On Monday, the financial circle directly staged a "terrifying scene"! US stocks fell, gold broke 4200, Bitcoin plummeted below 90,000, and crude oil smashed through the 50-day moving average. Even more bizarrely, US bond yields and the dollar are still soaring in sync—this is not normal fluctuation, it is clearly a collective "runaway" from risk assets by investors!
But this drop is not simple at all! Unlike the previous "mysterious crashes", this time the minefield can fill the entire list, and each one is alarming: the Japanese bond market collapsed first, directly dragging down US bonds, with the 10-year US Treasury yield soaring to 4.16%, heading straight for the peak; the Federal Reserve is implementing "hawkish rate cuts", and after the cuts, there are no promises, the rate cut is surprisingly just a "technical adjustment"?
The most ridiculous thing is the "defensive statement" by the popular Federal Reserve chair candidate, Hassett! A statement saying "setting a six-month interest rate plan is irresponsible" directly led the market to cut the expected rate cuts in 2026 from 3 times to 2 times. This is not just a speech; it's clearly a leak of insider information: the future Federal Reserve will only look at data and not make promises or statements as the norm!
As the market is getting anxious, Trump suddenly throws out the "market rescue bomb"—allowing Nvidia H200 to export to China! The decline in US stocks has slowed, but this is not a reversal of the trend; it's just a temporary "stopgap" policy!
The current market is not about "something happened," but rather everyone is waiting for Wednesday's "ultimate judgment"! The fluctuations are small but the panic is high, which is actually digesting the worst-case scenario in advance.
Do you think this is the end? On Wednesday, will the Federal Reserve take action, will US bonds explode again, can Bitcoin stabilize at 90,000? Follow me for real-time updates on market plot twists, and I'll help you grasp the logic of ups and downs precisely, so you won't be the "leeks" that get cut! #比特币VS代币化黄金 #美联储重启降息步伐 #美SEC推动加密创新监管 $BNB
