During the day, the reactions from our Asian friends were quite positive. Not only has $BTC risen, but the futures of the three major U.S. stock indices have also risen across the board, with Nasdaq futures increasing by more than 1%. The factors driving this rise should align with the summary I made in my assignment. After all, there are still two expected rate cuts this year, and by 2026, Powell will have the opportunity for a maximum of three meetings before being replaced by someone from Trump’s team.

Although Milan was a bit embarrassing this time, it is evident that Trump’s people are faithfully executing his orders, which can be summed up in two words: rate cuts. Therefore, once a new Federal Reserve Chair is appointed, there will still be room for maneuvering in 2026.

As for inflation, conservatives are very concerned, but for Trump, inflation simply does not exist. The next two inflation data releases are not the main focus; rather, it’s about employment and unemployment rates. Especially if the unemployment rate continues to rise, the probability of rate cuts will be very high, with anything above 4.5% almost guaranteeing it.

I’m still holding onto my 20% long position, which has already doubled. I’ll continue to hold on to it.

This article is sponsored by #Bitget ｜ @Bitget_zh

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