Recently, the international situation has thrown two heavy bombs into the crypto world.

First, Trump announced that he would reveal the candidates for the Federal Reserve Chair, followed closely by news from OPEC+—that they would maintain current production levels. At first glance, these two events seem unrelated, but their impact on the crypto world could be significant.

The personnel changes at the Federal Reserve are essentially about setting the direction of monetary policy for next year. If the new chairman is dovish, liquidity expectations will rise, and the valuation logic for assets like Bitcoin will be reconstructed accordingly. After all, with more money, it has to go somewhere.

Looking at the geopolitical game in Venezuela, along with OPEC+'s decision to stabilize production, it is actually installing a stabilizer for global energy prices. If oil prices do not soar wildly, inflation pressure can be controlled, and the Federal Reserve has more confidence in maintaining low interest rates—this is considered an indirect benefit for crypto assets.

However, it is really not the time to chase after rising prices or sell during falls.

The properties of Bitcoin as a macro hedging tool are becoming increasingly evident, and volatility is the norm. It is recommended to build positions in batches and not go all in. At the same time, keep a close eye on two lines: first, the policy direction of the Federal Reserve, and second, whether there will be new variables in the international energy situation.

Market opportunities are still present, but we need to be rational. There is too much short-term noise; don't get swayed by the rhythm.