#fomc会议
90.6% are betting the Fed will hold steady this time, but Bitcoin has already touched $81,687 🦖
📣 盘面异动群里喊
On Oct. 28, during the Asian session, South Korea’s KOSPI closed up 6.63%, reclaiming the 6,000 mark and bringing its weekly gain to 9.3%. At the same time, Bitcoin surged to a high of $81,687 on Bitstamp, recovering the ground it had lost when it fell below $80,000 a few days ago. There are only eight hours left until the FOMC decision at 2 a.m. Beijing time tomorrow.
Mike Wilson, Morgan Stanley’s chief U.S. equity strategist, said something crucial on CNBC: “Most of the correction is behind us. We’ve been adjusting for four or five months, and the market has absorbed it very efficiently.” 📈
The significance of this comment isn’t that he was talking about Bitcoin—he was talking about tech stocks. But over the past two months, Bitcoin and the Nasdaq have moved in an extraordinarily close tandem. The sell-off in October briefly pushed Bitcoin down to around $75,000, driven by a surge in concerns over AI capital spending and debt financing. So when risk appetite returns, the crypto market can breathe a little easier too.
The real point of contention is the $82,000 level. Two attempts to break above it have been rejected, while buying support at $79,000 and $80,000 has clearly strengthened. The liquidation heatmap shows a large number of long-position protection orders clustered at these two levels. Analyst Rekt Capital compared the current weekly chart with the 2022 bear market, saying that the macro accumulation range from $60,000 to $80,000 remains intact. ⚠️
My take: Tonight’s FOMC meeting itself probably won’t be the catalyst. The 90.6% chance of a hold has long been priced in. What will really determine the direction is the wording after the decision. If the statement describes inflation as a little less concerning, the market will immediately interpret that as a sign of greater easing in December. Conversely, if it emphasizes that inflation remains sticky, $82,000 will become a new ceiling.
One other easily overlooked detail: this rally has real money behind it. U.S. spot Bitcoin ETFs saw net inflows of $176 million yesterday, one of the few consecutive days of net inflows since October. That suggests institutions are choosing to stay invested ahead of the decision rather than get out first and ask questions later.
What do you think Bitcoin will do after tonight—break above $82,000 first, or retest $75,000? Share how you’re positioning in the comments. 👀
Tap the profile picture to watch the livestream.
Every day, I bring you the latest on Bitcoin and the Fed—not just what’s happening, but also the logic and opportunities behind it. 👀🚀
90.6% are betting the Fed will hold steady this time, but Bitcoin has already touched $81,687 🦖
📣 盘面异动群里喊
On Oct. 28, during the Asian session, South Korea’s KOSPI closed up 6.63%, reclaiming the 6,000 mark and bringing its weekly gain to 9.3%. At the same time, Bitcoin surged to a high of $81,687 on Bitstamp, recovering the ground it had lost when it fell below $80,000 a few days ago. There are only eight hours left until the FOMC decision at 2 a.m. Beijing time tomorrow.
Mike Wilson, Morgan Stanley’s chief U.S. equity strategist, said something crucial on CNBC: “Most of the correction is behind us. We’ve been adjusting for four or five months, and the market has absorbed it very efficiently.” 📈
The significance of this comment isn’t that he was talking about Bitcoin—he was talking about tech stocks. But over the past two months, Bitcoin and the Nasdaq have moved in an extraordinarily close tandem. The sell-off in October briefly pushed Bitcoin down to around $75,000, driven by a surge in concerns over AI capital spending and debt financing. So when risk appetite returns, the crypto market can breathe a little easier too.
The real point of contention is the $82,000 level. Two attempts to break above it have been rejected, while buying support at $79,000 and $80,000 has clearly strengthened. The liquidation heatmap shows a large number of long-position protection orders clustered at these two levels. Analyst Rekt Capital compared the current weekly chart with the 2022 bear market, saying that the macro accumulation range from $60,000 to $80,000 remains intact. ⚠️
My take: Tonight’s FOMC meeting itself probably won’t be the catalyst. The 90.6% chance of a hold has long been priced in. What will really determine the direction is the wording after the decision. If the statement describes inflation as a little less concerning, the market will immediately interpret that as a sign of greater easing in December. Conversely, if it emphasizes that inflation remains sticky, $82,000 will become a new ceiling.
One other easily overlooked detail: this rally has real money behind it. U.S. spot Bitcoin ETFs saw net inflows of $176 million yesterday, one of the few consecutive days of net inflows since October. That suggests institutions are choosing to stay invested ahead of the decision rather than get out first and ask questions later.
What do you think Bitcoin will do after tonight—break above $82,000 first, or retest $75,000? Share how you’re positioning in the comments. 👀
Tap the profile picture to watch the livestream.
Every day, I bring you the latest on Bitcoin and the Fed—not just what’s happening, but also the logic and opportunities behind it. 👀🚀
