#数字货币市场洞察 Still hoping the Fed will "technically" ease based on CPI data? Give it a rest.

They don't even look at economic data—the real timetable is marked on the 2026 calendar. Monetary policy? That's just a wrench in the election toolbox.

You think Powell is watching the inflation curve? He's watching the ballot box. When a certain result is revealed, it won't be because the economy needs a rate cut, but because the power structure needs a liquidity transfusion.

I witnessed that brutal round of liquidation in 2018. I also watched contract liquidation numbers jump to the point of existential crisis on March 12, 2020. But this round is different—the rules of the game are already on the table, and you're still clinging to "fundamental analysis" from the textbooks as your shield?

Look at the data: US stock buyback scale is at a historic high, and US Treasury issuance is accelerating like it's on steroids. The logic is simple—no rate cuts? Then the interest payments on $90 trillion of debt will swallow 40% of the federal budget. Do you think such a suicidal move is likely?

So don't wait for some consumer spending data to blow up. The rate cuts will come, even if inflation spikes to 8%, it won't matter. Because this was never about monetary policy—it's a political life support plan.

Are you holding cash and waiting to buy the dip? What you might end up with isn't cheap chips, but watching the train leave the station right in front of you.

$BTC $ETH