$ZEC

🔥🚀HSBC's global foreign exchange head predicts that the trend of a weak dollar will continue until 2026. 👉来聊天室聊聊你 opinion

😎Many guys got excited at a glance. The logic is simple and straightforward: if the dollar is weak, funds will flow out, benefiting risk assets, especially in our circle. Coupled with the Federal Reserve's "stimulus package" at the end of last month, it seems like the script is already written?

🫵Wait, let me highlight the key points of HSBC's original words:

He said that "very strong data" is needed to dispel market expectations for a Federal Reserve rate cut, which would significantly boost the dollar. Did you catch the underlying message?

🤔This confirms my previous judgment: the future is entirely a tug-of-war of "data games". 📈

1️⃣ A consensus is forming a trap: when a big bank like HSBC publicly holds a bearish view on the dollar until 2026, this expectation may have been overly reflected. The greatest force in the market is to slap the consensus in the face.

2️⃣ "Soft" does not equal "Collapse": a soft dollar index may be a slow and volatile process. But as long as the Federal Reserve's "hawkish bottom line" (high rates maintained longer) is not completely removed, any super-strong employment or inflation data could trigger a violent rebound in the dollar, instantly draining liquidity from other markets. 🌊

3️⃣ What does this mean for us? The macro narrative (the strength or weakness of the dollar) will affect medium to long-term trends, but short-term prices are more driven by sentiment and localized liquidity (like that monthly 40 billion). Blindly chasing after risk assets may get you shaken out of the market during the dollar's violent fluctuations. 🚗 👉 Recently, the Ethereum upgrade and rent reduction 🔥 preemptively positioning on Ethereum chain Ma Si Ke 🔥PU PPI ES 🔥, 🐶 not panicking in my heart❕❕❕

🎯You can treat the "long-term weakness of the dollar" as a backdrop, but you must never treat it as a belief for one-sided bullishness over the next two years. The real rhythm still hinges on the chain of "U.S. economic data → Federal Reserve expectations", and the volatility will only increase. 🌊

😊Cautiously optimistic, stay flexible. What do you think? Do you really believe the dollar will remain weak all the way? #巨鲸动向 #ETH走势分析