Daily Morning Meeting

Viewpoints:

1. Due to the FED's unexpectedly hawkish outlook, risk assets plummeted, and Bitcoin followed suit; if you want to be stable, you can wait for the US stock market to open and stabilize in the evening before operating; if you are more aggressive, start considering buying now, the current price has begun to enter my currency-based long range (control leverage, don't rush, buy slowly, the more it falls, the more you buy)

2. US10Y rebounded violently, completely crushing alt, alt is indeed in hell mode now

Analysis:

BTC:

1. The unexpectedly hawkish outlook for 2025 led to a sharp drop in risk assets. The dot chart was reduced from 3 interest rate cuts in 2025 in September to 2, driving the entire market down

2. The spot order wall is relatively thin, but the contract order wall is very thick at the 100,000 mark (it may be the convergence of the currency-based bulls)

3. After the new high of Bitcoin, the BTC peripheral targets of the US stock market, including MSTR, COIN, MARA, CLSK, and BTDR, all fell. The atmosphere is a bit weird and needs further study

4. The decline and large volume at 4 a.m. is at least one of the signals of the staged bottom; the tariffs, u lending rates, etc. are all very cold, and retail investors did not follow

5. MSTR, the top brother on the list, expressed that it can issue fixed-income bonds to continue to raise money; MARA proudly announced that it has bought 1,627 Bitcoins (166 million) in the past 8 hours

6. There has been no large-scale shipment by large on-chain users, bitfinex, etc., and the shipment status has basically stopped

ALT:

1. US1OY and DYX hit record highs, further squeezing altcoins, and it is very uncomfortable now #超级央行周 #比特币战略储备 #ETH再度冲击4K #圣诞行情预测 #加密用户突破1800万