$BTC $ETH $DOGE 📰Jackson Hall speech core breakdown
1. Monetary policy: Cancel forward guidance; purely data-driven. Unless inflation returns to the 2% target, they will not ease readily. Market expectations for a September rate cut have cooled sharply. U.S. Treasury yields and the U.S. dollar have moved rapidly, and risk assets face short-term pressure.
2. Stance on crypto: No negative statements. They acknowledge that crypto has already been integrated into the financial system, recognize Bitcoin’s value attributes, but make it clear they will not step in to bail out or rescue the crypto market.
3. Market outlook:
✅ Main logic: Near-term macro liquidity is relatively tight; BTC and ETH are likely to trade sideways while undergoing a shakeout.
✅ Opportunity direction: After rate-expectation stabilizes, funds will continue flowing back into crypto. The meme-coin sector needs to wait for market sentiment to improve.
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