Fed "night talk" countdown: Will a single sentence send Bitcoin soaring? Or will it be a flash crash? Lines from 3 pros leaked in advance.


Starting from 22:00 Beijing time on November 12, Williams, Harker, and Waller will successively take the stage to speak—expansion of the balance sheet, interest rate cuts, regulation, and stablecoins, four key terms that will determine whether BTC will break through 95,000 or plunge to 88,000 that night. This article uses 'a quick reference table for lines + two game price charts' to pre-analyze each pro's potential explosive points and market reflex arcs, and provides 'copyable' short-term grid parameters and risk control points, allowing you to place orders automatically while you sleep, not missing out on fluctuations, and not missing trends.
1. 22:00 Williams - "Quantitative Easing" rhetoric vs interest rate cut expectations
1. Key quote review: Two weeks ago, he said in Amsterdam that "the reserves are slightly above adequate levels," which the market directly interpreted as "the November minutes will discuss repurchasing bonds."
2. Highlights for tonight: If it repeats "slightly above" - the US dollar index rises by 0.3% in 15 minutes, 2-year US Treasury yield +8bp, BTC drops by 2%-3%; if it escalates to "sufficient lower bound" - the probability of interest rate cuts drops from 80% to 70%, the dollar hits 104, and BTC could drop as much as -5%.
3. Strategy: Place a dual limit order in advance at 21:55, buy spot at -3%, open a 2x short position at +2% for hedging, with a stop loss of ±6%, capturing the 1h volatility expansion.
2. 23:00 Harker - Fintech regulation "gentle knife"
1. Background: The Philadelphia Fed has just released the "AI Payment Monitoring White Paper," specifically mentioning that there are money laundering blind spots in "on-chain mixers."
2. Possible quotes:
① "Any stablecoin transfers exceeding $10,000 must comply with the Travel Rule" - USDC and USDT immediately experienced $100 million in selling pressure on-chain;
② "Encourage banks to share real-time data with compliant crypto platforms" — Coinbase and PYUSD instantly benefited, with stock prices up 4%, and altcoin payment concepts followed suit.
3. Strategy: Split the funds in advance into 70% compliant blue chips (BTC, ETH, SOL) + 30% "regulatory-friendly" stablecoin pool (USDC/DAI), avoiding anonymous public chain tokens to prevent sudden negative news from triggering a flash crash.
Three, 23:20 Waller - The gentleness and bottom line of the "father of stablecoins"
1. Positive scenario: If the "slimming main account" pilot is proposed again = crypto banks can directly overnight at the Fed, which is equivalent to giving stablecoins a "central bank deposit license", USDC market cap is expected to increase by 15%, ETH on-chain Gas may temporarily surge to 200 gwei, beneficial for L2 (OP, ARB).
2. Bearish scenario: If "100% reserve rigidity + daily audits" is emphasized - small and medium stablecoins face issuance freezes, and the market may see a repeat of the March 2023 USDC de-pegging panic, with BTC potentially dropping by 4%.
3. Strategy: Reduce the leverage ratio to below 1.5 times 10 minutes before Waller's speech, and exchange stablecoin positions for RWA US Treasury tokens (OUSG, SGV) to hedge against the risk of rising yields.
4. Bring a "script quick reference sheet" into the venue.
Time Person Keywords Market Script BTC Volatility
22:00 Williams "Sufficient reserves" → Hawk Interest rate cut expectations downgraded -2%~-5%
22:00 Williams "Quickly expanding the balance sheet" → Dove Dollar plummets +3%~+4%
23:00 Harker "Travel Rule"→strict Anonymous coins were hit -1%~-3%
23:00 Harker "Sandbox Encouragement"→Wide Compliant coin rises +2%
23:20 Waller "Slimming Master Account" → Dove Stablecoin Surge +4%~+6%
23:20 Waller "100% reserve" → strict increase limited -2%~-4%
5. Directly copy the two "price sandboxes".
1. Volatility Grid (suitable for 88,000–95,000 box range)
Interval spacing 1%, each grid position 10%, stop loss set at box edge ±3%.
2. Breakthrough follow-up order (suitable for volume increase after speaking)
The closing price in 15 minutes stands at 95,000, go long, target 102,000, stop loss 92,500;
Dropped below 88,000, opened a short position, target 83,000, stop loss 90,500.
Remember to keep the leverage within 2 times to prevent a flash crash liquidation.
6. Common Pitfall Tips
✗ Do not go all in on a direction - three pros can change their emotions by 180° in just 80 minutes.
✗ Do not use high-leverage contracts——the market depth can drop sharply in an instant, and a 10% price spike in just 1 second is very common.
✗ Do not ignore the Q&A session—reporters' follow-up questions often uncover the real scoop, and market trends usually emerge from impromptu answers.
The Fed's nightly talk has never been a "one-man show," but a three-act play: Williams sets the tone for interest rates, Harker outlines regulation, and Waller decides on the future of payments. Every word can trigger a hundred billion dollars in capital shifts in the crypto market. Set your script quick reference as your phone wallpaper in advance, hang up your grids and breakout orders, and you can turn off your computer and sleep soundly—let the robots catch that 1-minute $1000 candlestick, while you just need to wake up the next day and scroll through your phone to check the gains. #CoinDesk11月报告Gate战绩来袭 #广场发币瓜分千U奖池 #XRP现货ETF将上线
BTC1,63%
PYUSD-0,05%
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卿晨vip
· 2025-11-14 00:20
BTC today 102000
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