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Overnight, the U price broke 7! The industry is in an uproar: "It's been years since I've seen it this low!"

This is not just a fluctuation in exchange rates—behind it are two significant events colliding:

First, the Federal Reserve is about to undergo a "transformation." Trump has basically finalized replacing Powell, placing a trusted ally in charge of the Federal Reserve, with one goal: a substantial interest rate cut, with a near 90% probability in December. The weakening dollar has become a foregone conclusion, the Chinese yuan is passively appreciating, and the exchange rate breaking 7 may just be the beginning.

On the other hand, the University of Tokyo has recently launched a vigorous crackdown on money laundering using stablecoins and illegal currency exchanges, precisely tightening the gray channels. Many people are forced to sell U for safety, leading to a significant increase in supply and further pressure on the exchange rate.

Is it contradictory? The U has fallen, but the currency has surged.

In fact, the logic is very clear: under the expectation of dollar depreciation, global funds are looking for an outlet, and cryptocurrency is becoming a reservoir; meanwhile, the mentality of “crackdowns are beneficial” is also fermenting—tightening of funding channels might instead force a process of compliance, attracting more long-term investments.

History is always similar: every time before a bull market, the U price has experienced such a phase of pressure. Veteran investors have quietly begun to act: exchanging U at low prices, waiting for the exchange rate to return to 7.5 before exchanging back, easily earning a 10% price difference; while newcomers are still asking: "Is U going to be harvested?"

At present, the market is at a huge node of "cognitive discrepancy."