September 18 Market Insights: The Last Opportunity for a Rebound

Hello everyone. Today, I’ll walk you through the recent macroeconomic landscape and investment sentiment. For the cryptocurrency sector and the U.S. stock market alike, September to October this year may be the market’s final window of recovery. There are many voices saying that with the official end of the interest-rate-hike cycle from September to October, all negative news in the market has already been fully digested. However, the reality may be the exact opposite—this could in fact be the starting point of a market nightmare.

Looking back at the bull market that began in 2023, we can see that capital has already completed a full rotation, first pushing up major sectors such as Bitcoin, gold and silver, and AI storage. Today, across the globe, the vast majority of stock markets have already gone through a complete round of rallies, and the overall level has reached a peak that is hard to push higher from here. Based on where we are in the cycle, the U.S. stock market appears to be nearing the end of the bull phase, while Bitcoin is in the middle stage of the bear market. Of particular note is that during the midterm elections in November—and around that period—the U.S. stock market is expected to experience a fairly significant pullback. I hope everyone stays rational in the market changes ahead and makes contingency plans early.