I've been keeping an eye on the core PCE data for September, and as expected, it dropped to 2.8%. This figure is pretty crucial—it basically paves the way for the Fed to potentially hint at a rate cut next week. For those of us in crypto, this counts as a medium- to long-term bullish signal—after all, once the liquidity environment turns, risk assets always have a chance.

Looking back at previous rate-cut cycles, improved market liquidity is almost standard. If the Fed really signals a dovish stance, funds that can't find yield in traditional assets are likely to start flowing into Bitcoin and similar avenues. Of course, this is just a possibility, not a certainty.

A few practical thoughts:

Keep a close watch on the Fed meeting next week—the wording of the statement, the dot plot, and adjustments to economic forecasts are all key variables.

Don't get carried away before major events; market volatility is the norm. Avoid high leverage if you can, and keep some ammo ready to handle fluctuations—it’s a more reliable strategy.

If expectations are actually met, pay more attention to the leading assets closely tied to macro liquidity, as well as opportunities in a few core sectors.

With inflation cooling down, the probability of a policy shift is rising, and the correlation between the crypto market and macro trends will only get stronger. Stay rational, don’t get thrown off by short-term swings—the long-term trend is what really matters.