QCP: US midterm election expectations boost US stocks and crypto assets, pullbacks remain buying opportunities

BlockBeats News, January 14, QCP published its daily market analysis stating, "U.S. employment remains robust and inflation is stable. Risk appetite has fully returned, with risk assets strengthening across the board, from stocks and precious metals to the U.S. dollar and crypto assets. Despite ongoing news regarding Venezuela, Iran, and U.S. involvement, the market as a whole remains calm. Crude oil has gained a certain premium due to geopolitical risks, but the overall market trend remains resilient.

More realistically, investors are interpreting the current situation from the perspective of the U.S. midterm elections: the market expects Trump to strive to boost market performance, relying on liquidity and a stronger U.S. stance to support the relative outperformance of U.S. assets and create a global 'risk-on' market atmosphere. After several failed attempts to break higher, bitcoin has finally surpassed $95,000. If precious metals continue to benefit from currency depreciation trades, bitcoin's relative value advantage may once again attract capital back to digital assets.

Of course, key risks still exist, including the upcoming U.S. Supreme Court tariff ruling, as well as the potential further escalation of the situations in Venezuela or Iran. But for now, price action shows that a large amount of risk has already been priced in by the market. In the absence of truly disruptive events, pullbacks remain buying opportunities."