梨花猫虾哥(@Square-Creator-d84a868879fc)'s insights

The encrypted sentiment index has dropped to around 10 (the maximum value is 100), and the sentiment is at a low point. Already tired #美股2026预测  $BTC 
BTCUSDT
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86,376.7
-0.26%

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梨花猫虾哥

@Square-Creator-d84a868879fc

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日加息属于利空，去年7月加息曾出现较大跌幅，今年1月加息影响较小，本周五加息市场已提前接近100%押注预期，利空提前消化了大部分，仍需防范利空影响，$ASTER

本周期未见所谓“疯狂”的牛市，不符合以往周期规律，大饼新高幅度也较弱。牛市关键动力是美联储放水，这个周期迟到了，降息拖沓，本月重启扩表解释为解决短期流动性不足问题，非常“无限QE扩表”，所以市场对“安抚”并不满意，跌回原点。降息和扩表继续推进，币市存在水涨船高的可能性$JUV

美联储的宽松QE来了，却迟到了，遇上了币市周期末端，四年周期是共识，如果都认为不存在，普遍惜售，则周期性会动摇；如果都认为周期性存在，抛售行为会促使周期循环。本轮现货ETF和长期机构入场后，美联储在此时放水，缓解周期压力，跌幅减弱，反弹次数可能增多。$G $AXL #美联储重启降息步伐

$CHZ 马上要突破

整个赛道真的爆火了明年世界杯才是真正出圈的时候 1、Kalshi 以 110 亿美元的估值筹集了 10 亿美元。 2、polymarket完成20亿美元融资，估值90亿美元其实120亿估值又融资了一轮还没公布 3、@opinionlabsxyz完成一轮几十M融资

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