After the gap in URPD is filled, I'm a bit confused about the next steps. However, from my personal understanding, the probability of a rebound in the near future is still quite high. Of course, what I say may not be correct. The reason I mention this is that the essence of the market has not changed; whether it's tariffs or monetary policy, they are beneficial to Trump's side, and I don't see the possibility of systemic risks.

Some friends have asked about the possibility of a recession in the U.S. economy. I think it's a bit early to say that the current downward revision of non-farm data indicates a recession. The GDP data is still good, and retail data is also decent. Although I believe there will likely be one final drop, it shouldn't be happening now; if it does occur, it should be in 2026.

So, I'm still holding onto my long positions. Currently, $BTC has returned to around $114,000, with a floating loss of 40%. I think there will be expectations regarding the departure of Fed Governor Kogler on Monday. After all, Trump's camp can increase from two voting members to four, which is definitely a positive sign. Of course, all of this is my personal judgment, and my judgment may not be correct, but I also use my positions to support my views.

If I'm wrong, I'll take the hit; if I'm right, I'll come back and boast.

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