Допис

🇺🇸 US stocks, Nikkei, and Korea all got hit together. Blame the Changxin IPO? That’s surface level. BTC dropped too — $66K → $63K, now eyeing $62K. This isn’t sector-specific. The real driver: USD liquidity drain. Money is getting pulled out of both stocks and crypto at the same time. Why now? Thursday the Fed drops its first rate decision for H2. Consensus is hike or hold. But capital already voted with its feet and rotated out of risk. The bear market setup is forming early. Key twist: It’s not Powell running the show. This meeting is chaired by Waller. He’s a data-first guy. Doesn’t care about market tantrums, only the numbers. No one can predict his playbook. Thursday is his debut as Fed leader and tone-setter. “No style” _is_ the style. Expect uncertainty. The answer comes in 48 hours. #DailyOrbit #FedRateDecision #BigTechEarningsNight