Gönderi

New Fed Chair. New rules. Kevin Warsh held rates at 3.5%-3.75% at his first FOMC and killed forward guidance entirely. He didn't even submit his own dot projection, consistent with his long-held view that the dot plot does more harm than good. The numbers behind the shift: · PCE inflation forecast revised up to 3.6%, from 2.7% in March · 9 of 18 FOMC members now project at least one rate hike before year-end · 6 members project two hikes BTC had priced in the hold. It wasn't ready for this. $122M in crypto liquidations hit within four hours of the decision: $44.6M in BTC and $38M in ETH. Leveraged longs broke through the $64,350 support level that had held all session. BTC settled near $63,925, down 2.66% on the day. The split take: short-term, this is risk-off. But some analysts argue that a Fed with no forward guidance removes a key anchor for risk assets, which historically benefits BTC. How are you positioning around this? Holding, buying, or waiting for more clarity on rates? #WarshDropsGuidance