Regarding tonight's CPI, I am actually quite worried that the Fed will continue to release hawkish tonight to complete the double harvest of US stocks and Europe!

1. With the rise of the European far right, the euro has seen political risks and weakened expectations of interest rate cuts. Once the Fed releases hawkish tonight, it can harvest Europe while maintaining high interest rates! But the probability of this happening should be relatively small. At present, Europe is setting off a trend of deglobalization and dollarization. At present, releasing hawkish to harvest Europe is completely a knife-edge for the United States. If the CPI is released tonight, Europe will completely tilt to the far right. In recent years, there is usually a joke that Europeans went to the United States with hats, sunglasses and wigs, and only had a bald head when they came back! In addition, the recent violent wave of the far right in Europe shows that Europe has developed a high disgust for the American system. The rise of the European far right will not only cause irreversible damage to globalization, but also pose the most severe challenge to the entire world economic system.

2. In the 14-year rise of US stocks, the net profit of the top ten US stocks in terms of total market value only accounts for 2.8% of the market value, and the revenue accounts for only 13% of the total market value! This is a very scary data, and the total market value of U.S. stocks has climbed from 42% last year to 52% of the total market value of global stocks, while the U.S. GDP only accounts for 24% of the global GDP! This is a very scary data. For early investors, there is only a time to take profits. Whether the United States is willing to break this window paper itself, or will it cast a signal of interest rate cuts in order to understand a large number of short-selling institutions, I prefer the former.

3. Regardless of whether CPI and the US dollar maintain high interest rates, Bitcoin will continue to strengthen in the future. Whether it is the long-term maintenance of high interest rates or the rise of the extreme right, it shows that the traditional financial system has obvious problems and needs to be adjusted on a large scale. $BTC $ETH $BNB #美联储利率决策即将公布 #非农就业人数高于预期 #BTC突破7万大关 #sol趋势