Attention cryptocurrency enthusiasts! Tonight (August 26), two major events in the U.S. may ignite short-term trends in the crypto market! Following last night's crash (with a total liquidation of 840 million dollars), opportunities and risks coexist; quickly check the key interpretations.
First event: 20:30 Fed's Barkin latest speech (key revision!)
Barkin's identity: 2027 FOMC voting member, Richmond Fed president (authority remains unchanged)
Latest stance (key revision):
Dovish confirmation: Barkin has clearly stated 'there is no need to take restrictive measures as before' (implying no interest rate hikes), and is optimistic about the economy in 2025, believing inflation will continue to decline; Consumption recovery: He cited credit card data saying consumer spending strengthened in July, with a healthy fundamental (stable employment + wage growth), alleviating recession concerns; Risk warning: Barkin still emphasizes that inflation has not reached the 2% target, and there are internal disagreements within the Federal Reserve regarding the extent of rate cuts in September (50 basis point expectations are in doubt), need to guard against selling pressure after 'expectations materialize'!
Related to cryptocurrency:
If Barkin reiterates a dovish stance tonight (high probability), it may stimulate a rebound after the sharp decline (BTC briefly fell below 109,000 dollars last night). However, if he mentions 'divergence on interest rate cuts', short-term volatility may intensify!
Second event: 23:00 Trump cabinet meeting (new dynamics!)
Don't just focus on slogans! Trump has taken actual action today:
Dismissal of Federal Reserve Governor: This morning, the sudden announcement of the dismissal of Governor Cook raised questions about his 'financial misconduct', targeting the Federal Reserve's personnel control; Tariff Games: Just waived tariffs on Indonesian palm oil and others, but plans to impose a 50% tariff on India, the policy reversals amplify market uncertainty; Positive expectations for crypto: Although the meeting agenda has not been made public, Trump's past supportive stance (such as 'Bitcoin patriot') + recent pressure on the Federal Reserve may release indirect benefits (such as promoting regulatory easing).
Related to cryptocurrency:
Beware of 'Trump volatility' mode! If signals supporting innovative technologies are released, it may boost altcoins (such as the SOL ecosystem receiving institutional increases); however, the reversal of tariff policies may suppress risk appetite.
Governor's operational strategy (based on last night's crash update):
Short-term rebound trading: Lightly position to ambush oversold mainstream coins (BTC key support at 110,000/108,000 dollars, ETH watch 4,530 dollars support), quick in and out; Beware of black swan events: Trump’s policy disruptions + Federal Reserve personnel upheaval (Cook's dismissal) may trigger liquidity panic, do not exceed 50% position; Pick up cheap chips: After the crash, institutions like Bitmine increased their crypto holdings by 2.2 billion dollars weekly, focus on valuable projects (such as SOL ecosystem receiving 400 million dollars in private funding).
Important reminder:
The market has just experienced a massacre of high leverage (160,000 people liquidated), do not blindly chase the rise! If the price surges after Barkin's speech, beware of 'selling the fact' pullbacks! Trump's movements need to be cross-verified; do not trust one-sided rumors.
Focus on @富奇行长 , the first time to interpret the aftershocks of events and ambush opportunities! #特朗普罢免美联储理事库克