The "Underlying Logic" of Bitcoin: Why Must You Hold BTC During a Rate Cut Cycle?

With the Federal Reserve's expectation of a rate cut in March, Bitcoin's "core holding" properties are becoming increasingly evident. First, Bitcoin is the "liquidity indicator" of the crypto market; when dollar liquidity is abundant, funds tend to flow into Bitcoin first, driving the entire market to recover. Second, the proportion of institutional holdings in Bitcoin continues to rise, making it an important tool for institutions to hedge against dollar depreciation. After a rate cut, institutional demand for adding positions will further increase. Lastly, Bitcoin's volatility is relatively low (compared to altcoins), allowing it to serve as a "ballast" during market turbulence, helping investors maintain their positions. Therefore, regardless of whether you plan to allocate to other assets later, Bitcoin should be an indispensable core holding during a rate cut cycle. #比特币与黄金战争 $BTC