HIGER
HIGER|Oct 27, 2026 00:32
Regarding this week's Fed meeting, I'll only state one conclusion: whether they hold rates steady this time or raise rates in December, the impact on BTC will be limited. 1. October 27-28 is the fourth Fed meeting under Warsh's leadership. The market is betting on an over 80% probability of holding rates steady, and a December rate hike is essentially priced in. The real focus should be on the September PCE data released at 8:30 PM Beijing time on Thursday. 2. A rate hike will have a far greater impact on US stocks than on cryptocurrencies. US stocks need low funding costs, and if AI companies' profits don't significantly exceed expectations, they could experience a sharp drop. 3. Bitcoin is shifting from a risk asset to an asset that hedges against the dollar's credit. The 10-year US Treasury yield is still around 5%, and the more severe the US debt problem, the stronger the demand for hedging. Therefore, my strategy remains unchanged: holding above the 64,800 level is the bull/bear dividing line; any pullback above 75,000 is an opportunity. This week, will you reduce your holdings and wait for the PCE, or add to your positions on dips?
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