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My judgment: Bassett is whitewashing the government’s situation. The more he emphasizes the "supercycle," the more it exposes the awkward policy tug-of-war. Rate hikes combined with geopolitical risks will inevitably drain liquidity, which is the Achilles' heel for BTC and other risk assets. Strategy: Don't bet on direction before the FOMC decision. If BTC 77000 breaks, it will definitely trigger a systemic correction. Staying out of the market and watching is the safest. #FOMCRateCallThisWeek