Currently, the U.S. stock and Bitcoin markets are extremely sensitive to policy reactions, with significant volatility. Trump's statements often become the trigger for market surges and declines, especially in the U.S. stock market, where the correlation between stock prices and actual company values has weakened. However, this situation, overly influenced by a single factor, will not last long. Industry leaders like tech giants will not face bankruptcy, technological obsolescence, or business stagnation just because of something one person said; from a long-term perspective, the market still has upward potential.

In terms of investment strategy, faced with declines in mainstream assets, investors should not blindly cut losses. If there are funds available, they should consider buying on dips to lower the average cost, as holding long-term is expected to yield profits. Although Trump's frequent interventions in financial markets lead to erratic fluctuations, from another perspective, he also bears the responsibility of properly addressing subsequent issues and cleaning up potential messes.

Looking ahead to the market, given that expectations for interest rate cuts persist, the market outlook for the second half of the year is relatively optimistic. The first half may continue with a volatile trend, but even at its worst, it should not exceed the situation in March. From a broader trend perspective, there is no need to be overly pessimistic; what investors need is patience, as market improvements may have to wait until the second half of the year.

In the cryptocurrency field, Bitcoin ETF funds continue to flow in, although the amount has decreased compared to before. However, large institutions like BlackRock are still continuing to increase their positions, and the overall funding situation remains stable. With the potential entry of state-level Bitcoin reserve funds, it is expected to bring hundreds of billions in buying power, giving Bitcoin the potential to hit new highs. Ethereum ETFs are also seeing fund inflows, while the SEC has delayed the approval of Fidelity's staking ETF and several altcoin ETFs. However, some institutions predict that these ETF applications will be approved this year, making altcoins in the ETF sector worth paying close attention to in the second half of the year. Currently, most other altcoins are following the overall market trend, lacking outstanding upward momentum.

Recent data performance has been poor; the key factors for stimulating fund inflows and driving price increases may lie in interest rate cuts, and investors need to be patient. During the May Day holiday, if there are investment opportunities, I will promptly inform the community. Here, I wish everyone a happy May Day holiday, and encourage spending more time with family. Investment requires timing; if there are no suitable opportunities, there is no need to constantly monitor the market. Let's hope for a turning point in the market in May.