QCP Capial 报告显示，6 月 13 日的 CPI 数据引发了风险资产的突破，美国股市创下新高，比特币飙升至 70,000 美元后回落至 67,300 美元。市场预计 2024 年将降息两次，利率期货显示 9 月降息的概率为 56%，第二次降息可能在 12 月。QCP 预计美联储将在 9 月降息，并在 11 月和 12 月的会议中采取观望态度。QCP 保持对今年剩余时间的结构性看涨观点，主...

<div>QCP Capial 报告显示，6 月 13 日的 CPI 数据引发了风险资产的突破，美国股市创下新高，比特币飙升至 70,000 美元后回落至 67,300 美元。市场预计 2024 年将降息两次，利率期货显示 9 月降息的概率为 56%，第二次降息可能在 12 月。QCP 预计美联储将在 9 月降息，并在 11 月和 12 月的会议中采取观望态度。QCP 保持对今年剩余时间的结构性看涨观点，主要驱动力是预期的 ETH ETF S-1 批准和潜在的降息。<br><br></div>

QCP Capial：预计美联储将在 9 月降息

QCP Capial reports that the June 13 CPI data triggered a breakout in risk assets, with U.S. stocks hitting new highs and Bitcoin surging to $70,000 before retreating to $67,300. The market expects two rate cuts in 2024, with interest rate futures showing a 56% probability of a September cut, with the second cut likely in December. QCP expects the Fed to cut rates in September and take a wait-and-see approach in its November and December meetings. QCP maintains a structurally bullish view for the rest of the year, with the main...

<div>QCP Capial reports that the June 13 CPI data triggered a breakout in risk assets, with U.S. stocks hitting new highs and Bitcoin soaring to $70,000 before retreating to $67,300. The market expects two rate cuts in 2024, with interest rate futures showing a 56% probability of a September cut, with the second cut likely in December. QCP expects the Fed to cut rates in September and take a wait-and-see approach in its November and December meetings. QCP maintains a structurally bullish view for the rest of the year, with the main drivers being the expected ETH ETF S-1 approval and potential rate cuts.<br><br></div>

QCP Capial: The Fed is expected to cut interest rates in September

QCP Capial wrote that BTC and ETH spot prices are still range-bound as traders await CPI data and tonight's FOMC meeting. BTC futures swap points rebounded from a 10% low and rose yesterday, with traders profiting by closing short futures positions. There was a large amount of June 13 call option buying in the market, and funding rates increased significantly, indicating that the market expects an increase. As the stock market hits a second consecutive record high, we believe that CPI data and FOMC results, if in line with expectations, may drive the crypto market to test...

QCP Capial: If the CPI data results meet expectations, it may drive the crypto market to test highs again

Odaily Odaily News Market analysis pointed out that Bitcoin fell below the $67,000 mark on Tuesday, which was related to this week's consumer price index report and the release of the Federal Reserve's monetary policy statement on Wednesday. Investors expect the Federal Reserve to have little room for maneuver, as a sharp increase in jobs in May reduced expectations for the Fed's first rate cut in September. Deribit CEO Luuk Strijers said traders may be more conservative and may reduce risk exposure or use option strategies for hedging until the economic outlook becomes clearer. The implied volatility of Bitcoin and Ethereum has fallen across the board, and despite this short-term uncertainty, the benchmark yields and call option tilts for all listed expiration dates remain high. (TheBlock)

Bitcoin shows caution ahead of this week's US CPI and Fed rate decision

The United States released the latest CPI data report at 20:30 last night. The report showed that the CPI in May increased by 3.3% year-on-year, lower than the previous value and the expected value of 3.4%.