On December 30, a comprehensive macro analysis for this week is presented in two parts due to word limit.

Part One: "Macro Perspective"

Macro Perspective:

1. In the early part of this week, many regions were closed for the New Year's holiday; in the latter part, attention is on US PMI data and speeches from Federal Reserve officials—currently, the market lacks stimuli, so we are focused on the content of the speeches.

2. The Federal Reserve's spokesperson: is trying to assess the new government's impact on the economy and inflation. The monetary policy (interest rate cuts) for 2025 poses a relatively tight liquidity situation for the cryptocurrency sector—bearish, but the uncertainty during Trump's administration leads to a coexistence of opportunities and challenges.

3. In Goldman Sachs' 2025 outlook: AI is considered the main theme of the technology industry. The performance of tech stocks in 2024 is expected to be a bull market almost throughout the year, with a loose macro environment supporting tech stocks and AI concept stocks. Stocks like Marvell, TSMC, Nvidia, and Arista Networks have seen increases of over 75%—generative AI will continue to be the dominant theme in the technology sector. Among the 10 important themes listed by Goldman Sachs for 2025, AI themes occupy a significant portion; we should pay attention to the layout opportunities in the AI sector tokens.

4. The BTC spot ETF has recently shown an outflow state amid a lackluster performance, needing new stimulus to attract funds.

End of Part One, the second part will be updated shortly. Follow to avoid getting lost, sharing thoughts and operations every day~

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