Yun Ge roughly discusses the current and future trends, and in the next article, he will talk about the promising sectors. Everyone is welcome to discuss!
From a macro perspective, the favorable factors are still more:
1. Trump is still in charge, and his cabinet members are basically pro-crypto, which is the stabilizing force in the crypto world, providing the biggest support and safety net for the next four years;
2. Influenced by Trump's new policies, American companies are massively buying BTC, such as MicroStrategy, Bitcoin miners, and other listed companies, benefiting from both stocks and cryptocurrencies, and more large enterprises will join in the future; although Microsoft vetoed the BTC proposal, this was expected, as everyone understands the relationship between Bill Gates, Trump, and the Republican Party, and then we will see the benefits from Amazon;
3. The US stock ETF has taken up the banner, whether it’s BTC or ETH, there has been a continuous net inflow, and all the ancient sell-offs have been absorbed, so BTC has remained very strong at 90,000 points, which is the biggest benefit;
4. Previously, a wave of long positions in BTC and ETH contracts was killed, and the day before yesterday, the altcoins were also liquidated, the market was directly lightened by half, panic was scared out, and profit-taking was reduced, making it easier to pull up; at this time, it might be a rapid rise, and when everyone gets off the bus to watch, the car might take off directly;
5. According to cyclical rules, the season for altcoins is really coming, possibly waiting for the interest rate cut, and the current expectation for a rate cut is 90%. I personally believe there will be a rate cut to leave room for possible tariffs after Trump takes office;
6. More and more countries are adding BTC to their balance sheets, and the relevant crypto regulatory policies are also becoming clearer and more favorable, all supporting the market;
What are the uncertain negative factors: 1. How will CPI data and employment data impact the situation, will the upcoming interest rate cut cycle be paused? 2. Will the ancient giants continue to offload at cheap prices? 3. Will the small book dare to raise interest rates in December?
Based on the above situations, Yun Ge firmly believes that the bull market has just begun, the altcoin season is coming soon, and picking up passengers on the way back is the best opportunity to get on board, so let’s go for the spot market directly; just flipping through the daily charts of altcoins, you can see that every wave is basically making higher highs and higher lows, and the possibility of an outbreak is coming, just look at ETH, which was heavily criticized at that time, now people fondly remember that low price.
Space is limited, stay tuned for the next article introducing promising sectors!
