A series of measures taken by Trump in the early hours successfully curbed the rise of U.S. Treasury yields in the short term. This change has had a significant impact on asset price movements, particularly breaking the recent trend of gold and risk assets such as $BTC rising in sync, making such coordinated increases difficult to replicate in the short term.
It is worth noting that CEM BTC futures show a positive premium of 900 points compared to spot prices, which deeply reflects the strong bullish sentiment in the futures market. The active influx of bullish funds not only demonstrates market participants' optimistic expectations for Bitcoin's future price trends but also suggests a directional bias in market sentiment.
Based on a comprehensive assessment of the macro environment before tonight's U.S. stock market opening, if there are no major unexpected disturbances, U.S. stocks and Bitcoin are likely to usher in another wave of upward momentum, further releasing the accumulated bullish sentiment in the market. This expectation is based on various factors, including support from macroeconomic data, relative stability in the policy environment, and ample market liquidity.
This afternoon, it is important to pay close attention to the changes in the VIX index. The VIX index, as a key indicator of market panic sentiment, has significant reference value for assessing market risk appetite and subsequent asset price trends.
Recently, I have mostly been sharing internally, so let's pay more attention to the friends I've just met.
