Federal Reserve minutes at 2:00 AM, whale accumulation and Strategy sell-off — market waits for direction

Earlier, a whale accumulated 270k BTC over two weeks, while Strategy cashed out 3,588 BTC — the bulls and bears each busy with their own moves. At 2:00 AM Thursday, the first Fed minutes under Walsh's tenure are out, market holds breath.

What to watch in these minutes?

Watch the wording on downside economic risks. Morgan Stanley notes Walsh tends to balance the dual mandate, no longer solely focused on curbing inflation. If more officials discuss "employment risks outweighing inflation risks" in the minutes, that's a dovish signal.

What does it mean for BTC and ETH?

BTC is currently stuck in the 61,000–64,000 range. Dovish minutes → weaker USD, improved liquidity expectations → BTC has momentum to test 64,000 or even 66,200; hawkish or neutral minutes → disappointment selling → BTC retests 61,000–62,000.

ETH follows BTC but has greater elasticity. In a dovish scenario, gains often outpace BTC; in a hawkish one, pullbacks are sharper. Vitalik's roadmap is a long-term narrative — tonight's script is in macro's hands.

A few rough thoughts:

Futures traders, don't go heavy tonight. Minute wording is harder to predict than data, and the market tends to hunt stops on both sides. It's safer to wait 30 minutes after the release than to bet on direction in advance.

Spot traders, watch the 62,000–62,500 range. If BTC fails to hold after the minutes, short-term structure weakens; if it holds, still a bullish setup.

No matter the direction, set your stops. Strategy is the map, discipline the navigation.$BTC $ETH
#Strategy上周减持3588枚BTC #US Bitcoin ETF net inflow: 4,026 BTC