Five out of twelve FOMC members already leaning toward a January cut tells me something important: the pressure is shifting. When jobless claims start talking louder than inflation headlines, the Fed’s tone usually follows. Not all at once, not cleanly, but step by step.

There is still uncertainty, and there will be volatility around every data print. But when I look at history, markets rarely wait for full consensus. They move when the direction becomes obvious, not when it becomes comfortable.

For me, this is less about one 25 bps cut and more about what it signals. Liquidity conditions are slowly bending, and risk assets tend to feel that before the headlines catch up.

I stay patient here, focused, and selective. These are the moments when positioning matters more than emotions.

#MyFirstPostOnSquare

$BTC ‌