Did you notice last night? The USDT to RMB exchange rate broke 7.

A lot of people started to panic, and the group was full of messages asking, "Why did U suddenly drop?" But think about it from another perspective—are you in this market to trade stablecoins, or to capture opportunities in crypto assets?

Take ETH for example: it surged 10% in a single day. Does it make sense to focus on exchange rate fluctuations during this kind of rally?

Actually, there are two clues behind USDT breaking 7 that are worth your attention:

**Clue 1: Shift in Fed Policy Expectations**
The probability of a rate cut in December has soared to 90%, and a weaker dollar is almost a certainty. The RMB is appreciating passively, which naturally puts pressure on the USDT to RMB rate. Breaking 7 might just be the beginning.

**Clue 2: Accelerated Crackdown on Stablecoin Channels**
Illegal currency exchange and money laundering activities related to USDT are being heavily cracked down on. Large sums are being sold off for risk aversion, releasing pressure on the supply side, so the exchange rate dropping is only natural.

At first glance, it seems contradictory—U is falling, but coins are rising? The logic is actually quite clear: expectations of a weaker dollar combined with regulatory cleanups mean compliant big money is starting to enter and position itself in crypto assets. In the short term, a pullback in U's price could actually be a window of opportunity before the bull market kicks off.

Newbies get nervous when they see volatility; experienced players know it's a chance to reallocate.

In short: market logic is changing, and you need to adjust your strategy accordingly. Buy the rumor, sell the news—finding the right direction is more important than staring at the price chart. If you're still figuring out your direction, it might help to see how experienced people are responding.