QCP Capital: Trump Media Company may trigger more entities to emulate Strategy and provide new structured buying opportunities for the market

BlockBeats News: On May 28th, QCP Capital announced on its official channel that the volatility of most asset classes continues to decline, and due to the lack of meaningful news streams and macroeconomic data, the market has entered a period of calm. Although there is constant news, the market seems to be becoming increasingly numb to negative news, and the headline news that once could trigger a violent reaction is now being lightly brushed aside. The yield of US treasury bond bonds fell after the financial turmoil caused by the so-called "Grand Beauty Act" last week. However, the debt to GDP ratio remains above 120%, and the new bill is expected to increase the national debt by an additional $3.8 trillion. The yield of 10-year and 30-year US treasury bond has fallen below 4.5% and 5.0% respectively, and the yield of Japanese 30-year treasury bond has also fallen below 3%. These levels are still relatively high in history, but short-term risks have eased to some extent. The focus of the market turned to the upcoming auction of US 10-year, 20-year and 30-year treasury bond bonds in June. At the same time, the Ministry of Finance of Japan will issue 40 year treasury bond today, and 30 year varieties are planned to be issued next week. The Ministry of Finance is well aware of the market's resistance to long-term bonds and seems to be preparing to adjust its issuance strategy to curb the volatility of the long end of the yield curve. Ironically, the market is now in a 'just right' range: the latest data is largely unaffected by last month's tariff policies. Enterprises and consumers need time to adjust pricing and spending patterns, and these changes may not be visible in the data until the third quarter. The Federal Reserve seems to agree with this view, choosing to ignore recent data unless the economy deteriorates sharply. Senator Loomis' extensive remarks about stablecoins and Bitcoin strategic reserves have reignited hope for substantial progress in cryptocurrency policy. Since the inauguration of this administration, the progress of the digital asset plan has been lukewarm, and this meeting may provide the necessary impetus for restarting White House involvement. In addition, Trump Media plans to raise $2.5 billion to join the ranks of companies building Bitcoin reserves. If the conference can generate momentum, we may see more companies following the example of Strategy and Metaplanet to provide new structured buying opportunities for the market.