WolfDAO View
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Let's take a look at the market again
Thanks to WolfDAO (x: @10xWolfdao) for the hard work in organizing. As everyone knows, the cryptocurrency market has risks, and investments should be cautious.
The current price remains at 118,000+, with a 24-hour drop of 0.32%. The market is in a 'holding breath' phase dominated by macro policy.
On one hand, the Federal Reserve's hawkish signal ('not ready to cut rates this week') and the dollar index breaking the 99 mark are putting pressure on risk assets like cryptocurrencies; on the other hand, Trump's threat to impose 'global tariffs' has reignited market stagflation expectations.
Operation window: On-chain signals are in extreme contradiction, with intense confrontation between bulls and bears.
The whale ratio on exchanges has risen to an extremely dangerous level of 0.984, indicating a large-scale sell-off risk for whales; however, exchanges recorded a massive net outflow of -10.07k BTC, with a lot of chips pulled from exchanges, providing a strong bullish signal. The market is currently in a game between whales and long-term holders.
Macro risks
The market focus has shifted to two major events: the Federal Reserve's monetary policy and the White House's cryptocurrency regulation.
The Federal Reserve's hawkish stance temporarily suppresses hopes for short-term liquidity easing, becoming the main upward resistance; the White House's upcoming cryptocurrency policy report is filled with uncertainty, and its positioning on stablecoins and RWA will determine the short-term market direction.
Key events to watch
1. White House cryptocurrency policy report (July 30), which may reshape the regulatory framework for stablecoins (USDT/DAI), its tone will directly catalyze the market's short-term trend.
2. Federal Reserve interest rate decision, with the market expecting no change in rates, focusing on Powell's speech and whether there are public disagreements within the board, dovish signals may trigger a rebound in risk assets.
3. Global tariffs come into effect (August 1), if the Trump administration's global tariffs are implemented, it will provoke a global trade backlash, inflation risks will soar, highlighting Bitcoin's 'non-sovereign' value in the long term.
Operational suggestions
Aggressive: Can take a very light position to gamble on the favorable outcome of tomorrow's White House report, but the risk is extremely high.
Conservative: Strongly recommend waiting and watching. Market direction is unclear before the Federal Reserve decision and the White House report.
For those holding no positions: Continuing to stay out of the market is currently the strategy with the highest risk-reward ratio. When the market is dominated by a single policy event and on-chain core long-short data diverges, uncertainty reaches its peak, waiting outside is the best choice to protect capital.
#BNB创新高 #降息预期 #行情推演
Thanks to WolfDAO (x: @10xWolfdao) for the hard work in organizing. As everyone knows, the cryptocurrency market has risks, and investments should be cautious.
The current price remains at 118,000+, with a 24-hour drop of 0.32%. The market is in a 'holding breath' phase dominated by macro policy.
On one hand, the Federal Reserve's hawkish signal ('not ready to cut rates this week') and the dollar index breaking the 99 mark are putting pressure on risk assets like cryptocurrencies; on the other hand, Trump's threat to impose 'global tariffs' has reignited market stagflation expectations.
Operation window: On-chain signals are in extreme contradiction, with intense confrontation between bulls and bears.
The whale ratio on exchanges has risen to an extremely dangerous level of 0.984, indicating a large-scale sell-off risk for whales; however, exchanges recorded a massive net outflow of -10.07k BTC, with a lot of chips pulled from exchanges, providing a strong bullish signal. The market is currently in a game between whales and long-term holders.
Macro risks
The market focus has shifted to two major events: the Federal Reserve's monetary policy and the White House's cryptocurrency regulation.
The Federal Reserve's hawkish stance temporarily suppresses hopes for short-term liquidity easing, becoming the main upward resistance; the White House's upcoming cryptocurrency policy report is filled with uncertainty, and its positioning on stablecoins and RWA will determine the short-term market direction.
Key events to watch
1. White House cryptocurrency policy report (July 30), which may reshape the regulatory framework for stablecoins (USDT/DAI), its tone will directly catalyze the market's short-term trend.
2. Federal Reserve interest rate decision, with the market expecting no change in rates, focusing on Powell's speech and whether there are public disagreements within the board, dovish signals may trigger a rebound in risk assets.
3. Global tariffs come into effect (August 1), if the Trump administration's global tariffs are implemented, it will provoke a global trade backlash, inflation risks will soar, highlighting Bitcoin's 'non-sovereign' value in the long term.
Operational suggestions
Aggressive: Can take a very light position to gamble on the favorable outcome of tomorrow's White House report, but the risk is extremely high.
Conservative: Strongly recommend waiting and watching. Market direction is unclear before the Federal Reserve decision and the White House report.
For those holding no positions: Continuing to stay out of the market is currently the strategy with the highest risk-reward ratio. When the market is dominated by a single policy event and on-chain core long-short data diverges, uncertainty reaches its peak, waiting outside is the best choice to protect capital.
#BNB创新高 #降息预期 #行情推演
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
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