🇺🇸 The "Divided Drama" of the American Economy: Liquidity Drought or Local Prosperity?
The current American economy is showcasing extreme polarization: AI giants are propping up GDP with hundreds of billions in investment, while traditional industries are struggling under high debt pressure. The Federal Reserve's 75 basis point "rate-cut water gun" has shown its limitations, forcing a restart of short-term debt purchases for "invisible QE" to stay alive.
📈 Impact on the crypto market:
• Tech sentiment amplifier: Bitcoin is still highly correlated with risk assets; compared to "digital gold," it resembles a leading indicator of tech stock sentiment.
• Liquidity spillover effect: This division suggests that funds will continue to seek high-elasticity safe havens. As mainstream assets fluctuate with macro shocks, community eco-sectors with strong consensus foundations often first embrace rotational funds.
True opportunities often arise from divergences. When do you think $BTC will completely break free from its strong correlation with US stocks and enter a truly independent market?
