1/4 — The hike is done. Now what? 👀
The Fed delivered the 25bp hike many expected.
But for me, the rate decision was only the first part of the story.
The bigger question is:
Is this a one-off adjustment, or the beginning of another tightening cycle?
2/4 — Inflation is still the problem
August core CPI rose 0.3% MoM, showing that inflation remains sticky.
The Fed’s latest projections also put the median year-end 2026 rate at 4.1%, leaving the door open for another hike.
That means markets may have to price in a higher-for-longer scenario.
And that matters for risk assets.
3/4 — BTC, tech & gold
Higher rates and Treasury yields could create short-term pressure on BTC and tech stocks as liquidity becomes tighter.
Gold could also face selling pressure when yields rise.
But there’s another side:
If inflation remains persistent, gold could still have a longer-term support narrative.
So I’m watching yields + inflation + BTC price action, not just the headline rate decision.
4/4 — My next move
I’m not chasing the first FOMC reaction.
I’d rather keep some capital in reserve, watch BTC around key support levels, and add gradually only if the market starts to stabilize.
The rate hike is one thing.
The Fed’s next message is the real signal. 👀
What are you watching most closely after this FOMC?