As Trump weakens the independence of the Federal Reserve, the market will price in:
1. Weaker dollar (lower credit)
2. US Treasury yields will not decrease, but rather flatten or even rise (risk compensation)
3. Strong earnings reports for US stocks leading to rising share prices (weaker dollar boosts sales profits)
4. Stronger gold (hedging against dollar uncertainty)
5. Increased risk appetite leading to a surge in cryptocurrencies (small market cap means greater elasticity)
It is recommended to invest in smart contract public chain coins with fundamental support and application scenarios, such as ETH, SOL, BNB, HYPE, TRX. There is also a significant positive impact from the passage of the US Clarify Act in Q4.
1. Weaker dollar (lower credit)
2. US Treasury yields will not decrease, but rather flatten or even rise (risk compensation)
3. Strong earnings reports for US stocks leading to rising share prices (weaker dollar boosts sales profits)
4. Stronger gold (hedging against dollar uncertainty)
5. Increased risk appetite leading to a surge in cryptocurrencies (small market cap means greater elasticity)
It is recommended to invest in smart contract public chain coins with fundamental support and application scenarios, such as ETH, SOL, BNB, HYPE, TRX. There is also a significant positive impact from the passage of the US Clarify Act in Q4.
