🚨 Fed “hawk king” signals: inflation still has work to do! Bets on a September rate hike heat up overnight; Bitcoin drops on the news—are you panicking about your position?
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At the Jackson Hole annual symposium, Fed Chairman Warsh said: “We still have work to do.” Traders reacted immediately—odds of a September rate hike surged, U.S. Treasury yields and the U.S. dollar strengthened in tandem, and Bitcoin fell by about 2% within 24 hours. It is currently hovering around $77,600.
🔸 Numbers don’t lie: On August 28, spot Bitcoin ETFs recorded a single-day net outflow of $201.9 million, breaking a streak of 9 consecutive days of net inflows. Still, cumulative net inflows remain at $55.1 billion, with total assets under management of $93.9 billion.
🔸 Ripple effect: Rate-hike expectations heat up → dollar strengthens → risk assets come under pressure, with the crypto market taking the first hit. The $77,000 level has become the key line separating bulls and bears. If it breaks, the next support to watch is around $75,000.
Look at the cross-currents: ETF flows are the slow variable, while Fed expectations are the fast variable. In the short term, the fast variable overwhelms the slow one, so prices fall first. But historically, after each round of “hawkish talk,” as long as actual hikes don’t materialize, the market often “shoots the rebound” and challenges the expectations.
What’s truly worth watching isn’t a single day’s rise or fall, but how far rate-hike expectations can go. If inflation data continues to cool before the September meeting, this pullback could be the “golden dip”; otherwise, tightening trades may keep running.
Cold shower: Betting on a hike ≠ a real hike. Markets often overreact. Don’t rush to bottom-pick, and don’t panic-sell—first see whether the gains/losses around $77,000 hold, then decide your next move.
❓ Do you think the Fed will actually hike in September, or is this just another “wolf is coming”? Share your view in the comments.
Click the avatar to watch the live stream, and join the Jiujiu chat group to get daily strategy 🚀
#比特币 #美联储 #加息 #宏观 #ETF
Group: 点击进入玖玖的粉丝群
At the Jackson Hole annual symposium, Fed Chairman Warsh said: “We still have work to do.” Traders reacted immediately—odds of a September rate hike surged, U.S. Treasury yields and the U.S. dollar strengthened in tandem, and Bitcoin fell by about 2% within 24 hours. It is currently hovering around $77,600.
🔸 Numbers don’t lie: On August 28, spot Bitcoin ETFs recorded a single-day net outflow of $201.9 million, breaking a streak of 9 consecutive days of net inflows. Still, cumulative net inflows remain at $55.1 billion, with total assets under management of $93.9 billion.
🔸 Ripple effect: Rate-hike expectations heat up → dollar strengthens → risk assets come under pressure, with the crypto market taking the first hit. The $77,000 level has become the key line separating bulls and bears. If it breaks, the next support to watch is around $75,000.
Look at the cross-currents: ETF flows are the slow variable, while Fed expectations are the fast variable. In the short term, the fast variable overwhelms the slow one, so prices fall first. But historically, after each round of “hawkish talk,” as long as actual hikes don’t materialize, the market often “shoots the rebound” and challenges the expectations.
What’s truly worth watching isn’t a single day’s rise or fall, but how far rate-hike expectations can go. If inflation data continues to cool before the September meeting, this pullback could be the “golden dip”; otherwise, tightening trades may keep running.
Cold shower: Betting on a hike ≠ a real hike. Markets often overreact. Don’t rush to bottom-pick, and don’t panic-sell—first see whether the gains/losses around $77,000 hold, then decide your next move.
❓ Do you think the Fed will actually hike in September, or is this just another “wolf is coming”? Share your view in the comments.
Click the avatar to watch the live stream, and join the Jiujiu chat group to get daily strategy 🚀
#比特币 #美联储 #加息 #宏观 #ETF
