Crypto Robin哥
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大周期趋势分析，VC项目估值判断，MEME项目挖掘！
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According to the published data, the revised real GDP for the United States in the first quarter is -0.3%, which is still below expectations, so the market may be trending towards a weak recession.
Tomorrow night at 8:30 PM, the revised annualized quarterly rate of the actual GDP for the first quarter in the United States will be announced, with the previous value at 2.4% and the expectation at 0.3%! Tomorrow night at 10 PM, the annual rate of the core PCE price index for March in the United States will be announced, with the previous value at 2.8% and the expectation at 2.6%! From these data, a decline in GDP indicates economic deterioration, and the U.S. economy is likely to decline due to tariffs. The core PCE price index fell in March, giving the impression that prices in real life have decreased. However, the American people can deeply feel that prices have risen, at least by 10-20%. These figures are not misleading, so a simple decline in PCE data will not lead to a rise in the market. Everyone is more concerned about a recession in the U.S. economy, leading to the conclusion that U.S. stocks may need to test the waters again!
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Tomorrow night at 8:30 PM, the revised annualized quarterly rate of the actual GDP for the first quarter in the United States will be announced, with the previous value at 2.4% and the expectation at 0.3%! Tomorrow night at 10 PM, the annual rate of the core PCE price index for March in the United States will be announced, with the previous value at 2.8% and the expectation at 2.6%! From these data, a decline in GDP indicates economic deterioration, and the U.S. economy is likely to decline due to tariffs. The core PCE price index fell in March, giving the impression that prices in real life have decreased. However, the American people can deeply feel that prices have risen, at least by 10-20%. These figures are not misleading, so a simple decline in PCE data will not lead to a rise in the market. Everyone is more concerned about a recession in the U.S. economy, leading to the conclusion that U.S. stocks may need to test the waters again!
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The revised annualized quarterly rate of the US first-quarter real GDP will be announced at 8:30 PM on April 30th, and everyone is also very concerned about this data to see if the US economy will really go into recession. Additionally, the core PCE price index for March will be announced at 10:00 PM on April 30th, and there is a pullback with a buying speculation sentiment!
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The Binance new coin long and short game has become a battleground for ultra-short players, a contest of wisdom and courage. Today, $INIT has returned. With a modular theme, its valuation will definitely not be as small as other projects. Based on the current contract price, the circulating market value of $INIT is around 100 million USD. The previous Binance new coin $HYPER now has a circulating market value of around 40 million USD. The long and short game is about to begin!
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Co-evolution of AI and MCP: New potential in the crypto market
In an era of rapid digital economic development, the synergy between artificial intelligence (AI) and modular computing platform (MCP) is injecting new momentum into the crypto market. This integration not only accelerates the intelligent upgrade of the decentralized ecosystem, but also provides strong support for building high-performance, low-threshold, and highly scalable crypto applications.
MCP is an open protocol that allows systems to provide context to AI models in a way that is common across integrations. The protocol defines how AI models can call external tools, obtain data, and interact with services. The following is a specific example showing how the Resend MCP server can work with multiple MCP clients.
MCP is an open protocol that allows systems to provide context to AI models in a way that is common across integrations. The protocol defines how AI models can call external tools, obtain data, and interact with services. The following is a specific example showing how the Resend MCP server can work with multiple MCP clients.
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If the PCE data announced tonight at 8:30 PM exceeds the expected 2.8%, then the market will still decline. The current decline has already priced in the unfavorable news of PCE being 2.7%.
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The current top three in the voting results are BANANAS31, SIREN, WHY. The voting will end in 6 hours, keep it up!
The wave of BSC meme has arrived---Vote for the projects you like
BTC is the largest meme experiment, and this is an undisputed fact. The crypto market is a huge financial platform, telling various different stories, including financial moguls fighting against real-world currency inflation, coding tech giants following the decentralized code geek spirit, BTC miners urgently claiming limited supply, and ordinary community players pursuing the ultimate consensus spirit.
A new narrative emerges, telling a new story, ultimately accompanied by the cycle of ups and downs, with new players continually entering and exiting, alongside the emergence of wealth myths, which drives new users to join. The bloodthirstiness of capital and the desires of human nature are infinitely amplified. It is these elements that continuously drive the iteration and change of the crypto market; money never sleeps!
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The wave of BSC meme has arrived---Vote for the projects you like
BTC is the largest meme experiment, and this is an undisputed fact. The crypto market is a huge financial platform, telling various different stories, including financial moguls fighting against real-world currency inflation, coding tech giants following the decentralized code geek spirit, BTC miners urgently claiming limited supply, and ordinary community players pursuing the ultimate consensus spirit.
A new narrative emerges, telling a new story, ultimately accompanied by the cycle of ups and downs, with new players continually entering and exiting, alongside the emergence of wealth myths, which drives new users to join. The bloodthirstiness of capital and the desires of human nature are infinitely amplified. It is these elements that continuously drive the iteration and change of the crypto market; money never sleeps!
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Powell's so-called dovish remarks cannot change the current trend of the US stock market. Trump needs to use a mild recession to stimulate interest rate cuts, which will not change. Therefore, the PCE data at the end of March, the tariffs on April 2, and the unemployment rate, non-farm payroll data, and CPI in early April will all face major tests. It’s a trade-off of time and recession to gain downward space and Powell's interest rate cuts; there is no other way. When gold stops rising, only then will safe-haven funds flow back into risk assets. The process of grinding down requires patience! We will slowly start to see improvements after getting through early April, and the Federal Reserve is very likely to start cutting rates in May and June.
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From Nick's speech, it seems that Powell's remarks tonight might be a bit hawkish, which is not good. At most, it might only be a halt to the tapering!
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The Russian negotiating representative rejected the US-mediated temporary ceasefire plan for Russia and Ukraine! Whenever the mining agreement in Ukraine is signed, it will be good for the market!
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Trump: If the EU does not cancel the spirits tax, plans to impose a 200% retaliatory tariff on wine and champagne!
When will Trump stop saying these things for the market to improve!
When will Trump stop saying these things for the market to improve!
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PPI data will be released tonight at 8:30 PM. The current previous value is 3.5%, and the expectation is 3.3%. If the PPI is higher, then inflation will be higher as well. We also need to pay attention to this data. Currently, with the trade war, we need to closely monitor these data; we cannot afford to be slack for even a moment!
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The cryptocurrency market has become very similar to the stock market, completely losing the independence of cryptocurrency themes. Currently, the focus in the U.S. stock market is on three stock indicators: Nvidia represents American technology, Tesla represents American politics, and Walmart represents American consumption. Only when Nvidia and Tesla stabilize will the U.S. stabilize!
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Chuanzi wants to be an isolationist, addressing the Russia-Ukraine war, the tariff war, and Musk's efficiency department, all aimed at alleviating the debt burden of the U.S. government, saving costs! The next step should be to resolve the Russia-Ukraine war as soon as possible; currently, negotiations are ongoing with Russia. Once the Russia-Ukraine war is resolved, it can establish Chuanzi's prestige both domestically and internationally. Then there will be equal tariffs, which are actually meant to encourage other countries to lower their tariffs on the U.S.; the tariff struggle is expected to last a long time. Following that, there should be tax cuts for domestic companies, and hopefully, this can be implemented quickly! Only by resolving the Russia-Ukraine war, easing the tariff war, and promptly cutting taxes domestically can the U.S. stock market gradually improve!
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The final CPI data is 2.8%, which is lower than expected. However, it can only bring a short-term rebound to the market. After a high opening, US stocks are likely to correct again. Recently, the volatility of the market is closely related to Trump's comments. The market will only improve when he stops talking. Before the implementation of reciprocal tariffs on April 2, the market will still be particularly fragmented and highly volatile. Only segment trading is possible!
The US stock index futures have been pulled up in advance, and tonight's CPI data at 8:30 PM is likely to meet or be below expectations, which is favorable for the market to rise!
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The US stock index futures have been pulled up in advance, and tonight's CPI data at 8:30 PM is likely to meet or be below expectations, which is favorable for the market to rise!
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U.S. President Trump: Has instructed the Secretary of Commerce to impose an additional 25% tariff on all steel and aluminum products from Canada, bringing the total tariff level to 50%. This will take effect tomorrow morning! If Canada does not remove other tariffs, tariffs on U.S. imported cars will be significantly increased starting April 2!
So how can everyone still enjoy themselves in the venue?
So how can everyone still enjoy themselves in the venue?
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March 10 23:00 US February New York Fed 1-Year Inflation Expectation
This data is quite important, the expectation is 3.1%, if it exceeds 3.1%, then the market will take a hit!
This data is quite important, the expectation is 3.1%, if it exceeds 3.1%, then the market will take a hit!
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Chuanzi has begun to put pressure on the Federal Reserve, and a rate cut can be expected on May 8!
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