A brutal crypto bull market may be about to begin | 0811 Asian trading session

Monday is generally optimistic, after all, there are many more days in a week, and Monday first soothes and gives some hope. BTC inflow of less than 100 small targets has already brought warmth and hope to the market. Stockholm syndrome patients generally have symptoms of remembering someone's goodness, even a tiny bit of goodness, of course, this is a moment worth being happy about, regardless of whether it's true or false, just be happy. Today, let's focus on the most handsome one since the weekend, BTC and ETH. Without any particularly major direct stimulation, it is still a continuous multi-stage fermentation of previous major nodes [non-farm data fraud, nearly 90% drop close to zero (simultaneous rise in unemployment rate), US pension funds entering the market, traditional old money officially entering the crypto field, and the follow-up rebound effect brought by gold's short-term surge], bringing about movements within the logical range for a market without direction and hot spots. On the night of non-farm data, our Microstrategy commentary noted that BTC breaking through the previous high is a high-probability event in the near future, and BTC is now just a step away from the previous high, with a very strong upward trend. The market's expectation of the Fed's first 25bp rate cut in September is now close to 95%. From the politically correct team in the US, including Trump's group, to the entire market, everyone is now standing in opposition to the Fed, and speculation about Powell's retention has become boring. The market has lost patience - if the Fed does not cut rates in September, a series of collapses (commodities affected by tariffs, residents' living quality affected by PCE and CPI) will be imminent. All asset and movement logic is now betting on welcoming QE at dawn, rather than further tightening of high-interest US dollars. The next key data point is the US July CPI, which should be the last straw. BTC's overall market value is slowly declining during its push to the previous high, giving up about 0.94% market share, mainly concentrated in the ETH ecosystem and other mainstream coins and even some Altcoins. BTC has not completely lost its upward momentum, so the Altcoin bull market may still be early. The relay surge of ** has brought some encouraging scenes to the entire crypto world, which is extremely good from any perspective. Many early-stage entrepreneurs and even coin hoarders have been deeply locked up and should now be liberated, drinking big bowls and eating big chunks of meat. Rate cut expectations, geopolitical hedging attributes returning, ecosystem stability and prosperity (all necessary conditions), after breaking through the previous high, BTC will have a higher probability of leading ETH to launch a "crazy bull market cycle" [regardless of the many classic K-line data, some analysts also believe that the current callback (opinion on the night of non-farm data) is not in place, and they may have been completely blown up]. "Unless Trump fails to promote rate cuts," which would explode all expectations and commodity combinations, those without hedging will immediately become fuel, and many ordinary individuals will subsequently bear an unbearable burden. The world's major players will deepen their trenches, increase friction coefficients, and stagflation may evolve into a more severe and terrifying deflation. Because in general historical inertia, deflation, stagflation, and the Great Depression are triplet siblings. When that time comes, crypto punks' expectations for re-growth will need to find completely different paths and handles, and the entire world will quickly evolve from imperial competition to a wasteland economy. Golden has already pre-discounted the market's re-pricing expectations (for rate cuts) Golden and silver Today's related listed company targets and current price adjustments follow the inertia of the 7x24-hour futures market's surge and pullback, not a catch-up drop. We insist on buying the dips or doing T in oscillations Subsequent support logic lies in the intense rise of geopolitical heat Military BTC-related sectors may support but rotate quickly Together with golden, it needs to hedge against high-risk assets to obtain safety margin, with logic from: 1/Israel has internally completed the so-called legal procedures and is about to launch a comprehensive strategy against Gaza 2/Peninsula direction, US-Korea military exercises are imminent 3/August 15th and September 3rd are approaching, and related topic speculation will trigger corresponding public opinion support Crypto Among many assets that have crossed bull and bear markets, BTC is a relatively new player. This extreme tight balance seems different from before. It is on the edge of stagflation, on the edge of another massive QE, and amid increasingly hot geopolitical tensions and stronger trade friction. Can it regain its main hedging attributes from years ago? We will have the opportunity to see this during this crisis (comprehensive, multi-threaded, until stagflation subsides, with appropriate QE landing). If not seen, it doesn't matter. At least BTC is an active global bulk commodity, ranking sixth and seventh (with silver's total market value neck and neck), and it's good to play more with ETH, providing more channels for old money to escape. Hope you Happy and reach, All the times, always #BTC #QE&QT #Wilderness Hunter Investor #New Longmen Inn of the Crypto World #A Song of Ice and Fire in Crypto Investment #Crypto Bear Market Arbitrage Hedging Strategy #Multi-asset Strategy Based on Anti-fragility