#Strategy增持比特币 , but next there will be the Federal Reserve meeting, and the key is still to see Powell's attitude in his speech.

Now let's talk about our situation, there are several core data points:

First, the deficit rate is set at 4%. Previously, we primarily focused on 3, and this is the first time in recent years that the deficit rate has been increased. To explain, this means the government is willing to take responsibility, which means they are willing to inject liquidity.

Second, the inflation data is set at 2%. It used to be 3, but now the monthly CPI is only in the 0.something range, so setting a target of 3 is too far-fetched.

This adjustment of the target is a positive sign, indicating that the higher-ups have recognized the problems and are facing them. It is a very significant positive development.

Third, issuing 1.3 trillion in special government bonds, which is slightly less than market expectations, but there is a point worth noting: this time they issued 500 billion to support state-owned large commercial banks in replenishing their capital.

There are rumors that they will save the banks, and this wave has landed. Why do banks that make such large profits still need to issue bonds to them? Because although banks are profitable, they also bear the huge risk of real estate. Saving the real estate sector is too difficult, so it is better to safeguard the banks as a backup.