Phyrex
Phyrex|Feb 26, 2025 15:09
I have been talking about my investment logic these past few days, and I am not sure if it is right or not. I cannot guarantee that it is definitely right, but I have been buying and selling according to my own investment logic. Even now, I still think there is a chance in Q1, but I don't know where the opportunity will go. I think there is currently no obvious bearish trend in Q1. Indeed, tariffs have made everyone worried, and inflation is still fluctuating. These two are the reasons that affect market expectations. However, the relief of the war between Russia and Ukraine, the progress of Bitcoin strategic reserve, and even Trump's support for cryptocurrency and AI always make me feel that it should be a little early to end now, at least until March 18, when the dot matrix chart was issued. The dot plot in March corresponds to the main expectations for interest rate cuts in 2025. If there are more than two, market sentiment will ease, while if there are less than two, the market will accelerate panic and enter a bear market. At least that's what I think. This is also my personal direction until now. I can't say that I'm definitely right, and I might be wrong. If I'm wrong, I need to be prepared for at least the end of the year or 2026, or even longer. This is my investment logic, and I myself operate in the same way. Friday is the data for the core PCE, which also has a significant impact on emotions. Let's wait and see. This tweet is sponsored by @ ApeXProtocolCN | Dex With Apex
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