7.4 Market Update | Non-Farm Payrolls Hit Hard, BTC Remains Unmoved?
Good morning, everyone! Last night, the non-farm data unexpectedly soared, and the unemployment rate dropped. The chances of a rate cut in July are basically gone, isn't this a clear negative? Yet BTC held strong, steady as ever!
How to interpret this? Short-term bearish, long-term bullish!
Institutions haven't stopped; buying more as the price drops is the real logic:
1. The Federal Reserve talks tough about not cutting rates? But interest rates have already peaked! The next direction is definitely a cut, not a hike, and this point is crucial.
2. Over the past year, early players have sold over 500,000 BTC (50 billion dollars!), all bought up by institutions! Institutions have purchased nearly 900,000 BTC! Retail investors are cutting losses, contracts are being liquidated, and they are getting off the train early, with chips all going into institutional pockets. This is the “cognitive gap for money,” retail exits, and institutions step in.
3. The “wealth transfer” trick of big funds: Early players → Sell to institutions → Institutions pump the price and tell stories → Finally pass the bag to retail investors.
What to watch for next?
Key date: July 9th! The last day of the U.S. tariff suspension period, there may be new policies, so beware of market fluctuations.
Last night that “big and beautiful” bill passed, and another 3.4 trillion in U.S. bonds will be issued. It may put some pressure in the short term, but in the long run, this money will eventually find a home, and BTC and other risk assets will definitely benefit!
✅ What’s the strategy?
Short-term fluctuations are hard to predict, but the long-term bullish logic hasn’t changed!
Focus on the main line: Don’t easily go short on solid assets like BTC and ETH! Accumulate positions in key areas, lie down and wait for the wind to come. Be careful with altcoins, control your positions well, stay flexible, and mainly play news-driven strategies.
The market changes rapidly; I’ll shout out at the first sign of movement! If you want to secure your chips and seize opportunities, keep an eye on it and don’t miss the next wave!
