ETH just hit new All time high 🔥Congrats to everyone who held their coins through the tough bear market, tarrif war and multiple shakeouts by whales.This is the time we get rewards for the risks we have taken. Remember don’t sell your altcoins early because soon Rate cuts and QE is coming, Everytime ETH breaks new ATH a massive altseason starts. ...

Monetary Policy Stance - The Federal Reserve (FED) perceives inflation risk as exceeding unemployment risk [1] - The FED anticipates a potentially prolonged period before the impact of tariffs becomes evident [1] - The market interprets the FOMC minutes as not indicative of a bullish outlook [1] Forward Guidance - The market awaits Friday's speech for further clarification regarding potential rate cuts and quantitative easing (QE) [1]

Group 1 - The introduction of two financial policies, personal consumption loan interest subsidies and service industry loan interest subsidies, is expected to have a significant impact on the economy [1][2] - There is a viewpoint suggesting that the effectiveness of fiscal stimulus will be greater than that of monetary stimulus in the long term [3] - The current economic environment indicates that if the financing cost of the US dollar remains significantly lower than that of the Chinese yuan, fiscal stimulus will take precedence over monetary stimulus [4][5] Group 2 - The issue of existing mortgage rates is closely linked to the overall economic situation, with a potential for recovery if mortgage rates decrease significantly [11][14] - The current economic conditions show that income retraction is much greater than the reduction in monthly mortgage payments, leading to insufficient consumer demand [9][10] - The expectation is that existing mortgage rates will continue to decline, which could restore liquidity in the real estate market [33] Group 3 - The ongoing financial battle with the US is not over, and the US is still seeking weaknesses in China's economy [12][27] - The potential for a significant drop in core city housing prices hinges on whether existing mortgage rates can reach a level that allows for positive cash flow from property ownership [13][14] - The financial policies being implemented are seen as a direct response to the current economic challenges, with a focus on supporting those who own property [36][41] Group 4 - The upcoming year is critical, as the US Federal Reserve is likely to adopt aggressive interest rate cuts, which will impact various asset classes [30] - The belief in China's economic resilience is crucial for the recovery of the core city real estate market and the overall financial landscape [38][39] - The current financial policies are viewed as a means to support residents with property, who are seen as the backbone of the financial system [41]

Investment Thesis - Bitcoin is a buy recommendation [1] - Zero Interest Rate Policy (ZIRP) led to significant inequality, benefiting the wealthy through Quantitative Easing (QE) [1] - The current financial system is unsustainable due to interest rates exceeding revenue, implying continuous Modern Monetary Theory (MMT) and increasing debt [1] - SP500/M2 ratio indicates inflation, leading to a decline in purchasing power over time [1]

Going live for FOMO HOUR in 5 minutes!@wizardofsoho is joining us as we chat- FOMC, GDP and QE & macro impact- Today's crypto report- Big day for TreasuryCos+ Yeet action + a lot moreJoin us live on Kick or SpacesFarokh (Perma/Bull) (@farokh):Big 10th birthday for Ethereum!Back to chat news, markets and hoping JPOW sends us.Come win some money, one lucky winner made $2100 today!https://t.co/5dBg3sVoBF ...

🇺🇸 ITS CONFIRMED: 2-3 RATE CUTS ARE COMING BEFORE THE END OF 2025.IF WE ALSO GET HINTS OF QE, I THINKMARKET WILL EXPLODE IN Q4 🚀 ...

I don’t have anymore motivational postsIn simple words, we are fucked untilthe rate cuts and QE starts which looksto be Sept - Oct 2025.Need to survive the next 3 months so wecan get to the mega altseason we deserve. ...

华泰期货贵金属与有 色策略周报 华泰期货研究院 新能源&有色研究 2025.5.25 陈思捷 F3080232 Z0016047 师 橙 F3046665 Z0014806 封 帆 F03036024 Z0014660 联系人： 王育武 F03114162 联系方式：18516275668 一、内外价差结构及比价 内盘价差结构 SHFE金价差结构（元/千克） SHFE银价差结构（元/千克） SHFE铝价差结构（元/吨） SHFE铜价差结构（元/吨） 0 200 400 600 0- 1… 1- 2 … 2- 3… 3- 4 … 4- 5… 5- 6 … 6- 7 … 7- 8 … 8- 9 … 9- 1… 2025-05-23 2025-05-22 2025-05-21 2025-05-20 2025-05-19 -200 -100 0 100 200 0-1月差 1-2月差 2-3月差 3-4月差 4-5月差 5-6月差 6-7月差 7-8月差 8-9月差 9-10月差 2025-05-23 2025-05-22 2025-05-21 2025-05-20 2025-05-19 -3 -2 -1 0 0-1 ...

首席点评：加密货币热度高涨，黄金回到主舞台 国内方面：习近平同法国总统马克龙通电话。习近平指出，支持欧盟加强战略自主，在国际事务中发挥 更重要作用。央行： 5 月 23 日开展 5000 亿元 MLF 操作，期限为 1 年期。国际方面：美国总统特朗 普：马上要去参加在弗吉尼亚州举行的加密货币晚宴。美国在加密货币、比特币等领域占据主导地位。 市场方面：股指、国债小幅回落。当前我国主要指数的估值水平仍然处于较低水平，中长期资金入市配 置的性价比仍然较高。当前地产仍未企稳，外部不利影响仍在，央行仍将保持支持性货币政策，资金面 保持宽松，对短端期债价格仍有支撑，关注后续贸易谈判进展。 重点品种：贵金属、股指、国债 贵金属： 美元价格反弹，金银价格回落。美国众议院以微弱优势通过税改法案，未来十年将增加联邦 债务约 3.8 万亿美元。有关穆迪下调美国主权评级以及特朗普减税法案推出等事件下，对美国债务问题 和经济压力的担忧发酵，本周整体上美债下跌，美元表现疲弱令金银出现反弹。关税冲击进入缓和阶 段，市场避险情绪降温。 5 月开始公布的经济数据将逐渐反馈关税冲击带来的影响，预计数据将呈现更 将明显的滞胀态势。短期内美联储难有 ...

未来使用QE的门槛应该会更高。 欧洲央行执委Schnabel：QE的效果没有之前想象的那么好。 ...