Rumors are spreading everywhere, US economic data is inconsistent, and the market is experiencing "noise." Risky assets feel out of sync: liquidation is Chia , and confidence is low .

1) BTC hovers around $60,000

The Dow Jones index just hit a new high, but crypto isn't following suit — a clear mismatch .

Key milestones:

• $70,000 : a major resistance zone; it must be broken through and held to be considered a "recovery of structure".

• $65,000 : If it breaks down sharply, this is the next "price pull" zone below.

Currently, crypto is trading as a liquidation -dependent asset (liquidity beta) , and is not yet a "leader" in the macroeconomic trend.

2) Solana -based meme coin: PIPPIN surges to over $450 million in market Capital , up 20% in 24 hours.

During periods of market weakness, money tends to flow towards high-risk, high-volatility investment opportunities.
Meme coin liquidation remains one of the few "risk pockets" still in operation.

3) Coinbase is required to provide testimony in insider trading lawsuit.

The court rejected the board's request to keep the information confidential.

Legal pressure can have a short-term psychological impact on the market.

4) Donald Trump praised the Nonfarm Payrolls report and continued to call on the Fed to lower interest rates to the "lowest in the world."

Political pressure on monetary policy remains high.

5) Goldman Sachs: NFP stronger than forecast; if Friday's CPI rises higher than expected, the Fed may lean toward a hawkish stance.

That means the ability to keep interest rates high for longer or to be more hawkish.

6) Citigroup: Forecasts the Fed will begin cutting interest rates in May (previously March).

The path of interest rates remains highly uncertain — this is still the dominant macroeconomic variable in the market.

7) CZ (Changpeng Zhao) will be doing a bilingual AMA at 23:00 today on Binance Square.

Short-term volatility can occur if psychologically impactful comments are made.

8) Danske Bank (Denmark's largest bank) will begin offering Bitcoin and crypto trading services.

The trend of financial institutions entering the crypto market is still ongoing, despite a weak short-term cycle.

Tactical perspective

• Strong stocks, weak crypto → imbalance in cash flow, unbalanced Capital turnover.

• Meme coins are still trending → liquidation liquidity remains strong.

• With the CPI approaching , the risk of "volatility events" increases.

When prices move unpredictably, reduce the position size .
When the correlation breaks, focus on the price , not the narrative.

A chaotic market often "punishes" those who are overconfident.