Recently, rumors of a collapse in the US stock market have spread rapidly. From my experience, this is caused by a valuation panic. Apple has also experienced such phenomena, where people doubted whether a company could have such a high valuation. Later, Tesla exploded its PE ratio, raising valuation questions. However, the dollar will continue to be printed, US debt will continue to expand, and AI will continue to develop. Don't miss the opportunity, just like the panic during the 2000 bubble; in hindsight, buying anywhere seems right.
After a significant employment report was released, the three major US stock indices all fell, and bond yields soared, pushing the dollar higher. LSEG data shows that traders expect the Federal Reserve to cut rates by only 25 basis points this year.
Preliminary estimates indicate that the wildfires in Los Angeles have caused at least $135 billion in economic losses, which could reach nearly 4% of California's annual GDP. But this is just a rough estimate; since the wildfires are still ongoing, the actual direct/indirect losses will be significantly revised upwards. For comparison, the losses from the 2024 hurricane season in the US are close to $500 billion.
Recently, indeed, in certain cycles and at particular times, there tends to be a large amount of negative news. And with Trump in office, this negativity is even greater. Because this guy has mixed reviews from the outside world. Even a small disturbance can stir up huge waves. However, one thing is certain: the foundation that the American forefathers built and the systems they established have indeed maintained the stability of the United States. Freedom, democracy, and technology are the most important social elements. Technology continues to develop, although uncertainties and national events arise every year. However, the US stock market has been rising for 30 consecutive years. Only in America can we find Buffett; in other countries, most are just filling in the holes. Recently, the stock market has corrected and the cryptocurrency market has also corrected. Many people are in extreme panic, starting to feel that the cryptocurrency market is over again. But from a long-term perspective, maybe $100,000 for BTC could be the bottom in the future. We shouldn't look too far; recently, it's just advisable to accumulate in batches during pullbacks and to buy during sharp declines. If you miss this opportunity to get on board, then you will miss the lowest entry point in this bull market. I ask everyone, if it continues to fall, do you cut your losses or accumulate in batches at the bottom? Most value investors and cycle investors have one thing to say: don't be afraid, get on board. $BTC #非农数据大幅超出预期 #加密市场回调
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