QCP: Macroeconomic data reflects resilience, and stable inflows into Bitcoin ETFs indicate continued institutional demand

QCP Capital released a market analysis pointing out: The macro data released last Friday provided a detailed snapshot of the US economy, with non-farm employment increasing by 177,000, exceeding expectations of 133,000, and the unemployment rate remaining stable at 4.2%. However, behind the strong data, economists continue to warn that the full economic impact of recent tariff increases has not yet been seen, and the market remains cautiously optimistic about this. At the same time, the market generally expects the Fed to keep interest rates unchanged at this week's policy meeting. Despite record losses in the first quarter, Strategy has doubled its financing target to $84 billion, with the losses attributed to the adoption of new fair value accounting standards for digital assets, highlighting the company's firm belief in its long-term bitcoin strategy. Meanwhile, stable inflows into spot bitcoin ETFs indicate that institutional demand continues to exist and reinforce the growing role of this asset in diversified investment portfolios.