Don't be fooled by surface news from Venezuela. The market is actually very clear— the real turning point is this Friday— with non-farm payroll data combined with the Supreme Court's tariff ruling. These two signals will directly influence the subsequent market trend.

The bond market has already reacted in advance. The yield curve is becoming steeper, with the spread between the 10-year and 2-year yields widening, indicating that institutional traders are pricing in a rate cut cycle in 2026. Savvy funds have already sensed the signs of a macro policy shift.

On-chain data is also telling a story. In recent weeks, Bitcoin outflows from exchanges have been steadily increasing, and long-dormant ancient addresses are becoming active, moving and accumulating chips. This is not a short-term speculative move; rather, it appears to be large funds preparing for a macro inflection point in advance. They are quietly accumulating while the market is distracted by news.

The core judgment remains unchanged: the crypto market, especially Bitcoin, is extremely sensitive to liquidity changes. Once non-farm payroll data confirms employment cooling, even if tariff rulings cause short-term volatility, it won't change the market's expectation that the Federal Reserve will eventually pivot. The acceleration of the big trend will happen earlier than most people think.

Chasing news headlines to go long or short has already put you at a disadvantage from the start. Only traders who can cut through the noise and see the true movement of funds will be able to seize swing opportunities. History always follows logic, and this time is no exception.