Write a couple of lines before the US stock market opens
GOOGL has been getting a lot of attention these days—let’s talk about the related tape.
A few reference points before the US market opens.
Among the “Magnificent Seven” tech names, if any two simultaneously cut capex, the AI narrative will shift from a climax to a digestion phase.
If year-over-year CPI falls below 3%, the market will price in a 50bp rate cut in September—this is directly bullish for crypto.
How does this connect to the crypto market: FOMC turns dovish → increased odds of a September rate cut → broad risk assets benefit across the board, and BTC is likely to gap up.
Chart check: BTC 80455 (-0.70%), with the DXY moving in tandem and weakening
If it breaks above a key level, you can follow with a small position; place your stop loss below the structural level.
Is your current position more defensive or more aggressive?
#宏观 #BTC #FOMC
For personal observation only and does not constitute investment advice.
GOOGL has been getting a lot of attention these days—let’s talk about the related tape.
A few reference points before the US market opens.
Among the “Magnificent Seven” tech names, if any two simultaneously cut capex, the AI narrative will shift from a climax to a digestion phase.
If year-over-year CPI falls below 3%, the market will price in a 50bp rate cut in September—this is directly bullish for crypto.
How does this connect to the crypto market: FOMC turns dovish → increased odds of a September rate cut → broad risk assets benefit across the board, and BTC is likely to gap up.
Chart check: BTC 80455 (-0.70%), with the DXY moving in tandem and weakening
If it breaks above a key level, you can follow with a small position; place your stop loss below the structural level.
Is your current position more defensive or more aggressive?
#宏观 #BTC #FOMC
For personal observation only and does not constitute investment advice.