At 2 AM, the Federal Reserve announced the halt of its balance sheet reduction, no longer withdrawing $95 billion each month!
In short: the market is starting to recover.
This is not injecting money, but stopping the withdrawal.
The last time this was done was in 2019, when Bitcoin surged 80% in three months.
But don’t rush, this wave is not immediately bullish; it’s about ‘defusing the bomb’—the real ignition point will wait until December.
Short-term strategy:
If BTC holds above 109000, it’s the bottom; ETH in the 3850-3900 range is the golden accumulation zone.
Institutions have already started; in seven days they accumulated 85,000 BTC, with an average price of 110200—smart money never waits for news.
Mid-term logic:
If there are further rate cuts next year, the market will shift from ‘defusing bombs’ to ‘igniting fires’, with BTC and ETH expected to rise 15%-20%,
Funds will flow to the top 50 market caps, breaking through the 200-day moving average with volume.
Action list:
Accumulate in batches: buy BTC at 109000-110000, and ETH at 3850-3900;
Keep 30% cash to guard against black swan events;
Leverage should not exceed 5 times;
Trigger signal: PCE ≤ 2.8% and BTC volume breaks 115000, then increase positions to 70%.
The market is transitioning from ‘withdrawal’ to ‘accumulation’,
Don’t get excited, don’t go all in,
Maintain the rhythm and let the profits rise on their own.
