1. Global investors are deeply concerned about China's prospects. About 18% of fund managers surveyed expressed concerns about #中国经济 , a record high. It seems that these smart people are not optimistic about the future development of the Qing Dynasty.
2. Many people are worried that the #降息 rate cuts that began in September this year will be the same as the previous interest rate cuts, causing the #标普500 index to collapse. However, the market decline is not due to the interest rate cuts, but to the economic recession. At least there are no signs of an economic recession yet. Before the economic recession finally appears, the market will continue to rise.
3. The population of the Qing Dynasty has shrunk for the second consecutive year, with a population decrease of 2.1 million in 2023. The number of births has dropped by about 50% to about 9 million since 2016. Therefore, the Qing Dynasty has a serious population problem and it has gradually turned into an economic problem (Figure 1)
4. The #NVDA shares you bought now are likely purchased from CEO Jen-Hsun Huang, who is currently selling them. Is there anyone who wants to buy Nvidia shares?
5. New Bitcoin whales are buying up in droves, while old whales are staying put (Figure 2)
6. Bitcoin has been tested three times and formed a triple bottom, which shows that the market expects to rise. Whenever the buying is strong enough, it will drive $BTC up sharply (Figure 3)
7. Latest: Global stock buybacks slow to near pandemic-era lows
8. The latest heat liquidation chart shows that there are a large number of short orders in the 61800-61400 price range. It seems that no one is optimistic about the performance of Bitcoin #BTC☀️ before and after the interest rate cut (Figure 4)
9. Just now#MicroStrategyraised another $175 million to buy $BTC and announced that it would raise another $875 million to buy more Bitcoin. This old man is obsessed with Bitcoin.
10. According to current bets from CMEFedWatch, the probability of a 50bp cut in the#Fedis 65% and the probability of a 25bp cut is 35%.