Recently, the market has generally recovered from the decline caused by tariffs, and US stocks have basically returned to the high point of April 2. The Nasdaq and S&P 500 are only 1-2% away from their previous highs, and it is estimated that they will test this resistance level early this week. As for Bitcoin, it's a wild horse that has broken free. However, relying solely on market sentiment to drive this rebound may not last much longer. Therefore, the next thing to watch is whether there will be substantial positive news, such as strong US economic data, favorable news within the crypto industry, or whether the Bitcoin bill in Arizona will pass on Tuesday local time; if it passes, that would be a significant positive!
Currently, everyone is more concerned about the actual performance of economic data, and the market focus has shifted from tariff disputes to economic fundamentals. The founder of MicroStrategy has released a Bitcoin tracker again, which indicates they are likely preparing to buy the dip and raise prices. Furthermore, a whale on the blockchain has been tracked buying 30,000 ETH and 600 BTC in the past two days, with a total value exceeding $110 million.
Next, GDP and PCE data are key, which was particularly highlighted yesterday. If GDP exceeds expectations, for example, surpassing 0.4%, it would indicate that the US economy is not that bad, and US stocks and Bitcoin may continue to rise. But if the data disappoints, the market may face a significant adjustment. Additionally, for the PCE data, if it shows no significant inflationary pressures, the market will feel more at ease. However, if inflation rises, everyone may become cautious. #加密市场反弹 #Strategy增持比特币 #AI概念币领跑