清 扬

Musk's little puppy is puppies,
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#加密市场观察

$ESP $UNI $ETH

🔥Bessent personally instructs the 'leadership change' directive! Walsh's ascension is imminent, Powell's fate hangs by a thread?
来社区聊聊马斯克小奶🐶🔥pu-p-p-I-es🔥
To promote Walsh's rise, Secretary of the Treasury Bessent rarely takes the field! Closed-door meeting exposed: support for the Senate Banking Committee to take over, launching an investigation into Powell, bypassing the Department of Justice. The target is key senator Tillis—once he budges, the blockade will break.

"This is throwing chips, seeing if he bites," a congressman revealed, "but Tillis is expressionless, showing no signs of budging."

Some call this a clever compromise: it satisfies Trump's demand for 'must investigate' while avoiding sensitive intervention from the Department of Justice. Will it really succeed? "If he accepts, I will be shocked." Internal review is underway, the Inspector General is the only reliable third party.

Bessent is urgently pushing for a hearing, stating that the 'new chairman must be ready to take office at any time.' But the ultimate suspense remains unresolved: will Trump personally order the investigation to be halted? At the last moment, who will hold the power?
#CZ币安广场AMA #非农意外强劲 #U.S. retail data falls short of expectations

🔥Non-farm payroll shock! Is a rate cut in jeopardy? July becomes a key turning point

January's non-farm payrolls greatly exceeded expectations, adding 130,000 jobs, and the unemployment rate dropped to 4.3%, shocking the market! Expectations for a rate cut cooled instantly, and the first rate cut may be postponed until July. "New Federal Reserve Communications Agency" announced: A pause on rate cuts will last longer! Powell stated, "The economy has surprised again," hawks received ammunition, while doves were severely hit.

Even more astonishing is that the 2025 employment data has been revised down by 860,000, with only an increase of 181,000 for the entire year, marking a 20-year low! Behind the strong data, is it a recovery or an illusion? With Waller about to take office, whether he can push for a rate cut becomes the biggest suspense.

U.S. Treasury bonds collapsed, with the two-year yield soaring by 10 basis points, and traders bet on only a 49 basis point cut within the year. CPI becomes the next trump card; if the data is mild, there is still a glimmer of hope for a rate cut. Will July be the turning point? The suspense remains, and a storm is coming!
$BERA
$DOGE
$ETH
#非农意外强劲 #美国众议院终止特朗普加拿大关税

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🧨Basant, Walsh who will become the "scapegoat"?
来社区聊聊马斯克小奶🐶🔥pu-p-p-I-es🔥
Trump strongly advocates for a "weak dollar", while Treasury Secretary Basant and Federal Reserve nominee Walsh insist on a "strong dollar", leading to an imminent policy rift! The president welcomes the depreciation of the dollar, calling it "beneficial for business", but Basant urgently tries to put out the fire, and Walsh also emphasizes that the dollar's status must be "earned", making the contradictions public.

Washington is brewing a "dual-track strategy": using tariffs to exert pressure, and currency market intervention to lower the dollar, while defending financial hegemony. Even more surprising, Basant and Walsh may push for a "new agreement" between the Federal Reserve and the Treasury Department—where the Treasury intervenes in exchange rates, and the Federal Reserve supports the bond market, effectively coordinating control.

But the danger lies in: once the dollar is out of control and inflation rebounds, who will take responsibility? Basant focuses on stability, while Walsh controls inflation, creating an inherent conflict of goals. On the surface, it seems to maintain stability, but in reality, undercurrents are surging.

When the economy reverses, the White House will surely seek a "scapegoat". Is it the Treasury Secretary? Or the central bank chief? A storm is approaching, and the suspense awaits resolution!
#非农意外强劲 #美国零售数据逊预期 #When to bottom out?

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🔥The suspense is high! The Federal Reserve is about to change leadership. Is a rate cut storm coming in June?
来社区聊聊马斯克小奶🐶🔥pu-p-p-I-es🔥
The Federal Reserve is about to undergo a power transition! A Reuters survey shows that Powell may "hold his ground" until May, while the new chairman Waller might initiate a rate cut as soon as June! The market is holding its breath, and a policy shift is imminent.

But the suspense remains: Is Waller a "hawk" or a "dove"? Early statements leaned towards tightening, but recently he has frequently released signals of easing, especially optimistic about AI enhancing productivity which could suppress inflation. Over 70% of economists are worried: the independence of the Federal Reserve is being eroded, and the policy could be overly loose!

Despite the economic growth forecast being raised to 2.0%-2.4%, unemployment is stable, and inflation remains stubbornly high, the basis for a rate cut is not sufficient. Bank of America warns: "Fiscal expansion + rate cuts" could lead to overheating of the policy. Can Waller convince the "hawkish" faction within the Federal Reserve? The nomination hearing will be crucial!

With a rate cut imminent, or is a storm approaching? The suspense is not over, and the market is already restless!
#Non-farm unexpectedly strong

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🧨U.S. Non-Farm Payrolls “Shock” the Market! Is a rate cut in July hanging in the balance?

🔥Major Non-Farm Payrolls “Good Start”! 130,000 jobs added in January, the highest since April 2025, with the unemployment rate dropping to 4.3%. The data far exceeded expectations, triggering market turbulence! Traders quickly priced in a July rate cut, gold prices plummeted by $40, U.S. Treasury bonds fell, and non-U.S. currencies collectively dropped.

‼️But is the truth really that optimistic? The suspense is heightened! Last year's employment data was significantly revised down by 862,000, with an average increase of only 15,000 in 2025, which can be described as “bleak.” The strong rebound in January may only be a recovery from a low base.

❓Even more astonishing is the simultaneous increase in wages and hours worked, a rebound in manufacturing, and the resilience of consumer spending, raising hopes for an “soft landing” of the economy. But with Waller's appointment imminent, will the Federal Reserve “loosen” monetary policy? Is a July rate cut a certainty or a variable? Tonight's data is just the prelude to the storm?
#美国非农就业人数 #何时抄底？

Reminder 🚨

🇺🇸 The unemployment rate in the United States will be announced today at 8:30 AM Eastern Time.

Expected value: 4.4%
$BTC $ETH $BNB
#美国零售数据逊预期 #何时抄底？

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🎂🎈“I love pu-p-pies.” Two Year Anniversary: The Legendary Comeback of PUP-PIES Coin and the New Birth of the Community

🔥On February 11, 2024, Elon Musk's words “I love pup-p-ies.” ignited the internet, giving rise to the phenomenon meme coin I Love Pup-pie/s (Dog Coin, Token: PU-PPI/ES). This tweet quickly became a cultural symbol, sparking a creative wave in the blockchain world. The project team took advantage of the momentum to launch the coin, leading to a surge in popularity, but soon after its launch, they quickly cashed out, leaving the market in shock.

‼️At this critical moment, holders refused to remain silent and spontaneously formed the “pup/pie-s community” to promote ecological development in a decentralized manner, transforming a “joke” into a belief-driven crypto movement. The community consolidated consensus through airdrops, NFT collaborations, and charitable activities, endowing PU-PP-IES with unique cultural connotations.

🧨Today marks the two-year anniversary of the “I love pu-p-pies.” tweet, as PU-PPI-ES Coin celebrates a milestone in growth. It is not only a legendary sequel to Musk's “one sentence took off” but also a symbol of grassroots power's comeback—love for dogs remains undiminished, and community belief is stronger than ever. This crypto experiment ignited by passion is moving towards a brighter future.
#易理华割肉清仓 #马斯克概念 #何时抄底？

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🔥The surge of the Renminbi conceals major changes: Why is this round of appreciation unprecedented?

In 2026, the Renminbi continues to strengthen, but the underlying logic has completely overturned history! CITIC Securities points out that this round of appreciation does not rely on the weakness of the US dollar or the influx of foreign capital, but is driven by three deep forces: the skyrocketing "profit-making ability" of Chinese enterprises globally, a surge in demand for currency exchange; global funds shaking confidence in the US dollar and turning to Renminbi supported by physical assets; and the shift in Chinese policy from "external subsidies" to "external taxation" to support domestic demand.

Even more astonishing is that, even if the Federal Reserve changes leadership and the dollar rebounds, it is difficult to reverse the trend! When Kashkari takes office, it may push for "interest rate cuts + balance sheet reduction", but the underlying logic of Renminbi appreciation remains unchanged. Historical experience is invalid: weak Hong Kong stocks, outflow of foreign capital, and a strong dollar coexist in the appreciation, and the market is experiencing an "atypical storm".

Under appreciation, who will benefit? Sectors like aviation and paper-making, with "muscle memory" trends, may re-emerge; profit in import-dependent industries will increase; policy easing and relaxation of overseas expansion may ignite new opportunities for brokerages and insurance. Meanwhile, leading manufacturers accelerating overseas expansion have already avoided currency fluctuations, making profits more stable.

But the alarm has sounded: the appreciation of the yen in the past led to industrial hollowing and bubble bursts, which is a profound lesson. Can the Renminbi find a new path? The answer lies in this round of different appreciation logic.
#易理华割肉清仓 #何时抄底？ #全球科技股抛售冲击风险资产

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🧨The "terrifying data" from the U.S. in December has exploded! Consumer spending has suddenly stalled, and economic alarms are ringing?

U.S. retail sales unexpectedly showed "zero growth" in December, marking a heavy end to what seemed like a robust 2025 consumer outlook. Market expectations were for a 0.4% increase, but reality was as cold as ice, with core retail sales nearly stagnant. Where has the consumer momentum gone?

High-end consumption is still holding up, but low-income groups are retreating. CPI rose by 2.7%, and expenditures are not keeping up with inflation! Out of 13 categories, 8 saw declines, with clothing, furniture, and automobiles all weakening. Gold has soared in response, while the dollar has plummeted!

Even more worrying: the trend of downgraded consumption is becoming widespread, with Pepsi stating budget constraints and Lululemon seeing downgraded spending. The benefits of tax reform may be difficult to sustain, Trump's policy pace is slowing down, can the outlook be truly optimistic?
Can tax refunds at the beginning of the year save the market? Is the job market really as "stable" as the Federal Reserve claims? The suspense remains, and the market will change!
#美国零售数据逊预期 #何时抄底？ #币安比特币SAFU基金

0%! US retail sales unexpectedly stagnated in December, warning of weakened economic momentum due to sluggish consumption.

US retail sales showed no growth month-on-month in December, far below the expected 0.4%, with core retail sales declining by 0.1%, highlighting weak holiday season consumption. Out of 13 categories, 8 showed declines, with low-income groups struggling to spend, while only high-income households were supported by asset appreciation. Weather disruptions and high prices suppressed consumer willingness, leading to a slight drop in dining expenditures.

After the data was released, US Treasury yields rose and the dollar weakened, exacerbating market concerns over consumer momentum. Consumer spending accounts for 70% of the US economy, and weak data has raised expectations for interest rate cuts, with the money market betting on three rate cuts in 2026. The Atlanta Fed model shows that household spending could contribute over 2 percentage points to Q4 growth.

Consumer stratification is evident: Levi's and Lululemon reflect the rise of value-for-money consumption, while Pepsi reported significant pressure on low and middle-income groups. January's severe cold disrupted economic activity, leading to a slowdown in auto sales. Inflation-adjusted spending data will be released on February 20, with uncertainties remaining in the consumption outlook.
$BTC $ETH $GPS
#币安比特币SAFU基金 #黄金白银反弹 #何时抄底？

$GPS $ETH $BTC

🔥State Street Warning: Walsh is about to take the helm, and the dollar may plummet by 10%!

🧨State Street Bank strategist Ferich has made a significant statement: the Federal Reserve's interest rate cuts may exceed expectations, and the dollar could plunge by 10% this year! Traders are holding their breath as Walsh prepares to take over from Powell; is a storm coming?

❗️Ferich pointed out that although the market expects only two interest rate cuts in 2026, the new chair might push for a third cut due to pressure from Trump. More profound easing will reduce the attractiveness of U.S. Treasuries, lower foreign capital hedging costs, and intensify selling pressure on the dollar.

‼️The Bloomberg Dollar Index has already dropped 1.7% since the beginning of the year, and it fell 8% last year. Trade frictions, fiscal concerns, and political interference have shaken confidence in the dollar. If Walsh takes office, a prolonged battle of interest rate cuts may begin, with narrowing interest rate spreads and the hedging ratio expected to rise from 58%, challenging the dominance of the greenback.

❓In the short term, the dollar may rebound by 2%-3%, but "the sell-off is just waiting for Walsh to take office." The suspense remains, and the situation is about to change!
#美国零售数据逊预期 #何时抄底？ #比特币挖矿难度下降 #美联储议息公布美股道指下跌📉

$BTC $ETH $ZKP
来社区聊聊马斯克小奶🐶🔥pu-p-p-I-es🔥
🚨Latest news:

🇺🇸The Federal Reserve will inject $8.3 billion into the market tomorrow at 9 AM.

This is the largest single action in the $53.5 billion quantitative easing plan.

Liquidity is coming.

The market will soon feel its impact🔥📈
#BTC何时反弹？ #易理华割肉清仓

$BTC $ETH $ARB

🔥"New Bond King" Gundlach stated: Don't expect interest rate cuts during Powell's last term!

The "New Bond King", Gundlach, head of DoubleLine Capital, asserts that the Federal Reserve will not cut interest rates again during Powell's tenure! He is heavily betting on interest rates remaining unchanged, stating that Powell is actively downplaying inflation pressures and emphasizing that the unemployment rate is stabilizing, saying, "The policy has no significant restrictions."

The Federal Reserve maintains the interest rate at 3.5%-3.75%, with only two meetings left in Powell's term in March and April, and a new leader will take over in June. The time window is extremely narrow, and rate cuts require a sudden change in data and a quick consensus, which is nearly "impossible to achieve."

Although the market still expects two interest rate cuts by the end of 2026 (a total of 50 basis points), Gundlach believes the fantasy should end. High short-term rates are a foregone conclusion, and investors should give up betting on rate cuts and shift to positioning.

He strongly recommends: Allocate 30%-40% to unhedged international stocks, betting on global currencies appreciating against the dollar, "Money is overseas, hidden in the wind."
High interest rates are approaching an end, who will laugh last? The suspense is rising!
#易理华割肉清仓 #BTC何时反弹？

$BTC $ETH $FIL

🔥Is the Federal Reserve's rate cut storm approaching? Employment collapse + stubborn inflation, the global market holds its breath waiting for the 'life-and-death judgment'!

The global financial circle is closely watching every move of the Federal Reserve! San Francisco Fed President Daly made a significant statement: another 1-2 rate cuts are needed, pointing out that the U.S. labor market is 'deteriorating'. She warned: shrinking wages, difficulty in employment, soaring unemployment rates among recent graduates, and even parents are complaining that 'children can't find jobs'—this is not just data, but an alarm! Vice Chairman Jefferson also issued an urgent warning: the job market may 'suddenly stall'! Dovish voices are rising, and expectations for rate cuts have surged.

But the suspense remains: to cut or not to cut? The Federal Reserve is in a dilemma—inflation is still above the 2% target, and rashly cutting rates may provoke a rebound; however, with employment fatigue intensifying, failure to act may lead to a recession. The policy balance is quietly shifting from 'controlling inflation' to 'protecting employment'.

The real showdown is next week! January non-farm payroll data has been postponed to the 11th due to the government shutdown, potentially revising down by up to a million jobs, exposing the true 'scars' of employment. The January core CPI data released on the same day is also crucial; if a 'weak employment + strong inflation' nightmare scenario occurs, the market may experience severe turbulence.

Currently, the market bets: the probability of a rate cut in March is only 23.2%, but July has become a high-probability event. Global investors are closely watching these two key data points, as they will directly set the tone for the rate cut pace.

This is not just an American issue! When the Federal Reserve acts, global assets will be revalued—U.S. dollars, gold, stock markets, and the RMB exchange rate will all be shaken. A massive liquidity shift is on the way, the eye of the storm has formed, are you ready?
#易理华割肉清仓 #黄金白银反弹 #BTC何时反弹？ #When will the Federal Reserve cut rates?

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🌝Look at the weather changes throughout the day, it was clear in the morning, but in just a few hours, it became 🌫️hazy, resembling market trends…..
#黄金白银反弹 #何时抄底？

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Ethereum Yilihua has already cleared its position. Could there still be whale positions left? It seems that KDJ has touched the bottom, but the MACD indicator hasn't adjusted yet... It's still unclear...
#易理华割肉清仓 #何时抄底？ #BTC何时反弹？

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💥$65 trillion evaporated in one day! The nomination of Waller triggers a financial earthquake, with the cryptocurrency and precious metals markets collapsing!
来社区聊聊马斯克小奶🐶🔥pu-p-p-I-es🔥
One name ignites the global market! Trump nominates hawk Kevin Waller as the next Federal Reserve Chair, and the financial market is instantly tumultuous, with $6.5 trillion in market value evaporating overnight!

The cryptocurrency market faces slaughter: Bitcoin plummets over 7%, falling below $76,000; Ethereum crashes 11%, with 420,000 people liquidated, and $2.5 billion wiped out! "Just surviving" becomes the last lament of investors.

Even more astonishing, gold and silver can't hold up! Silver plummets 31% in a single day, marking the worst record since 1980, and gold futures experience the largest single-day drop in history.

Why the crash? Waller's return signifies the end of the "cheap money era." Market panic: tightening is imminent, and risk assets are being abandoned. Meanwhile, funds are flooding into new tracks like AI, and cryptocurrencies may have become "has-been stars."

The dollar strengthens, capital reallocates, confidence collapses... Is this storm a correction or the beginning of a new crisis? As the tide goes out, who is swimming naked? The answer is becoming clear.
#易理华割肉清仓 #黄金白银反弹 #何时抄底？ #Waller Federal Reserve Policy Outlook

$BTC $ETH $SOL
🌝🌝It's been a long time since I’ve seen such a blue sky🌌😊😊
I hope the cryptocurrency market is as clear as the weather, with endless sunshine, 📈📈📈 soaring high👏……
#何时抄底？ #摩根大通看好BTC