Daily coin magazine:
The ETF holding data has not been updated today, but judging from US dollar statistics, the inflow of 27 yuan should not be small, probably more than 500 million. It’s close to 10,000 coins. Let's wait and see tomorrow
But in fact, we still can’t look at ETFs like Huidu did before, because Huidu is Pixiu. He can’t sell coins, only shares. At that time, GBTC did not have much impact on the BTC market, but ETFs are different. ETFs can It can be redeemed at any time. I don’t think that ETF will always be in a state of net inflow. Although it is not enough to buy, when the funds reach a certain time, the funds will still choose to take profits. Just see when.
The probability of an interest rate cut in the United States in March is basically zero. In March, the current interest rate will remain unchanged. The fastest interest rate cut should only occur in May-June.
Yesterday Apple decided to cancel the decade-long development of new energy vehicles and turn to the generative AI department, which means giving up the involution of new energy vehicles. The efforts spent over the years have been in vain, but Apple executives What we can see is that the field of artificial intelligence may have a more promising future than new energy vehicles, so there should be no doubt that AI is the forefront of the future technology wave. Then in the more cutting-edge field of blockchain + AI, it should be the main line that funds are seeking and running through the market.
Do you still remember the stage in December last year when inscriptions were flying all over the sky? Nowadays, if you get involved in AI, you will take off. Any project that wants to do AI will take off. Today’s takeoff is AR. In fact, AR has been performing well some time ago, but it has just released a test network and plans to launch a main network for AI storage this year. As a result, prices skyrocketed. This should be the result whenever a project announces that it will build AI in the future, so chasing higher may not be a bad thing. After all, this is a bull market.
Regarding the speculation about the follow-up copycat sector, I think it may be in two sectors, one is the domestic sector, and the other is the sports sector. I will not go into details about the specific reasons.
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Market interpretation
Yesterday, someone asked in which quarter the pie will reach a new high (over 69,000). Today I will give a prediction. Few people say the time, which is a bit jumpy. But in fact, it is still logical. According to the time node of the interest rate cut, Before the interest rate cut, there may be a dip in U.S. stocks. After that dip, U.S. stocks will continue to rise, driving ETFs and the market, and it is very likely that there will be a breakthrough at the beginning of the third quarter. Of course, this refers to an effective breakthrough.
It was said yesterday that it will continue to rise. Today it has reached 58,000+, and it is very likely that there will still be 59,000. The supply should come, just wait and see. After recently changing to the "must watch" in the afternoon, I found that it is still much more accurate. Because there is more time to collect information and think.
The two cakes continue to be linked, but the exchange rate is really miserable and has plummeted all the way. The Cancun upgrade has been scheduled for March 13. Since this is not expected to be speculated, it should not fall after it is implemented, so another supplementary increase is likely to be after the implementation. It's about time, so my expectation is mid-to-late March.
Today’s panic and greed index: 82 (extremely greedy)! ! !
