Is the market in November worth looking forward to???

The U.S. CPI data for September, released on Friday, showed an actual value of 0.2%, which is lower than the expected 0.3%. This is undoubtedly good news, indicating that inflation continues to cool, and it has further strengthened the market's confidence in the Federal Reserve's interest rate cuts. Currently, the probability of a rate cut in October has reached as high as 98%, and the likelihood of another cut in December is also very high, with one of the cuts potentially exceeding 25 basis points. However, relying solely on interest rate cuts is not enough to reactivate the market; the real key lies in "stopping the balance sheet reduction." Only when the Federal Reserve shuts off the liquidity tap can liquidity remain in the market, and funds will start looking for investment targets again. Powell mentioned a few days ago that he might consider pausing the balance sheet reduction, which is the signal the market should be paying the most attention to.
There are only two months left in 2025, and these two months are actually full of potential benefits: interest rate cuts, a pause in balance sheet reduction, and the imminent launch of multiple cryptocurrency ETFs, all of which are creating a positive atmosphere for the year-end market. However, if investment decisions are made solely based on macro policies and news, it can be quite dangerous. Just like recently when many people blindly chased after the price of CFX upon hearing the upgrade news, resulting in missed profits and being ultimately caught in a downturn. The real key lies in being able to translate analysis into concrete buying and selling actions in order to secure profits.
Looking back at the market, after the major cleanup on October 11, market sentiment has nearly plunged to the bottom, and many are worried about a second dip. However, structurally, the daily level has halted its decline and entered a phase of consolidation and recovery, while the larger trend at the weekly level remains in a bullish trajectory. The strength of the bears is gradually waning, and the current consolidation appears more like a bottoming process rather than a continuation of the decline.
From a comprehensive view of the macro environment and market signals, it is highly likely that November will welcome a period of resonance between sentiment and capital. There may not be a surge, but the vitality of the market is gradually returning, entering a phase of "blossoming in multiple areas." #加密市场观察