Then the US dollar index surged back to 108, gold plummeted smoothly, and Bitcoin couldn't even hold 67,000.
The market was torn apart overnight with two calendar pages: one for 'March rate cut' and one for 'May rate cut.' CME data shows that now even the probability of a July rate cut is being questioned.
What’s even more chilling is that Eastern Asset Management—this European asset management giant managing 23 trillion RMB—directly told clients: reduce US dollar assets and shift towards Europe and new emerging markets.
Do you understand? This isn't simply about 'good data so no interest rate cut'; it's about global capital reevaluating a proposition: when the Fed doesn't provide liquidity, are the assets you hold still worth keeping?
This issue is a death penalty with a reprieve for all projects reliant on 'liquidity premium'.
But it is precisely this issue that has helped me filter out a completely different category of targets—those that do not rely on interest rate reduction narratives, do not depend on macro water levels, and have value anchors in 'solving real-world frictions' practical infrastructure.
For example@Vanarchain $VANRY .
If you look at its fundamentals, you will find an interesting misalignment: the entire cryptocurrency market is panic-selling due to the disappointing non-farm payrolls, but the businesses it is rolling out—payment dispute arbitration, automatic verification of supply chain contracts, and branding digital assets on-chain—have nothing to do with whether Powell presses the interest rate hike button.
Its Neutron semantic layer compresses the stack of documents (bills of lading, invoices, quality inspection reports) that cause the most disputes in international trade into on-chain 'data seeds' that cannot be altered or denied by anyone. Its Kayon inference engine allows smart contracts to understand these seeds, judge 'whether the goods have arrived, whether the orders match', and execute payments or refusals independently.
This is not a PPT. Its collaboration with global payment giant Worldpay is already running real scenarios—using on-chain immutable transaction certificates to compress the dispute resolution cycle for cross-border settlements from weeks to minutes.
This is called productivity. Productivity does not need interest rate cuts.
130,000 people entered the construction site, and the Federal Reserve temporarily turned off the faucet. Those that rely on water levels will have a hard time, but those that can dig their own wells—it just means fewer onlookers, which does not affect their ability to continue producing water.
Tonight, the truth will be revealed when the US stock market opens. But some things no longer need to wait for the US stock market for answers.#非农意外强劲 #vanar
