2026-01-13 13:41:21

#密码资产动态追踪 JPMorgan CEO Jamie Dimon recently issued another heavyweight opinion, and this time it’s a bit sobering—on the surface, the Fed’s credit still holds, the US economy remains resilient, employment has eased but consumption and businesses can still hold up, fiscal support, policy easing, plus the central bank’s continued support suggest this rally could keep going. But the problem is, the real bombs are hidden in places we can't see.

He pointed out three hidden concerns:

· The chain reactions caused by geopolitical conflicts are severely underestimated by the market;
· Inflation, this paper tiger, has not fully fallen, and the risk of rebound still exists;
· The prices of various assets have already become seriously disconnected, much more exaggerated than fundamentals.

In other words, it’s like sitting on a volcano’s edge celebrating—current data looks good, but danger is brewing underground. This isn’t to say the economy will collapse, but to remind everyone: behind prosperity, stay alert. The same applies even more to investors allocating assets like $ZEC; cycle shifts often happen within these “illusions.”

Honestly, it’s definitely time to reassess your investment portfolio. So, what do you think? Which direction will the next black swan event come from—geopolitics, inflation rebound, or asset bubble burst? See you in the comments.

ZEC5,15%

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ColdWalletGuardian

· 01-13 14:10

The volcano eruption analogy is brilliant, I just worry about the black swan coming unexpectedly. --- With inflation rebounding, it's time to start reducing positions, the risk feels too high. --- Dimon is right, the asset bubble has been blown out of proportion for a long time, be careful with ZEC and others. --- Geopolitical conflicts + inflation rebound double blow... Keep your wallet safe, really. --- The current data looks good, but below are all mines, why are some still willing to go all in? --- The cycle shift is coming, those still celebrating now are gambling minds. --- I've already started adjusting my portfolio; this wave of risk signals is too obvious, I can't bear it.

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LightningHarvester

· 01-13 14:06

Jamie Dimon is right; superficial prosperity is the biggest trap. I'm already starting to reduce my positions. --- Volcano eruption celebration... That metaphor is perfect. Who still dares to be fully invested now? --- I can't believe that inflation isn't completely dead yet. The rebound really caught me off guard. --- Asset prices have been disconnected for so long; sooner or later, they'll have to return to reality. It all depends on who can run faster. --- Once the geopolitical situation escalates, the crypto market will plunge directly. This time, there might be no central bank rescue. --- Black swans have been flying in the sky for a while; everyone is just fooling themselves and continuing to go all-in. --- I stopped understanding privacy coins like ZEC a long time ago, but it's true that defensive assets should be increased. --- Now everyone is betting on continued policy easing. What if there's a reversal? Just thinking about it is terrifying. --- Which will come first: bubble burst or geopolitical conflict? Honestly, I think the probabilities are about the same. --- Reevaluating my investment portfolio+1, I've already started reallocating. Better to miss out than get caught in a trap.

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LuckyBlindCat

· 01-13 14:04

The volcano crater carnival metaphor is brilliant. Right now, it's a race to see who can run out first. Damon is right; the geopolitical situation has been overly exaggerated. A single bang could reset the pricing. I've already reduced my holdings in privacy coins like ZEC; the bubble feels too thick. Inflation really isn't dead yet; it's just that the data looks better. When it rebounds, it can still bite. The asset decoupling has been obvious for a while. Now, it's just a matter of who runs away first to win.

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TokenSherpa

· 01-13 14:00

actually let me break this down—dimon's been saying the same thing since 2021, but if you examine the data on governance voting patterns historically speaking, markets tend to price in these risks way before anyone admits it. the real issue isn't what he's warning about, it's the tokenomics framework nobody's discussing

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