# 美国宏观经济数据

#美国宏观经济数据 GDP growth of 4.2% surpassing expectations actually puts downward pressure on the market, and this phenomenon is indeed worth noting. The underlying logic is quite clear — the market is pricing in interest rate hike expectations rather than the economic data itself.
From an on-chain perspective, such macro expectations shifts typically drive sharp adjustments in capital flows. When the market diverges on policy direction, large traders' position adjustments often lead price movements by 2-3 days. Recently observing whale wallet activity, we have indeed seen some large holdings gradu

#美国宏观经济数据 Recently, I came across some interesting remarks by Federal Reserve Board member Michelle. The government shutdown caused anomalies in inflation data, with the housing inflation index being severely distorted, which directly affected policy-making judgments — this is actually a revelation of the fragility of the traditional financial system.
Think about it: centralized data collection, publishing, and decision-making processes. If one link encounters a problem, the entire chain fails, and it can even lead to repeated policy directions. In the world of Web3, on-chain data is transpar

#美国宏观经济数据 Wait, I think I just discovered something new 🤔 The Federal Reserve's new voting member is coming, and this Hamaek suggests that before spring next year, they will "freeze" interest rates? What does this "freeze" mean... just temporarily not changing the interest rate?
After reading this news, I finally understand. The Federal Reserve has recently been cutting interest rates continuously, but this new member feels something's off — she's more worried about inflation, this "archenemy" 😅 It feels like every time I look at macroeconomic data, there's a bunch of professional jargon fi

#美国宏观经济数据 Seeing this wave of data and statements, I have to be honest: Trump touts GDP at 4.3%, praising tariff policies as impressive, but then the Federal Reserve's Harker immediately says "Inflation is still a big problem, and we need to keep interest rates steady until spring"—these two voices are at odds. What does that indicate? It shows that the underlying logic hasn't been clarified yet.
I've seen too many such situations on-chain. One side is shouting that the economy is improving, while the other is worried about sticky inflation. This is the core contradiction in market pricing. 6

#美国宏观经济数据 Wow Cathie Wood's prediction that inflation will drop to 0% by 2026??? If that's true, the US stock market will be absolutely爆炸🚀 If oil prices and rents continue to decline, the Fed's room to cut interest rates will be fully open, and those suppressed tech stocks, growth stocks, and meme coins are about to take off. Looking at this point in time, it feels a bit uncomfortable, but if we can really endure until the golden age of 2026... going all in is not excessive😤 But on the other hand, this is just a prediction; there are too many variables. Who can say for sure about the Fed's

#美国宏观经济数据 The government shutdown and distorted data are issues that need to be taken seriously. Milan's statement is quite interesting — the inflation data has a "significant upward bias," which means the numbers currently seen might be overstated. For traders following the trend, this is a warning signal.
The key point is that if recent data shifts towards a dovish stance, then the strategic logic of aggressive traders will need to be rewritten. I've been observing a few experts who are skilled at shorting U.S. Treasuries; their position adjustments are becoming more relaxed — this is no co

#美国宏观经济数据 The Federal Reserve's new voting member Harker's "hawkish" remarks just came out, which is an important signal for us yield farmers. What does the rate freeze until spring mean? In the short term, the dollar remains stable, indicating that stablecoin projects and cross-chain bridge interactions will stay hot.
Let me teach you how to use this macro background to optimize your yield farming strategy:
**Step 1**: Lock in new projects related to stablecoins. Under the expectation of high interest rates maintained by the Federal Reserve, interactions within the USDC and USDT ecosystems w

#美国宏观经济数据 When I saw this set of data, the first thought that flashed through my mind was — we are back at that crossroads again.
A situation that has only occurred three times in 65 years; the last time was during the internet bubble in 2000, and before that was on the eve of the 2006 real estate crisis. Every time, American households are reallocating their assets, and each time, it hides the most critical turning point of the economic cycle.
Since 2008, the stock market’s share has more than doubled, rising from 25% to the current 31% — this number doesn’t seem exaggerated, but what does i

#美国宏观经济数据 Seeing the latest statements from the new Federal Reserve voting members, I am reminded of an important principle in investing — sometimes "doing nothing" is the smartest choice.
Hamak advocates keeping interest rates at 3.5%-3.75% at least until spring, with a clear core logic: inflation remains the primary hidden risk, requiring more time to observe the true state of commodity prices and supply chains. This also makes me think that when we do asset allocation, we should have this kind of patience.
Many people tend to rush to adjust their positions during market volatility, but the