Market Update:
Bitcoin is expected to hit 90,000, and the US stock market is also rebounding strongly. During the decline of the US stock market, I gradually added to my positions in the Dow Jones, QQQ, Nvidia, and Tesla. Regarding Tesla, I added in three batches at positions 300, 270, and 250. Today, I sold the TSLA I bought at the 270 position and plan to sell part of what I bought earlier at 300 near the 300 level. The position bought at 250 will remain unchanged. I will continue to look for opportunities to sell high and buy low. This way, in the long run, Tesla's holding cost has been further reduced. Other stocks added are also kept unchanged.
In the cryptocurrency space, I opened a large Bitcoin long position with 5x leverage at 83,000 and plan to take profits in batches near 90,000.
Recently, macro-wise, we have the PCE on next Friday, 3/28, the quarterly fund rebalancing on Monday, 3/31, and the implementation of reciprocal tariffs on 4/2, among which the most important is naturally April 2. Personally, I judge that the market will be volatile during this period. If the tariff event is favorable (for example, further delays), then in mid-March, both the US stock market and Bitcoin will be at short-term bottoms. April will be a good month for the risk market.
