I want to buy the dip, but I always feel like something is missing.

Yesterday's decline was indeed related to the Federal Reserve's speech, which mainly mentioned two points: lowering interest rate expectations and not making BTC a national reserve.

However, I think the first point should have been anticipated by everyone, as the pace of economic recovery is slow, so the expectations for rate cuts naturally need to be adjusted. But the sharp drop in the U.S. stock market in one day exceeded expectations, which surprised me a bit. I believe the key is the second point.

The statement “not making BTC a strategic reserve” feels like a signal, implying that there is a force stepping up, unwilling to actively cooperate with Trump's policies. This is just the beginning; before Trump even takes office, he has already been given a “warning.” You could say such things later, or not say them at all; why choose to say them today?

I feel that the panic exit of funds is still largely due to worries about the uncertainties in future political struggles.

Combining my analysis of Trump's policies yesterday, I am more inclined to wait for 1-2 weeks of fluctuations, and then return to the market in mid to early January.