
比特币橙子Trader|Apr 15, 2025 11:43
Orange Evening Interpretation 4.15
The staking function of Grayscale's ETHE has been postponed by the SEC. Should we wait for Big Brother BlackRock to apply for approval? Many long held whales have started selling ETH, and the ETH/BTC exchange rate remains at a historical bottom; Sol's ETF is going to be listed in Canada this week, and recently the golden dogs on the Sol chain have started to emerge. RCC has successfully led a wave of weak cryptocurrency market, and P young players will be busy again!
Trump's goods are really unreliable. Last week, he said that the semiconductor tariff rate would be announced on Monday, but he didn't say anything important last night. He just said that the tariff exemption for electronic products is temporary and will be included in the semiconductor tariff. The tax rate and flexibility will be announced this week. This is basically a repetition of what the Secretary of Commerce said last week, and even less specific than what the Secretary of Commerce said. At least they revealed that the policy will be introduced in 1-2 months, and countries cannot obtain exemptions through negotiations. They also stated that they have begun investigating the impact of imports of "semiconductors and semiconductor manufacturing equipment" and "drugs and drug ingredients, including finished drugs," on US national security. This incident also shows that Trump's tariff affairs are completely unprofessional, just the mouthpiece of several ministers and consultants.
Yesterday, the Ministry of Commerce also released news that automobile tariffs may be exempted, which led to a good rise in automobile stocks last night, and the stock markets of Japan and South Korea also performed well today. However, Trump's tariff policy was the same day. He threw a nuclear bomb, and then under this exemption and that exemption, he completely regarded diplomacy as a recreational activity, which lost the goodwill of the United States. Even the French finance minister directly said that Trump's policy has a lot of room for downward negotiation, and Europe must maintain pressure. Japan is also rarely tough, saying that it is not prepared to make significant concessions to the United States and is not in a hurry to reach an agreement with the United States. It seems that the world will no longer fear the United States when Trump's tariff stick is hit. No wonder Dario thinks that trade war may lead to worse consequences than economic recession, which will lead to instability of the monetary system, political division and international conflicts in the United States, and even more serious consequences than the collapse of the monetary system in 1971 or the financial crisis in 2008. In a word, Trump is like a time bomb. Although Trump has indeed introduced a series of benefits to the currency market, its impact on the macro and market liquidity is negative. The hardest hit in this wave is the counterfeit coin diamond player. He was beaten after drinking a mouthful of soup.
In addition, Kawako is really going to fight against Federal Reserve Chairman Powell. Several times before, he called for Powell to cut interest rates, but he didn't show face. It is estimated that Kawako is also angry. He is applying to the Supreme Court for the Supreme Court to give Trump unlimited dismissal right. At present, this power is blocked by a penalty case during the Roosevelt era - Humphrey v. the United States. At that time, the court ruled that the president had no unlimited dismissal right. Trump wanted to dismiss two officials appointed by Biden, but eventually they were all sentenced to failure. This time, Trump wanted to give this power back to Trump, for the purpose of Powell. Some sources said that Trump now I regret nominating Powell as the chairman of the Federal Reserve. Last night, the US Treasury Secretary also said that he would interview the successor of the chairman of the Federal Reserve this fall, which should also imply that Trump will take down Powell. Then the Federal Reserve began to split. Last night, Federal Reserve Governor Waller expressed his support for Trump and for an earlier and larger rate cut. Another Federal Reserve official, Bosdick, stated that the economy is in a state of significant stagnation and inflation is still far above the target level, implying that he does not support interest rate cuts. At present, the best outcome for the market is for Powell to step down and then for pro Trump supporters like Waller to come to power, followed by a crazy interest rate cut.
Finally, the market, the big cake rose one day yesterday, and finally the American opening was brought down, and then it began to rebound in the daytime today. The overall trend has been relatively clear, that is, climbing up. Today, the big cake has broken through 8w6. If the subsequent tariffs can ease as expected, or the market is really as expected by Trump, "once the market adapts to the tariffs, it will rise very strongly", then the rising trend in the second half of the year will continue, and the probability of the big cake continuing to break through 12w or even 15w is quite high. Last night, ETF ended the capital outflow for seven consecutive days, and the micro strategy side also started to restart the purchase plan, and then in May, there will be 160 FTX billion compensation, which is the continuous buying power of the market. I'm still optimistic about the market in the second half of the year; The exchange rate of Ethereum against the Big Dipper is still at a historical bottom. Yesterday, ETFs not only continued to flow out, but many ETFs short selling ETH also began to pour in a large amount of funds. In addition, many long held whales began to sell, indicating that the market is still quite pessimistic about the future of ETH. In addition, the SEC has also postponed the staking function of Grayscale ETHE. Is it necessary to wait for BlackRock's downfall before it can be approved; Sol's ETF is going to be listed in Canada this week, and recently the golden dogs on the Sol chain have started to emerge again. RCC has successfully led a wave of weak cryptocurrency market, and today's hot topics include $db Ethard Stinkdex RDC, etc. On the chain, young players and idle players are busy again; Most other knockoffs follow the trend of the market, and there was a flash crash in act $ip on CEX last night. Personally, I think there is a risk in low liquidity and high fdv knockoffs on CEX. Don't play contracts on this type of coin. Dogecoin has 100 ways to harvest you.
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