比特进|May 11, 2026 10:13
Has the bear market bottom been locked in advance? Why October 2026?
1/Core logic: BTC, as a high-risk asset, did not fall out of a bear market bottom, but rather emerged from it. It is highly anchored to the Federal Reserve's monetary cycle:
End of interest rate hike+bottoming out of high interest rates=bottoming out period
Expected interest rate cut 3-6 months in advance=confirmed bottom
Iron rule: The bottom will always be ground out in advance before the interest rate cut is implemented.
2/Review the first two complete bull bear cycles and find a fixed time pattern
First round: 2018-2019 cycle
The final round of interest rate hikes by the Federal Reserve ends in the second half of 2018
Bitcoin bear market ultimate bottom: December 2018
The Federal Reserve's first subsequent interest rate cut: July 2019
The bottom appeared shortly after the end of the interest rate hike, exactly 7 months before the first interest rate cut
Second round: 2022-2023 cycle
Super high inflation, violent interest rate hikes
Market speculation leads to inflation peaking and interest rate hikes slowing down
So we hit the bottom half a year in advance, waiting for the last interest rate hike
Bitcoin bear market ultimate bottom: November 2022
Macro situation in May 2026
Current situation: Interest rate hikes have come to a complete end, with high interest rates hovering at high levels.
Expectation: The market consensus is that the first interest rate cut will occur between the end of 2026 and the beginning of 2027.
4/Ultimate Bottom Time Deduction for This Round
According to the tradition of fermenting 3-6 months ahead of expected interest rate cuts:
The interest rate cut at the beginning of 2027 points backwards to October 2026, which is the resonance window of liquidity, sentiment, and pricing game.
5/Summary: Don't dwell on falling to tens of thousands, first block the time window of October 2026. Time scale>price scale. Patience is the greatest Alpha.
BTC Bitcoin Crypto Bitcoin Federal Reserve
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