Trading Diary 10.29

This time BTC broke through £71,000

This bull market has many positive factors

Apart from BTC ETF and the positive effects of the US presidential election

However, compared to the liquidity-driven bull market of 2021,

it feels different

Firstly, the intensity of interest rate cuts

The inflow of funds is actually not that much

It may take a drop to around 1% for significant liquidity to flood in

The reasons why it has risen to this point, I think, may involve many factors

Aside from what I mentioned above about the US presidential election and BTC ETF,

yen lending and arbitrage traders are also a significant factor

Interest rate cuts are said to stimulate capital inflow

But to be honest, it just gives a clear stance

The actual capital inflow driving this surge

May be propelled by the election

Trump has attended BTC conferences

And even said BTC to the moon

And now Trump's chances of winning have significantly increased,

it can also predict the positive outlook for BTC

The price of coins, similar to stock prices, will react in advance

I need to guard against a crash after the presidential election

This phase does not resemble a liquidity-driven bull market due to the lack of massive capital inflow

But the election is a variable that may indeed attract substantial capital

After all, the attitude of the US

Is also the attitude that most countries in the world refer to

If BTC, crypto begins to open up,

BTC becomes a reserve asset

BTC at least £100,000

But my thoughts remain emotional regarding the market,

it may retreat after the election

Or maintain high levels before the election, but whether it can reach £100,000

Still depends on the true stance of the US government after taking office

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