QCP's latest report points out that the most striking feature of the current market is severe divergence, where headline news does not align with underlying operational logic. Take oil as an example: geopolitical tensions and traffic in the Strait of Hormuz have hit their lowest levels since late May, but Saudi Arabia's pricing adjustments and OPEC+ raising quotas again are helping the supply side recover. On interest rates, Fed member Waller has shown a clear hawkish stance, yet underlying data reflects weakening consumer activity, with revolving credit growth shrinking from over 10% since April. In the crypto space, Strategy has opted for equity financing to boost its dollar reserves rather than tapping into its Bitcoin holdings, thereby adjusting its financing approach. QCP suggests that when there is widespread divergence between headline news and market fundamentals, it’s crucial to focus on which dimension will be repriced first. https://www.(wublock123.com)/news/news-64741