Focusing on the moment when the number of followers jumps to 2001, I suddenly want to share something heartfelt—over the past six months, the most messages I've received are 'Teacher, I play coins and buy stocks, why do I always feel out of sync?' 'When gold and Bitcoin both fall, which signal should I focus on?'
Today, taking this opportunity, I officially announce: next, I'm going to do something 'foolish'—to connect these four seemingly unrelated markets: stocks, commodities, forex, and cryptocurrencies with a single thread to explain it to you.
First, let's talk about why I want to do this?
Recently, on the day when crude oil prices skyrocketed, the group was in an uproar: crypto players were cursing 'all the funds are being sucked away by the traditional market', A-share traders were worried 'the rise in oil prices will cool chemical stocks', and gold buyers were waiting 'for inflation to take off'—but few thought that these three things are actually three pieces on the same chessboard.
I've seen too many people:
Holding a long position in Bitcoin but not understanding how the Federal Reserve's interest rate hikes will withdraw market liquidity
Buying silver at the bottom, but not realizing that the surge in photovoltaic installations will drive industrial demand
Buying Hong Kong tech stocks while ignoring how the strengthening dollar affects the Hang Seng Tech Index
It's not that everyone isn't trying hard enough, but the information bubble of a single market makes it too easy for people to 'only see the trees and not the forest'. It's like driving while only looking through the front windshield and not at the rearview and side mirrors; it's very easy to have an accident.
Next, I'll help you clarify the profit logic of these four major markets
1. Commodity Market: It's not just about 'buying up and down', but also the 'thermometer' of the economy
Gold & Silver: Not only will it analyze 'how much the Federal Reserve's interest rate hikes drop', but it will also dissect 'which is the true safe haven, Bitcoin or gold'—last year, during the week of the Silicon Valley Bank crisis, gold rose 5%, but Bitcoin fell and then rose; the capital game in this is worth savoring.
Crude oil: Not only will it shout 'OPEC's production cuts will rise', but it will also tell you 'when oil prices rise to $80, which cryptocurrencies (like energy chain projects) will benefit, and which A-share sectors (like airline stocks) should be avoided first.'
2. Forex Market: When the dollar trembles, global markets shake three times
US Dollar Index: Not only will it say 'interest rate hikes go up, interest rate cuts go down', but it will also calculate 'how much liquidity Bitcoin will lose if the dollar rises by 1%' and 'how many billions of northbound funds will slip away from A-shares';
Yen & Renminbi: The depreciation of the yen affects not only tourism to Japan but also impacts the global flow of arbitrage funds; within the fluctuations of the Renminbi exchange rate lie the codes for the inflow and outflow of cross-border funds into the crypto market—I'll break this down thoroughly.
3. Stock Market: From A-shares to US stocks, they are all 'shadow references' of the crypto market
A-shares: The policy benefits for new energy and semiconductors may hide opportunities for related blockchain projects;
Hong Kong stocks: Movements in Web3 concept stocks often precede the trends in cryptocurrencies by 3 days;
US stocks: The fluctuation of Tesla's stock price not only affects the US stock index but also drives Musk-related cryptocurrency concept tokens—I'll help you filter these linkage signals in advance.
4. Cryptocurrency: It's not just about the K-line, but also about the 'winds outside the wall'
Daily mainstream coin analysis will include an 'inter-market perspective':
When BTC surges to $40,000, it will tell you whether the valuation of US tech stocks supports this price level;
Before ETH upgrades, we will look at the global computing power distribution and graphics card price linkage signals;
When altcoins rotate, we will find patterns in the 'small metals market' of the commodities—after all, the logic of fund speculation is interconnected.
The core is to help you capture the 'money from inter-market linkages'
Let me give you a few immediately usable examples:
When the Federal Reserve sends interest rate hike signals, you'll know: not only could Bitcoin fall, but the foreign capital-heavy A-share stocks (like Moutai, Ningde) might also come under pressure, and the drop in gold could be greater than that in cryptocurrencies—at this point, it will be clear which positions to reduce and which to increase;
When crude oil jumps due to geopolitical conflicts, you'll understand: Besides crude oil futures, you can also pay attention to 'energy blockchain projects' and 'silver (due to soaring photovoltaic demand)', and even avoid pitfalls in airline stocks—a single risk can yield several profits;
When a certain country introduces new Web3 regulations, you won't just know about the short-term volatility of cryptocurrencies, but you'll also be able to see in advance the movements of related Hong Kong stocks—last year, when Hong Kong's crypto policy was relaxed, related Hong Kong stocks rose 20% before the tokens.
Finally, let's talk about something practical
I don't have a team; all my daily analysis is done by myself, monitoring the market, checking data, and drawing charts. Please bear with me if updates are slow. But I can guarantee that every piece of content can withstand scrutiny—after all, I've been in this market for 5 years, and I've encountered more pitfalls than I've made money; these lessons must have some value.
Starting tomorrow, we'll begin by discussing 'The Impact of the Federal Reserve's Interest Rate Hikes on the Four Major Markets'. If you are holding both stocks and cryptocurrencies, or are paying attention to both gold and Bitcoin, then this content might feel like 'suddenly having a god's eye view'.
By the way, which market's linkage analysis do you want to hear about first? Let me know in the comments, and I'll arrange it for tomorrow!#比特币远古巨鲸持续出清
