🌸 Focus of the Week for Wind Bell

1. U.S. Treasury yields and oil prices.
The biggest market pressure now is not a single data point, but the rise in long-term U.S. Treasury yields combined with rising oil prices.
Markets are beginning to worry about inflation re-accelerating, which puts pressure on both U.S. stocks and the crypto space.

2. Middle East situation and the Strait of Hormuz.
As long as tensions in Iran continue, oil prices are likely to remain volatile.
The higher oil prices go, the more markets worry about inflation, and the Federal Reserve's rate cut expectations will be suppressed.

3. Thursday at 2 a.m., Federal Reserve meeting minutes.
This is the most critical macro event of the week.
Focus on the Fed's stance on inflation, oil prices, and rate cuts.
If the minutes lean hawkish, BTC is likely to remain under pressure; if dovish, markets may see a corrective rebound.

4. Thursday at 2 a.m., NVIDIA earnings report.
It will influence U.S. tech stocks and AI sector sentiment.
If U.S. tech stocks continue to weaken, the crypto market may also see amplified volatility.

5. Thursday at 8:30 p.m., U.S. initial unemployment claims.
This data mainly affects short-term movements.
If unemployment claims are below expectations, it indicates strong employment, reducing the Fed's pressure to cut rates, which is not friendly to crypto rebounds.
If claims are above expectations, it may stimulate rate cut expectations in the short term, but very poor data could also trigger recession fears in market trading.

6. ETF fund flows and regulatory news.
BTC ETF inflows and outflows have been very volatile recently.
Continued net outflows suggest weakening institutional support.
At the same time, developments in U.S. crypto regulation bills will also impact market sentiment. #TradFi交易分享挑战 $BTC