#Strategy加仓BTC AXS, DASH, ZEN have been interesting lately, but the real story is in the hands of the Federal Reserve.

🚨The rate cut dream is shattered? The market gives the answer: there is a 95% probability that rates will remain unchanged in January.

The Fed's "hawkish" stance is far from over. The latest economic data indicates that the January meeting is almost certain to keep rates steady. The high-interest-rate environment will need to be sustained for a while longer; no one should expect rate cuts to rescue the economy anytime soon.

The real turning point? Let's wait and see in March. The entire market is now betting: will the next policy window bring a glimmer of hope? The Federal Reserve holds two key cards—inflation and employment. Without fully understanding these two data points, it won't easily discuss "rate cuts" with you.

What does this mean? To put it plainly—

💵US dollar and US Treasuries: As long as interest rates stay high, the dollar will remain strong, and US Treasury yields are likely to stay high.

📈US stocks and cryptocurrencies: Expectations of rate cuts will be delayed. Risk assets like high-growth stocks and Bitcoin will face short-term pressure.

Don't focus too much on January; that’s already a foregone conclusion. March is the new battleground. Every CPI report and non-farm payroll data could ignite the market. The rhythm is in the hands of the Federal Reserve, but expectations have already run ahead—can you keep up?