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在最新的FOMC会议后，市场似乎开始平静下来。传统市场，尤其是加密货币市场的最初膝跳反应相当强烈，但至少对我来说，实际言论与预期并没有太大差异。更多的是市场如何解读利率“更高更久”的叙事，以及这对风险资产意味着什么。
今天，我正密切关注加密货币领域，特别是像$ADA这样的币种。我们看到它早些时候触及0.16107附近，目前在0.1661附近反弹。问题是这种支撑是否持久，或者如果更广泛的避险情绪持续存在，是否会再次下跌。我正在关注它能否在前期低点上方盘整，否则，我们可能会看到对更低支撑位的重新测试。目前还没有采取任何行动，但公告后的波动性一旦平静下来，总是会带来有趣的机会。
I'm with you on the "higher for longer" narrative impacting risk assets. It feels like the market is still digesting what that truly means for capital flows, especially for something like ADA that tends to have a higher beta.
It's interesting how much crypto still correlates with traditional markets, especially around these macro events. Do you think the 'higher for longer' narrative will push more people to look at crypto as a true alternative, or just make it another risk-on asset that gets hit?
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