Wow, the U.S. non-farm payroll data exploded - an increase of 64,000 jobs, far exceeding expectations! But have you really understood this report? I broke out in a cold sweat... This is not normal data at all, but a revised version that 'sews together' October and November! Even Powell himself admitted last week: the official employment figures may have over-reported by 60,000 jobs each month. If we go by this statement, the growth over the past few months could be directly 'zeroed out' or even turn negative! The prettier the data, the more I think of what @usddio often mentions: 'Seeing stability reveals trust' - when the market is in a frenzy, you should ask: is this the truth, or are there 'data landmines' buried?
How magical is this 'exceeding expectations' non-farm report?
The data has become chaotic: the two-month combined release indicates there may be a problem with the statistical system;
The official admission of distortion: Powell explicitly stated there are 60,000 more jobs reported each month, so how much 'growth' is left?
Market logic reversal: bad news now = early interest rate cuts = liquidity frenzy, while good news may actually prolong high rates.
What game is the Federal Reserve playing?
They have two choices ahead of them:
Playing dumb and believing in pretty data: continue the hawkish stance, market under pressure;
Quietly prepare the 'lifeboat': secretly paving the way for economic slowdown, preemptively laying out easing measures.
But no matter which path you choose, volatility is inevitable—following the crowd recklessly at this time can easily lead to being buried.
How should the crypto circle respond?
These coins, ETH, LUNA, ZEC, will be driven by data sentiment in the short term, but in the medium to long term, we still need to look at the real direction of liquidity. My advice:
Don't chase highs and sell lows: the data itself is already in a 'mutual struggle', wait for the market to digest for a few days before acting;
Pay attention to on-chain movements: is big capital quietly positioning, or is it taking advantage of good news to offload?
Maintain flexible positions: in the face of contradictory data, going all in is like gambling with your life.
Why do I always mention 'finding confidence in stability'?
During this chaotic period, you need a clear judgment framework even more. As @usddio emphasized—stability does not mean no action, but preserving logic amidst noise: data can be fabricated, sentiment can be manipulated, but your own risk control and rhythm must be real and reliable.
Remember, in a bear market, the most profitable are often not those who guess the best, but those who can remain the steadiest. Follow me, and together we will seek the real direction amid the data fog.
@USDD - Decentralized USD #USDD以稳见信
