For the grasp of long and short positions, we cannot just look at the price trend, but we still need to understand the logic. This is not to find reasons for the rise and fall, but whether the rise and fall of the information will be repaired with understanding.

At present, BTC itself has not changed. The impact of the halving cycle and the US election is not yet time, so the only thing that can affect the currency price is either a black swan or macro sentiment.

Now Japan's interest rate hike has long passed, and what remains is the Fed's interest rate cut. We have analyzed defensive interest rate cuts and remedy interest rate cuts many times. This is bound to be a pit, but this pit is expected to start in the second half of 2024. If the Fed still does not cut interest rates for the first time in July, the market reaction may be more intense.

Now there will definitely be no interest rate cuts in May, and the probability of interest rate cuts in June is very low. The remaining months are July, September, November and December. If the Fed cuts interest rates twice or three times, the first time should be implemented in July at the earliest and September at the latest.

As for the price of BTC itself, I have made it very clear that investors can no longer surrender more chips by dumping the market. Now, on average, the lowest BTC storage volume in the exchange in the past six years has been refreshed four or five times, which means that only a few investors who bought BTC will sell it.

The scene that can be seen in this round of bull market is that there are thousands of encryption projects, and AI heat accounts for half of them. The top narrative of AI+Crypto has become a consensus!

But the current situation is: although AI is very popular and there are many types of gameplay, the optional Alpha is in a period of transition;

You can pay attention to MASA, which was launched today:

1??The first AI project to land on CoinList this year,

2??Masa’s positioning of its own "AI data chain" is very clear - it is committed to building a personal data network that can be used by AI, so that users can gain benefits simultaneously when contributing their own data value. Masa Network is a platform that connects both supply and demand.

3??Backed by the top narrative of AI+Crypto, it has a grand vision, uses Web3 as a link, and uses token incentives to connect data contribution and AI training, with airdrop expectations;

Therefore, TAO and MASA, which was launched today, are likely to be the top players that deserve attention in the current "AI+Crypto" fusion narrative!

熱點(diǎn)：BTC LOGIC LONG