看不懂的SOL|5月 26, 2026 11:48
Good Tuesday night, bros—on the eve of U.S. markets reopening: The macro test begins after the long weekend
Bros, it’s Tuesday today. After the Memorial Day long weekend, U.S. markets are about to reopen.
Although liquidity was thin over the long weekend and short-term fluctuations don’t really count, next week will be the most packed week on this year’s macro calendar, and the market is already pricing it in:
• PCE inflation data (the Fed’s core metric): If the data comes in soft, rate cut expectations could heat up, giving risk assets some support. If it’s hot, Bitcoin’s $78K resistance will face more pressure, directly impacting market pricing.
• Q1 GDP revision: A test of the economic fundamentals and the market’s sensitivity to recession expectations.
• Kevin Warsh’s first week as the new Fed Chair: The market will dissect every word he says. Whether he leans hawkish or dovish will directly steer risk appetite.
Current mindset reminder:
The current sideways consolidation is essentially the market waiting for these key data points to drop next week.
Don’t chase directions too early during the initial reopening; the chances of false breakouts are still high.
The most stable strategy remains sticking to dollar-cost averaging:
Invest a fixed amount at a fixed time, avoid chasing highs or panic selling, don’t get swayed by short-term noise, and keep your mindset relaxed. Long-term compounding works best this way.
Bros, after the market opens today, stay rational and focus on observation. The long weekend just ended—take some time to review your portfolio logic and face this week’s macro test with patience.
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