The cryptocurrency market is most afraid not of black swans, but of the Federal Reserve's 'face-changing tricks'—last night, the U.S. economic data collectively 'fell apart', yet the crypto world staged a thrilling 30 minutes: BTC plunged sharply and then bounced back. Some faced liquidation and cursed, while others bought the dip. What wealth-building secrets are hidden in this major data reversal?

1. Data conflicts, why is the market panicking?

Last night, two key U.S. data points directly 'blew up the market':

Unemployment claims reached 233,000 (expected 228,000)—is it getting harder for workers to find jobs, is the economy cooling? The Philadelphia manufacturing index plunged to -12.6 (expected -10)—are factory orders shrinking, and are bosses collectively lying flat?

Market reaction: the dollar plummeted, gold soared, but the crypto world is even more surreal—BTC dropped from $29,300 to $28,800 in half an hour, then quickly rebounded! How many retail investors got washed out during this 'shakeout'?

Fuqi's viewpoint:
'Data conflicts are not scary; what’s scary is the market 'overinterpreting'! For example, in January 2023, the U.S. non-farm data was exposed to have 'statistical errors', resulting in a 40% surge in BTC that day. Traders love to use times of data confusion to sell off and accumulate; if you panic, they win!'

2. Data reversal, which tracks will take off?

1. Manufacturing sector stagnation, will crypto mining stocks cool down?

Data exposed the weakness of the U.S. economy, directly hitting mining stocks (like MARA, RIOT). These companies make money by mining, but with rising electricity costs and falling coin prices, and now factory orders shrinking, it’s a short-term risk—don’t be the one left holding the bag!

2. Slowing rate hikes, interest-sensitive tokens are celebrating!

The Federal Reserve lacks the confidence to raise interest rates, and the market is starting to bet on 'no rate hike in September'. These types of tokens will benefit the most:

ETH: Staking yields surged to 5.2%, coupled with expectations for the Cancun upgrade, funds are flooding in. SOL: Ecological explosion phase, TVL (Total Value Locked) increased by 50% monthly, institutions are secretly building positions.

Case study:
'Last night, a certain whale address bought 9,200 BTC in a single transaction, directly slapping the rumors of 'institutional selling' in the face! Smart money always buys the dip during chaotic periods; are you still waiting for 'certainty'?

3. Two major wealth-building tracks, it’s not too late to get on board!

Layer 2 (L2) carnival season:
Before the Cancun upgrade, the capital inflow for L2 tokens like OP and ARB surged by 300%! The logic is simple: ETH transaction fees are lowered, more applications are running on L2, causing token values to naturally rise. RWA (Real World Asset Tokenization):
On-chain U.S. Treasury tokens (like OUSG) saw a 47% surge in trading volume over 7 days! The reason: traditional treasury yields skyrocketed, but retail investors couldn't buy? After tokenization, even $100 can participate, directly igniting demand.

Fuqi reminds:
'USDT's issuance increased by 800 million in a week, indicating that off-market funds are itching to move! If you don't position now, when the market starts, you can only slap your thigh!'

3. The president's emergency combat manual (practical version)

1. Short-term sniping:

Tonight, pay close attention to the speech of the Federal Reserve Chairman. If a 'pause on interest rates' signal is released, immediately increase your positions in BTC and ETH (don’t hesitate, it will definitely surge within 30 minutes).

2. Mid-term ambush:

When L2 tokens (OP, ARB) have a correction of over 15%, build positions in batches. Before the Cancun upgrade, there will at least be one wave of 30%+ market movement, so patiently wait for the wind to come.

3. Black Swan Shield:

Use a 5% position to buy BTC monthly out-of-the-money options (like call options with a strike price of $28,000). Use it as insurance during a plunge, and avoid missing out during a surge—this is the survival rule of seasoned investors.

During periods of data confusion, some see risk, while others see opportunity. How many people missed that 40% surge in January 2023 due to panic? This time, will you be the retail investor who gets washed out, or the whale buying the dip?

I am President Fuqi, focused on dissecting the 'trader scripts' in the crypto world. If you want to delve deep into the crypto space but can't find the way, and want to quickly learn about information asymmetry, click on my profile to follow me, and gain first-hand information and in-depth analysis ! #美联储7月会议纪要