2026-08-27 Macro Stuff

The US stock market’s timeline has been relatively fast-paced lately—let’s go through it step by step.

If the Friday PCE comes in below 2.5%, it’s good news for risk assets; if it’s above 2.6%, the market will reprice expectations for rate cuts.

The US dollar index has been hovering around 100 recently, and the DXY weakening is a structural positive for BTC.

How does this connect to the crypto market: FOMC turns dovish → increased odds of a September rate cut → broad rally for risk assets, making BTC more likely to gap up.

Market snapshot for reference: BTC 78466 (-0.85%), DXY’s direction is unclear.

You may consider trimming positions in batches, keeping risk exposure within 1.5x of account equity.

Do you still have any position on the meme side lately?

#宏观 #BTC #FOMC

For personal observation only and does not constitute investment advice.