Today's market review+trading strategy: Today's market is quite interesting, and the core is one sentence: long bond repurchases lower yields, funds are looking for opportunities everywhere, and encryption and biotechnology are taking off directly! S&P and Nasdaq rose slightly by about 0.2%, with basic sideways fluctuations. The real drama lies elsewhere: the cryptocurrency industry's bull market returns! The total market value of cryptocurrency increased by 7.9% in one day, BTC rose to 70000 again, and gold surged by more than 3% to above 4500. The most ruthless is the mRNA cancer vaccine phase III, which has reached the standard and skyrocketed by 177%, from over 60 to 174, with a market value of over 40 billion yuan in a day. Fear&Greed 62， Still in the greedy zone, but not to madness, there is still room. Simply put, there are three trading strategies: 1. Narrative of declining interest rates: Double bull in stocks and bonds The Ministry of Finance is increasing the repurchase of 10-30 year long-term bonds, which is equivalent to a fiscal version of the reversal operation, and the long-term yield is declining. When the discount rate drops, all long-term assets benefit. Bottom position can be obtained with TLT (Long Term Bond ETF+1.6% today)+gold → For offensive positions, you can look at encryption related products such as BTC, MSTR, CRCL, etc You can directly trade these US stocks and gold contracts on Bitget TradFi, with small spreads and deep liquidity. I casually tested NVDA and gold, and the depth of the orders was good, with almost no slippage. If you want to play in the US stock market, you don't need to switch to securities firms anymore. 2. Biotechnology themed rotation This wave of MRNA is not an ordinary good, but a repricing of the company from COVID-19 vaccine to tumor platform. Funds are clearly flowing from AI chips to pharmaceuticals. Chips fell sharply yesterday, but today biotechnology directly took over the market. MRNA has risen too much, don't chase after the high, wait for the pullback to around 140-150 before considering it More stable options include MRK (with Merck), AMGN, or directly listing on XBI Biotech ETF When funds rotate, sectors are more important than individual stocks. 3. Geopolitical hedging: Iran ceasefire expires The 60 day ceasefire expires on Monday, and neither side will renew it. Hormuz remains deadlocked, while Trump continues to speak harshly. The oil price is currently fluctuating around 84, but once there is any movement, it can easily surge to 90. Continue to be bullish on gold, target towards 5000 Small warehouses can be equipped with some XLE energy → USD/JPY as a backup safe haven Position recommendation: Gold+TLT as bottom position (highest certainty) Crypto and biotechnology should be used as satellite warehouses, with the total encrypted warehouse not exceeding 20% The downward narrative of interest rates will add another kick. Overall, the market is now rich, narrative driven, and dynamic, don't just focus on one direction. Let's trade ： https://partner.bitget.cafe/bg/8519CP BitgetTradFi Contract Recommender @ Bitgetzh