Crypto market explosion! Trump + Non-farm payroll + Trade agreement, is the market going crazy? Tonight, the crypto market is awakened by a triple blow: 73% of crypto investors support Trump's policies, non-farm data hits expectations hard, and a trade agreement among a hundred countries is imminent; every bomb is rewriting the rules of the crypto market!
1. Trump Effect: Compliance expectations "blast through the ceiling" Harris poll strongly drops a bomb: 73% of crypto investors vote with their feet, directly endorsing Trump's crypto policies. What does this mean?
The leap of crypto assets from the gray area to mainstream financial assets suddenly has policy endorsement! Institutions love this; Grayscale's Ethereum Trust holdings increased by 3% week-on-week, and Coinbase's institutional account activity surged by 50%. A policy-friendly environment is the strongest stimulant.
2. Non-farm covert battle: Liquidity "heaven" VS interest rate hike "hidden danger" The U.S. added 147,000 non-farm jobs in June (expected only 110,000), the economic resilience directly "slaps" the recession argument:
Positive side: The probability of the Fed "pausing rate hikes" skyrockets → the dollar retreats, and the crypto market crazily attracts capital (BTC futures premium rate breaks 5%, funds pour in); Hidden danger: Hot job market → wage inflation may come back → the black swan of the Fed suddenly raising interest rates still looms overhead!
3. Trade shockwave: Global funds frantically grab crypto "dual attributes" The U.S. Treasury Secretary stated: By July 9, 100 countries will reach a reciprocal tariff agreement!
The global trade pattern is being reshaped, and the risk appetite for funds is directly maximized; crypto assets are both a safe haven like digital gold and speculative targets for games, naturally becoming the main battleground for funds!
On-chain is even more intense: The number of BTC whale addresses hits a three-month high, the main force quietly hoards, just waiting for the policy tailwind to ignite the market! My warning: hidden dangers lie within the carnival! Are the policy details really loose? Will the Fed suddenly raise interest rates? Can the trade agreement be implemented? These three variables could explode the market reversal at any time!
Don't just look at the bullish side, risks and opportunities coexist! Follow me, let’s chat in the comments about whether you dare to chase this wave of the market? I’ll teach you to see through the main force's layout! If you miss this wave, will you wait another four years for the next bull market? Don't be foolish…
