#美国民主党BlueVault CPI data beats expectations, market narrative turning point has already appeared

The latest US core CPI reading is below expectations, and this is far more than just a positive data point — it marks the official confirmation of a narrative turning point.

What does the downward trend in inflation really mean?
Simply put, the "hawkish excuses" of the Federal Reserve are gradually fading, and liquidity expectations are being re-priced. Most importantly, capital flows are always the most honest indicator.

At the same time, MicroStrategy has increased its Bitcoin holdings again. This is not the first time, and it certainly won't be the last.
While retail investors are still pondering "can it fall further," big institutions have already made their stance clear with real money —
👉 They are not betting on the price, but on the timing.

Another noteworthy signal is that discussions around crypto assets and digital finance are beginning to surface in US policy circles. No matter how you view these political developments, they reveal an undeniable phenomenon:
Crypto assets are shifting from a "niche field" to a "policy agenda."

This is not short-term policy stimulus; it is a structural evolution at the ecosystem level.

So you will notice a certain "contradiction" in recent market behavior:
• No explosive rise, but the downward trend is also contained
• Every dip has buyers, every sell-off has funds follow
• Market sentiment is bearish, yet prices just won't go down

The reason is simple: market mentality has shifted from "betting on the direction" to "waiting for confirmation."

The macro environment is easing, institutions are continuing their布局, policies are experimenting.
The real question you should ask yourself is not "Should I chase today," but —
When everyone reacts, will you still hold your chips?