【12.18美股】我确实认为问题不是通货膨胀，而是通货紧缩，所以我一直做多国债 $tlt 。今天cpi数据证实了这点。此外，今天cpi大幅提升明年1月降息的可能性。但今天走势非常关键，是否真的有“圣诞行情”，看今天是否强势上行了。我持仓没变化。见此推：

【12.17盘后仓位】目前做多国债5%，做多30%，做空40%，现金25%。做多主要是长期仓位，做多两个板块：制药 $nvo $mrk 和材料 $mos $lyb ；做空三个板块：科技 $amd $aapl ，工业 $dal $gm ，银行 $wfc ；此外，投机性仓位4个标的：做多原油 $uso 做空白银 $sil  做多 $vix 做空 $hyg 整个仓位思路如图🤣

麦田 Rye 

Twitter

[US Stocks, December 18] I do believe the problem isn't inflation, but deflation, which is why I've been long on Treasury bonds $tlt. Today's CPI data confirms this. Furthermore, today's significantly higher CPI data increases the likelihood of an interest rate cut in January. However, today's market movement is crucial; whether there will truly be a "Christmas rally" depends on whether there's a strong upward move today. My holdings remain unchanged. See this tweet:

Crypto Venture Capital Hashed recently published a strategic report titled “The Protocol Economy: 2026 Thesis,” in which it asserts that the cryptocurrency industry is very close to entering the phase of “...

Hashed: Digital asset projects linked to the real economy will boom in 2026.

Article by: Lin Wanwan's Cat (@linwanwan823)
Article source: X
Original title: Top 10 Questions and Answers from CZ, China's Richest Man, at the End of the Year
---------------------------------------------------------------
BNB's annual shareholders' meeting has just concluded.
After listening to CZ's year-end AMA, I selected 10 questions and answers to summarize the key points: Market prediction, the stablecoin war 2.0 hasn't even started yet.
1. How do you feel after being granted a pardon?
CZ: "Psychologically there is a kind of v..."

CZ Year-End Report: Ten Questions on Binance, Regulation, and the Future of Crypto

Daily market data review and trend analysis, produced by PANews.
1. Market Observation: Although the US November CPI unexpectedly fell to 2.7% year-on-year and core CPI to 2.6%, a new low since 2021, initially igniting market expectations for accelerated interest rate cuts by the Federal Reserve, the reliability of the report was widely questioned due to data collection disruptions caused by the government shutdown. The market oscillated amidst complex signals. On the one hand, White House officials believed the Fed had "significant room for rate cuts"; on the other hand, the Bank of Japan raised its benchmark interest rate to 0.75%, a 30-year high, continuing to tighten global liquidity...

Trading Moment: With Japan's interest rate hike now a reality, Bitcoin faces a crucial test at $81,000, while Ethereum's rebound falters.

黄金历史新高了，平仓了做空白银的仓位。。。没想到黄金还是能新高，太猛了！这单持仓一周，最终亏了不到1.5%。哈哈。

Gold hit a new all-time high, so I closed short position in silver. I didn't expect gold to still reach a new high, it's amazing! This trade was held for a week, and I ultimately lost less than 1.5%. Haha.

委内瑞拉昨天特朗普讲话也没开打，然后今天黄金还创新高，因此平仓了投机的两个仓位：多头原油，赚了9%；空头白银，亏了1.5%。。。目前持仓差不多1/3做多（含5%的国债 $tlt ），1/3做空，1/3现金。。。其中还有两个投机的小仓位：做多 $vix 做空 $hyg 别的是波段或长期仓位了。

Venezuela didn't see any fighting yesterday despite Trump's speech, and gold hit a new high today, so I closed two speculative positions: a long position in crude oil, which yielded a 9% profit; and a short position in silver, which resulted in a 1.5% loss. Currently, my holdings are roughly 1/3 long(including 5% in government bonds), 1/3 short, and 1/3 in cash. I also have two small speculative positions: a long and a short position. The rest are swing trading or long-term positions.