Tax implementation, important events to pay attention to in the market ahead:
1. Tuesday: US CPI data release (inflation barometer, directly affects the Federal Reserve's interest rate cut expectations)
With tariffs implemented, the next important points for market dynamics to focus on:
2. Wednesday: Federal Reserve official Waller speaks (releases policy signals)
3. Thursday 16:00: Retail data, manufacturing index, and PPI three major data sets are released, followed by Powell's speech at 16:10 (market volatility risk is extremely high)
Market logic main line: Short-term speculation core revolves around interest rate cut expectations, if the data strengthens easing signals, it may stimulate a rebound in risk assets; if there is a lack of new narrative, need to pay attention to Ethereum staking ETF progress (ETH rise can drive altcoin market, BTC's draining effect suppresses market breadth)
Strategy reminder: Stay alert before major data/speeches, be cautious with positions under increased volatility; there is no need to focus too much on altcoins, the situation has changed, the environment has changed, and now the market is continuously expanding, fools are simply not enough, the value of shells of major exchanges has sharply declined, the current industry environment is a boundless hell for pure diamond hands
