Last Friday, the US macro data performed poorly. The one-year inflation rate expectation in May rose from 3.2% to 3.5%. The University of Michigan Consumer Confidence Index showed weakness, falling to 67.4, offsetting the positive impact of the recent weak employment data on market risk sentiment. The US 10-year Treasury yield once returned to above the 4.5% mark, and the two-year yield, which is more sensitive to interest rate policy, rose to 4.853%. Risk assets performed relatively steadily, and the three major US stock indexes rose and fell. Among them, the Dow and SP closed slightly up 0.32%/0.16% respectively, and the Nasdaq fell 0.03%. This week, the markets focus will be on the CPI data released on Wednesday, which may become a key driver of medium-term price trends.
资料来源:投资
In terms of digital currency, as the beginning of the week, BTC started strongly, breaking through the 63,000 mark in the short term. The front-end implied volatility flattened and rose sharply. Among them, 17 MAY formed a local IV high under the influence of CPI uncertainty. Investors are closely watching whether consumer prices will show signs of cooling down, which will be a major boost to the market betting on digital currencies and other risky assets. On the other hand, a bad inflation report will also trigger traders concerns about economic overload and may lead to a decline in digital currency prices.
资料来源:TradingView
There are two other things worth noting. According to Cryptonews, Japanese investment consulting service company Metaplanet has clearly stated in its statement that the companys Bitcoin-first, Bitcoin-only strategy, and provides financial solutions such as long-term yen lending and regular stock issuance, adding that this is to continuously accumulate more Bitcoin rather than retain the increasingly weak yen.
Another thing is about the US election. Recently, the Biden administrations series of measures to strengthen digital currency regulation have caused dissatisfaction among investors. As a supporter of the current US President Biden, billionaire Mark Cuban suddenly turned recently. He believes that under Bidens leadership, Gary Gensler, chairman of the US Securities and Exchange Commission, has failed to protect investors and made it almost impossible for legal cryptocurrency companies to operate. He warned that if he continued to oppose Bitcoin and cryptocurrency, Republican presidential candidate Donald Trump would likely win the 2024 presidential election. In fact, Trumps attitude towards Bitcoin has also changed 180 degrees recently. In 2019, he publicly stated that he did not like Bitcoin, but recently at the Mar-a-Lago event, he generously told the participants that if you support cryptocurrency, youd better vote for Trump, which caused a sensation in the community. The remarks were described by the US media Politico as a new weapon against Biden, and the development of digital currency policies will also play an increasingly important role in the next election.
Source: Deribit (as of 13 MAY 16: 00 UTC+ 8)
来源:SignalPlus
Data Source: Deribit, BTC ETH overall transaction distribution
来源:Deribit Block Trade
来源:Deribit Block Trade
您可以在ChatGPT 4.0的插件商店中搜索SignalPlus获取实时加密信息。如果您想第一时间收到我们的更新,请关注我们的推特账号@SignalPlus_Web3,或者加入我们的微信群(添加助手微信号:SignalPlus 123)、Telegram群和Discord社区,与更多朋友交流互动。SignalPlus官方网站: https://www.signalplus.com
This article is sourced from the internet: SignalPlus Volatility Column (20240513): Strong Start
相关:加密鲸鱼购买了 $1040 万枚 Meme Coin PEPE
简讯 加密鲸鱼投资 $10.4 百万 PEPE。该交易包括 1.238 万亿 PEPE。上个月,PEPE 的价值上涨了 29.70%。据报道,一位加密鲸鱼向模因币 PEPE 投资了 $10.4 百万,这笔引人注目的交易震撼了加密货币市场。这笔巨额投资是在市场活动激增的背景下展开的,引发了关于这种受模因启发的数字资产未来的激烈讨论。 加密鲸鱼购买 1.24 万亿 PEPE 代币 知名加密分析平台 Spot On Chain 重点关注了这笔交易。有关名为 0x1a2e64b8a1977bf018850b377020bc33eaaac3c9 的多重签名钱包的详细信息浮出水面,该钱包促成了币安转移了惊人的 9158.5 亿个 PEPE 代币。此次初始交易价值约为 $775 万,按每代币 $0.000008466 的汇率计算。在接下来的 28 小时内,…