Overall inflation: YoY+2.4%, lower than market expectations of+2.5%. Core inflation (excluding food and energy):+2.8% year-on-year, slightly lower than the expected+2.9%. The data this time is slightly better than expected, and US inflation continues to slowly cool down. At present, the impact of tariffs is lower than expected. You can continue playing music and dancing. However, it should be noted that it took about three months for inflation data to be transmitted after Trump raised the laundry tax in 2018. I bought some Teslas on Monday and they went up again 😭 Reasonable position management is still very important. If there is no room for maneuver, there will be no funds to buy at the bottom this time. If there is a chance for Circle to callback, they will look for opportunities to come back later. I missed it this time because my Crypto position was too heavy and I didn't want to add it. As the leading target of stablecoins, regardless of how poor the benefits are, there is room for imagination and institutional allocation needs.