BREAKING: President Trump has reportedly asked the European Union to impose 100% tariffs on China and India.

$MYX has been rising for three consecutive days, and the fomo sentiment is getting more intense. I expect tomorrow's daily chart to refresh and then surge, then begin to fall. I'm still better off looking for alpha on-chain. 😁 #MEME #AVE

Last week, I posted a post calling OG, who sold BTC for ETH, an idiot. The comments were filled with some disdain. The ETH/BTC pair fell 4.5% last week, and OG's manipulation resulted in a loss of over 7% in his ETH position. He single-handedly gave money to those who sold ETH and the short sellers. A sincere thank you to all your ancestors.

This Week in BTC: 1. PPI and CPI releases. Amidst weak employment, the market hopes for moderate PPI and CPI figures, paving the way for a 50% or even 75% interest rate cut this year. However, if CPI remains elevated, it will further fuel stagflation speculation. 2. Watch Japanese politics, the USD/JPY exchange rate, and the interest rate differential between the USD and JPY. Carry trades are underway. A narrowing "interest rate differential expectation" will lead to a sell-off in risky assets. 3. Will ShaxOG continue selling?

Given these two completely contradictory scenarios, how will the market perform tomorrow? Especially tomorrow morning, the depreciation of the Japanese Yen (if any) will be positive for cryptocurrencies. It's very possible that BTC could rise 2,000 points tomorrow morning and fall 3,000 points tomorrow evening.

However, if the price starts to fall at 7:00 Beijing time tomorrow morning, it means that the market is still trading on the narrowing of the yen-dollar interest rate gap and the reduction of carry trades.

Looking at oil prices, you can tell whether the market is worried about a recession.

After the non-farm payrolls, imaginations were turned on to chase higher prices… RIP

Let's take a look at the data: Unemployment rate 4.3, participation rate rises slightly to 62.3, manufacturing jobs fall by 12,000 An unemployment rate of 4.5% is a dead end, as I've said many times before Manufacturing companies are hesitant to hire due entirely to tariff threats. The slight increase in the participation rate indicates more people are looking for jobs. The CME initially expected to reach 50 points in September, but more people now believe it will reach 25 points twice in a row. The current battle is over the likelihood of stagflation.

What is disgusting is that there is a CPI on September 11 before the interest rate cut, and due to tariffs, the CPI will not be too low. So it will be a risk-averse situation before the interest rate cut is implemented. Only when the interest rate is cut by 50 in September and the subsequent economic data stabilizes and suggests that the economy is not in recession, can liquidity be released to the currency circle.