TuanTuan_sDreamComes
#近期投资组合分享 1. Recent core factors for the fall of BTC
1. **Macroeconomics and Policy Disturbances**
- **Federal Reserve's hawkish expectations rise**: The stronger-than-expected U.S. economic data in January 2025 (such as JOLTS job openings and ISM services index) led to a reduction in market expectations for Federal Reserve rate cuts from two to one, and even a possible delay in rate cuts, triggering a sell-off of risk assets.
- **Impact of Trump's Tariff Plan**: On April 3, Trump announced a reciprocal tariff policy, escalating market concerns over trade friction, with BTC falling over
View Original1. **Macroeconomics and Policy Disturbances**
- **Federal Reserve's hawkish expectations rise**: The stronger-than-expected U.S. economic data in January 2025 (such as JOLTS job openings and ISM services index) led to a reduction in market expectations for Federal Reserve rate cuts from two to one, and even a possible delay in rate cuts, triggering a sell-off of risk assets.
- **Impact of Trump's Tariff Plan**: On April 3, Trump announced a reciprocal tariff policy, escalating market concerns over trade friction, with BTC falling over











