QCP: It is expected that the market will continue to show sideways fluctuations before the tariff policy is clarified on April 2
ChainCatcher news, according to QCP's analysis, believes that the recent stock market rally is a tactical rebound brought about by asset managers reallocating risk assets, rather than a shift based on any macro fundamentals.The uncertainty surrounding U.S. trade policy and the broader political landscape remains a focal point for the market. Trump hinted at more tariff measures before the April 2 deadline. However, the market still lacks a clear understanding of the scope, timing, and magnitude of these potential actions. Before this, we expect the market to continue exhibiting sideways fluctuations.In the digital asset space, we believe that Bitcoin has room for tactical performance advantages in the short term. Surprisingly, GameStop has incorporated Bitcoin into its balance sheet. While this is not the first instance of corporate adoption of cryptocurrency, GameStop's symbolic significance as a "meme stock" may reignite retail investors' speculative enthusiasm. As the market performance in 2021 reminded us, if coordinated, retail capital flows have the ability to challenge institutional investors' positions.