Публикация

Kevin Walsh speaks at 10 o'clock! CPI benefits may directly become invalid, tonight is the key point for bulls and bears Key points Walsh's stance is flexibly hawkish, having repeatedly spoken against market expectations in the past, with a single sentence capable of overturning the market. 1. Inflation statement is core This CPI just meets expectations, and the market generally bets on easing. If he emphasizes that the inflation decline is a one-time phenomenon and delays rate cuts, the dollar strengthens, and $BTC, $ETH, and storage tokens collectively come under pressure; if he acknowledges continued cooling of inflation, risk assets rally across the board. 2. Rate cut pace and balance sheet views If he signals rate cuts within the year, $xSNDK and $xSKHY storage mainlines continue strong; if hawkish and maintaining balance sheet reduction, high-level clustered funds will flee. 3. Attitude towards crypto and AI Moderate regulatory wording benefits $BTC and $XRP; optimism about AI's long-term logic can only temporarily buffer negative impacts. Predictions for various assets - BTC/ETH: Hawkish stance pulls back to key support, dovish breaks through range resistance, strictly avoid heavy one-sided bets in advance - Storage tokens: The strongest mainline this round, liquidity tightening easily triggers profit-taking stampedes - $XAUT Gold: If inflation worries persist, it holds above 4400; if rate cut expectations cool, it directly pulls back - $SPCX: Combined with unlocking negative factors, macro tightening will cause double weakness Practical advice Reduce contract leverage before the speech, mainly observe. Hawkish positioning in gold, $BNB/$OKB for hedging; dovish landing then follow mainstream and storage sectors accordingly, beware of two-way spikes causing stop losses during the speech.