Macroeconomic nuclear bomb blows through the ceiling
“The dollar printing machine has hit the gas” : The Trump administration just passed a $5 trillion debt ceiling, and the Treasury is set to engage in “deficit frenzy,” equivalent to injecting $13.7 billion of new cash into the market every day. Historical patterns prove: the more dollars printed, the crazier Bitcoin gets – BTC rose 540% during the pandemic's massive monetary expansion in 2020; this time the script is repeating but the power is doubled.
The Federal Reserve's divine assistance: The FOMC meetings on July 22 and 30, the market bets that Powell won't withstand Trump's pressure and will cut rates early. Institutions have pre-positioned: giants like BlackRock have aggressively bought $2.1 billion in BTC spot ETFs in a single week, while gold ETFs suffered a massive $380 million outflow.
Institutional table-flipping acquisition records
Public companies hoarding coins like mad dogs:
U.S. mining company BitMine: Stock financing all converted to BTC, cost price $105,000 to bottom buy 100 coins, stating “only buy, not sell”;
UK-listed company Anemoi: 30% cash reserve gambles on Bitcoin, the board decides: “This is the core asset of the new generation!”;
Mysterious institution “Strategy”: Issued bonds worth $2.1 billion (10% annual interest), fundraising prospectus states clearly: all to buy BTC!
Whales sweep in the dark: On-chain data shows that in July, over 1,000 BTC addresses increased their holdings by 18,000 coins (worth $21.6 billion), with costs concentrated in the $105,000-$108,000 range, clearly locking in the bottom.
Bitcoin has completely “mutated”
“Used to be casino chips, now it's body armor!” - Chief Analyst at 10x Research
New identity authentication: Hedge against fiscal deficit + dollar depreciation as “digital gold.” The Trump tariff war starts in August, and emerging market funds borrow BTC to hedge against local currency collapse, with trading volume in Latin America surging by 40%;
Countdown to regulatory bombshell: The U.S. House of Representatives has declared the week of July 14 as “Crypto Week” and will vote on (anti-CBDC surveillance legislation). Trump tweeted: “Cryptocurrency is soaring, America is reviving its strength!”
Chinese retail investors suffer a crushing loss
Data slaps the face: BTC price hits a new high, but Google search interest has plummeted 60% compared to November 2024, and the funding rate is only 0.025% (a normal bull market should exceed 0.1%). The truth: This rise relies purely on institutional force, retail investors have been washed out!
Policy undercurrent: A secret meeting of the Shanghai State-owned Assets Supervision and Administration Commission was exposed, requiring “strengthening research and exploration on digital currencies.” Hong Kong brokerage GF Securities has connected with HashKey Chain to issue coins. The signal is clear: the national team is quietly laying the chess pieces.
The life and death speed of the market
Short-term script:
Bullish: After breaking $120,000, the options market shows a massive buy order for $130,000 call options, with thousands of large orders already placed for contracts expiring in September.
Bearish: Miners have placed sell orders at $119,800 (shutdown price threshold). CPI data will be released tonight, and if it exceeds 3.3%, it may trigger a flash crash.
Ultimate goal:
Deutsche Bank analyst: $160,000 (halving effect + ETF siphoning);
Cathie Wood: 15 times in five years (about $1.8 million)
Retail survival guide
The last piece of human talk:
“This bull market is the last hurrah before the dollar collapses; either get on board early or watch others achieve financial freedom!”
Keep a close eye on tonight's CPI data + July 22 FOMC – two nuclear bombs determine life and death.
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