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CLARITY法案程序性投票以49比50未通过，离60票门槛仍远。它影响的不是当天买盘，而是监管继续拖延，机构要求的风险补偿上升。
彭于晏-币圈版
This round of decline cannot be blamed solely on the FOMC; the market is re-evaluating two types of risks.
The CLARITY Act procedural vote failed 49 to 50, still far from the 60-vote threshold. It doesn't affect buying on the day but signals continued regulatory delays and increased risk compensation demanded by institutions.
Tomorrow early morning, the Federal Reserve decision will impact interest rates, dollar liquidity, and leverage costs. One factor raises long-term risk premiums, while another compresses short-term liquidity, applying dual pressure simultaneously.
$BTC fell 1.29%, $ETH fell 1.38%, $SOL fell 2.72%; $XRP dropped 7.76%, but $ZEC rose 4.94%. This is not a single macro sell-off but an overall risk reduction, weak coins being devalued, and strong narratives clustering happening at the same time.
My strategy has two layers:
BTC holding at 74,956, ETH holding at 2,358 — systemic deleveraging is not yet confirmed; BTC reclaiming 76,500, ETH reclaiming 2,425 — only then can mainstream recovery be considered.
If the market doesn't fall but a certain coin still hits new lows, that's a single-coin risk and should not be averaged down more as it falls. If BTC and ETH both break previous lows, altcoins should be reduced first.
Don't attribute all declines to the same reason. First distinguish whether the risk borne is macro risk, regulatory risk, or if the coins in hand truly have no buyers.
$BTC $ETH $SOL #本周FOMC揭晓，加息能否落地？
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