QCP: Macroeconomic data reflects resilience, and the steady inflow of Bitcoin ETFs indicates sustained institutional demand
ChainCatcher news, QCP Capital released a market analysis indicating that the macro data published last Friday provided a detailed snapshot of the U.S. economy. Non-farm payrolls increased by 177,000, exceeding the expected 133,000, while the unemployment rate remained stable at 4.2%. However, behind the strong data, economists continue to warn that the full economic impact of recent tariff increases has yet to be seen, and the market remains cautiously optimistic about this.
Meanwhile, the market widely expects the Federal Reserve to keep interest rates unchanged at this week's policy meeting. Despite the first-quarter losses reaching a record high, Strategy has doubled its fundraising target to $84 billion. This loss was due to the adoption of new digital asset fair value accounting standards, highlighting the company's firm belief in its long-term Bitcoin strategy. At the same time, the steady inflow of spot Bitcoin ETFs indicates that institutional demand remains strong and reinforces the growing role of this asset in diversified portfolios.