🎯 Rate cuts may be delayed, so risk assets need to catch their breath first
📰 Bank of Korea warns: the semiconductor boom may push inflation higher, and the renewed rate-cut expectations just after the easing were dashed again. BTC is up 25%+ over 30 days, yet it’s been stuck around $78.8K briefly
💬 Plainly put: AI hype drives up computing power while also stoking inflation. It just recovered from the FOMC, but now fears that a rate cut won’t be enough. The bull-market structure is still solid, but don’t let risk appetite get too overheated
🏷️ #宏观 #通胀 #韩国央行 #降息预期 #risk assets
📰 Bank of Korea warns: the semiconductor boom may push inflation higher, and the renewed rate-cut expectations just after the easing were dashed again. BTC is up 25%+ over 30 days, yet it’s been stuck around $78.8K briefly
💬 Plainly put: AI hype drives up computing power while also stoking inflation. It just recovered from the FOMC, but now fears that a rate cut won’t be enough. The bull-market structure is still solid, but don’t let risk appetite get too overheated
🏷️ #宏观 #通胀 #韩国央行 #降息预期 #risk assets