#深度解析
1. Macroeconomics
1. High inflation expected to rise
2. High debt in the United States
3. Tariff war
4. The Federal Reserve wants to raise interest rates
5. Trump wants to lower interest rates
Overall, the macroeconomic outlook seems quite pessimistic, but the implementation of macro policies is based on expectations + data for decision-making. When the data is good and the market is very pessimistic, the Federal Reserve may actually lower interest rates. If you don't understand, you can check with AI yourself.
2. Cryptocurrency Market
1. Severe fund diversion, concentration, and withdrawal
2. Lack of wealth effect to attract new investors
3. ETF expectations have not fully materialized
4. Expectations of interest rate cuts
5. Trump's reserve materialization
Summary: Whether in macro or micro cryptocurrency markets, there will be one or two small bull markets this year, so don't lose heart. However, when the bull market arrives, don't increase your positions; instead, sell, sell, sell...
There is a principle: buy the news, sell the facts, savor it.