Deep-dive Member Article: What’s behind the big surge in the crypto sector? Is it time to buy now?
Bitcoin broke above the 80,000 mark today, so crypto-related stocks saw a strong rally. Some people may think this is just a short-term rotation of funds between sectors, or simply dancing to the market’s hype, but the truth behind it is far more complex than it looks on the surface.
The real catalyst behind this move affects not only the ups and downs of cryptocurrencies, but also the massive profits of traditional financial giants.
More importantly, half of crypto’s future is in the hands of the Federal Reserve’s next decisions. The leadership lineup for the new chair over the coming months and the direction of policy will determine the future of digital currencies—behind it all are huge political power struggles and the distribution of利益.
In this soon-to-erupt “event trade,” what are the true odds and the hidden timetable? Where are the biggest political variables and risks beneath the surface? Which three individual stocks can benefit directly with the highest certainty? And how should you avoid landmines and set your exit timing?
In this deep-dive member report, I break down Wall Street institutions’ views and logic on crypto; the most important part is the practical execution and stock-picking strategy.
If you want to keep up with the enormous upside from this reshuffling of the financial structure, you’re welcome to read this article to understand and position early around the key points the market hasn’t noticed yet.
Full Deep-dive Member Article: