☕️ Flyfish Early Review: Powell “Limping”, Gold Restricted, Where Are the Funds Going?

Brothers, those who didn’t sleep last night know, we witnessed history. Today’s news highlights:
1️⃣ The Fed’s “Internal Dispute” Confirmed (Super Bullish)
* News: Powell pauses rate cuts, but the voting result is 10:2. Waller and Milan voted against, demanding rate cuts.
* Interpretation: Our midnight prediction yesterday was spot on! Internal disagreements are no longer ironclad. Waller’s vote is like a “blood oath” to Trump. Powell is now a “lame duck”, and the market has already started pricing in “Waller taking over = large liquidity injection”. Short-term pullback is just money for those who haven’t entered the market yet.
2️⃣ Countdown to New Chair (Turning Point)
* News: Bissette revealed that Trump may announce the new Fed chair “in about a week”.
* Interpretation: The suspense is about to be revealed. If it’s really Waller or Haskett, BTC will ignore current interest rates and rise first. Next week is the key turning week.
3️⃣ Thailand Gold Restrictions (BTC Opportunity)
* News: The Bank of Thailand set daily online gold trading limits and banned short selling.
* Interpretation: As long as fiat (Baht) can’t hold up, the central bank will implement capital controls. Restrict gold trading? Then funds can only flow to more自由的地方——比特币。这是“抗审查资产”的又一次胜利。
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💡 Trading Strategy:
* About the Market: Although the Fed didn’t cut rates, “disagreements” mean future rate cuts will be more aggressive. BTC around 90,000 remains a golden pit.
* About Altcoins: Since the “Three Red Lines” for property developers are over (domestic liquidity to rescue the real estate market), it indicates that globally, tightening is shifting to easing. Funds will eventually flow into high-beta assets.
* Key Focus: Since Trump is about to announce the new chair, pay attention to DeFi sector and US concept coins, as they are most sensitive to liquidity.
‍#BTC #美联储 #宏观分析 #Flyfish Morning Report