FOMC this week isn’t about rates - it’s about control.
Trump & Powell have been going against each other publicly… Trump really wants JP to cut rates asap while Powell wants to showcase himself being independent & going with the plan.
Things will get more interesting as 90 days tariff pause period comes closer.
What am I seeing in FOMC tomorrow?
→ 90%+ chance interest rates remain unchanged, but the real tension is between Powell and Trump
→ Trump’s demanding rate cuts, an end to QT, and threatening tariffs - cornering the Fed into a lose-lose
→ Powell can’t look weak, but he also can’t ignore sticky inflation and rising recession risk
→ Tariffs 2.0 could reignite inflation as the 90 days period comes closer - June may not be as dovish as people think
→ Markets want certainty. They’ll likely get confusion in tomorrow’s meeting.
→ BTC and risk assets are moving more on narrative expectations than actual Fed action
Anyways, markets are still uncertain, however Bitcoin strength has been astonishing so far.
Accumulate $BTC while you can & avoid leverage trading in uncertain markets!
You’ll thank me!
I think the past three years have made it crystal clear: fundamentals, whitepapers, roadmaps, partnerships, updates — all of that is basically irrelevant. Examples is $STRK $AEVO or like $ZK
But I’ve identified a few key things that actually matter and are worth paying attention to:
🖤Fundraising rounds: at what prices did funds get in, and when?
🖤Token unlocks — who’s receiving them and in what volumes? (Keep in mind: unlocking doesn’t mean tokens will instantly flood the market.)
🖤Was there an airdrop system in place, or did the project launch with just institutional backing?
🖤Compare the current circulating supply, FDV, and market cap (which is mostly a made-up figure that doesn’t reflect the real amount of money on the table — it’s just a formula).
🖤What sector is the token in? Is there a narrative or hype cycle tied to it — #RWA , NFTs, GameFi, etc.?
🖤On-chain analytics.
Since I’m now spending less time on testnets (explained why in an earlier post), I want to dive deeper into on-chain wallet analysis — tracking flows, distribution, fund movements, alerts on market makers and big players.
I do understand that on-chain tracking stops the moment funds are moved to a CEX — that’s where the trace ends.
So blind trust in transactions and volume metrics is not the way to go either.
Over time, I’ve come to realize the importance of keeping a minimal but high-quality set of tools and asset analysis methods.
Despite a recent dip in Bitcoin’s price, the cryptocurrency's dominance in the overall market is steadily increasing. This trend suggests that Bitcoin is outperforming other digital assets in terms of market share.
Institutional interest remains strong, as shown by substantial Bitcoin purchases made by the investment firm Strategy and various spot Bitcoin exchange-traded funds (ETFs). These sizable acquisitions signal that large-scale investors continue to view Bitcoin as a valuable long-term asset, even amid short-term price volatility.
The rise in BTC dominance, combined with continued institutional accumulation, underscores Bitcoin’s status as the leading cryptocurrency and highlights growing confidence in its role as a digital store of value.
$BTC
FOMC this week isn’t about rates - it’s about control.
Trump & Powell have been going against each other publicly… Trump really wants JP to cut rates asap while Powell wants to showcase himself being independent & going with the plan.
Things will get more interesting as 90 days tariff pause period comes closer.
What am I seeing in FOMC tomorrow?
→ 90%+ chance interest rates remain unchanged, but the real tension is between Powell and Trump
→ Trump’s demanding rate cuts, an end to QT, and threatening tariffs - cornering the Fed into a lose-lose
→ Powell can’t look weak, but he also can’t ignore sticky inflation and rising recession risk
→ Tariffs 2.0 could reignite inflation as the 90 days period comes closer - June may not be as dovish as people think
→ Markets want certainty. They’ll likely get confusion in tomorrow’s meeting.
→ BTC and risk assets are moving more on narrative expectations than actual Fed action
Anyways, markets are still uncertain, however Bitcoin strength has been astonishing so far.
Accumulate $BTC while you can & avoid leverage trading in uncertain markets!
You’ll thanks me!
Crypto trading success starts with a solid plan. Top 5% traders follow these steps:
1. *Clear Trading Plan*: Define entry/exit points, risk management, and trading goals.
2. *Stop-Loss and Take-Profit Orders*: Manage risk and secure profits.
3. *Limit Risk Per Trade*: Risk 1-2% of capital per trade to preserve funds.
4. *Trading Journal*: Track performance, identify patterns, and refine strategies.
Stick to your plan, manage risk, and stay disciplined. #CryptoTradingStories #tradingplan