Tonight's non-farm payroll data just came out: 115k new jobs added in April, directly surpassing market expectations of 62k, with the unemployment rate holding steady at 4.3%, and wages growing modestly by 0.2% month-over-month.

The market reaction was very direct — Bitcoin dipped briefly, with the 80k level temporarily under pressure. The core logic is straightforward: employment resilience exceeded expectations, prompting the Fed to delay rate cuts, the dollar and U.S. Treasury yields took the opportunity to rise, and the opportunity cost for assets like Bitcoin with no interest naturally increased.

But don’t panic; this impact is like a strong wind that makes leaves flutter but cannot topple the roots of the big tree. The medium- to long-term trend framework remains intact; it’s just short-term volatility amplified, making it easy for a “buy the rumor, sell the fact” reversal to occur.

In terms of trading, stay calm and wait until this wave of sentiment subsides before acting. Non-farm payroll is just a passing guest; the true trend rhythm depends on how the market itself moves. #ADP就业超预期降息再推后 $BTC