Crypto with Michael

ETH: Bearish in the 1920-1950 range. First target 1880-1890, break below to 1850-1860. The market rebound failed to break through the resistance zone, and the price is oscillating downwards, validating the bearish outlook. BTC and ETH are facing significant pressure after their rallies, with the rebound momentum gradually weakening. The hourly SAR indicator continues to weaken. The hourly SAR indicator remains above the price action, providing a bearish signal: the short-term WMA is turning downwards, suppressing the price. Multiple attempts to break through the upper resistance have failed, indicating a consolidation and correction after a sharp drop, not a trend reversal.#BTC #ETH $ETH

#美国7月cpi与ppi数据本周出炉
US July CPI and PPI data will be released this week.

The CPI has been released: year-on-year growth of 3.4% (previous value 3.5%), core year-on-year growth of 2.5% (previous value 2.6%), and month-on-month growth of 0.1% and 0.2%, respectively, largely in line with market expectations.

The PPI will be released today, with previous monthly growth of -0.3% and annual growth of 5.5%.

With the non-farm payrolls data already weak, these two inflation data points have become key references for the market to judge the Fed's stance in September.

After the data release, expectations for an interest rate hike have eased somewhat, but have not been completely ruled out.

What’s truly worth noting is whether institutions will begin to fine-tune their positions as a result. The allocation weights of stocks, gold, and bonds often adjust along with interest rate expectations.

When you look at the data, do you pay more attention to year-on-year or month-on-month changes?
#美国CPI #美国7月CPI与PPI数据本周出炉

#SEC
‼️
THE SEC WILL CREATE NEW RULES THAT ADDRESS THE SAME ISSUES AS THE CLARITY ACT‼️

The crypto industry will keep charging ahead.🚀

Federal agencies already possess the power to rewrite the financial system and drive crypto deeper into the mainstream.🔑

Rule revisions. Formal rulemakings. Official guidance letters. All of these remain open pathways for the SEC, CFTC, OCC and the rest.🎯
Just one week after the Clarity Act stalled, these agencies are already moving to regulate crypto investments without waiting for Congress.📈

This Friday the next round of crypto rulemaking rolls forward and it will lock digital assets deeper into the regulated financial system.🌐
Documented.
#SEC
📝👇

🔥Arthur Hayes just dropped a bombshell. He published a long article called "Yen-quake," the core of which is this: the US and Japan are currently working together to strengthen the yen, and the most likely path is for the Japanese Treasury to use its $1.3 trillion in US Treasury bonds to exchange for dollars through the Federal Reserve's FIMA repurchase agreements, and then use that money to buy yen.

💻This operation is equivalent to the Federal Reserve indirectly expanding its balance sheet and printing money. Everyone knows how history has led to this liquidity injection—BTC and gold will directly benefit.

🚀Hayes himself said he has already heavily invested in BTC, and is also bullish on ETH and ENA. Currently, BTC is hovering around 64k, and market sentiment is lukewarm, but his macroeconomic logic has already sparked debate in the crypto community: "Is the next liquidity-driven bull market coming?" Regardless of whether it's true or not, this topic has certainly been incredibly hot these past few days. What do you think? Is it going to create a massive liquidity surge, or is it just another empty promise?
#ArthurHayes #BTC

#michaelsaylor暗示增持btc
Saylor, a prominent figure in the cryptocurrency world, is at it again.

He just posted a chart of his company Strategy's Bitcoin holdings on social media, captioned "Doing ₿usually." This is a familiar tactic in the crypto world; in the past, after posting this chart, Strategy would have to file documents with the SEC within a couple of days, announcing how much BTC they had accumulated.

However, this time it's important to note: this is just an implication; they haven't officially announced that they've actually bought up all their holdings. The company currently holds approximately 842,138 BTC, remaining the world's leading corporate BTC holder, continuing its capital operations through stock and bond issuances.

The news did cause a stir in the market; BTC briefly surged, and MSTR also jumped. Everyone is betting that institutions will enter the market and increase their holdings.

But here's the catch—if expectations are driven too high, and the actual buying volume shrinks, or even doesn't happen at all, it wouldn't be surprising if the positive news is realized and the price plummets. They've also recently sold some coins for capital management, so their signals aren't always accurate.

Ordinary investors shouldn't get carried away and invest heavily based on rumors. Don't gamble your life savings on hearsay; wait for official documents to be released and for confirmation that real money has been invested before making a decision. Market volatility is high due to news; managing your position size is key.

Risk Warning: This is purely market opinion and does not constitute any investment advice.

$MSTR $BTC

#美adp7月私营就业逊预期
The ADP report is out. US private sector employment increased by only 44,000 in July, below the expected 75,000 and the previous figure revised downwards to 95,000. That's a 50% drop, the weakest in six months. The service sector is still holding up (education and healthcare contributed 36,000), while goods production has turned negative. Employment is clearly slowing down.

Next up is Friday's non-farm payrolls report. How will the market react? This data is quite disappointing.$BTC $ETH

#hype第二季度上涨79%
🔥After reviewing Hyperliquid's Q2 report, HYPE rose 79% this quarter, while BTC fell 14% during the same period.
It's not just following the market trend; it's a complete decoupling.
HIP-3-related stocks, commodities, and pre-IPO tokens now account for nearly a third of trading volume, and institutional ETFs are also starting to enter the market.
Coins with fundamentals that directly contradict the broader market are truly rare these days.
Are you still holding them?💻$HYPE