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薛定谔的猫叔
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Let's talk about something unrelated to the crypto market. The slippers brothers on the Red Sea side are getting more and more powerful now. The 40 billion compensation given by Saudi Arabia before, plus the various equipment picked up in the desert, are now making the US coalition a little confused. At present, the slippers brothers have announced the losses of the entire struggle. It seems that 32 people died and 30 were seriously injured. Emmm You can compare this data with the coalition figures yourself. On the Russian side, Tu95 went to Europe and the Far East in both directions, and often wandered around the doorsteps of people who lived a good life. This scared the neighbors. Although the S3 season may not appear, the current situation is indeed tense. Everyone is testing each other. Maybe one person's opportunity can make many people nervous. International crude oil prices hit a record high of $91 in the early morning. International gold prices hit a record high again. Geopolitical situations may bring tension to the financial market. Of course, this is not to scare everyone about black swans. As I said before, the earth has a probability of destruction every day, and a person has a risk of death every second. We can't stop living because of such a small probability, right? #BTC🔥🔥🔥🔥

Let's talk about something unrelated to the crypto market.

The slippers brothers on the Red Sea side are getting more and more powerful now. The 40 billion compensation given by Saudi Arabia before, plus the various equipment picked up in the desert, are now making the US coalition a little confused.

At present, the slippers brothers have announced the losses of the entire struggle. It seems that 32 people died and 30 were seriously injured. Emmm

You can compare this data with the coalition figures yourself.

On the Russian side, Tu95 went to Europe and the Far East in both directions, and often wandered around the doorsteps of people who lived a good life. This scared the neighbors.

Although the S3 season may not appear, the current situation is indeed tense. Everyone is testing each other. Maybe one person's opportunity can make many people nervous.

International crude oil prices hit a record high of $91 in the early morning.

International gold prices hit a record high again.

Geopolitical situations may bring tension to the financial market. Of course, this is not to scare everyone about black swans.

As I said before, the earth has a probability of destruction every day, and a person has a risk of death every second. We can't stop living because of such a small probability, right?

#BTC🔥🔥🔥🔥

Disclaimer: Includes thrid-party opinions. No financial advice. May include sponsored content. See T&Cs.
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其实关于这个问题,今年倪老师 与 Frank两位大佬都提及过,并且给出了明确的回复,当然,我也引用两位大佬的观点延续一下。 1,比特币的ETF弊端初现,比特币在今年1月份通过ETF之后,虽然改变了比特币得到基本构架以及市场评估体系,让比特币变得更加耐跌,也就是下限提高了,但是也带来了弊端,比特币变的更加依赖宏观数据基本面,而在加密市场缺乏强力叙事的前提下,没有宏观数据刺激,比特币得不到太多的流动性。 2,市场流动性依旧较低,这一点近期是讨论的热门话题,降息or放水,给市场带来更多的流动性,而目前在流动性匮乏的前提下,流动性更加倾向美股,因为美股毕竟有清晰的评估体系,例如,财报,AI科技大叙事等等。 3,风险偏好转变虽然美联储迟迟托着不降息,虽然用各类数据彰显美国经济依旧健康且强大,但是了解美国体系的高净值人群反而会坚持风险资产,因为预期未来美国经济风险较大,导致资金买入避险资金美债/黄金,对外,美元美债依旧是全球顶尖的避险资产,美国数据展示的强大,也是再次刺激与吸引了外部资金买入。而风险偏好的改变,导致金融市场流动性偏向更加稳定而定资产,这就导致市场中的水不足,而仅剩的水流入了目前造富效果更好的美股。 个人拙见,欢迎讨论。 #BTC走勢分析 $BTC
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6月13日  美国宏观数据解读:6月8日当周失业金初请/PPI 解读, 推荐阅读:★★★ 美国至6月8日当周初请失业金人数(万人),统计得是第一次申请失业金的人数,当周数据可以反应近期美国就业市场情况。 数据: 前值22.9 预期22.5  录得24.2 ,初请失业金人数上升,短期就业市场继续恶化。利好风险市场。 美国5月PPI年率/月率,生产者物价指数,该指数通过生产者物价方面衡量产品价格变化,同时可以预期到该数值对于通胀的影响。 数据: 年率 前值2.2% 预期2.5% 录得2.2%,预期PPI上涨,但是低于预期等于前值,PPI指数低于预期有利于通胀控制的压力。 月率 前值0.5%  预期0.1% 录得-0.2%,预期PPI短期下降,录得数值大幅低于预期与前值,有利于市场通胀压力控制。 其实今天这两个数据基本是可以忽略的,今天恰巧在推上跟粉丝朋友讨论,当时提到今晚的失业金,我说经历了昨晚的数据,失业金也就能带来500点波动,结果叠加PPI双向利好,也只是带来了700多点波动,说这个并不是想装13。 我想表达的就是经历了昨晚的点阵图以及鲍威尔讲话,我们清晰的可以了解到对于降息,鲍威尔反而提出了更多的限制性可能,例如失业率恶化,美联储依然有对策,反而在失业率恶化的前提下,如果薪资可以下降,反而是有助于通胀降低。其次就是CPI通胀虽然降低,但是PCE依旧是较高,同时认为服务业带来的压力依旧较重。 经此一役,短期降息的乐观预期很难被此类数据带动,甚至感觉6月28日的核心PCE指数可能都短期无法挽救已经颓废的降息乐观预期。 等待吧,多头情绪在失望后需要“静静”。 #BTC走勢分析 #ETH🔥🔥🔥🔥 $BTC
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