop or not,' the stock market immediately starts to shake." Everyone is now waiting for Jen-Hsun Huang to speak—can he stabilize the ship of AI with an unexpectedly strong performance and a sufficiently optimistic outlook? There are indeed institutions that believe there is no need to be too pessimistic. Some analyses suggest that the current AI boom "is at a healthy level of bubble, and there are no signs of a burst for now." Although valuations are a bit high, leading stocks still have room for growth at a discount, and market sentiment is "bullish but not crazy." This earnings report is the last major event before the Federal Reserve meeting on December 10. Its impact will not just be limited to tech stocks—the crypto market is also watching. After all, there’s the Ethereum upgrade in December, as well as the so-called Christmas rally. Will it go up or down? It might depend on this wave. $ETH $BNB $SOL

Watch the market and cash in on the opportunities! Be decisive, never hesitate. This afternoon, BTC was directly taken down at 29,000 U. One trade is equivalent to half a year's salary for an average person! #BTC #ETH #逆势上涨币种推荐 #美联储会议纪要将公布 #比特币行情观察