#今日市场观点

Looking back at the performance of various asset classes before and after the announcement of the interest rate cut, it seems that BTC is the best performing asset at present...

This shows that BTC is still a liquidity-sensitive asset. The direction of interest rate cuts has been determined, but the real liquidity may still rely on the funds retained in the market before. Before the interest rate drops to neutral, the overall environment is still tight, not to mention that QT has not stopped...

In this way, BTC is not only sensitive to liquidity, but also sensitive to emotions...