Group 1 - The U.S. Labor Department reported that non-farm employment increased by 64,000 in November, significantly below the market expectation of 200,000, causing global markets to react negatively [1] - Major U.S. stock indices experienced slight declines, with tech stocks and AI-related shares facing notable sell-offs [1] - The volatility of U.S. Treasury bonds decreased to its lowest level since May of the previous year, while the ten-year Treasury yield only slightly decreased by 0.5 basis points [1] Group 2 - The cryptocurrency market also faced adjustments, with Bitcoin dropping to around $85,000 and Ethereum briefly falling below $2,900 [3] - A total of $582 million in liquidations occurred across the crypto market within 24 hours, with Ethereum accounting for $186 million and Bitcoin for $174 million [3] - XBIT Wallet's features, such as cold storage and real-time risk monitoring, are highlighted as essential tools for investors in high-volatility environments [3] Group 3 - The selection of the next Federal Reserve chair is becoming a critical factor influencing interest rate curves and inflation expectations, with concerns about the close relationship between candidate Hassett and President Trump [4][6] - If the new chair is perceived as an extension of the president rather than an independent central bank leader, it could lead to higher long-term Treasury yields and increased government financing costs [6] - The appointment will significantly impact market perceptions of real interest rates, monetary easing boundaries, and the dollar cycle, which will resonate in Bitcoin's volatility and long-term trends [6] Group 4 - Historical patterns suggest that the cryptocurrency market, particularly Bitcoin, tends to follow a predictable script around macroeconomic events like non-farm data releases [7] - The significance of the non-farm data lies in its potential to reshape market judgments on inflation persistence and interest rate paths, affecting the entire chain from the dollar index to crypto markets [7] - XBIT Wallet's capabilities, such as rapid cross-chain transfers and reduced transaction fees, are positioned as advantageous for users needing to adjust their positions quickly during high-volatility events [7] Group 5 - The non-farm data release tests investors' ability to withstand volatility, with the underlying logic of the crypto market remaining unchanged as both a barometer of macroeconomic conditions and a testing ground for technological innovation [9] - Utilizing professional tools like XBIT Wallet can help Bitcoin investors capture trend opportunities while maintaining a safety margin [9]
从非农爆冷看加密资产逻辑 XBIT Wallet 比特币钱包穿越加密波动迷雾
Sou Hu Cai Jing·2025-12-17 09:35