At 20:30 Beijing time, the upcoming U.S. inflation data hangs over global investors like the Sword of Damocles. The cryptocurrency market has already seen a crash-like decline, with Bitcoin plummeting 30% in a single day, and the tech stock barometer, the Nasdaq index, plummeting 15%. Market panic has reached a boiling point.
The eye of this financial tsunami is aimed at the impending release of the May core CPI data. The current market consensus expects both overall and core inflation rates to drop by 0.1 percentage points, which could become a turning point determining the direction of global asset prices. It is particularly noteworthy that blockchain big data has detected mysterious institutions increasing long positions by $280 million against the trend during the crash, a move that hides secrets.
The root of the market anxiety lies in the inflation spiral that "Trump Tariff 2.0" may trigger. If tonight’s data exceeds expectations, it could solidify the doomsday prophecy of "stagflation’s return"; however, if inflation cools more than expected, currently suppressed risk assets may experience a revenge rebound. The subtlety lies in the fact that even if the data meets expectations, after experiencing irrational sell-offs, there is still a strong need for valuation repair in the market—after all, the fear index VIX has soared to levels seen during the Russia-Ukraine conflict, and excessive pessimism itself may harbor opportunities.
This inflation game resembles the darkness before dawn; when most people fall into despair, it is often when smart money quietly lays its groundwork. In the last three hours before the data is revealed, the air in global trading rooms has thickened, with every investor holding their breath, waiting for this macro trial that could influence trillions in capital flow.
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