In the short term, the market has already priced in the sentiment surrounding Warsh, and BTC's second dip is over. There's no need to worry too much about Friday's non-farm payroll data. Polymarket estimates a 50% probability of the employment data being between 50,000 and 100,000, which is within market expectations. Precious metals are no longer cost-effective; under a hawkish trend, safe-haven assets will always have to fulfill their historical mission.