[7.15 hedging strategy sharing, what is Trump trading? How will it affect the trend of the cryptocurrency circle]
Trump was assassinated, and the financial market is hotly discussing the "Trump trading". What is Trump trading?
In fact, it is very simple, it is an expected transaction betting on Trump's victory and the subsequent shift in US economic policy.
The United States is a two-party ruling party. The Democratic Party, representing the left-wing forces, is biased towards financial capital, and the Republican Party, representing the right-wing forces, is biased towards industrial capital. As the spokesperson for the Republican Party and rednecks, Trump is naturally the spokesperson for industrial capital. Once he wins the election, American industrial stocks and assets will usher in spring.
At the same time, Trump trading is also intertwined with future interest rate cuts. The strengthening of the US dollar and the strengthening of Bitcoin in the market are actually strange phenomena after the integration of Trump trading and interest rate cuts.
Bitcoin represents people's fear of high inflation and risk aversion. The cryptocurrency circle is the reservoir for future interest rate cuts.
Therefore, we can imagine that the situation after Trump's victory may be a situation of coordinated economic growth transformation and interest rate cuts. There may not be a direct surge in the stock market, but the probability of capital swaps is greater.
The only good news is that Trump holds 5 million U of ETH, and he will be friendly to the Auntie ETF and its entire crypto track.
From this week's short-term strategy, we can still bet on the above expectations.
It is recommended to do a short-term strategy of spot + covered call, or to lay out a long-term bull spread and ratio spread strategy.
In terms of pairs trade, continue to pay attention to coins such as ens, and hedge and short at highs.
The only variable in the near future is the listing of the Auntie ETF. Make an early layout and prepare for the response of falling first and then rising. Whether it rises first and then falls or falls first and then rises, the important thing is to get high returns with low risk and small investment. Options are a better choice than contracts.
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