Odaily Planet Daily News QCP Capital released a market analysis pointing out that the macro data released last Friday provided a nuanced snapshot of the US economy, with non-farm payrolls increasing by 177,000, exceeding the expected 133,000, and the unemployment rate stabilizing at 4.2%. However, behind the strong data, economists continue to warn that the full economic impact of the recent tariffs has not yet emerged, and the market is cautiously optimistic about this.
At the same time, the market generally expects the Federal Reserve to keep interest rates unchanged at this week's policy meeting. Despite a record loss in the first quarter, Strategy has doubled its financing target to $84 billion. The loss was caused by the adoption of new digital asset market price accounting standards. This latest move highlights the company's firm belief in its long-term Bitcoin strategy. At the same time, the steady inflow of spot Bitcoin ETFs indicates that institutional demand continues to exist and reinforces the growing role of the asset in a diversified portfolio.