Recently, the US Bureau of Labor Statistics announced the cancellation of the October CPI report, marking the first time since the data system was established in 1947 that a monthly figure has been "missed," instantly drawing market attention. What seems like a sudden event actually reveals several intriguing signals.

**Why did the data suddenly "disappear"?**

Market analysis suggests that the preliminary year-over-year increase in the October CPI may have fallen below 3%, well below the expected 3.1%. What does this mean? Inflation data is rapidly declining. If officially released, it would completely ignite expectations of Fed rate cuts—Bitcoin could then potentially break through $90,000, and the US stock market might experience a violent surge. To prevent excessive market reactions, authorities chose a "technical withdrawal" to cool down the overheated market.

**Revisions often reveal the truth**

Looking back at the BLS's historical operations, similar "withdrawal-revision" tricks were used with the 2021 employment data, with the final revised figures being worse than the initial estimates. This time is likely no different—final published data may be even lower than market expectations, confirming the accelerating downward trend of inflation.

**Institutional window period**

Currently, it is a critical quarter for institutional rebalancing, and many large capital players have not yet completed their cryptocurrency allocations. If positive data were released directly, BTC could spike instantly, leaving institutions unable to react in time. The data vacuum period is essentially a "green light" for these big funds, giving them the opportunity to quietly build positions. By the time revised data is published, the landscape may have already changed dramatically.