Good news is here! Tariffs, interest rate cuts, legislation, CZ, and JPMorgan all coming together—will the market buy into it?

🍻 Let's string together the recent trending searches as a fuse and see if we can ignite the market.

1️⃣ Regulatory "framework" needs to be implemented

The House of Representatives is expected to vote on the "Crypto Market Structure Draft" as early as November. What institutions fear most is a "regulatory vacuum"; once the sector-specific regulation is clear, large USD funds will be able to legitimately include BTC in their asset allocation—this is not a pump, but an invitation.

2️⃣ Federal Reserve "water gate" shows a turning point

Bank reserves have dropped to their lowest point since January, and expectations for an early end to QT (quantitative tightening) have surged. The market is betting on a slowdown or even a pause in QT in December; USD liquidity is shifting from tight to loose, and risk assets are first to rise as a courtesy.

3️⃣ CZ's shoe drops + traditional finance gives the "stamp"

CZ was released as expected, and BNB led the charge past previous highs; even more significant is JPMorgan including BTC and ETH in its collateral whitelist—Wall Street officially recognizes the "digital gold" attribute, equivalent to adding fuel to the spot ETF.

4️⃣ Political landscape "crypto-friendly" 2.0

Trump nominated crypto-friendly Selig to lead the CFTC, and a bipartisan consensus is emerging. The policy bottom is getting thicker, and the likelihood of extreme repression is decreasing.

5️⃣ Macro "double whammy"

- China-U.S. tariff negotiations are restarting, and the market is betting on a "ceasefire"—global risk-on

- October interest rate cuts are almost priced in; as long as Powell's tone is dovish after the press conference, USD DXY could drop another 1% = crypto +2%

🎯 Let's see how prices might move

Short to medium term (November)

With liquidity easing and legislation advancing, BTC 118 k –120 k, ETH 4.5 k region is expected

Medium to long term (until late 2025)

Compliance funds inflow + ETF 2.0, BTC 138 k / ETH 5.5 k is a reasonable expectation

Very long term (Q2 2026)

If we see the classic formula of "end of interest rate cuts + FOMO from everyone," ETH 8.8 k / BTC 148 k could also occur

🛡️ Strategy notes

1. Periods of concentrated good news often come with high volatility; buying on dips with a grid strategy is better than chasing highs.

2. Mainstream holdings ≥70%, altcoin entertainment holdings ≤20%, keep 10% USDC to earn 4–5% returns as "panic ammo."

3. Set trailing stop-loss, don't let "hope" turn into an "elevator."

The macro tailwind is in place; it’s crucial to see if liquidity can hold up; buckle up, the slow bull may be bumpy, but the direction is currently pointing north. Follow me for more information and insights! @比特盈 #BTC $ETH