2026-01-02 05:30:15

#Strategy加码BTC配置 $BTC $ETH $BNB

🔥The first key milestone of 2026 is here—the Federal Reserve's dot plot for interest rate decisions is about to be released.

This thing determines whether there is room for rate cuts throughout the year. Currently, the federal funds rate is firmly stuck at 3.50%-3.75%. Last year, it was barely lowered by 25 basis points, which is far from enough. With such strong economic resilience and solid data, hoping for a sudden large-scale easing? That's overthinking.

📊The numbers are right here—

Inflation remains sticky below 2.4%. GDP, on the other hand, has accelerated to 2.3%. In this situation, how could the Fed possibly relax and start flooding the market with liquidity?

💥The problem is that Wall Street's expectations have completely shattered:

Goldman Sachs and Morgan Stanley's logic is to cut rates once in March and June. JPMorgan is more conservative, thinking there might be only one cut in 2026. There are even more aggressive voices—some are calling for "no cuts at all," while others expect "a sharp cut." The disagreements are extreme.

⚠️Another variable disrupting the scene: Powell might not be reappointed in May. If a dovish candidate takes over, the entire narrative will have to be rewritten. This suspense alone adds to market anxiety.

🎯So, the January FOMC meeting has become the first turning point of the year. The dot plot will directly label the liquidity outlook for the entire year. In the current environment—sticky inflation, stable employment, and continuous economic growth—the Fed is likely to remain cautious. Unless employment suddenly collapses or inflation drops sharply, the approach will be gradual, making small adjustments step by step.

💰Don't rush with your actions—

After reviewing the dot plot, let the market's initial wave of sentiment settle before making moves. During such uncertain times, real opportunities are often hidden in the most heated discussions. Don't go all-in; time is on your side.

👇
1. Do you think rate cuts will really start in March?
2. If Powell is replaced, where will the market go?

Share your thoughts in the comments and let's catch the first wave of liquidity changes this year.

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BankruptcyArtist

· 16h ago

Uh, the expectations of Wall Street are really outrageous, everyone wants to take a gamble --- Not cutting interest rates is actually more beneficial for BTC, capital has nowhere to go --- The most damaging variable is Powell not being reappointed in May. Now going all in is just gambling on luck --- It was too stupid to fight before the dot plot came out. Let the bullets fly for a while --- Feels like this year will be another year of repeated tug-of-war, this rhythm is really intense --- JPMorgan not cutting even once? Then forget about liquidity dividends, just buy the dip --- Stable employment and sticky inflation, the Fed's game is really stuck --- Instead of waiting for March, it's better to bet on Powell's show in May. What's the probability of a dovish stance coming to power? --- I just want to know, is it too greedy to get into BTC now? --- This time it's truly a song of ice and fire. Without some resolve, you can't hold on

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PretendingToReadDocs

· 16h ago

Really, instead of betting on rate cuts, it's better to bet on Powell stepping down—that's the real game-changer with nuclear-level impact. --- A rate cut in March? Dream on. The Federal Reserve folks are too hawkish. --- Wait, the real opportunity to buy the dip is when the dot plot explodes. --- The divergence on Wall Street is so big that it shows no one really understands. Let's just sit back and watch the show. --- Is all-in on BTC not attractive? Why bother with all these Fed issues. --- What are the chances of a dovish successor? That’s the most worth betting on this year. --- No rate cut, no problem. Liquidity has already flowed into the crypto space; the Federal Reserve can't control that. --- The most intense debates are where the opportunities are. Remember this. --- Increasing your BTC position now is essentially betting on the Fed pivoting, which is quite risky. --- The economy is so resilient; why should the Federal Reserve be gentle with us?

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just_another_wallet

· 16h ago

Huh, now even Wall Street can't read the dot matrix chart accurately. They're a bit overwhelmed. Once Powell steps down, Bitcoin is likely to take off. I think it's better to hold onto it for now; anyway, you can't run away. This inflation is really disgusting. No wonder the Federal Reserve has no solution. Interest rate cuts in March? Ha, I doubt it. If a dovish stance really comes out, I'll go all-in on BTC. This uncertainty is actually an opportunity. Wait for the market to react before taking action. The dot matrix chart is even harder to predict than candlestick charts. If you ask me, don't overthink it. Holding Bitcoin first is definitely the right move.

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AllInAlice

· 16h ago

Once the dot matrix chart comes out, we'll know if it's a real drop or a fake one. Talking about it now is just pointless. These Wall Street folks are always singing the opposite tune; I just can't understand them more and more. If Powell really gets replaced, our BTC will have to be re-priced. I increased my position before the dot matrix chart was released, anyway, time is on my side. Instead of guessing whether it's dovish or hawkish, it's better to focus on employment data—that's the real deal. The hottest discussion in the market... probably also the easiest place to get hit. I bet there won't be a cut in March; June will be the real show. What about you?

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GateUser-a5fa8bd0

· 16h ago

Honestly, instead of obsessing over interest rate cuts, it's better to keep an eye on Powell's timetable for stepping down—that's the real X factor. --- The divergence among Wall Street folks is so big, it shows no one can be certain. I think we should wait until the FOMC meeting is over before making any moves. What's the rush? --- Inflation stickiness requires the Federal Reserve to be cautious, but that also means liquidity will eventually loosen. The question is timing, and the gamble is on the pace difference. --- Cutting rates in March? That's funny. The economy is so strong right now that even Powell won't act so aggressively soon; it depends on employment data first. --- In my opinion, the key is for the dovish side to take the lead. Then the story of BTC will be completely different. At this point, there's no need to rush into the market. --- It seems everyone is betting on what the candlestick chart will say, but market reactions often don't follow the usual patterns. The real opportunity might be in the second wave of sell-offs.

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