1. O comandante da força de drones ucraniana revelou a existência de uma arma laser, que é capaz de abater aeronaves a mais de 2 quilómetros de distância. Isto marca um grande salto na tecnologia de defesa aérea ucraniana. também estão desenvolvendo sistemas semelhantes.
2. Há muito tempo que não falo sobre a Dinastia Qing. O objectivo da Dinastia Qing é manter o défice orçamental mais elevado das últimas décadas para estimular o crescimento, enquanto o objectivo do governo é #GDP crescer 5% ao ano. Em relação ao ano anterior, mas ainda há poucos detalhes sobre as medidas de estímulo, o mercado voltou a questionar a determinação do governo (Figura 1).
3. O rendimento das obrigações governamentais a 10 anos da China caiu para 1,7%, que é o nível mais baixo registado. As vendas no retalho em Novembro foram insatisfatórias. Duas fontes internas afirmaram que mais medidas de estímulo serão levantadas através da emissão de obrigações especiais fora do orçamento. fundos
4. The proportion of global payments made in USD is 49.1%, the highest level in 12 years
In countries like India, Turkey, and Poland, people are stockpiling gold (gold #GOLD as a long-term store of value and a hedge against inflation)
Conversely, countries like Singapore, Thailand, and the Philippines are selling gold, actually they are more for balancing foreign exchange reserves or adjusting investment portfolios to respond to market changes, could it be that they sold gold to buy Bitcoin?
- Data as of October 31, 2024 (Figure 2)
5. The bursting of a real estate bubble in a certain country has raised concerns about a deflationary spiral similar to Japan and declining population, but unlike Japan, the Chinese do not have a comparable level of welfare protection, and their pension system is also inadequate
If the US initiates another trade war against China, it could lead to the largest humanitarian disaster in human history. Economist Gao Shanwen believes that the two rounds of lockdowns in 2022 caused a sharp rise in unemployment, and currently, there are 47 million laborers in China who are unemployed (Figure 3)
6. The enthusiasm of US stock market fund managers for stocks has reached its limit, cash allocation is continuously decreasing, it seems that global funds are FOMOing into US stocks
7. After $BTC #BTC☀️ broke above $100,000, $ETH seems ready to embrace the market, #ETH🔥🔥🔥🔥🔥🔥 the structure currently looks bullish and the timing for a breakout is ripe, will the $4,000 glass ceiling be broken?
8. Friends, let's see, at what stage is cryptocurrency investment now, is it the first stage or the third stage? Feel free to share your views in the comments (Figure 4)
Attached image: Ethereum on-chain data chart
a. Active addresses
b. Supply volume
c. Long-term holders and short-term holders
d. MVRV ratio
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