1⃣On December 6, the United States will release the November non-farm report, and on December 11, the CPI data will be released. Analyzing the current overall situation, the Federal Reserve is relatively likely to implement a rate cut in December, and the rate cut is likely to remain at around 25 basis points (25BP).


It is really curious to know what kind of operation mode under the framework of "King of Understanding Economics" can successfully reduce inflation while expanding fiscal deficits and increasing tariffs? Anyway, based on my current understanding, it is really hard to imagine the way...


2⃣From December 24 to 25, the European and American markets will be closed, which will inevitably reduce the liquidity of the market, and may give rise to the so-called "Christmas robbery" market. Looking back at the relevant data performance of#Bitcoinin the past, the market was mostly downward during this period.


For example, in 2023, its price decline reached 2.3%;

In 2022, the decline was 2.7%;

In 2021, there was a drop of as much as 11.9%;

However, in 2020, it showed an increase of 22.3%;

In 2019, it fell 1.1%; in 2018, it fell 5.3%;

In 2017, it increased by 4.1%.


3⃣On December 17, the US presidential election electoral college will vote, that is, the electoral college will cast official votes based on the results of the previous general election. In this process, there may be some variables:


First, there is the possibility that the newly elected president dies before he is officially inaugurated;

Second, there was a phenomenon of the Electoral College interfering and voting randomly, which led to differences in the final election results.


From this perspective, memes surrounding political topics may still usher in a small wave of hype, which is worthy of investors' attention.


There will be many AI conferences held intensively from April to December. During this period, it is recommended to continue to pay attention to the relevant targets in the AI ​​Agent track. As a sub-sector, this track has strong sustainable development characteristics and is expected to show great investment potential in the future, which is worthy of in-depth research and exploration.

#美PCE年率创半年来最大增幅 #AI与GameFi市场表现 #比特币打破感恩节魔咒