Reincarnation Community News on May 30 (Wishing You a Healthy Dragon Boat Festival)

1. 【Trump's Tariff Remarks Ignite Market Panic】（Importance: 30%）

Content: Trump accuses China of violating the tariff truce agreement and threatens to impose retaliatory tariffs, triggering a global sell-off of risk assets.

Analysis: Historical data shows that when Trump announced increased tariffs on China in February, Bitcoin plummeted 8% within 24 hours. This statement may cause a similar chain reaction, with the dollar index rising to 104.8, suppressing cryptocurrency valuations. In the short term, caution is needed regarding the $7.2 billion liquidation risk below $103,500.

2. 【Federal Reserve Warns of “Stagflation Double Whammy” Risk】（Importance: 25%）

Content: The Federal Reserve's meeting minutes indicate that officials unanimously believe the risks of sustained inflation and rising unemployment are increasing simultaneously, putting policy in a dilemma.

Analysis: Rising stagflation expectations have driven U.S. Treasury yields soaring, with BTC's correlation to the Nasdaq rising to 0.61. If today's U.S. PCE inflation data exceeds expectations, it may strengthen rate hike expectations, further suppressing risk appetite.

3. 【ETF Fund Flows Show Severe Divergence】（Importance: 20%）

Content: Bitcoin ETF saw a net outflow of 1,977 BTC (approximately $210 million) in a single day, with Fidelity accounting for 75%; Ethereum ETF saw a contrary net inflow of 37,685 ETH (approximately $96 million), led by BlackRock.

Analysis: There is a clear trend of funds migrating from BTC to ETH, but BlackRock's Bitcoin ETF recorded an inflow of $6.35 billion this month, setting a record, indicating that institutional confidence in BTC remains unchanged in the long term, with short-term adjustments mainly due to risk aversion and increased expectations for Ethereum staking returns.

4. 【Traditional Finance Accelerates Embrace of Crypto Payments】（Importance: 15%）

Content: Stripe is negotiating a global payment solution with stablecoins; Jupiter collaborates with the Kazakhstan exchange to promote dual listing of stocks on and off the chain.

Analysis: The application of RWA (Real World Asset Tokenization) is accelerating, but a JPMorgan report indicates that after Ethereum's Dencun upgrade, network activity has dropped by 12%, with technical bottlenecks possibly limiting the efficiency of short-term capital inflows.