Dollar rebound, tariff increases, and non-farm data: Is Bitcoin facing an 'August disaster' or a 'golden pit'?
The 52nd macroeconomic sharing session focuses on current market highlights, providing in-depth analysis around the China-US tariff game, Federal Reserve policy trends, and the technical and fundamental aspects of Bitcoin, offering panoramic references for investors.
This report summarizes the 52nd macro thematic seminar of the WolfDAO community. Friends are welcome to read and share your views. For long-term archiving, you can follow us;
I. Market trading logic switches: The China-US tariff game becomes the core
The current core trading logic in the market has shifted from Federal Reserve policy to the third round of China-US tariff negotiations. After multiple consultations, the tariff negotiations between the US and the EU, Japan, South Korea, and Canada have basically set the tone, with the final focus of the game falling on the world's largest producer—China. Recently, the negotiations have shown an escalating trend: