2025-12-18 09:01:29

#数字资产市场洞察 Once the CPI data is released, the crypto market starts to stir.

When inflation numbers rise, risk assets tend to suffer—this has become a market reflex. Conversely, if inflation is below expectations, then a large amount of capital may turn around and rush into $BTC and $ETH. The most boring scenario is when the data meets expectations, which means repeated fluctuations with little excitement.

But the reality is more complex. What dominates market sentiment is not the CPI number itself, but the underlying factors—cost of funds and interest rate expectations. As long as these two remain unchanged, the data release is just pushing sentiment back and forth, unable to alter the overall trend.

The key still depends on whether the central bank's stance will loosen.

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NftBankruptcyClub

· 2025-12-21 08:34

In simple terms, it depends on whether the Fed buys into this trap and what the CPI looks like.

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SandwichTrader

· 2025-12-20 13:05

When the central bank loosens, all data becomes meaningless.

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BearMarketSunriser

· 2025-12-18 09:31

If the central bank doesn't loosen, no matter how much CPI is looked at, it's all in vain.

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ShadowStaker

· 2025-12-18 09:28

tbh the whole "cpi moves markets" thing is just surface-level noise... real question is what's actually happening with rate expectations under the hood. most retail watches the number, professionals watch the fed's next move. data itself? just emotional fuel.

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MevTears

· 2025-12-18 09:27

Basically, it's just waiting for the central bank to take action; everything else is empty talk.

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SquidTeacher

· 2025-12-18 09:26

You're absolutely right, the market is just bouncing back and forth between the central bank's words. Wait for the central bank to give a signal before jumping in; right now, it's all just a false alarm. Actually, it's just two words—waiting. CPI is indeed a smokescreen; the real trump card is still the interest rate expectations. I agree, the data itself is pretty useless; the key is what the Fed thinks. If you ask me, trading CPI now is just gambling on probabilities; it's better to listen to what Federal Reserve officials are saying. Instead of chasing CPI every day, it's better to pay more attention to the central bank's moves—that's the real core. Is inflation data really that powerful? I think it's still the liquidity situation that matters. Exactly, when funding costs change, the whole world shifts; just looking at CPI is a waste of effort. In plain language—wait for the Fed's stance, don't follow the crowd into trades. Right now, those fund managers are even more confused than us; they're all guessing what the central bank is thinking.

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MetaverseVagrant

· 2025-12-18 09:04

Basically, it's just about looking at the central bank's stance; CPI data is just a cover. Interest rates are the real boss, and that's what I focus on. The most uncomfortable thing is when the data meets expectations, just various shocks and shakeouts. Rather than chasing CPI, it's better to keep an eye on market expectations, really. Funding costs haven't changed, so all data is meaningless.

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