I didn't expect to get up in the middle of the night to pee and spray a few words casually. There were quite a few people asking questions below, but they didn't reply one by one. What I mean by 'big is coming' is a vague correctness, but it doesn't mean that we don't know the specific time and location of the transaction and don't cultivate a giant baby. This statement was actually discussed during a live broadcast on Uweb on Tuesday night. It was explained in detail at the time, and I also wrote about it in a long post yesterday afternoon. However, many people are either lazy, bad, like to take things out of context, or have to feed them to their mouths, otherwise they will just randomly criticize them. I will summarize with great compassion, love to watch, don't like to watch, and hate each other for sneakily looking at each other in Guanla Black Province. 1. The US debt crisis is a long-term issue, and the so-called 6.6 trillion yuan concentrated maturity in June belongs to self media marketing. The actual situation is that there are 2 trillion yuan of short-term bonds rolling in every month, and the data for the next month is more accurate based on the current month. There are more medium and long-term bonds due in July and August, which adds up to a total maturity amount and increases the risk compared to June. On June 10th, the stablecoin bill was approved again, which means that the benefits continue to be exhausted. The stablecoin bill has been widely discussed recently. In short, the emotional aspect will drive FOMO's emotions, while the financial aspect will flow in gradually over the long term. The money that comes in is definitely not all buying orders, but regardless of the conversion rate, there is still money coming in. But the share of linear growth is always inferior to the short-term emotional boost, and after the emotional cooling, there will naturally be a certain degree of demand for a pullback within this factor range. 3. The three major stock indexes in the United States are still continuing the logic of easing and repairing the tariff war, and have not yet seen a new high main narrative. The seven sisters of the US stock market leaders, namely technology stocks, especially Apple Tesla, did not perform well, and Nvidia could not continue to ride alone as a savior. And as a spokesperson for conservative industrial capital, why should international financial capital give Kawako a new high and increase his performance in the midterm elections when he has not made any other compromises or exchanges? The internal turmoil in California was basically resolved yesterday, but it was still quite chaotic the day before yesterday, which is an uncertain factor. There is no guarantee that a new constitutional crisis will not erupt in the future 5. The Kawako family relies on fluctuations to make money, and if it rises too much, it should fall. There's no problem 6. The Federal Reserve has been decentralized, who knows if Master Bao will cause trouble 7. The Sichuan Malaysia War has just ended, and there may be further adjustments and games of interest related to the Beautiful Bill in the middle. It is difficult to say whether anyone took advantage of the chaos during the exchange process. When the account was banned last night, it caused some panic in the Chinese community. Who knows if it will expand in the future 9. In short, although the Big Dipper has rebounded more, even reaching new highs, it is still a weak rebound in terms of trading volume, not the dominant uptrend with such momentum. Despite rebounding more than the US stock market with so many and so dense positive factors, the overall structure still follows the amplification and distortion based on the US stock market. So if there are no new themes emerging from the main narrative of the US stock market, even if the market rises to 12, it will not immediately reach 15. Instead, it will be more like a bulldozer like gold, with the bottom of the bull constantly rising. 10. It was unexpected that all four CPI data points were positive last night, and both the big pie and the small pie had given feedback by rising. However, the subsequent plunge along with the US stock market may represent the end of the US stock rebound, and no one can know for sure. 11. In summary, financial targets tend to rise as they rise, fall as they fall, and rise as they fall. There's no such thing as that. Some people will leave when they earn enough, while others will enter when they see a bargain, resulting in a reasonable market outcome. Although prices may distort temporarily, value will inevitably return in the long run. Having risen so much, the good news has also been released. Isn't it good for everyone to restock and get on the car when it falls later. During the four years with Kawako, there must have been no shortage of opportunities to stir up emotions and panic. I like to hit hard and stimulate others when they dare not get on the bus~