➡️This week the market has news on Crude Oil Inventories, FOMC Meeting Minutes, US Initial Jobless Claims... Please pay attention to the time frame for trading.
💵 The opportunity to ride the #SPOT wave usually only comes about 1 to 2 times a year; according to the alt season index, this is the time to accumulate assets, not to fear or leave the market.
🛡 The important thing now is to accept how much we are willing to lose if we are wrong, but this opportunity is very worth it ...
🔥 A total of over 1,660 BTC (~180 million USD) has been transferred to Binance within just a few hours, from a single wallet (bc1q2qtxlymlzg83t2638ut5a5zhy...).
📌 Repeated transactions in large batches:
100 BTC (~10.7M USD)
115 BTC (~12.3M USD)
150 - 170 BTC (~16M - 18M USD)
⚠️ All transferred to the same Binance deposit wallet, this is not random and could be:
Whales are unloading.
An organization or large fund is preparing liquidity, taking profits.
Or is preparing to rotate assets, but the likelihood of unloading is still higher because it's being sent to the exchange
✨ Regarding #BTC, the buy force is relatively strong and many people want to short here. There is a possibility of a push up to sweep liquidity, even a new ATH may occur 👌
✨ In this section, altcoins are also creating 2 to 3 bottoms on H12 and have a tendency to want to break out. There may be a recovery wave in the first half of July.
👐 What opportunities does Vietnam have after the trade agreement with the US signed on the evening of July 2, 2025:
🇻🇳 BENEFITS
- Maintaining a strategic relationship with the US – avoiding being listed as a currency manipulator or facing comprehensive tariffs.
- Gaining access to affordable American goods, especially cars, agricultural products, and medical equipment – benefiting consumers and certain distribution service sectors.
- Having additional time to adjust export strategies, avoiding a scenario of facing heavier tariffs from the US.
⚠️ RISKS
- Vietnamese goods being subject to a 20% tariff when exported to the US, causing difficulties for textiles, leather, and electronics – which are key export pillars.
- The risk of American goods flooding the market, creating fierce competition for domestic enterprises – especially in agriculture and domestically assembled cars.
- Unclear detailed terms, leading to instability in production and business planning for Q3 and Q4 of 2025.
⚡️ OPPORTUNITIES
- Restructuring the supply chain: Vietnamese businesses can upgrade technology and increase added value instead of relying on simple processing.
- Further negotiations with other countries: Using the position of "strategic partner of the US" to expand FTAs with India, the EU, Japan...
- Promoting localization and exporting to other markets: Leveraging FTAs like CPTPP, RCEP to reduce dependence on the US.
In Conclusion
- Vietnam maintains an image of a flexible partner, respecting the rules of the game, and not engaging in trade confrontations with a superpower.
- In a passive position but not at a disadvantage: Accepting short-term trade-offs to secure long-term benefits, with room for strategic pivoting.
💵 MONEY HAS BEEN INJECTED – BITCOIN IS RUNNING BEHIND!
⚡️ Looking at this chart, what do you see?
- The green line is global liquidity (M2 Liquidity) – has increased first.
- The blue line is the price of Bitcoin – follows about 2-3 months later.
🛡 The interesting thing is: Every time liquidity increases, Bitcoin also rises...
⏰ And what about now?
- Look at that green circle – liquidity has been pumped very strongly since April-May, but Bitcoin is still "catching up".
💡 That means: The market hasn’t fully reflected the new money → Opportunities are always available for those with the right overall view and effective actions 👌
🔔 Fed Chair – Jerome Powell – will speak at 8:30 PM tonight at the Sintra Forum alongside leaders of the world's top central banks, including Christine Lagarde (ECB) and Andrew Bailey (BoE). This is one of the most closely watched events by the market as signals from the speech may reveal upcoming monetary policy.
🌐 Current market context
Interest rate prediction: Fed keeps interest rates steady at 4.25–4.50% at the mid-June meeting and still plans to cut rates 2 times by 25 basis points this year (end of September and December). Goldman Sachs even pushed the timing of the cut to September.
In addition, two prominent figures Trump and Elon Musk are also having a tough time with each other :))) #Fed $BTC
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