FED NEW YORK: NO SIGNS OF NEAR-TERM RATE HIKES Source ChainCatcher/Jinshi The New York Fed President stated that the current easing bias reflects a longer-term trajectory. Inflation is not strong enough to justify rate hikes, and current data does not support tightening. However, near-term policy direction remains unclear. Market sentiment mildly risk-on, but cautious due to policy uncertainty. Macro to watch US CPI/PCE, labor data, rate expectations. Strategy favor short-term swings; avoid FOMO. Reference: consider Longs on -3% to -5% pullbacks from recent highs, leverage ≤3x. Scenarios: sustained liquidity → high-beta altcoins rebound faster; hotter data → defensive rotation. Risk management: risk ≤2% per trade, strict stop-loss, avoid overtrading. Crypto impact: * BTC/ETH: relatively stable, trend leaders. * Alt L1/L2: highly flow-sensitive, higher volatility. * DeFi: benefits if liquidity improves. Take the market “believes, but not fully” edge comes from discipline. if the Fed stays on hold, will capital favor BTC safety or altcoin growth? Insight The market is pricing in easing ahead of data if data fails to confirm, reversals could be sharp and decisive. Liquidity is the fuel, expectations are the spark.