# 经济不确定性与通胀

#经济不确定性与通胀 At the end of the year, when liquidity hits the bottom, it is often the easiest time for problems to occur. The data from the past two weeks makes it clear — BTC has fluctuated sharply between 88,000 and 92,000, and retail investor sentiment has returned to bear market levels, with the open interest in perpetual futures dropping by 40-50% compared to October. Many people see this kind of fluctuation and want to buy the dip, but I must remind you: what does a small liquidation size mean? It means that large investors have already left, and what remains is basically retail investors

#经济不确定性与通胀 Argentina's banks are going to open up encryption trading, this is a big deal 🚀 Argentinians, who have long suffered from high inflation, have already been using BTC and stablecoins to survive, and now the government is finally going to bring the huge transactions from the shadow financial system into Compliance.
In simple terms: it was banned before, now it is unbanned. What does the entry of banks mean? A surge in capital and a spike in trading depth, this is a signal for the entire South American crypto market. The greater the economic uncertainty, the more people run to th

#经济不确定性与通胀 Seeing the alts volume fall below the annual average, I am a bit excited instead—this precisely indicates that the market is entering a "golden layout period" that is often overlooked.
Imagine that when most people are deterred from crypto assets due to economic uncertainty and inflation pressure, those who truly understand the market are quietly accumulating. It's like discovering treasure opportunities in a bear market; the DCA (Dollar Cost Averaging) strategy is most powerful during this low volume phase - you can gradually build your position at a better average price.
But

#经济不确定性与通胀 The 30-day trading volume of alts has once again fallen below the annual average, which is a signal worth following. Historical data shows that such low trading volume ranges are usually a period for positioning—sluggish volume actually means that Auto-Invest ( DCA ) has the best cost.
The key is to clarify the current logic: high economic uncertainty and fluctuating inflation expectations lead to pressure on risk assets, which is the fundamental reason for the decline in alts trading volume. However, from another perspective, the cost of entering in a low liquidity environment is

#经济不确定性与通胀 Seeing the news about Argentina's financial reform, I am thinking about a question: When faced with economic uncertainty and inflationary pressures, people often urgently seek an escape route. The devaluation of the peso, forex restrictions, and the shrinking of savings have driven ordinary Argentinians to flock to encryption assets. Now banks are also officially entering the market, signaling institutionalization, which seems "safer".
But I want to remind you that institutional endorsement does not equate to the disappearance of risk. Changes in the financial system often impl

#经济不确定性与通胀 alts Trading Volume fall below the annual average, I have seen this signal many times. To be honest, every time we reach this stage, we have to be alert - opportunities and risks often lie in a single thought.
The low Trading Volume range is indeed a "layout period" in history, but this time it feels a bit different. Economic uncertainty still looms overhead, and inflation expectations have not been fully digested; market sentiment itself is fragile. I've recently been observing how several different styles of traders are responding: conservatives are basically holding their po

#经济不确定性与通胀 Recently, I've been a bit confused by the Fed's situation, feeling like I'm refreshing the news every day to see if there will be a rate cut😅 The meeting is on Wednesday, and some people in the market say it will definitely drop by 25 basis points, while others say the risks are underestimated and it might not be cut? What's going on...
I looked up some information and realized that interest rate cuts actually have a significant relationship with us small retail investors in the crypto space. With such high economic uncertainty and inflation still present, every de

#经济不确定性与通胀 Year-end liquidity bottoms out, and market fluctuations are intense—this is an opportunity for those looking to profit. BTC oscillates violently between $88,000 and $92,000, while ETH pumps to $3,150. It seems dangerous, but there is logic behind it.
Key data you need to know: The open interest of perpetual contracts has dropped by 40-50% compared to October, retail investors have exited, but long-term capital is quietly accumulating. The exchange's BTC reserves have hit a new low, what does this indicate? Whales are hoarding, and market depth is deteriorating.
Under economic u

#经济不确定性与通胀 Seeing the recent end-of-year liquidity bottoming out and the fluctuations, memories of 2017 come to mind. Back then, we also experienced similar moments—retail investor sentiment returning to Bear Market levels, a big dump in the open interest of Perptual Futures, which looked like the market's despair. But now, looking back, that was precisely the time when long term capital was most active.
This time is no different. In the past two weeks, 25,000 BTC have been withdrawn from exchanges, with ETF and corporate holdings surpassing exchange balances for the first time, and ETH r