Tonight, the whole world is betting on the same thing

Nikkei hits a new high, US stocks reach new highs, BTC surges past 80k—
Do you think this is "fundamental resonance"?
No, this is a collective climax driven by liquidity.
Tonight's FOMC meeting is the real touchstone.
Do you know what's the most terrifying thing now?
It's not BTC falling,
But—everything is rising.
Nikkei breaks 61,000, a new all-time high;
US stocks, European stocks, BTC, gold, copper, all rushing upward.
Do you think this is a sign of a global economic boom?
This is the bubble created by all the money in the world with nowhere to go, forced out.
Tonight, the FOMC will announce its decision.
The market widely expects interest rates to stay unchanged, at 3.50%-3.75%,
Looks stable?
But look at the bullish moves in BTC—
In the past 24 hours, open interest in futures exploded by 189 million. 189 million. Near 80k, big funds are desperately going long.
Funding rates clearly favor the bulls.
Institutions are here, ETFs are here, futures are here.
Retail investors? They no longer qualify to sit at the table.
But historical data hits hard:
In 2025, out of 8 FOMC meetings, BTC fell after 7 of them.
"Buy the rumor, sell the fact"—
This script has played out more than once.
Last night, ADP employment data came out, adding 109k jobs, far exceeding expectations.
Do you think good employment data is good news?
For rate hike expectations, it's the worst "good news."
New Chair Powell is not a kind person.
With such strong employment figures, he will only be more hawkish.
There is a deadly illusion in the current market:
Everyone thinks "rising risk assets across the board" = good fundamentals.
This is the last carnival of liquidity.
Nikkei's new high is built on yen depreciation;
US stocks' new high is sustained by rate cut expectations;
BTC hitting 80,000 is supported by leverage.
Once the FOMC shows an "unexpected" move—
Even just hawkish language, all bubbles will burst simultaneously.
Not one by one, but all at once.
Tonight, bulls are betting:
Bet that Powell won't be too hawkish, bet that employment data will be ignored, bet that liquidity will continue to flood.
But you need to think clearly:
Historically, every "rising together" has ended with a "falling together."
When the FOMC bell rings,
It's obvious who is swimming naked.