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Now #BTC is close to 120,000 USD, the S&P 500 is nearing 6,300, and the yield on 10-year US Treasury bonds remains high at 4.41%, with interest rate cuts still a long way off. There is a high probability of 9 in September (, and there is uncertainty in the new tariff negotiations.
There is a certain contradiction in the current asset pricing. What do you choose?