On October 6, as global investors focus on the Fed's interest rate decision set to be announced on October 29, a rare "blind flying crisis" is quietly brewing between Wall Street and the Crypto Assets market. Due to the ongoing government shutdown in the United States, the release of key labor data, including the September employment report, has been delayed, causing the uncertainty surrounding this decision by the Fed to reach its peak in recent years.

Market consensus seems unbreakable—Chicago Mercantile Exchange FedWatch data shows a 96.2% probability of a 25 basis point rate cut. However, it is precisely this nearly unanimous expectation that constitutes the most dangerous "crowded trade." When everyone bets in the same direction, any unexpected event will turn into a stampede-style liquidation disaster.

Bitcoin is currently hovering around its historical high of approximately $123,196, and behind this staggering number is a mountain of leveraged long positions. If the Fed unexpectedly stands pat, this price edifice built on the expectation of rate cuts could collapse in an instant.