Bitcoin Gu Ziming

1. Certainly, the current slump is just a normal correction, and a few years later, the current price is still a drop in the bucket

2. With the negotiation between the DPRK and the US held as agreed, the US Federal Reserve also raised interest rates as scheled last night

the Federal Reserve agreed to raise the federal funds rate by 25 basis points to 1.75% - 2%. This is the seventh interest rate increase since the Federal Reserve started the interest rate increase cycle in 2015, and it is also the first time since the outbreak of the financial crisis in 2008 that it has returned to the 2% integer level

what is more noteworthy is that compared with a month ago, the Federal Reserve has removed a number of statements in its statement, which shows that the Federal Reserve is more optimistic about US economic growth and rising inflation expectations, and more hawkish in its stance on monetary policy

with the interest rate increase of the United States, Saudi Arabia, Hong Kong and other markets directly linked to the US dollar have followed suit. However, the Central Bank of China has broken the market's "Buddhist interest rate increase" forecast and continued to maintain the open market interest rate unchanged

it is obvious that China has not paid attention to the risks of Argentina, Turkey and other countries

On June 1 of this year, the central bank expanded the scope of MLF collateral and increased support for small and micro enterprises, green economy and other fields. At that time, a lot of online jokes were flying, making fun of the central bank's release of water

As a matter of fact, if you understand the economy a little bit, you can see that under the big cycle of US dollar's interest rate rise and scale down, we are simply "killing ourselves" by flooding

so what's the reason for our "water release"

the central bank released the financial data of may today. With little change in other data, the increase of social financing scale in May was 760.8 billion yuan, which was close to the 1.56 trillion yuan in April

What does social financing mean? Just like a friend said when chatting with friends today:

last month, the chairman of a platform company told me that he used to have five covers and ten cylinders, but now there is no cover

Today, Guo Shuqing, the "three Town governor", said in his speech at the 10th Lujiazui Forum:

if the rate of return exceeds 6%, it will be a question mark; if the rate of return exceeds 8%, it will be dangerous; if the rate of return exceeds 10%, it will be ready to lose all the principal

we should know that China's GDP growth rate is less than 7%. Therefore, if we put a few data together with the speech, we will understand that behind the large-scale decline of social financing, in fact, the regulator's directional blasting of the virtual economy is to take the initiative to break the rigid exchange rate. To see the central bank's "water release" is to conct directional blood transfusion in the process of directional blasting, so as to avoid the damage of directional blasting to the real economy

well, if you are an old reader of zhengshitang, you should remember that in the past 17 years, zhengshitang made several predictions about the economy in the second half of the year. One is that there will be a shortage of money in June, the other is that the fund-raising fraud type P2P will be broken in the second half of the year, and the other is that there will be a "al track system" in finance

but what is the problem is that the global market is facing the risk of bubble breaking for the big interest rate hike in the US. Why do we still dare to puncture the bubble? p>

three

the day before yesterday, the New Taipei Office of the "American Association in Taiwan" was opened, and the "National Defense Authorization Act" introced by the US Senate required the US military to participate in Taiwan military exercises appropriately. In addition, US warships are within 12 nautical miles of the South China Sea

ring this period, many military and current political media began to hype Sino US relations, and the struggle was fierce. After seeing this, the political affairs hall was speechless

is America alone

with the US military coming to the South China Sea to cause trouble, the British Defense Secretary also announced that Britain would add three warships to the South China Sea. French defense minister announced that France and Britain will hold joint military exercises in the South China Sea

under Trump's big strategy of withdrawing from the Asia Pacific region, not only the US military but also the British and French "5S" have come to pick up the issue. Even Vietnam has staged a March, and the Philippine public opinion circles have actively publicized "sending troops to the South China Sea"

I think that after trump ended the "tkin society" the day before yesterday, he was watched by a large number of media around the world and asked about the "human rights issues" of North Korea. Obviously, many forces are very dissatisfied with Trump's withdrawal from the Asia Pacific region

from the capital market, we can clearly see that with Trump's decision to hold talks with the US, the prices of international gold, which represents a safe haven, and bitcoin, which is heavily held in Asia, have started to decline sharply

What does this mean

with the development of the North Korea US issue, the financial security of the Asia Pacific region has been guaranteed, and a large number of funds that were worried about regional risks have settled down

and we must understand that at present, the world is in the U.S. dollar reflow period of increasing interest rates and recing taxes. In this wave of international financial crisis, the greater the trade deficit, the greater the risk. And the region with the lowest risk in the world is actually East Asia with trade surplus represented by China, Japan and South Korea. Therefore, as long as North Korea is stable, Then China, Japan and South Korea will become the first countries to "land" in this round of economic crisis

and the victory of the former Sino US negotiation is that Guo is bold enough to take the initiative to pierce the bubble. p>

four

because there is a baby at home, so I bought a small robot that tells stories, and this small robot often tells a story of "when the tiger comes" to the baby:

two people met a big tiger in the forest. A quickly took off a pair of lighter sports shoes from behind and put them on. B was so anxious that he scolded: "what are you doing? You can't run away with the tiger if you change your shoes again!"

a said, "I just need to run faster than you."

this story, corresponding to the big cycle caused by the current US interest rate increase and scale rection, will be very interesting

although the United States is the global hegemon, together with its sense of smell, the political affairs hall has always believed that Britain is the most sensitive country to the international political and economic environment

Britain, which has chosen to leave Europe, has done two very interesting things on the issue of Syria this year. One is the case of poisoning by a Russian double agent, the other is to help the white helmet organization in Syria carry out a fake poisoning of women and children by Syrian government forces

politicians will choose to denounce Syria. Political enthusiasts will say that this is a plot of the United States, while those who really understand international politics will understand that this is Britain forcing the United States to return to Syria and challenging the deterioration of the relations between the United States and Russia

in fact, it's just like the United Kingdom will fight against the United States and China in the South China Sea. As a global offshore financial center, under the US dollar contraction cycle of raising interest rates and shrinking its balance sheet, it is bound to try to make the global mainland countries nervous and flow capital back to the United Kingdom

therefore, with the US resorting to force against Syria, the softening relationship between Germany and Russia is bound to fail, leading to the transfer of capital from Frankfurt in Europe to the offshore UK. In case of problems in the South China Sea, the capital of Hong Kong, the Asian financial center, will also withdraw to London

therefore, in this big cycle, the essence of all the things that "mucky stick" Britain does is business

However, France in Europe has the same mentality to follow Britain and make trouble in the South China Sea of Asia. Under the great crisis triggered by the United States, "the dead friends do not die the poor", which leads to the East

However, Putin of Russia chose to come to China to honor him, and took away the contract of nuclear power plant by wrapping Goubuli steamed buns and eating pancakes; Japan has chosen to treat Premier Li as a state guest. Today, there is a news that the Toyota new energy that Premier Li visited will cooperate with the Internet to drive automatically

looking at such a strong "desire for survival" of Japan and Russia, moving closer to China and choosing "East dominates West" together, we will understand that in the face of this round of financial crisis, except for the United States, other powers are pondering the story of "when the tiger comes"

five

tomorrow is the day when the White House of the United States announced that it would collect 50 billion goods from China

many readers left messages in the background asking whether the tax would be levied. Some readers said that after reading the article for so long, they knew that the United States would not levy the tax this time

not to mention that we used the "two peaches and three scholars" strategy to split the two major sects of the US trade surplus with China and intellectual property rights. Just today, foreign minister Wang Yi held talks with US Secretary of state pompeio in Beijing about Trump's most ambitious goal of promoting and realizing the denuclearization of the peninsula

not to mention that the leaders of the Chinese financial front still dare to break the bubble today. ZTE also dares to resume trading yesterday. Obviously, the strength of this is that we can confirm that the United States will not tax us tomorrow and start a new trade war

with the Sino US trade truce and the smooth progress of the North Korean nuclear issue, Trump's focus has shifted from Asia in the East-West relations between China, Japan, North Korea and South Korea. As a result, China, which has strived for a respite, has quickly pointed its spearhead at home and started to solve the problem of virtual economy idling

and the "world wave" that the United States is going to detonate in this round of interest rate hikes is by no means the collapse of a country like Argentina and Turkey. After all, these capitals need someone to pay for the crisis they had a decade ago

However, in view of the fact that China, Japan and South Korea are about to form a "chain of chains" which is difficult to overcome, and that it is difficult to obtain the strategic support of US President trump, these capitals will definitely target at the European continent where Italy's far right is coming to power and Britain is leaving

As a result, trump decided to sign the G7 agreement, but refused to sign it temporarily on the way to Singapore for talks with North Korea Before meeting with Kim Jong Un, trump made a major decision. During this period, some people always ask why we have to swallow the provocation of the United States, Britain and France on the South China Sea issue, ease relations with Japan and South Korea, promote the DPRK US talks, give "blood transfusion" to Russia, and compromise on Sino US economic and trade negotiations

if we consider these measures solely from the military perspective, purely from the economic perspective, purely from the historical perspective and purely from the perspective of international politics, there may be some criticism

however, only by combining these historical processes can we understand from a broader perspective that on the one hand, we are playing tricks in diplomacy, jumping out of the encirclement and suppression of foreign powers, and on the other hand, we are promoting domestic economic reform under international pressure

so, how to face the current world chaos

The answer to this question can be a paragraph from the book political life 23 years ago:

what is a politician

they should have unswerving faith, knowledge of Chinese and western, personality of looking up to the mountains, high vision, perseverance, broad mindedness, ability to grasp the overall situation, and so on

China's democratic revolution relies on an outstanding leadership group, which is also needed now