🧐 While everyone is shouting about bad news, the market is brewing a new round of 'bad news immunity' —

11 The whole world is falling, even the newly high Japanese and Korean stocks are down, and U.S. stocks are also down in pre-market!

1️⃣ About interest rate cuts: Last Wednesday, the Federal Reserve spoke, and the certainty of a rate cut in December seems to have decreased, suggesting there is no urgent need to cut rates.

2️⃣ About ETF outflows: Last week, the net outflow of Bitcoin's U.S. stock ETF was $802 million, and on Monday, November 3, there was another net outflow of $180 million.

3️⃣ About tariffs: The U.S. Supreme Court will hold oral arguments for the "tariff trial," reviewing the legality of Trump's global tariffs, with a lot of uncertainty.

4️⃣ About the government shutdown: The U.S. federal government "shutdown" has entered its 35th day, tying the record for the longest "shutdown" in U.S. history. The government closure has led institutions to hedge high-risk assets, triggering sell-offs.

So, looking at this, is the market all bad news?

Yes, that's the market! When it falls, all you see is bad news; when it rises, all you see is good news!

The market's goal is very clear: it will only show you what it wants you to see!

When macro uncertainty is repeatedly priced in, the market's "bad news immunity" will quickly strengthen.

The last similar cycle was in Q4 2022: at that time, everyone was panicking about a recession, and as a result, in the spring of 2023, both U.S. stocks and BTC soared.

Short-term fluctuations are inevitable, but the trend logic hasn't changed. Below, I hope everyone takes note:

1️⃣ The downward trend of inflation is clear, and the Federal Reserve will eventually enter a loosening cycle;

2️⃣ ETFs have allowed Bitcoin to enter institutional asset pools; outflows ≠ abandonment, but rather a reallocation under the premise of insufficient liquidity;

3️⃣ Government shutdowns and tariff debates are just signs of the fatigue of the old system — funds will eventually seek more efficient and safer havens.

So don't panic.

Every deep drop is a stage of differentiation among the strong. The liquidity that should come will not disappear; it is just temporarily waiting for a better entry point.

— Bull markets are not in the news, but in patience.

If you see these things making you anxious, try to stay away from the market and the noise! Patience is more precious than gold!

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。