I recently noticed an interesting change—the U.S. Bureau of Labor Statistics has postponed the release of December PPI data until January 30th next year.

At first glance, it might seem nothing special. But upon closer reflection, this kind of date adjustment is quite subtle. The later the data is released, the more likely the market is to fall into speculation mode. And during this ambiguous period, some large funds have already started to move quietly.

On-chain data shows that several accounts with huge holdings have been increasing their long positions in Bitcoin and SOL, while placing numerous buy orders at certain ETH price levels. Rough estimates suggest that the total amount of these funds is close to $550 million. Such a scale of rebalancing usually isn’t something to take lightly.

My judgment is: in the next month or so, the market may rely more on other signals—such as employment reports, Federal Reserve officials’ statements, and the like. Volatility is inevitable, but the true direction might gradually become clearer amid this chaos.

For ordinary participants like us, there are both risks and opportunities. Don’t be foolish to wait, but also don’t rush in recklessly.

My approach is: control your positions well, consider the logic of those big players, and enter in batches near key support levels. More importantly, stay flexible—like guerrilla warfare, always be ready to adjust. If abnormal fluctuations occur before the data release, react quickly.

Once the January 30th data is actually out, regardless of the result, the market will likely experience intense volatility. That will be the real moment to make decisive decisions.

What we need to do now is patiently wait and act only when the timing is right.