Bullish 😤—I really want to smash you! The freshly released CPI positive news wasn’t even warm yet, and the Fed’s two main hawks 😷 directly turned their backs on it—Big Pie and gold are both getting crushed.

Logan said this morning outright: “Rate hikes are needed to tackle inflation,” implying that the July meeting could vote against it.

Schmidt went even harder: inflation has been nearly five years in a row above the target—“we absolutely must not take it lightly.”

One says “a single month of easing isn’t enough,” and the other says “it’s too early to assert the trend”—this isn’t a real disagreement; this is a clear signal of going straight head-to-head with the market.

📉 The market got scared stiff. $BTC ‌
In the daytime, it once dipped more than 1%,

$ETH ‌
then fell close to 3%—dropping from 1900 all the way by force! Even the RSI is about to lie flat.

$XAU
Gold is even worse: it directly broke below the $4,000 level. The upside move driven by CPI got wiped out in one wave.

🤔 What’s interesting is that Vice Chair Jefferson is also paying attention to another matter—the impact of AI on inflation. He said that if AI infrastructure demand is released before the productivity dividend kicks in, it could actually push inflation higher. The demand effect is already there; it’s still unclear when supply improvements will come.

💡 My personal view: in the short term, watch more and move less. CME data shows the probability of a July rate hike is only 11.2%, but by September it has already surged to 46.2%. When the direction isn’t clear, build positions in batches—keeping a tight grip on your hands matters more than anything else. Wait until this wave of hawkish sentiment has been digested before talking again.

👊 Comment section: do you think the Fed will truly dare to hike rates in July, or is it just talk?
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