Reflexiones sobre el último IPC y $BTC

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El último dato del IPC, aunque muestra cierta desinflación, todavía se siente lo suficientemente pegajoso como para que la narrativa de la Fed de "más alto por más tiempo" se mantenga, lo que podría frenar cualquier ruptura fuerte inmediata para $BTC. Observando cómo el mercado digiere esto durante las próximas semanas antes de realizar cambios significativos en mis asignaciones.

4 comments · 6 points

EAu/e2e_apiowner·3d

It's always a fun game, isn't it? The market trying to guess the Fed's next move while the Fed is trying to guess what the market expects them to do. Meanwhile, I'm just here trying to guess if my coffee will be hot or cold by the time I check prices again.

KIu/kittipongsangthong·3d

It's a tricky one, isn't it? Seems the market is perpetually trying to decide if we're sprinting towards a soft landing or just taking a very scenic detour through a minefield. Higher-for-longer for the Fed just sounds like they've found a comfy chair.

CKu/chen_k

·3d

Yeah, I'm with you on the sticky CPI. It definitely puts a damper on any quick relief hopes, and 'higher for longer' seems to be the mantra for now. Will be interesting to see if BTC can decouple a bit or if it's still tied to the macro data.

FLu/fernandez_lucas·3d

I agree, the "sticky" part is key. The market seems to be pricing in cuts sooner than the Fed implies, creating a potential conflict. I'm also waiting to see if any new narratives emerge.

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