In the past two days, there has been a rumor in the market that Trump will deliver a national address on Thursday at 10 AM. Such prime-time speeches are typically emotional events for the market, especially during macro-sensitive periods, and the cryptocurrency market often experiences amplified fluctuations.

There are several important points that everyone can save, so that more friends who haven't been able to pay attention to overseas news can also obtain first-hand information, thereby sharing a piece of the market pie.

The first point ⬇️

Multiple mainstream media outlets have confirmed: Trump has stated he will deliver a national address on Thursday at 10 AM (Eastern Time) at the White House, which is approximately 10 PM Beijing time on Thursday. He has not yet announced the topic of the speech! CBS quoted the White House press secretary saying that the speech is expected to review achievements since taking office and preview the policy direction for the coming years or the new year.

Second point ⬇️

This type of speech usually does not affect the cryptocurrency market based on what currencies are mentioned, but rather whether it will influence risk appetite. What the market cares about most is often other categories.

Trade/Tariffs: Any stronger or milder wording will affect the dollar and the sentiment of risk assets (the cryptocurrency market often follows the fluctuations).

Fiscal/Tax/Government Spending: More expansionary fiscal policy → stronger risk appetite; more contractionary → more cautious funding.

Regulatory stance: If discussing financial regulation, market order, enforcement intensity, etc., it will bring short-term volatility expectations.

Geopolitical and security issues: Once significant external events are involved, the market usually reacts with a risk-averse response.

What many people actually don't know is that the cryptocurrency market is not afraid of the speech itself, but of the expectations for US dollar interest rates and the redefinition of related risks triggered by the speech.

Third point ⬇️

There are two common market trajectories, but news changes rapidly and can only serve as a reference.

1. After the emotional recovery, risk assets are likely to experience a period of emotional repair, especially altcoins, but it is also important to note that if there has been an early rush, a pullback may occur.

2. Short-term funds will first withdraw, leading to more obvious stop-losses and amplified volatility. Altcoins are usually more susceptible to bleeding than Bitcoin and Ethereum.

Fourth point ⬇️

Many people will ask me what to do; first, you need to know to talk about risks first and not blindly shout directions. Usually, I treat it as an event risk window, avoiding high leverage bets on direction before and after the speech, and instead focusing on two key things.

Watch whether BTC stabilizes in a key range, whether altcoins show synchronized volume spikes or declines, and then decide whether it belongs to structural fluctuations or a change in overall risk appetite.

Real opportunities often do not occur in the first minute, but in the segment after the speech when the market completes pricing.