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The article discusses the uncertainty in the global economy under the Federal Reserve's policies, particularly Powell's "hawkish rate cuts" and their impact on the market. It analyzes market distortions driven by liquidity, the capital expenditure risks of the AI investment boom, and the loss of trust caused by policy centralization. Finally, the article provides updates on macroeconomic indicators and market trends. Summary generated by Mars AI. This summary is generated by the Mars AI model, and the accuracy and completeness of its content are still in the process of iterative improvement.
Trump's victory led BTC to reach new highs for two consecutive days, with a peak at $76,243.
If the emergence of x402 has demonstrated the substantial demand for AI agent payments, then ERC-8004 represents another fundamental and underlying core element necessary for building this vast machine economy.
- 10:31Data: Jeffrey Huang increases 25x ETH long position to $13.2 million, liquidation price at $3,321.4According to ChainCatcher, as monitored by HyperInsight, Machi Big Brother Huang Licheng has increased his 25x leveraged ETH long position in the past half hour. The current position is valued at $13.2 million, with an entry price of $3,365.5 and a liquidation price of $3,321.4.
- 10:29CITIC Securities: The AI narrative has only affected the market slope, not the trendAccording to a report by Jinse Finance, CITIC Securities stated in its research report that since October, market volatility has increased, but the success rate of market timing has not been high. The underlying reason is that the structure of incremental funds is changing, with steady absolute return-oriented funds continuously entering the market, thereby reducing the effectiveness of traditional aggressive timing strategies. Currently, the truly important variables remain the stability of the overseas business environment for enterprises and AI, which involve China-US relations and the progress of AI infrastructure construction. At present, not only the TMT sector, but also the rise of nonferrous metals, chemicals, and new energy sectors are directly or indirectly influenced by the AI narrative. The combined proportion of these sectors in institutional holdings has already exceeded 60%. In this situation, the idea behind portfolio adjustment is not to deliberately avoid the AI narrative, but to select stocks with a bottoming and upward trend in ROE as much as possible. The AI narrative only affects the slope of the market trend, not the trend itself.
- 09:45Machi Big Brother increases 25x ETH long positions, current holdings exceed $13 millionChainCatcher news, according to Hyperbot data, "Brother Maji" has just increased his 25x Ethereum long position to 3,850.3333 ETH, with a position value of $13.163 million and a liquidation price of $3,320.42.