【Macro Flash】Nonfarm Payrolls Surprise to the Downside! $BTC Strong Rebound Back Above 62K, Is AI Capital from U.S. Stocks Starting a New Rotation? $HYPE $SOL

Hey folks, it's the evening of July 3rd. The macro data just released is rapidly reshaping the July market logic. Let me break down the most critical signals:

1. Nonfarm payrolls significantly missed expectations, reigniting rate cut expectations

U.S. June nonfarm payrolls increased by only about 57k, far below the market expectation of around 110k. This data directly shows that the pace of cooling in the labor market has exceeded expectations, and the probability of a Fed rate cut in September has risen notably. As a result, BTC quickly rebounded from yesterday's low and has now crossed the $62k threshold, with $60k re-establishing itself as a key support level.

2. U.S. tech stocks pull back, some capital starts searching for new directions
The strong semiconductor and AI sectors in the first half showed clear signs of profit-taking:
ETFs related to memory chips have fallen about 25% from highs
The semiconductor ETF (SMH) has also corrected over 12%
At the same time, BlackRock's staked ETH ETF attracted approximately $100 million in inflows on its first day, and capital flows into crypto ETFs are turning from net outflows to net inflows. Some capital may be rotating from overheated U.S. tech sectors toward crypto assets that are at relatively low levels.
3. Trump's crypto holdings become a key variable for H2
The latest financial disclosure shows that Trump and his family earned over $1 billion from crypto-related projects last year. This not only proves that his support for the crypto industry has shifted from rhetoric to actual holdings but also provides important support for policy expectations in the second half.

Operation Suggestions: BTC has successfully broken above the 20 and 50 moving averages on the 4-hour chart, with improved short-term momentum. On the daily level, it is still oscillating near key moving averages, with strong support around 60K. If ETFs continue to see net inflows after U.S. stocks close, a rebound is likely in July.
In the short term, focus on ETH ecosystem projects and Solana ecosystem tokens that have undergone sufficient corrections, but strictly control your positions.
Risk Warning: The above is an interpretation of current macro data. Market volatility is intense; please manage your positions and risks. The above content is for reference only and does not constitute investment advice.
💬 Folks, are you bullish or bearish this time? Leave your trading strategy in the comments and let's stick together! 👇