When the macro picture shifts, look at the broader market first: $BTC , current price 77294.5 (24h -1.64%).
Arthur Hayes: Dollar liquidity is recovering, and BTC is expected to weaken before the Fed or banks expand their balance sheets. For now, markets are quite sensitive to policy news, and even a small surprise can trigger significant volatility.
It doesn’t have much impact. If you’re going to trade, stick to price action.

NFA; do your own research.