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

The drop yesterday was indeed related to the Federal Reserve's speech, mainly mentioning two points: lowering interest rate expectations and not making BTC a national reserve.

However, I believe everyone should have anticipated the first point, as the pace of economic recovery is slow, and naturally, interest rate expectations need to be adjusted. But the sharp drop in the U.S. stock market in a single day, significantly exceeding expectations, caught me off guard. I think the key is the second point.

The statement "not making BTC a strategic reserve" seems like a signal, indicating that there is a force stepping up, unwilling to actively cooperate with Trump's policies. This is just the beginning; Trump hasn't even taken office yet, and he's already faced a "warning shot." Such a statement could have been made later or not at all; why choose to say it today?

I feel that the panic selling of funds is still driven by significant concerns about future political uncertainties.

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