🌞6.25 Market Analysis！！！
Good morning, brothers. The market welcomed a deep V rebound yesterday.
Core positive news comes from two aspects:
1. Easing of the Iran-Israel situation
Iran and Israel have reached a ceasefire. Although there are still sporadic conflicts, the Iranian president has stated that "we are ready to return to the negotiating table," significantly reducing geopolitical risks.
2. The Federal Reserve releases interest rate cut expectations
Powell stated yesterday: "If inflation continues to decline, we will consider cutting interest rates earlier." The current focus shifts to unemployment data. However, due to Trump's repatriation of a large number of immigrants, the U.S. labor shortage is being filled by local residents, making it difficult for the short-term unemployment rate to rise significantly. Therefore, true interest rate cuts still need to observe price data.
Overall trend judgment:
We are currently at the beginning of a long-term interest rate cut cycle, with policies gradually releasing positive news for the crypto market. BTC will continue to perform strongly as the main asset, while altcoins still find it difficult to break out of an independent market in the short term.
In addition, Guotai Junan (Hong Kong) has been approved to provide virtual asset trading services, indicating that traditional finance is gradually embracing the crypto market, which is an inevitable trend. In the future, the mainland may also gradually relax policies.
Current strategy recommendations:
The main position should still focus on BTC,
Altcoins should not exceed 30%,
The trend is not yet complete; pullbacks present opportunities,
Seek victory steadily, and act according to the trend.
