$BTC $ETH USD weakens, crypto assets welcome new opportunities, macro positives may trigger market rotation

According to Morgan Stanley's latest analysis, weak U.S. employment data and potential interest rate hikes from European and Japanese central banks may lead to narrowing interest rate spreads and drive the dollar down. This macro change poses significant potential impacts on the crypto market.

In terms of capital flows, a weaker dollar often diminishes its attractiveness as a reserve asset, prompting some capital to seek non-dollar assets for allocation. Cryptocurrencies, especially Bitcoin as a typical alternative value storage tool, are expected to benefit from this macro liquidity rebalancing process.

Additionally, the Federal Reserve's potential for further rate cuts, coupled with tightening measures from Europe and Japan, suggests that the global liquidity environment may trend towards looseness. This is a positive signal for interest rate-sensitive risk assets.

The crypto market, particularly mainstream assets with larger market capitalizations, may attract incremental capital attention. The market needs to focus on the value reassessment potential of core assets like Bitcoin and Ethereum driven by macro variables.

Overall, the linkage between the crypto market and traditional macroeconomics is increasingly strengthening. The current pullback pressure faced by the dollar may become a key external catalyst to drive crypto assets into a new market cycle. Investors should pay attention to changes in market sentiment following the release of macro data to make rational layouts.

Put aside fantasies and face the market. Mig Village will guide you to interpret signals with hardcore skills, and daily points are your passport to stable profits for both you and me. #巨鲸动向 #日本加息