Warpcast

Actually, I'm not sure if my view is correct, but I'll briefly share it. Last night, the market reacted strongly to Powell's speech, leading to a sharp rise in cryptocurrencies. However, I believe this surge is actually a false signal. The expectation of rate cuts has already been priced in for a month, and the market has absorbed this expectation. The current rise is a false breakout, and there will likely be significant volatility before rate cuts are confirmed. The uncertainty of geopolitical issues, the possibility of Japan continuing with rate hikes, the upcoming non-farm payroll data, and the election could all contribute to this. Personally, I think the market might bottom out again before the election, but in the long term, I remain bullish.

其实我不知道我的观点是否正确，简单说一下，昨晚市场对鲍威尔发言反应激烈，数字币出现大涨，但是我觉得这个大涨其实是个假信号，降息预期已经释放了一个月，市场已经吸收了这波预期，现在的上涨是假突破，未来在降息确认前还会有巨大波动，地缘政治的不确定性及日本依旧存在的加息可能以及非农数据发布及大选，个人认为在大选前市场还会有探底，但长期看涨.