#数字资产市场动态 $SENT $COTI $AXS November's core PCE finally released—2.8% year-over-year, 0.2% month-over-month. The numbers meet expectations, but the issue is that this data has been delayed by weeks due to government shutdown, essentially making it "expired intelligence"📜. When the Federal Reserve makes its decision next week, referencing this data will be somewhat awkward.

Inflation remains sticky, but the updated December data hasn't arrived yet; for now, strong employment and consumption figures are holding things up. The pause in rate cuts in January has become a fait accompli, but how long this "patience" can last is anyone's guess. The most frustrating part is that the shutdown has blurred the overall economic outlook, making it feel like viewing the market through a layer of fog.

Then, in the next moment, the situation reverses! A major figure announces a change in trade policy, and the global markets respond instantly. Bitcoin quickly climbs back above 90,000, and risk assets rebound collectively📈. This isn't really a geopolitical game; frankly, it's just a shift in liquidity flow.

A single statement can trigger a rally—social media influence is truly terrifying. In the crypto world, besides technical support, macro narratives and sudden statements are often the real short-term catalysts💥.

The current situation is characterized by data lag, policy doubts, and extreme market sensitivity. Will the Federal Reserve stay calm next week, or will it be silent before the storm? Is this rebound the start of a new story, or just another wave of volatility? What do you think? See you in the comments👇.