Preview of major events in the currency circle: golden opportunities before the November election
From mid-August to early November, the currency circle ushered in a critical operation period of two and a half months. This is not groundless, but based on subtle changes in the macroeconomics, especially the unexpected fluctuations in August CPI data, which officially kicked off.
Don't get me wrong, the CPI I'm talking about is not the cliché data. It is closely linked to the Federal Reserve’s decision-making, especially during the special period of this year’s U.S. election.
The Federal Reserve, usually a neutral technical party, now has to get involved in political games. Market stability is crucial to Democrats ahead of the election. Therefore, the Federal Reserve acted skillfully, releasing risks in advance in August and cutting interest rates by 50 basis points in September, far exceeding market expectations, clearly siding with the Democratic Party.
what does that mean? Before the election, the macro market is expected to be stable, providing an excellent speculation window for the crypto market. Bitcoin and other mainstream currencies will recover significantly, and funds from all walks of life are ready to move and prepare for a big fight.
What’s even more exciting is that I learned from senior leaders of the Democratic Party that an encryption policy platform will be released before November, with the intention of attacking opponents and attracting votes. If Trump doesn't know, he may suffer a loss. In this battle in the field of encryption, it is still unclear who will win.
For investors, this window is an excellent opportunity to go from low to high. Smart money has begun to take action, the popularity of local dog projects has picked up, and the wealth effect has reappeared. However, it should be noted that the rotation is rapid, so you need to respond flexibly, control the illusion of compound interest, and be prudent.
Friends who are not chasing rotation, don’t worry, there are also opportunities for large asset classes and market value varieties, just wait for rotation. The high point is expected to be in mid-to-late October, depending on the PVP situation of the two parties.
After November, risks will intensify and a new window of opportunity will be notified separately. Remember, the next window may be a large-scale trend opportunity, so stay tuned!
