
Phyrex|May 01, 2025 20:39
Today's macro market sentiment is stable, the GDP "crisis" has passed, and Trump's blame on Biden has not caused market turbulence. Investors are paying attention to tomorrow's non farm payroll data, and expect the unemployment rate to remain the same as last month, but with a high probability of improvement.
The rise of the US stock market and BTC is driven by improved macro sentiment and strong financial reports from Meta and Microsoft. The risk market sentiment is optimistic, but Amazon's poor financial report may have a short-term impact on the market.
MSTR's Q1 2025 financial report shows a loss of $5.9 billion, mainly due to the decline in Bitcoin prices (accounting at fair value under the new FASB), but a profit of over $8 billion at current prices. MSTR has strong financing capabilities, with Q1 financing of 7.7 billion US dollars and an additional 2.3 billion US dollars in April. It plans to raise new ATM funds throughout the year and redeem 1.05 billion US dollars of 2027 convertible bonds, with no significant risks before 2028.
The turnover rate of the BTC market is reasonable, with recent profit taking activities being the main focus. Early investors have stable holdings, with a support range of $93000-98000,
This tweet is sponsored by @ ApeXProtocolCN | Dex With Apex
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