❗❗❗ Fixed investment strategy

Currently, the fixed investment focuses on Ethereum and Sol. Ethereum is fixed at 3327, 3300, 3279, and 3217. The medium-term long position is 10%; Sol is fixed at 195, 187, 187, and 179. The medium-term long position is 10%.

Market analysis

- Black swan events and impacts: Last night, the US job vacancy data exceeded expectations, causing the expectation of a cooling labor market to fall through. The market is pessimistic about the Fed's interest rate cuts, and the possibility of a rate cut before July next year has decreased, triggering a collapse in the currency circle.

- Trading volume: Binance's 4-hour trading volume reached the highest in 2 months, exceeding 1.2 billion US dollars, a significant increase from the previous two weeks when it fell to 91,000.

- On-chain data: After yesterday's sharp drop, 7,000 BTC flowed out of Coinbase, indicating that large investors may be bottom-fishing; stablecoins did not flow out and remained strong. Combining large trading volume and on-chain data, it is judged that the price drop may be nearing its end.

- Subsequent focus: Friday's non-agricultural and employment rate data are crucial. If the data is positive, the probability is 40%, and the currency price may rebound to 100,000 soon; if the data is negative, the probability is 60%, and the currency price may fall to 95,000, and then rebound to the high point around the time Trump took office. #DeFAI热点 #加密市场回调