Hosted by Techub News, "Trading Star Tuesday" aired as scheduled this Tuesday, bringing a wealth of market exchanges to cryptocurrency enthusiasts. This episode was led by host Qie Ge, featuring industry veteran Dr. Mei and regular guest A Shen, who discussed the World Liberty Financial (WLFI) incident, the trends of popular projects like Dogecoin and WLD, as well as the potential impact of the Federal Reserve's interest rate cuts on the market. The program combined macroeconomic analysis, investment research perspectives, and practical experience to provide investors with unique insights and operational strategies. Below is a comprehensive review of the exciting content of this episode from the perspective of Techub News.
Dr. Mei's Crypto Journey and Investment Insights
As a heavyweight guest in this episode, Dr. Mei resonated with the audience through his rich industry experience. He entered the crypto space in 2017, earning his first million during college, but lost tens of millions after graduation, deeply experiencing the ups and downs of the crypto market. He then pursued further studies at Harvard Divinity School, where he fortuitously discussed Bitcoin with Bao Er Ye, leading to an in-depth study of crypto assets. During the market crash on March 12, 2020, Dr. Mei decisively went all-in on Bitcoin, subsequently dedicating himself full-time to the crypto industry, accumulating extensive experience in investment research, data analysis, VC investment, exchanges, and hedge funds. He founded the Chain Stock Business School, aiming to share investment systems and trading methodologies. Currently based in the United States, Dr. Mei leads a team that includes three Yale PhDs, focusing on blockchain research and integrating perspectives from the US and Asia to provide systematic guidance to investors through public accounts and sharing sessions. In this episode, he shared in-depth analysis on the WLFI incident, the impact of interest rate cuts, and the potential of Dogecoin.
WLFI Incident: The "Love-Hate Relationship" Between Sun Yuchen and the Trump Family
At the beginning of the program, Dr. Mei and A Shen engaged in a heated discussion about the WLFI incident involving the freezing of Sun Yuchen's account. Dr. Mei pointed out that there are two viewpoints in the market: one is that Sun Yuchen and the Trump family may be "playing a duet," using event marketing to cash out, leveraging Sun Yuchen's controversy to cover operations, and gaining recognition from a large family office in Asia; the other is that Sun Yuchen has genuinely been "abandoned," with investments frozen, but due to his past actions, it is difficult to verify. He stated that the information is vague and requires further observation. A Shen emphasized that the centralization issue of WLFI contradicts the principles of decentralized finance, questioning the Trump family's narrative of "financial freedom," believing that their profit-seeking nature is evident. He noted that the incident has limited impact on ordinary investors, as early profit-takers may have already exited, and those buying at high levels could be trapped. Both reflected the complexity of the crypto market, reminding investors to be wary of risks in the "dark forest."
Altcoin Season and Bull Market Phase: The Rise of Blue Chips and the Risk of Corrections
Regarding whether we have entered an "altcoin season" and a bull market phase, A Shen and Dr. Mei provided different perspectives. A Shen believes that quality altcoins like WLD and HYPE have the potential for a rebound due to manipulation by whales and fundamental support (such as HYPE's buyback mechanism), but most altcoins are "money-grabbing schemes" lacking value. He predicts that before June 2026, it will only be a short-term rebound, not a surge like the last bull market. The bull market is in its mid-phase, with BTC and Ethereum experiencing corrections (for example, Ethereum's fourth wave correction to $3,700), with targets of $250,000 and $15,000 respectively by 2026, while Solana may perform well due to its smaller market cap and the potential launch of a US ETF.
Dr. Mei categorizes the bull market into phases of Bitcoin rising and consolidating, Ethereum rising and consolidating, blue-chip altcoins rising, and small altcoins/meme coins spiking. He believes we are currently entering a phase of rising blue-chip altcoins, such as Solana and HYPE (whose fund was heavily invested at $9-10 and has now risen to over $50). He thinks a comprehensive altcoin season is unlikely, with only quality sectors like DeFi and stablecoins having periodic opportunities. Bitcoin has not broken through $113,000, and the market is experiencing a downward trend, requiring caution in the short term, while the mid to long-term bull market continues, potentially surging again in 2026 due to increased liquidity. He suggests maintaining a 30% base position and using a left-right trading strategy to cope with volatility.
Impact of Interest Rate Cuts: Short-Term Volatility and Mid to Long-Term Opportunities
Host Qie Ge combined the weak non-farm payroll data from August (22,000 new jobs, 4.3% unemployment rate) with historical interest rate cut cases (such as the 2008 subprime mortgage crisis) to inquire about the impact of the interest rate cut on market liquidity on September 18 (25 or 50 basis points). Dr. Mei predicts a 92% probability of a 25 basis point cut, which is within expectations, suggesting that in the short term, it may be "good news turning into bad news," with a potential rise followed by a drop of 15-20%, similar to the reaction when the Bitcoin ETF was approved in 2024. True liquidity abundance will require waiting until the second half of 2026 when the Federal Reserve Chair is replaced and rates are cut to 1-2%. He recommends adopting a "dynamic full position strategy," shifting to Bitcoin for risk aversion during high-risk periods, then rotating to blue-chip altcoins, with a potential peak by the end of the year, a bearish trend in the first half of 2026, and a rebound in the second half.
A Shen also believes the probability of a 25 basis point cut is higher, noting that the gains in August have already priced in the good news, and after the rate cut, there may be a short rise for 2-3 days followed by a correction lasting about two months, consistent with the weekly MACD death cross cycle. He predicts support levels of $100,200 for BTC and $3,700 for Ethereum, with Ethereum potentially rising to $8,000 in the fifth wave by January or June 2026. A Shen suggests hedging starting September 27, emphasizing that "a bull market's return is priceless," and that mid-bull market adjustments won't last long.
Dogecoin Discussion: ETF and Payment Scenarios Driving Upward Momentum
Towards the end of the program, Dogecoin became the focus. Qie Ge reviewed its recent breakthrough of the $0.245 resistance level, approaching the $0.2875 high, predicting that if REX Shares' DOJE ETF is approved this week (Bitwise postponed to November 12), the next target will be $0.255. He emphasized that Dogecoin's POW mechanism, community vitality, and the support of Elon Musk's X Money payment scenarios (such as tips and membership fees) enhance its decentralized value, with institutional adoption (such as Krnc purchasing 280 million Dogecoins, leading to a 40% stock price increase) further boosting its potential. He suggested placing diversified limit orders during corrections, and those without positions could hold a small amount. Dr. Mei is optimistic about the prospects of Dogecoin's spot ETF, the rigid bottom of POW, and strong consensus, especially as it ranks second in recognition in the US after Bitcoin, emphasizing that Musk's payment empowerment makes it a standout among "ownerless currencies." A Shen did not delve deeply into Dogecoin but acknowledged the driving force of ETF expectations.
Conclusion: Rational Investment, Embrace the Blue Chip Altcoin Season
This episode of "Trading Star Tuesday" presented listeners with multifaceted interpretations of the WLFI incident, market strategies in the context of interest rate cuts, and the investment potential of Dogecoin through in-depth exchanges among Dr. Mei, A Shen, and Qie Ge. Techub News reminds investors that the crypto market is full of opportunities and risks, requiring a rational approach to the short-term volatility of "good news turning into bad news," while seizing periodic opportunities in blue-chip altcoins. Dr. Mei's "dynamic full position strategy" and A Shen's "vaguely correct" philosophy provide practical guidance for investors.
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