美國政府正式結束 43 天史上最長停擺,期間大量經濟數據缺失,巨觀分析隻能依賴預測。12 月 FOMC(聯邦公開市場委員會)成為關鍵節點。利率期貨顯示降息 25bp(基點)機率約 50%。比特幣處於「等待信號」狀態,100,000 美元成為敏感價位。期權 OI(未平倉合約數)與成交量持續攀升,市場分歧加大,一個「合理理由」可能成為行情觸發點。
The U.S. government has officially ended the 43-day historic longest shutdown. During this period, a large amount of economic data was missing, and macroeconomic analysis could only rely on forecasts. The December FOMC (Federal Open Market Committee) meeting has become a key node. Interest rate futures show that the probability of a 25bp (basis point) interest rate cut is approximately 50%. Bitcoin is in a 'waiting for signals' state, with 100,000 U.S. dollars becoming a sensitive price level. Option OI (Open Interest) and trading volume continue to rise, market divergence is increasing, and a 'reasonable reason' may become a trigger for market trends.
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