⚡️Monday Market Shock! US-China trade news ignites market sentiment, gold, oil, stock market, foreign exchange, and cryptocurrencies all experience significant volatility!
【Macroeconomic sentiment reversal! Funds are flocking to risk assets!】
Reports say the US is not considering imposing a 100% tariff on China, and market risk appetite has surged.
In terms of safe-haven assets, gold and silver opened significantly lower, both dropping over 1%; among risk assets, stock index futures jumped across the board, with Nasdaq futures leading the way, up 0.85%; Bitcoin, as a direct beneficiary among cryptocurrencies, has become the focus of funds eager to buy, being the “ultimate risk asset” that attracts investment when macro sentiment warms up.
The signal for a major capital shift is clear; this round of opening volatility perfectly corroborates the idea that “China and the US are expected to reach a preliminary consensus” and “the Fed's tightening expectations are easing.”
Macroeconomic resistance has vanished: Positive news from China-US economic and trade relations has eliminated the largest political uncertainty in the global market, which is the direct reason driving funds toward risk assets.
Safe-haven assets face a “double whammy”: The core CPI has fallen, weakening the demand for inflation hedging; the easing of China-US relations has also reduced the demand for geopolitical hedging. Traditional safe-haven assets like gold and silver are facing dual pressure in the short term.
Cryptocurrency leads the risk market: As global stock markets and commodities flourish, BTC has surged $2000 in the short term, showcasing the explosive potential of high-elasticity risk assets. Funds are prioritizing allocation in high-growth, high-elasticity sectors.
Risk Reminder: The macro environment is rapidly shifting from “resistance” to “accelerator.” Investors should focus on core cryptocurrency assets with institutional compliance foundations and explosive ecosystems, seizing this wave of emotion-driven capital inflow opportunities!😉#加密市场反弹
