Suggestions to Focus on Several Matters
1. Tonight at 02:00, the Federal Reserve's July meeting minutes will be released → Core focus, will directly affect BTC's short-term volatility direction.
2. Continue to monitor the progress of the Russia-Ukraine meeting → A key variable affecting global market risk aversion sentiment.
3. Keep an eye on the whale ratio and net inflow of funds in exchanges → To determine the movements of whales and the immediate selling pressure in the market.
From a macro perspective
1. Emerging markets (Indonesia) unexpectedly cut interest rates, signaling liquidity easing; however, the market focus is on tonight's Federal Reserve July meeting minutes, where internal divisions have increased policy uncertainty. The dovish or hawkish degree of the minutes will become a short-term market catalyst.
2. The U.S. Treasury is promoting "stablecoins as key buyers of U.S. debt," and Hong Kong plans to implement a 24-hour trading mechanism, both of which are long-term positives for the integration of crypto assets into mainstream finance, but with limited short-term impact.
3. The prospects for Russia-Ukraine negotiations remain unclear, leading to low market confidence. Both the easing or escalation of geopolitical risks will impact the prices of risk assets.
