Orange Evening Interpretation 6.24 Trump, can I draw up a draft? If the US stock market is closed, you will bomb it. If the US stock market is open, you will stop the war. There is nothing wrong with the US stock market. With B2, our currency circle will pay for the ammunition and fuel costs, right? The Boehi conflict really opened the eyes of the world. It turned out that not only the news released by the media was untrustworthy, but all official speeches were also for political service. Last night, Iranian officials were still making harsh remarks, saying that the war would last for two years, and that the United States would pay a heavy price. After that, they fired a lot of missiles at the U.S. military base in Qatar, causing the currency market to start to decline a bit. Then the American media also cooperated with the news, saying that Trump's support rate fell to the lowest level in office after the U.S. air raid on Iran, and the market began to fall again after feeling the mood. But a few hours later, the incident completely reversed. Trump showed his gratitude to Iran for reporting in advance before the attack, and then sent a document saying that it was time for peace. Two hours later, Trump directly officially sent a document saying that Iran and Israel had agreed to a complete ceasefire, and a big back came to the money market in an instant. I don't know how many air forces had been blown up. Anyway, when I turned to Twitter, there were all kinds of big people who wanted to print their warehouse receipts, and there were people who wanted to live and die. The wave of coolness also made a loss on the previous days; Then in the daytime, just as everyone was celebrating the end of the war, Iran and Israel began to shoot missiles at each other again. Both sides were still cursing, and then cleared the missile inventory. In fact, Iran's usual attacks were just fake. Last night, Trump described the details of Iran's firing money in advance, and only one of the dozens of missiles that had been fired apparently went into the open space was not intercepted, and the rest were intercepted. Then Iran released the good news of the successful breakthrough of the attack to the domestic side, and the whole country was jubilant and win thoroughly. Maybe it was not only Iran who did this. Now all kinds of media and even the official news are for political service, and the war is performed for Niu Ma saw that, compared with Trump, a real villain who doesn't talk too much, I even think Iran, a hypocrite, is more annoying, I can accept the money in my wallet being requisitioned as weapons and robbed with strength, but it's hard for me to accept someone acting and deceiving me into paying. Anyway, the conflict between Bo Yi and Yi Yi can be considered as coming to an end. In fact, the losses of Da Bing this week are not significant. Last Friday, it surged to a high of 10w6, and now it is basically at this price. However, the price of Da Bing is continuous, and there seems to be more volatility in the process. In fact, the results are similar to those of the US stock market. The only difference is that Shanzhai is relatively poor, and many of them cannot come back after falling. For Shanzhai, liquidity often means that it will never come back with the passive exit of the market. Pay attention to the active rebound of Shanzhai, at least the funds and market have not forgotten them. It is better to give up those projects that have hit new lows every round of decline as soon as possible. Next, the focus of the market should return to tariffs and interest rate cuts. It is only two weeks away from the deadline for tariff negotiations. Most of the 190 countries, except Vietnam, the United Kingdom and a few others, have not moved. It should wait until the deadline. It is very likely that major countries will not give too much to the old United States, because even Japan and other small countries are very strong, let alone Dongda, Goose, the European Union and other countries, so the Liberation Day Panic 2.0 may be staged again next month. I expect that the impact on the currency market will not be so great. After all, the big pie has begun to avoid risks. In addition, Germany, Italy and other countries are withdrawing gold reserves from the United States, because the independence of the Federal Reserve is Trump did it. Recently, Trump scolded Powell almost every day, and changed his words to say that he would take down Powell, Tonight and tomorrow night, Powell will attend the congressional hearing. This wave of Trump has put a lot of pressure on him. Not only the Ministry of Commerce and the Ministry of Finance have explicitly asked Powell to cut interest rates, but even Democratic lawmakers have begun to call for a cut in interest rates. The pressure faced by the Congress in this wave of war of words comes from both parties. Trump calls on the Congress to let Old Powell explain why he did not cut interest rates. In addition, cracks have also appeared inside the Federal Reserve. Bowman, who was promoted by Powell at the same time, has hinted that interest rates were cut in July, and Goolsbee has also changed his words to support the interest rate cut in July. Maybe the CPI and PCE will not rebound significantly in the future, so September and even July are really possible Once the opening of interest rate cut is opened, the interest rate cut will start naturally. Last night, the cryptocurrency market rebounded, but the trend of the cryptocurrency and stock markets was average. Both sbet and srm returned to around $9, with only Circle riding the dust all the way. Its market value even exceeded that of USDC. It seems that the so-called reserve of a certain currency in the US stock market cannot fully follow the overall trend of the cryptocurrency market. It can only be speculated in the short term. In the long run, it still depends on the fundamentals. The US stock market is mostly participated by professionals, and whether to buy or sell requires data support, The reason why Circle has been consistently rising is because people are optimistic about the future development of the stablecoin sector, and there is no corresponding token in the cryptocurrency market. All forces are focused on Circle stocks, and many people believe that buying coins directly is better for other so-called reserve coin stocks, such as OKB, which rebounded a bit yesterday because IPOs do not change fundamentals. Similarly, BNB also announced yesterday that it will launch a coin stock reserve plan, but the price has not moved much, indicating that this positive effect is diminishing. However, counterfeit stocks with long-term coin stocks or ETF support are still relatively stable, at least in terms of funding channels, they are clearly stronger than other counterfeit stocks, so we need to pay close attention to them.