TraderS | 缺德道人|2月 02, 2026 16:17
Jiajia is so cute, LSP couldn't resist watching it twice more.
I have already praised this OKX event many times before, and as soon as the video was released, I had to praise it again. There are so many guests and each person has talked a lot, and it may be too redundant to put all of them out. If we cut them out like this, the effect will be quite good. Truly a professional team dug up by Tencent and Mango.
Among so many topics, what people are most concerned about now is probably how the 2026 market will go.
Whether last week's decline was due to the nomination of Walsh or the increase in margin, it was only temporary. Walsh may lead the way. After all, if things go well (maybe Congress is blocked), he will have three months to take over. Now Trump Besant may just use his eagle voice to pull the dollar index in advance to maintain the dollar credit.
After he takes office, with the backdrop of ensuring the midterm elections, his room for maneuvering is actually very limited, and the possibility of shrinking his balance sheet is even less. The current market hype is more like expectation management, but we are familiar with Master Bao's Duan Shui Tai Chi and relatively unfamiliar with this newcomer.
But the situation is stronger than people. After taking office, I believe that the governance strategies of Walsh and Powell will not differ too much. After all, the chairman only has one vote, and the old FOMC voting committee members are still there. Under the collective decision-making voting mechanism, the opinions of the majority of people are more important.
And it's hard to imagine that Walsh really dared to shrink his balance sheet and extract liquidity from the market. Last year, the US government shutdown alone left the market half dead. If he rashly shrinks his balance sheet, it will inevitably cause a liquidity crisis, leading to a triple kill of stocks, bonds, and foreign exchange. At that time, the market may plummet sharply.
So, based on the expected changes in the market represented by Walsh, the market trend is probably to first fall and then rise. After the big pie reaches 74, the cost-effectiveness has already emerged. It would be even better if we could take advantage of some crisis to move towards the 6 sign and force a panic market. After all, financial capital is naturally bloodthirsty, so forcing out chips with blood may also have its inevitability. So starting to build positions in 74 and waiting for the next bull market may be the best approach at the moment.
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