Hello everyone, I am Trading Yang.

Recently, the focus in the circle is not on the K-line, but rather on the company's department head change—the change of the Federal Reserve Chair is much more important than the red and green bars of the K-line. The current chair, Powell, will serve until May 2026, and there are whispers from the Treasury that Trump will likely announce the next nominee before Christmas. Whether this person will "loosen the purse strings" or "tighten the purse strings" directly affects our returns in the coming years.

If we talk about who would be the most beneficial for us, we have to mention Kevin Hassett. He belongs to the "dovish" camp, supporting quick interest rate cuts, which is definitely good for the market. He also sees BTC as a tool for hedging risks, which might push for loosened regulation. Currently, his approval rating is quite high, at 52%. More crucially, he is a core advisor to Trump and can implement Trump's desire to cut rates at the Federal Reserve, which is like opening a larger inlet valve for the crypto market.

There are a few key time points to keep an eye on: First, Trump will officially announce who he nominates before Christmas; second, the nominee must pass the Senate hearings and votes between January and April 2026. Before Christmas, as long as Trump truly nominates Hassett, the crypto market might see a wave of "Christmas行情".

The attitude of the next Federal Reserve Chair will directly impact the prices of risk assets over the next four years. Currently, the probability of Hassett being elected is high, but the market has not fully digested this expectation.

In my tea room (community), we've also discussed more detailed "trend analysis". If you want to make plans in advance, come in for a cup of tea and talk slowly. #美联储会议 #BTC #ETH