最近几天日本传出重要消息，可能对美债黄金加密货币等市场有重要影响，我们有必要了解发生了什么。

你可能听说过Norinchukin农林中央金库，它是日本第五大银行，因为其所持美债和欧债损失惨重，最近宣布要抛售这些债券，并且将资金汇回日元。

为什么这件事很重要？因为Norinchukin是做套利交易的，但它没有管理好风险。套利交易是全球最重要交易之一，Norinchukin事件虽然有点极端，但意味着其他日本银行有可能效仿抛售美债。套利交易具体指什么？也就是银行、对冲击机等机构他们在日本以零利率借钱，然后投资于美债或欧债等海外资产，从而赚钱4.5%或5%的利息。他们通常还会通过远期合约对冲掉汇率风险。

回到Norinchukin事件，如果Norinchukin不是唯一，如果其他日本银行也需要平仓套利交易，又或者如果日本央行开始改变政策，我预计他们很快会这么做，那么套利交易的格局会生变。它对银行和基金的吸引力将降低，一些对冲基金甚至已经预判到开始平仓套利交易，所以我们必须关注事态进展。因为这可能导致美债的进一步抛售，从而给收益率带来上行压力，这绝对不是美联储现在想要的。另外收益率走高也会影响黄金和加密货币，所以我会在内部密切跟进这一事件。

与广场上最近喊跌的老师不同，我们早在五月底就预测到瀑布空了下来，很多兄弟们光资金费就拿到手软。几天前又是让没布局的兄弟跟进空单到今天也吃爽了。最重要的的是与那些每天盯盘搞短线睡不好觉的交易不同，我们从五月底到现在几乎没怎么操作，用最少的操作换来了最稳健和最高的利润。

另外昨日的涨幅榜第一rats和今日的涨幅榜第一$MTL 个别成员也在21日早早布局，mtl已经是第二次涨幅榜了。

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On April 29th, according to official sources, Ethereum browser Etherscan announced the launch of Etherscan Cards, which allows trusted third parties in the Ethereum ecosystem to directly share useful information about addresses on the browser. Initially, it will work with a few partners, prioritizing those with good reputations and relevant use cases.
According to the product screenshots released, Etherscan Cards can help users monitor eligible but unclaimed ecosystem airdrops and monitor address security status.
#美联储

QCP Capital stated that the lower-than-expected growth of the US GDP indicates a slowing economic growth, while the rise in the core personal consumption expenditure price index warns that inflation continues to plague the Federal Reserve. The US grew at an annual rate of 1.6% in Q1 this year, compared to 3.4% in the previous quarter. At the same time, the Personal Consumption Expenditures (PCE) price index showed that prices in the first three months of this year rose at an annual rate of 3.4%, compared to 1.8% in the fourth quarter of last year. The combination of slowing economic growth and persistent inflationary pressures further weakens the possibility of the Federal Reserve cutting interest rates.
#美联储