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taishiro
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The November 6 jobs report could shift that balance.
Strong employment gives the Fed more room to stay hawkish, while weakness could force markets to reassess how much tightening the economy can absorb.
Until then, BTC may struggle to build momentum. I would rather see how yields and liquidity expectations respond to the data than trade every hawkish headline.
#FedHikeOutlookDivided
taishiro
美联储的措辞变得更鹰派，但市场定价却传达了略有不同的故事。
官员们警告进一步收紧政策与市场实际将这些举措计入价格之间存在差异。这个差距对风险资产很重要。
对于Bitcoin，眼前的问题是流动性。更高的利率预期使资本趋于防御，令投机资产更难吸引新的需求。
#FedHikeOutlookDivided
