比特财经阿杰
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January 28th Precise Market Analysis and Trading Suggestions!
Dear fans, Happy New Year's Eve! Wishing you prosperity!
This round of decline was triggered by DeepSeek.
Let’s discuss the core logic:
DeepSeek is a quantitative company in China - a large model developed by Huansquare, which achieved results comparable to OpenAI's GPT-3 with just $5 million in training! OpenAI's training costs reached $4 billion over 24 years!
The high training costs for large model companies are mainly used to purchase NVIDIA chips. This is why NVIDIA once became the world's most valuable company.
With the emergence of DeepSeek, the butterfly effect has caused a worldwide shock! People feel that AI does not require so many GPUs, which led to NVIDIA dropping by 17% yesterday, with a market cap loss of over $400 billion! Other AI companies and internet firms in the US also fell sharply, causing a significant drop in the US stock market! This triggered a major decline in BTC, which is also considered a risk asset!
In fact, BTC only dropped by 4%,
but many altcoins fell by more than 10%.
From on-chain data, the situation doesn't seem too severe:
(1) BTC has not seen large inflows into exchanges.
(2) Stablecoins within exchanges are sufficient.
Next up is market repair, waiting for more data reports on Thursday.
1️⃣ Thursday at 03:00, (3 AM on the 29th) the Federal Reserve will announce its interest rate decision.
2️⃣ Thursday at 03:30, (3:30 AM on the 29th)
Federal Reserve Chairman Powell will hold a monetary policy press conference.
3️⃣ Thursday (29th) at 21:30, three key data points will be released: GDP, Personal Consumption Expenditures, PCE,
These figures will indicate the level of inflation and affect the direction of the Fed's interest rate cuts.
This round of sharp decline has caused some profits in BTC to be taken, and the bottom is getting higher!
The long-term outlook remains bullish; BTC can be accumulated on dips! The overall trend remains bullish, but there will be repeated ups and downs for consolidation in between. Everyone needs to be patient with their positions and not sell off easily!
#微策略持续增持BTC #币安LaunchpoolVANA #美股财报季来袭 #币安HODLer空投CAT、PENGU #BSC生态活力释放 $BTC
Dear fans, Happy New Year's Eve! Wishing you prosperity!
This round of decline was triggered by DeepSeek.
Let’s discuss the core logic:
DeepSeek is a quantitative company in China - a large model developed by Huansquare, which achieved results comparable to OpenAI's GPT-3 with just $5 million in training! OpenAI's training costs reached $4 billion over 24 years!
The high training costs for large model companies are mainly used to purchase NVIDIA chips. This is why NVIDIA once became the world's most valuable company.
With the emergence of DeepSeek, the butterfly effect has caused a worldwide shock! People feel that AI does not require so many GPUs, which led to NVIDIA dropping by 17% yesterday, with a market cap loss of over $400 billion! Other AI companies and internet firms in the US also fell sharply, causing a significant drop in the US stock market! This triggered a major decline in BTC, which is also considered a risk asset!
In fact, BTC only dropped by 4%,
but many altcoins fell by more than 10%.
From on-chain data, the situation doesn't seem too severe:
(1) BTC has not seen large inflows into exchanges.
(2) Stablecoins within exchanges are sufficient.
Next up is market repair, waiting for more data reports on Thursday.
1️⃣ Thursday at 03:00, (3 AM on the 29th) the Federal Reserve will announce its interest rate decision.
2️⃣ Thursday at 03:30, (3:30 AM on the 29th)
Federal Reserve Chairman Powell will hold a monetary policy press conference.
3️⃣ Thursday (29th) at 21:30, three key data points will be released: GDP, Personal Consumption Expenditures, PCE,
These figures will indicate the level of inflation and affect the direction of the Fed's interest rate cuts.
This round of sharp decline has caused some profits in BTC to be taken, and the bottom is getting higher!
The long-term outlook remains bullish; BTC can be accumulated on dips! The overall trend remains bullish, but there will be repeated ups and downs for consolidation in between. Everyone needs to be patient with their positions and not sell off easily!
#微策略持续增持BTC #币安LaunchpoolVANA #美股财报季来袭 #币安HODLer空投CAT、PENGU #BSC生态活力释放 $BTC
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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