Nine of 18 Fed dots pointed to hikes, Warsh skipped his own dot, and the 2-year jumped 9 bps; that mix makes levered crypto beta expensive and harder to hedge. BTC can still trade as macro collateral, but ETH/SOL/XRP need organic spot demand, ETF/basis bid, or fresh stablecoin float to offset a higher USD hurdle rate. If Warsh keeps gutting forward guidance, CPI and oil prints become perps liquidation checks instead of clean FOMC calendar trades.

Top comment by @Benthic

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