The first 25bp move may be the easiest part of this FOMC trade.
With a 25bp move largely expected, I’m more interested in what the Fed signals about the next move.
If this is a one-off, the initial shock could fade quickly and BTC may refocus on liquidity and growth expectations.
But if September signals a longer tightening cycle, the setup changes.
For me, the real signal isn’t the first 25bp.
It’s the language around what comes next.
I’m watching BTC closely and avoiding the first FOMC candle. The reaction and follow-through matter more.
#FedRateWatch
$BANK
$HOME
$LAB
With a 25bp move largely expected, I’m more interested in what the Fed signals about the next move.
If this is a one-off, the initial shock could fade quickly and BTC may refocus on liquidity and growth expectations.
But if September signals a longer tightening cycle, the setup changes.
For me, the real signal isn’t the first 25bp.
It’s the language around what comes next.
I’m watching BTC closely and avoiding the first FOMC candle. The reaction and follow-through matter more.
#FedRateWatch
$BANK
$HOME
$LAB