[Analysis of two major operating windows from September to November]
📅 From mid-September to early November, the currency circle ushered in a critical period of two and a half months. Behind this is the subtle intertwining of the macro situation and the Fed's strategy.
📊 CPI data fell short of expectations, officially establishing the market framework. But this CPI is not that CPI. It is related to the Federal Reserve’s decision-making vane, not the price index in the traditional sense.
🇺🇸 The Federal Reserve, a normally neutral institution, has to take sides in a US election year. Market stability ahead of the election is crucial for Democrats. Therefore, the Federal Reserve chose to side with the Democratic Party by fine-tuning the data, releasing risks in advance, and cut interest rates in September to repair the market, which was stronger than expected.
📈 As an area with high risk appetite, the crypto market benefits from the stable expectations of the macro market and ushered in a window period for the influx of funds. Bitcoin and other mainstream currencies have recovered significantly, and various funds are waiting for opportunities.
🗳️ The Democratic Party plans to release an encryption platform before November, aiming to attack opponents and attract votes. This strategy not only affects the encryption market, but also adds more variables to the election.
💰 The climax of major asset classes is expected to arrive in mid-to-late October, earlier than the peak of market sentiment. We are currently in the middle of this window, smart funds have begun to deploy, and niche currencies such as Tugou are reappearing the wealth effect. However, it should be noted that the rotation is rapid and controlling the illusion of compound interest is the key.
🔍 Investors who do not pursue rotation can focus on large market capitalization products, which will also passively rotate up. The high point time is relatively clear, closely following the PVP time points of the Democratic and Republican parties.
🚨 After November, the risk increases. Details of the next large-level trend window will be announced at that time, so stay tuned.
To sum up, the most suitable one right now is the local dog on the public chain, then go to MEME, and then go to the market and copycats. Family, get ready to get started.
#币圈观察 #
#美降息25个基点预期升温 #
#大选影响 #