$ZEC
🔥【Change in Market Signals?】This "inadequate" non-farm payroll report surprisingly excited the market!
Last night, the U.S. November non-farm data was released, with an increase of 64,000 jobs, but the unemployment rate skyrocketed to 4.6%! Typically, this data would be considered negative, but this time the market reacted the opposite way—gold surged to 4280! Why?
✨ The core logic is simple: the worse the data, the closer we are to monetary easing!
The market is currently not focused on the state of the economy but is fixated on the Federal Reserve's monetary policy. Last week, the Fed has already acted "honestly": cutting rates by 25 basis points while quietly initiating "technical balance sheet expansion" (RMP). This effectively tells the market: the liquidity gates are opening!
🔄 But don't rush to shout "bull market!"
Internal divisions within the Fed have reached a five-year high, and inflationary pressures remain. This means that policy changes won't happen overnight, and the market may enter a "volatile upward" tug-of-war phase.
💎 The most critical shift right now:
We are moving from a market that "watches the data" to one that "bets on policy expectations"! When bad news is treated as good news, the traditional bull-bear framework has become ineffective.
Gold is leading the charge, and BTC is also gearing up. The key to this market movement is not how good the economy is, but how strong the liquidity expectations are! Where the water flows, opportunities arise.
👇 What do you think?
Will gold continue to lead, or will the crypto market catch up? Share your thoughts in the comments!$ETH #美国非农数据超预期
