#内容挖矿#
A paradigm revolution in market logic
The market is like a deep sea; when the tide goes out, the naked swimmers' embarrassment is always ruthlessly exposed. This round of market activity in the spring of 2025 is like a beam of strong light piercing through the fog of the capital market—those "old logics" that were once revered are now collapsing and reconstructing, emitting their final groans.
**The Collapse of the Old Order: When Carnival Becomes the Altar of Rationality**
Over the past two decades, the A-share market has consistently followed a script of "magical realism": retail in

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After the inflation data for July was released, short-term U.S. Treasury yields fell in response, while swap contract traders raised the probability of a rate cut in September to 90%. Even more notably, market bets on the Fed cutting rates by more than 25 basis points in September are also heating up. On that day, traders added approximately $2 million in premiums to positions related to the Secured Overnight Financing Rate (SOFR), which would profit from an unexpectedly large rate cut. "Today's (Tuesday) inflation data is slightly stronger than in previous months, but far below the levels of

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#特朗普允许401(k)投资加密货币#
The asset reserve structure of stablecoins is usually similar to that of money market funds, primarily consisting of cash and high-quality short-term bonds. During the 2008 financial crisis, even the Reserve Primary Fund, which had a size of $63 billion, triggered market panic simply because it held 1.2% of Lehman Brothers' short-term bonds. This event led investors to withdraw $123 billion from money market funds in two weeks, highlighting the similar vulnerabilities of stablecoins and money market funds in the face of a crisis of confidence.
To assess the stability of USD

I thought about it, this favourable information regarding pensions could conservatively estimate an influx of 100 billion USD in liquidity getting on board. Not to mention 100 billion, even if just 10 billion comes into this market now, it would be enough to pump it up! The problem is: I don’t know when it will come in. If everyone knows 'it’s coming in', the market will definitely front-run, and then those pensions and Wall Street old money coming in later would just be arranged to catch a falling knife, right? So you think, will Wall Street carefully design a set of entry plans for this? — F

Standard Chartered Bank recently released a research report, strongly recommending investment in the Ethereum Treasury Company, and pointed out that its current investment value significantly surpasses that of the yet-to-be-approved US spot Ethereum ETF. Behind this conclusion lies the preference of institutional investors for a specific risk/reward structure—compared to traditional spot ETFs that only track Ethereum price fluctuations, the Treasury Company may have constructed a model that better meets the needs of certain institutions by incorporating additional rights such as staking return

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Operation suggestion No. 2!

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August harvest season, follow the layout!

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ETF fund flow: In July, the Bitcoin ETF saw a net outflow of $59 million, while the Ethereum ETF experienced a net inflow of $4.4 billion, indicating that funds may be shifting from BTC to ETH.
Market Sentiment: The MVRV (Market Value/Realized Value) ratio of Bitcoin is approaching historical highs, suggesting that the market may be near a temporary top. #以太坊十周年#