đš FOMC RATE WATCH đșđž
August core CPI came in at 0.3% MoM, showing inflation remains sticky but not out of control. With markets pricing nearly 90% odds of a 25bp hike, the Fed may deliver as expected.
I expect this to be a one-off hawkish move rather than the start of a new tightening cycle.
đ Hawkish guidance â BTC, tech stocks & gold could face short-term pressure as yields and the dollar rise.
đ Dovish Powell â markets could reverse bullish quickly.
My plan: Hold core $BTC
spot, keep 30% USDT ready for an FOMC dip, avoid fresh leverage, wait for yields to cool before adding QQQ, and accumulate $XAU
on weakness.
The key trade isnât the 25bpâitâs the guidance on year-end liquidity.
NFA. #FedRateWatch #BTC #XAU
August core CPI came in at 0.3% MoM, showing inflation remains sticky but not out of control. With markets pricing nearly 90% odds of a 25bp hike, the Fed may deliver as expected.
I expect this to be a one-off hawkish move rather than the start of a new tightening cycle.
đ Hawkish guidance â BTC, tech stocks & gold could face short-term pressure as yields and the dollar rise.
đ Dovish Powell â markets could reverse bullish quickly.
My plan: Hold core $BTC
spot, keep 30% USDT ready for an FOMC dip, avoid fresh leverage, wait for yields to cool before adding QQQ, and accumulate $XAU
on weakness.
The key trade isnât the 25bpâitâs the guidance on year-end liquidity.
NFA. #FedRateWatch #BTC #XAU
