AI is starting to look like more than a tech trade. All that money going into chips, data centers, power and infrastructure is keeping demand hot. That could make the Fed’s inflation fight harder. Rates are still at 3.50%–3.75%, so September is getting interesting. AI boom → stronger demand → inflation pressure → higher-for-longer rates → markets react. I’m watching AI spending, Treasury yields and Fed signals together. This is the kind of macro shift I’d watch on BingX TradFi. $SOL #Macro Insights# #AI  #Altcoin Season#