Morning Market Analysis on 7.8☕️

Brothers, this morning we woke up to a barrage of big news. Trump is continuously making moves, delaying the tax increase until August 1, while announcing a 25% tariff on Japan and South Korea, and a 25% to 40% tariff on South Africa and several Southeast Asian countries😅. However, the EU is doing fine, saying that the trade negotiations with the US have made good progress.

As soon as the news broke, US stock valuations dropped by about 1%, and US bonds followed suit, with long-term bonds showing particularly weak performance. It is worth noting that previously, when US bond yields rose, everyone would run to buy US bonds, which was bearish for the crypto market; but now it's different, as higher US bond yields result in fewer purchases, and funds are starting to flow into Asian stock markets and BTC, with the Great American Beauty Act accelerating this trend😀.

Looking at ETFs, the inflow of funds has been strong, with $400 million, $600 million, and $50 million flowing in over the past three days. Meanwhile, Coinbase saw an outflow of 10,000 BTC yesterday.

A major market movement is coming; we are just waiting for Trump's tariffs to take effect. There are no issues with the EU, and we can ignore other small countries, mainly focusing on the situation in Japan, South Korea, and China. The whales will definitely not pump the market before tariffs are set in key countries; they are also waiting to see if there will be a final drop⏳️, and if so, they will absorb more positions.

Yesterday's layout was focused on Ethereum, brothers with losses should pay attention to @阿柒交易日记 ; during the day, Ah Qi will find an opportunity to recover!!!

$BTC $ETH

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