
Phyrex|May 24, 2025 09:34
In the last two days, I didn't see complicated data very much. After all, it was all Trump's mouth. It was more about users' emotions. Especially after comparing the data of BTC, MSTR and ETF in the past week, my personal opinion was that the recent wave of growth was not very close to the traditional users in the United States, including ETF investors and MSTR investors.
In fact, this group of investors has a closer relationship with US stock investors, especially MSTR, which not only did not follow the trend of BTC after the new high of Bitcoin, but also moved closer to the US stock market. Although BTC MSTR and the US stock market are consistent in the general direction, the details still reflect the priority level of traditional investors.
So I pay more attention to the BTC stock data of the exchange. It can be seen that after Trump threatened the market, Bitcoin had three obvious transfers, but now it has been consumed, and more BTCs have been transferred from the exchange. So I personally feel that at least at present, the market sentiment is not panic.
The market should gradually dispel the charm of tariffs, and China has already made everyone accustomed to it. Next is the EU, and it seems that China and the EU have not reached an agreement yet.
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