Brun0x

💫✨ Air temperatures are stifling—just like crypto.✨💫

🚨 The AI computing power bull market continues!
Chips and storage stocks surge collectively
Meta plunges nearly 8%!
After the US stock close, the AI industry chain once again attracts frantic inflows of capital.

📈 Chips and storage sectors explode across the board:
🔹 Micron Technology +18.36%
🔹 SanDisk +25.99%
🔹 Microsoft +15.51%
🔹 AMD +13.00%
🔹 Intel +11.30%
🔹 Seagate Technology +11.41%
🔹 Applied Materials +14.97%
🔹 Lam Research +17.98%
🔹 NVIDIA +2.65%

Meanwhile, tech giants show clear divergence in performance:
🟢 Amazon +3.90%
🟢 Tesla +3.53%
🔴 Apple -1.41%
🔴 Google -0.62%
🔻 Meta crashes 7.95%
Becoming one of the biggest technology-weighted decliners of the day.

💡 The real big trend isn’t just AI, but the convergence of AI + computing power + Web3.
#美ADP7月私营就业逊预期
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AMD has been impressive enough in recent years; the market has already delivered the best feedback. Expectations for sales are high. In the future, there will likely be more negative factors—though not direct negatives. Intel’s push will also be an indirect negative. That’s about it—$AMD$

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Here are some facts for you frenz and frenziz 💕 🌻

Why Is the Trading Market Going Down?

Stock markets are slipping in 2026 as multiple pressures pile up.

First, central banks are keeping interest rates higher to fight sticky inflation, making borrowing costlier for companies and consumers. That cuts into profits and spending.

Second, profit booking after a strong rally has triggered selling, especially in tech and growth stocks.

Third, global uncertainty from oil price swings to geopolitical tensions is pushing investors toward safer assets like bonds and gold.

Finally, weaker quarterly earnings and concerns about a slowdown in major economies are shaking confidence.

Until inflation cools and outlooks stabilize, expect volatility to continue.
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love you all 💕🌻 stay blessed 😇

#SpaceX911.5MShareLockupExpires
#LearnTogether
#EconomicAlert
#BinanceSquareTalks

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$USD1

From August 4th to August 8th, there will be an airdrop campaign for USD 1 on Binance. Everyone can pay attention.

💫✨ All the best ✨💫

🚨 Tether latest financial report released: USDT’s confidence is getting stronger again!
Tether has released its 2026 Q2 reserve assurance report, with several key figures once again reshaping market perceptions:

📊 Key figures at a glance:
💰 Total assets: $187.751 billion
📉 Total liabilities: $183.642 billion
✅ Assets exceed liabilities: approx. $4.110 billion

💵 USDT’s circulating supply continues to grow
As of June 30, the USDT issuance is about $184.6 billion, maintaining its position as the world’s largest stablecoin.

💸 Profitability remains strong
In Q2, net operating profit was approximately $1.5 billion,
mainly from:
• 🇺🇸 U.S. Treasury yields
• 🔄 Returns from repurchase agreements (Repo)
🥇 The asset structure continues to improve
Reduced the outstanding exposure of pledged loans by about $2.38 billion
Added 14 metric tons of physical gold
Gold reserves increased to more than 146 metric tons

As global stablecoin regulation continues to improve and competition intensifies, the player with more transparent reserves, a more robust asset structure, and more sustainable earning capacity will be better positioned to win the long-term trust of institutions and the market.
#Circle上调2026年业绩指引
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💲

🙏🏻 Wishing Brother Chi a big catch next time 🐟

Pack up and get going—looks like there won’t be time to stream when we get back.

🚨 Sam Altman studies TikTok—and ends up “addicted” himself: In the AI era, the biggest competition might be the “attention war”

OpenAI CEO Sam Altman recently shared an interesting experience:

To understand why TikTok is so captivating, he decided to try the product himself.

At first, he set a goal for himself:

👉 Only scroll for 10 minutes per day.

But reality was:

📱 He ended up binge-scrolling for 1 whole hour
📱 And even on a Saturday afternoon, he watched for 3 straight hours

This “experiment” made Altman realize:

Truly powerful products aren’t just powerful in features—they can profoundly influence people’s behavior.

And future AI products may face the same issue.

AI agents, smart assistants, and super-apps are developing rapidly. In the future, competition may not be only:

❌ Whose model has more parameters
❌ Whose algorithms are more complex

But rather:

✅ Who understands users’ needs better
✅ Who can create long-term value
✅ Who can improve efficiency while correctly shaping people’s decisions and habits

From TikTok to ChatGPT—from social recommendation algorithms to AI agents:

The next generation of tech competition is fundamentally shifting from “tech competition” to:

a battle of attention × intelligence × human behavior.

For a future where Web3 and AI come together:

Truly valuable projects shouldn’t just create addiction—they should help users:

🔹 Improve efficiency
🔹 Optimize decision-making
🔹 Build new value networks

In the AI era, whoever controls the intelligent entry point may also end up controlling the next round of internet traffic entry points.
#SpaceX将公布Q2财报
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On August 5, “Fed’s Mouthpiece” Nick Timiraos posted that U.S. Treasury Secretary Bessent’s policy reaction function has shifted away from being so dovish. His comments this year suggest the Federal Reserve should continue to keep interest rates unchanged. Earlier this year, Bessent cited a model indicating that the extent to which the Fed’s interest-rate level is above the neutral rate could range from more than 25 basis points to over 100 basis points.
On August 4, Bessent put forward two points. First, he defended last week’s decision by Waller not to spell out any policy reaction function: “I think each meeting should be open, and market participants should be the ones to decide. I think Waller wants to keep optionality to achieve the best outcome.” Second, he did propose a set of policy reaction functions that can be seen as dovish, and argued that recent shocks should be ignored: “What impact will an increase in short-term rates actually have? We’ll wait and see.”
He raised this question, but then answered by pointing to underlying inflation, saying it was “very mild. Very steady.” “In core inflation, when you strip out the volatility items that are heavily influenced by energy, the rest has been very steady. I think this situation will continue.”

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Big Sister said that Binance will have its user base grow 10x from its current scale in the future. Binance has everything—Binance will become a global financial infrastructure. The future for BNB looks promising!