Big events coming up in the next two weeks, and the market is accelerating toward a bottom. Before this major drop (on 6/4), I hedged because I saw three layers of risk: SpaceX sucking up liquidity, Korea deleveraging, and China restricting investments. But the real trigger was actually last night’s non-farm payroll data. The drop was indeed beyond expectations. My overall position still saw some pullback, but I’d say I got lucky—many people probably lost all their profits because they got too emotional. Key events in the next two weeks: - Wednesday the 10th: May CPI release - Saturday the 12th: Possible SpaceX IPO - Wednesday the 17th: FOMC meeting - Thursday the 18th: Quadruple Witching Day For this bottoming-out phase, the first signals to watch are $BTC and the VIX index. Last night, $BTC broke below 60K and is now testing support. There’s a high probability of a second dip, with risks being released all at once over the next few days. This is because $BTC is the most sensitive to liquidity and market sentiment. If we see a rebound after hitting bottom in the next two weeks, go all-in on U.S. stocks, not crypto. Due to liquidity issues, crypto might still consolidate after bottoming out, and the magnitude of the rebound will likely be smaller than that of stocks. Only when liquidity overflows will crypto see a catch-up rally. Among the previously hot sectors, storage and chips have the strongest elasticity and the highest certainty after deleveraging—these should be prioritized.