6.25 Macroeconomic Market Analysis

Hello brothers, the market has welcomed a deep V reversal, as everyone knows: Iran and Israel have ceased fire, although there are still some minor skirmishes,

but the Iranian president said yesterday: Iran is ready to engage in dialogue at the negotiating table.

In addition, yesterday, Federal Reserve Chairman Powell stated: If inflation stabilizes, interest rate cuts may come earlier. The focus is now on the unemployment rate; if the unemployment rate soars, then a rate cut is a sure thing. However, Brother Nan analyzes that it may be a bit difficult because Trump has sent a large number of foreign immigrants back home, leaving many jobs unfilled. Although these are some dirty and heavy jobs, Americans stepping in would lower the unemployment rate. Therefore, looking at the unemployment rate, a rate cut is a bit challenging, but if prices fall significantly, it will meet the criteria for a rate cut.

However, from a long-term perspective, we are in a historic interest rate cut cycle, which is the big backdrop for investment. In this big backdrop: altcoins cannot surge significantly, and BTC will perform strongly due to policy reasons.

The mainland brokerage firm Guotai Junan has officially been approved to provide cryptocurrency and other virtual asset trading services in Hong Kong. This is a trend of the times; will the domestic market also support this in the future? Brother Nan feels that there will be an opening within three years.

What we need to do now is to accumulate BTC, first make some profits from BTC, and the position ratio of altcoins should not exceed 30%.

This analysis is for reference only; adults must take responsibility for their own decisions.

Investment carries risks; please invest with spare money and think independently.