QCP 资本表示，宏观形势正在变得更加乐观，市场现在预计 9 月降息的可能性为 100%；尽管 Mt Gox 即将分发 BTC，但市场发现 BTC 的出价强劲，超过 65k；ETH 现货 ETF 看起来已成定局，分析师预测交易将于 7 月 23 日开始；特朗普选择 J.D. Vance 担任副总统，这又是一个积极的催化剂，Vance 持有 BTC，如果特朗普当选，预计他会游说制定对加密货币友好的法...

<div>QCP 资本表示，宏观形势正在变得更加乐观，市场现在预计 9 月降息的可能性为 100%；尽管 Mt Gox 即将分发 BTC，但市场发现 BTC 的出价强劲，超过 65k；ETH 现货 ETF 看起来已成定局，分析师预测交易将于 7 月 23 日开始；特朗普选择 J.D. Vance 担任副总统，这又是一个积极的催化剂，Vance 持有 BTC，如果特朗普当选，预计他会游说制定对加密货币友好的法规。<br><br></div>

QCP：宏观形势正在变得更加乐观

QCP Capital said the macro picture is becoming more optimistic, with the market now pricing in a 100% chance of a rate cut in September; despite Mt Gox’s upcoming BTC distribution, the market is finding strong bids for BTC at over 65k; the ETH spot ETF looks like a done deal, with analysts predicting trading will begin on July 23; Trump’s selection of J.D. Vance as vice president is another positive catalyst, with Vance holding BTC and expected to lobby for crypto-friendly legislation if Trump is elected…

<div>QCP Capital said that the macro situation is becoming more optimistic, and the market now expects a 100% chance of a rate cut in September; despite Mt Gox&#39;s upcoming distribution of BTC, the market found strong bids for BTC at over 65k; ETH spot ETF looks to be a foregone conclusion, with analysts predicting trading will begin on July 23; Trump&#39;s selection of JD Vance as vice president is another positive catalyst. Vance holds BTC, and if Trump is elected, he is expected to lobby for cryptocurrency-friendly regulations.<br><br></div>

QCP: The macro situation is becoming more optimistic

Written by: Mary Liu, BitpushNews
Financial markets continued to rally on Tuesday, with U.S. stocks, gold and cryptocurrency markets all surging.
In the crypto market, Bitpush data showed that Bitcoin hit its highest price in four weeks during the session, soaring above $65,000 for the first time since the end of June. As of press time, the trading price was $64,804, up 1.9% in 24 hours.
The strongest performer among major Altcoin was XRP, which rose 9% on Tuesday, extending its weekly gains to 35%. The broader Altcoin market also benefited...

The interest rate cut and the expectation of Trump's victory stimulated the market, and Bitcoin bulls broke through $65,000

Financial markets continued to rally on Tuesday, with U.S. stocks, gold and cryptocurrency markets all surging.
In the crypto market, Bitpush data showed that Bitcoin hit its highest price in four weeks during the session, soaring above $65,000 for the first time since the end of June. As of press time, the trading price was $64,804, up 1.9% in 24 hours.
The strongest performer among the major Altcoin was XRP, which rose 9% on Tuesday, extending its weekly gains to 35%. The broader Altcoin market also benefited from investor enthusiasm, with 9 of the top 200 tokens by market cap rising...

[Bitpush Daily Market Dynamics] Interest rate cuts and Trump's victory expectations stimulate the market, Bitcoin bulls break through $65,000

1/N BTC will not rebound to the previous high
Please think about what the general environment was when BTC reached the ATH twice before?
1) Strong and continuous ETF buying, real money (Figure 1)
2) Peak liquidity (February-end of March) (Figure 2)
3) Excessive market expectations of interest rate cuts, as high as 180bp at the beginning of the year (Figure 3)
What is the current environment? You will find that even none of these conditions can be met now. Let's dive in together.
2/N
For ETF buying, please refer to Figure 1. The "marginal purchasing power" is actually much lower than at the beginning of the year. How to understand? If you put...