The Fed is really groping in the black light this time.

The core PCE inflation data for September released last night fell to 2.8% year-on-year, which is the Fed's most important inflation indicator. It stands to reason that this number means that at next week's interest rate meeting, interest rate cuts are no longer a question of "if", but a question of "how much".

But here's an even more absurd fact - due to the government shutdown, neither the October inflation data nor the November employment data were released on time. In other words, when the Fed makes decisions, it has all outdated information in its hands. Even they are guessing, why is the market sure?

What does that mean for the crypto market? The answer is straightforward: the money is coming.

Once interest rate cut expectations heat up, dollar liquidity will loosen. Those who wander the global market in search of high-yield funds, in addition to the stock market, are next targeting crypto assets. Mainstream currencies such as BTC, ETH, and SOL are often the first stop to undertake liquidity. History doesn't repeat itself completely, but the rhymes are always terribly similar.

How should retail investors move? Three simple but effective logics:

** Other official announcements will be entered. ** The market speculation is always an expectation, not a result. By the time the real interest rate cut is made, the price may have risen a round long ago. Now is the time to lay out those mainstream assets that are resistant to decline and have confidence, rather than waiting for "certainty" to be delivered to the door.

Throw away outdated information dependencies. ** The Fed is using old data to make decisions, which is a signal in itself - the real change often occurs during information gaps. The news you see now is likely to be in the past tense.

Stay awake when others hesitate. ** The market always jumps between fear and greed. There are still many people who are worried about economic recession and regulatory repression, but opportunities are often hidden in the doubts of most people.

Investing is never more information than anyone, but who can make a judgment closer to the truth in the case of incomplete information. The Fed's meeting in the dark taught everyone a lesson: you don't need to be omniscient, you just need to be one step faster and more ruthless than others when key signals appear.