Trend Projection: The Tug of Three Forces
Policy Clock: The June Federal Reserve dot plot and the expiration of July tariff exemptions create dual nodes, where interest rate cut expectations and trade friction's game will reshape capital flows.
Technical Cycle: The CME futures gap of $77,000-$80,000 still has a magnetic effect, and breaking through $107,000 may trigger a short squeeze.
Ecological Evolution: Weekly net inflows into Bitcoin ETFs are warming up, the expansion of Lightning Network payment scenarios, and the strengthening of anti-inflation narratives continue to solidify the foundation for long-term value.
The market is at a crossroads between short-term volatility and long-term value. While the overcast pattern sounds the alarm, the continued accumulation by institutions like BlackRock, along with El Salvador's holdings showing a floating profit of over $600 million, reveals the logic of smart capital's layout. Bitcoin may complete its evolutionary leap to 'Digital Gold 2.0' amidst the fluctuations.
