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paodun
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《2026: The 'Crypto Waterloo' of Elite Women on Wall Street》
My name is Emily, and I used to be a star analyst at a top investment bank on Wall Street. I entered Web3 with a 500-page 'Institutional Fund Inflow Forecast Report', only to find that the logic here is less reliable than my ex-boyfriend's promises.
1. On the 'Expectation Gap' of Bitcoin ETF:
When the Bitcoin ETF was approved, our entire research department was buzzing, predicting that trillions of dollars would flow in. What was the result? Institutional funds flowed like my annual gym membership, signed up but never used.
I called my retired mentor, proudly saying, "Professor, I have discovered a market more exciting than traditional finance, where risk and opportunity coexist!"
The professor calmly replied, "Emily, I researched this before I retired and ultimately found that the liquidity in the crypto space is like my retirement fund: it looks abundant, but to spend it, you need to rely on fate."
I looked at the daily chart of the ETF and found that the trading behavior of institutional investors was even harder to predict than my ex-boyfriend's mood swings.
2. On the 'Dimensionality Reduction Strike' of the Federal Reserve:
Our team stayed up late analyzing the minutes from the Federal Reserve's January meeting, predicting that Powell would release dovish signals to bring liquidity to the market. However, when Powell opened his mouth, his hawkish remarks directly pressed the market down.
I complained to my colleague, "Why does Powell have to go against my trading strategy?!"
My colleague humorously replied, "Emily, he’s not going against you; he’s going against 'liquidity'. In traditional finance, liquidity is blood; in the crypto space, liquidity is air. When he pulls, everyone suffocates."
At that moment, I understood that the power of macroeconomics is far more direct and brutal than on-chain data analysis.
Conclusion:
Late at night, I stared at the computer, looking at the returned 500-page report, and silently deleted the prediction of 'trillions of dollars'.
I posted on social media: "In 2026, the hardest thing to predict is not the crypto price, but those whom you think understand logic the best. Wall Street analysts may be less effective in the crypto space than a KOL who can post memes."
My name is Emily, and I used to be a star analyst at a top investment bank on Wall Street. I entered Web3 with a 500-page 'Institutional Fund Inflow Forecast Report', only to find that the logic here is less reliable than my ex-boyfriend's promises.
1. On the 'Expectation Gap' of Bitcoin ETF:
When the Bitcoin ETF was approved, our entire research department was buzzing, predicting that trillions of dollars would flow in. What was the result? Institutional funds flowed like my annual gym membership, signed up but never used.
I called my retired mentor, proudly saying, "Professor, I have discovered a market more exciting than traditional finance, where risk and opportunity coexist!"
The professor calmly replied, "Emily, I researched this before I retired and ultimately found that the liquidity in the crypto space is like my retirement fund: it looks abundant, but to spend it, you need to rely on fate."
I looked at the daily chart of the ETF and found that the trading behavior of institutional investors was even harder to predict than my ex-boyfriend's mood swings.
2. On the 'Dimensionality Reduction Strike' of the Federal Reserve:
Our team stayed up late analyzing the minutes from the Federal Reserve's January meeting, predicting that Powell would release dovish signals to bring liquidity to the market. However, when Powell opened his mouth, his hawkish remarks directly pressed the market down.
I complained to my colleague, "Why does Powell have to go against my trading strategy?!"
My colleague humorously replied, "Emily, he’s not going against you; he’s going against 'liquidity'. In traditional finance, liquidity is blood; in the crypto space, liquidity is air. When he pulls, everyone suffocates."
At that moment, I understood that the power of macroeconomics is far more direct and brutal than on-chain data analysis.
Conclusion:
Late at night, I stared at the computer, looking at the returned 500-page report, and silently deleted the prediction of 'trillions of dollars'.
I posted on social media: "In 2026, the hardest thing to predict is not the crypto price, but those whom you think understand logic the best. Wall Street analysts may be less effective in the crypto space than a KOL who can post memes."
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.