Bugsbunnygg

After the market opens, VIX remains high, the fundamentals of gold stay unchanged, silver faces liquidation risk, and Bitcoin maintains a primarily defensive stance.

In the current market environment, the accumulation of existing assets will be the main focus.
Just like the broader strategy of RMB internationalization, the premise remains the internal circulation of existing stock.

Major Event — Nordic Pension Funds Sell Off U.S. Treasuries
They are trillion-dollar funds
This will have a significant impact on U.S. Treasuries.
Gold will have a new growth point again

Talking about gold with institutional friends at the beginning of the month
He said gold will reach 5000 in 26 years
Now it's at 4800

Wow, gold has reached 4750.

Since Trump took office, insider trading has really increased.

The sensitivity of crypto assets will be directly reflected in the upward movement of VIX.

AI will never fail, just like as an investor, you don't need to worry about a US debt collapse.
When that day truly comes, there will be enough time for you to exit.

Market positive news
Keywords: The White House requests credit card institutions to reduce interest rates from 20-30% to 10%
Indirect version of QE
Equivalent to direct liquidity injection

Recently, pay extra attention to cex net inflow and USDT-related information
To observe signs of liquidity overflow
US stocks —> commodities —> cryptocurrencies?

All funds are cost-driven
Funds will seek high-yield, low-risk places
rather than low-yield, high-risk places

Moutai doesn't know that it can't sell anymore; it knows that this industry might be dying.

BTC under the compliance framework clearly lacks sufficient attractiveness