宏观变局

“The US dollar weakens, gold + BTC usher in a rush for safe-haven! Whales are increasing their holdings, Solana faces new challenges!”

The US dollar weakens, and gold and Bitcoin become the preferred safe-haven! Metaplanet has just increased its holdings by 330 BTC, bringing the total to over 4850 BTC; Saylor holds 530,000 BTC, and there are rumors of further accumulation. On-chain dynamics: Solana's staking market value has surpassed ETH for the first time, but Lido's dominance has sparked controversy; a certain whale has cut losses of 17 million, transferring OM to Binance, suffering heavy losses.

Institutional debates:

🔹 Bitwise is optimistic about a rebound in Q2 (global monetary easing + US regulatory relaxation)

🔹 Coinbase warns: the real bottom is in 2025, stay patient!

Real Vision founder's shocking chart: BTC's trajectory is highly consistent with global M2, suggesting a major market movement is imminent.

⚠️ This week's key focus:

Wednesday's PMI data from Europe and the US (tariff impact report), Tesla/Google earnings reports (tech stock sentiment barometer), and Powell's future (increasing cracks in US dollar hegemony).

A storm is coming, will you choose to hold coins or hold gold?

#加密风暴 #BTC走势分析 #solana #宏观变局