OEXN:通胀报告或影响加密市场波动

Group 1 - The core focus of the market is on the upcoming release of the core PCE (Personal Consumption Expenditures Core Index) data, which is a key indicator for measuring inflation [1][3] - OEXN suggests that if the report indicates a slowdown in inflation, it could lower the 10-year Treasury yield, providing support for cryptocurrencies, particularly Bitcoin and Ethereum [1][3] - The expected year-on-year increase in core PCE for September is 2.9%, marking the 55th consecutive month above the Federal Reserve's 2% target, indicating persistent inflation [1][3] Group 2 - The implied volatility of Bitcoin (BVIV) is approximately 36%, with a corresponding 24-hour price expected fluctuation of only 1.88%, suggesting limited expectations for short-term price volatility among investors [1][3] - OEXN believes that the market anticipates a 25 basis point rate cut from the Federal Reserve next week, despite high inflation data, indicating that some positive factors have already been priced in [1][3] - If Bitcoin is stimulated by low inflation expectations, it may break through the current trading range of $92,000 to $94,000 [2][4] Group 3 - A drop in the 10-year Treasury yield below 4% could provide further upside for Bitcoin and also boost other major tokens like Ethereum, SOL, and XRP [2][4] - Historical data shows that unexpectedly low core PCE data typically triggers a rapid rebound in crypto assets, while unexpectedly high data may lead to temporary market pressure without altering the long-term upward trend [2][4] - Investors should monitor interest rate changes, Treasury yield trends, and volatility indicators of major crypto assets for flexible allocation between core assets and potential coins [2][4]