Bitunix Analyst: ISM manufacturing contracts again, rumors about the shadow chairman intensify, BTC short-term focuses on the 88000 resistance.

According to Mars Finance, on December 2, the US November ISM Manufacturing PMI reported at 48.2, remaining in the contraction zone for nine consecutive months. The market's original hopes for a recovery have not materialized, further solidifying expectations for interest rate cuts. At the same time, concerns about recession risks have resurfaced, increasing uncertainty regarding the economic outlook. Meanwhile, Trump is accelerating internal arrangements, and the 'shadow effect' of the new Fed chairman is becoming apparent. The market worries that the forward guidance of monetary policy will fall into a chaotic state of dual core signals in the coming six months, which may lead to significant fluctuations in the dollar and interest rate expectations. Amid the intertwining of macro and policy noise, the crypto market experienced renewed volatility last night. BTC rebounded from a low to around 87000 USD at night, but the overall structure remains in a weak recovery stage. Short-term attention is on whether it can break through the 88000 USD clearing dense pressure; if it cannot smoothly rise above this level, the price may retest the lower support at 85000 USD. Liquidity distribution shows that current hotspots are concentrated on short positions clearing at 88000 USD, and long positions clearing at 85500 and 83800 USD, with short-term volatility risks still high. If policy uncertainty continues to intensify, BTC may continue to oscillate within a range and choose a direction driven by clearing. The upper 88000 USD is key for short-term breakthroughs, while the lower 85000 and 83800 USD serve as two defensive supports. Bitunix analysts' perspective: The US monetary policy is entering an unprecedented transitional period, with the ambiguity of the 'shadow chair' and the inflation path leading the market to face multiple repricing pressures in the coming weeks. The short-term direction of BTC still depends on the interaction of clearing density and macro sentiment, suggesting to interpret based on capital flows, rising volatility, and consistency of policy signals to capture subsequent structural breakthroughs.