A single Bitcoin bounce or a high detection? In any case, Bitcoin holders are celebrating the gradual release in 2023. Bitcoin has already shown some obvious momentum, and has shown its effectiveness in the daily average system and the total demand of each important short-term price in the chain. In fact, every key high-beta mobile game in the market shows the same strength, which makes everyone more cautious about the tightening of this new empty order mentioned last week in "Bitcoin broke to $21000, and the empty order was destroyed in the biggest extrusion molding since 2021"

Although we would like to see Bitcoin rise alone, there are many signs in the market that the situation is likely to reverse. It has been seen that the most oversold stocks in 2022 will have a relatively valuable rebound, a temporary extrusion, and the next round of open market operation public offering (FOMO) will fall below the end of 2022

With the US dollar weakening for a short time, the National Financial Situation Index (NFCI) of the United States has relaxed, and the speed of M2 loan supply contracts in the world is much slower than in the past few months. The recent risk rebound has brought the implied stock market volatility to the lowest level

The physical model of net liquidity that you mentioned in the previous article shows that it has been somewhat closed compared with previous years, but it has basically not changed in the past few months. If we should see a continuous rise, we expect that the improvement of net liquidity in the coming months will become an important driving force for this measure.

In the minutes of the recent meeting, the members of the Federal Reserve expressed concern about the "unnecessary loose financial conditions" caused by the soaring risk assets, and then limited her unremitting efforts to reduce inflation.

With the Central Bank of Japan deciding whether to relax fiscal policy, this may lead to the relaxation of futures arbitrage. For us, this is also one of several ways in which the US dollar is likely to fall at the same time with the weakening of the global stock market index. Due to the increase in the cost of US assets, individual stocks are repriced.

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