Recently, the global economy has been influenced by Trump's policy statements, which have caused global financial markets to come under pressure. From pressuring the FOMC to imposing tariffs, to a sudden shift in attitude suggesting a reduction in tariffs on China, while previously claiming that 'firing Powell is a fabrication', frequent contradictory signals have thrown the market into a brief state of monkey market panic.
Coincidentally, as Trump's attitude changes, institutions begin to intervene to boost the market: Standard Chartered reaffirms its BTC target of $200,000, Trump's media company collaborates with the son of the Secretary of Commerce to lead a $300,000 crypto investment, and Musk again supports BTC. Meanwhile, China International Capital Corporation predicts a 100 basis point rate cut by the FOMC this year, while Bloomberg publishes details about the U.S. crypto strategic reserves.
Policy changes + capital inflow + market rebound, these three points resonated to create another surge in Bitcoin prices.
Last time when the Understanding King took the stage, retail investors bought in response, but institutional whales remained steady as a rock. Ultimately, after a brief upward trend, it fell sharply, and what retail investors thought was a bull market only brought them a moment of light. This time, the Understanding King once again shifted his attitude, but the difference is that institutions echoed him, while retail investors did not get on board, leading to more complaints from retail investors. Have you noticed? The same public opinion direction and similar operational methods have resulted in completely different outcomes, but the majority of retail investors neither gained nor lost.
Is this time still hopeless?
Not at all. On the contrary, this round presents significant opportunities by changing our mindset. In this round, from the perspective of overall inflows, institutions have become the main force in driving the market up, while the shift in public opinion has started to warm up the market. Based on this, retail investors' re-entry could lead institutions to initiate a new round of handover and accumulation. After a brief period of fluctuation, there will inevitably be one to two rounds of upward space. There are still many opportunities for positioning in the short term, but it is important to avoid FOMO and try to stand on the side of the minority.
