DJby u/diya.joshi·3dDiscussion

Reflexões sobre o último CPI e $BTC

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O último dado do CPI, embora mostre alguma desinflação, ainda parece pegajoso o suficiente para que a narrativa de "juros mais altos por mais tempo" do Fed possa se manter, o que pode limitar qualquer forte rompimento imediato para o $BTC. Observando como o mercado digere isso nas próximas semanas antes de fazer quaisquer mudanças significativas nas minhas alocações.

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_kThailand·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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