比特财经阿杰
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February 1st Accurate Market Analysis! Please read carefully and share
Dear friends, Happy New Year!
Last night's PCE data release met expectations,
Currently, a rate cut is expected in June.
Just as we were sleeping soundly, the White House suddenly announced tariff news that shook the market, causing BTC to drop by 2%.
Trump confirmed that starting from February 1st, a 25% tariff will be imposed on goods from Mexico and Canada,
The logic behind this:
Increase tariffs -> Inflation rises -> Federal Reserve stops rate cuts or raises rates -> Risk assets BTC fall
The U.S. stock market was performing well, but under the influence of this news, all three major indices turned downward. In the future, the U.S. will also announce tariffs on EU countries, and every move by Trump affects the market. Short-term bearish factors are always present; a black swan event could lead to a significant drop in the crypto market.
From on-chain data,
(1) Stablecoins have flowed out of exchanges in recent days, currently returning to the levels of January 15th
(2) BTC has also flowed out of exchanges within 24 hours, with Binance inflowing 3,000 BTC, but the overall outflow from exchanges is 5,000 BTC
What follows is a protracted battle, gradually increasing BTC's buy-in costs in the struggle between bears and bulls, forming the next accumulation phase in anticipation of an explosion!
Bearish forces:
1. U.S. economic data shows inflation
2. Unexpected black swan events, such as selling coins in Mentougou, someone from Trump's family releasing a coin again
3. AI bubble being pierced, U.S. stocks crashing, for example, if incidents like DeepSeek happen 2 more times
Bullish forces:
1. U.S. economic data shows inflation declining
2. Trump's cryptocurrency policy being implemented
3. BTC strategic reserves being established in various U.S. states
4. Large capital seeking returns outside the U.S. stock market continues to buy and hold coins
In this round of protracted battle, it is recommended that large funds hold coins, while small funds participate in the on-chain primary market to leverage small investments for large gains!
Hold spot positions patiently, waiting for a market reversal, and please manage stop-loss and take-profit for contract positions! Wishing everyone a smooth bull market, congratulations on becoming wealthy!
#加密市场反弹 #微策略持续增持BTC #美国加密项目零资本利得税？ #特朗普要求继续降息
Dear friends, Happy New Year!
Last night's PCE data release met expectations,
Currently, a rate cut is expected in June.
Just as we were sleeping soundly, the White House suddenly announced tariff news that shook the market, causing BTC to drop by 2%.
Trump confirmed that starting from February 1st, a 25% tariff will be imposed on goods from Mexico and Canada,
The logic behind this:
Increase tariffs -> Inflation rises -> Federal Reserve stops rate cuts or raises rates -> Risk assets BTC fall
The U.S. stock market was performing well, but under the influence of this news, all three major indices turned downward. In the future, the U.S. will also announce tariffs on EU countries, and every move by Trump affects the market. Short-term bearish factors are always present; a black swan event could lead to a significant drop in the crypto market.
From on-chain data,
(1) Stablecoins have flowed out of exchanges in recent days, currently returning to the levels of January 15th
(2) BTC has also flowed out of exchanges within 24 hours, with Binance inflowing 3,000 BTC, but the overall outflow from exchanges is 5,000 BTC
What follows is a protracted battle, gradually increasing BTC's buy-in costs in the struggle between bears and bulls, forming the next accumulation phase in anticipation of an explosion!
Bearish forces:
1. U.S. economic data shows inflation
2. Unexpected black swan events, such as selling coins in Mentougou, someone from Trump's family releasing a coin again
3. AI bubble being pierced, U.S. stocks crashing, for example, if incidents like DeepSeek happen 2 more times
Bullish forces:
1. U.S. economic data shows inflation declining
2. Trump's cryptocurrency policy being implemented
3. BTC strategic reserves being established in various U.S. states
4. Large capital seeking returns outside the U.S. stock market continues to buy and hold coins
In this round of protracted battle, it is recommended that large funds hold coins, while small funds participate in the on-chain primary market to leverage small investments for large gains!
Hold spot positions patiently, waiting for a market reversal, and please manage stop-loss and take-profit for contract positions! Wishing everyone a smooth bull market, congratulations on becoming wealthy!
#加密市场反弹 #微策略持续增持BTC #美国加密项目零资本利得税？ #特朗普要求继续降息
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
