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Tell a joke: People used to say you should attract liquidity from outside the traditional markets to it. But now the exchanges are rushing to list coin-stock shares, and instead they’ve sucked up Bitcoin’s liquidity. Now in the circle, people who play coin stocks are even more than people playing Bitcoin.
U.S. July CPI rose 0.1% month-on-month (forecast: +0.1%)
U.S. July CPI rose 3.4% year-on-year (forecast: +3.4%)
U.S. July core CPI rose 0.2% month-on-month (forecast: +0.2%)
U.S. July core CPI rose 2.5% year-on-year (forecast: +2.5%)
The U.S. July CPI data fully met expectations, showing a moderate easing of inflation, though it still remains above the Federal Reserve’s 2% target. This is favorable for the market as it helps “remove uncertainty,” but it lacks strong stimulus. Regarding stock market performance, the main features are as follows:
First, it avoided the risk of a sharp sell-off triggered by “inflation exceeding expectations.” Market sentiment has been repaired, and U.S. stocks may see a mild rebound or consolidative trading;
Second, expectations for the Fed to raise rates in September remain in a fifty-fifty deadlock. The policy path still needs to be assessed based on subsequent data, which limits the upside potential for a significant one-way rally in the stock market;
Third, sector performance may diverge. If core inflation stickiness is confirmed, high-valued tech growth stocks may face pressure, while defensive sectors or value stocks are relatively more resilient. Overall, data that meets expectations puts the market into a “wait-and-see” period. In the near term, price action is mainly expected to be characterized by consolidation and recovery, as it waits for new catalysts.
Led by Standard Chartered Bank (Hong Kong), Anchroorpoint (Anchorpoint) has officially launched today (12 August 2026) the regulated Hong Kong dollar stablecoin, HKDAP (HKD At Par).
Life is addition, and compounding is multiplication. Your life has already entered exponential growth through compounding! Cognition + action + time = the underlying formula for financial freedom
In theory, when crude oil takes off, both gold and stocks should be falling. But all I’m seeing is that Bitcoin is dropping. A few days ago, someone in the comments asked me what I thought about Bitcoin. I told her: short it and you’re done. Back then it was 65,000, and now it’s 64,000.
Bitcoin’s recent two-month volatility has been just 63,000–65,000, trading sideways—really boring. Once crude oil’s “push” kicks in, the market may become more straightforward. It’s like crude oil brings everything to life—then it destroys all.
Be fearless—open up your entire presence, and all the energy around you will gather toward you. At this moment, men admire you, women admire you—you are a warrior.
A person’s greatest failure in life all comes from his lack of courage; it all comes from the fear within his heart.
A successful life, at its core, is a life of overcoming fear.
Some people who succeed at gambling are not simply lucky, but because they possess the ability to spot opportunities, understand patterns, control risk, integrate resources, execute quickly, and iterate continuously.
They don’t change their fate with a single bet; instead, through long-term accumulation, they keep improving their odds and place themselves in a position where success is more likely.
What people call “luck” is often just the result of encountering opportunities after building up ability.
For people who trade stocks or buy gold, this is good news. Their employment data doesn’t look great, and people think the Fed won’t raise rates, and even might cut rates.
So people believe stocks will rise and gold will rise. Usually, that’s indeed how it goes. In other words, the weaker the economy, the better it is for stock traders; the hotter the economy, they say it’s a negative. Isn’t that strange?
#美国太阳能股盘前上涨 Fed September rate-hike expectations decline $NVDAB $MSFTB
Non-Farm hasn’t even officially made its appearance yet, but longs and shorts have already started fighting near 65,000.
One side is BTC pushing higher, while the funding rate has turned back bearish again—indicating that many people don’t really believe this rally, and some even want to short more as prices rise.
At times like this, the worst thing isn’t whether the data is good or bad, but whether market expectations diverge from the actual data. Once it comes in beyond expectations, the positions that were stacked up earlier can quickly turn into fuel in an instant.
Tonight is likely less about guessing who’s right on direction, and more about who can withstand the first round of back-and-forth washouts.
The U.S. nonfarm payrolls will be released tonight in July.
But what really matters isn’t how many jobs were added.
It’s whether this data will change the market’s expectations for the Federal Reserve’s future path of rate hikes or cuts.
If the labor market remains strong, the market may think the Fed’s rate-cut pace will slow down—or even raise expectations of future rate hikes again; if the data clearly weakens, the market may further bet that rate-cut expectations will intensify.
So tonight, don’t just focus on the number of new jobs added.
The unemployment rate, wage growth, and revisions to prior figures will also affect the market’s assessment of future interest-rate policy.
There’s a very popular joke: if you bought Bitcoin for 1,000 yuan in 2010 and held it all the way until now, it would have turned into 10 billion yuan.
Sounds easy, right—just hold it. But when you lay out the profit curve, you’ll find that the emotional journey of those 10,000 BTC is nothing a human can endure.
The lower your starting point, the easier it is to be happy.
Because happiness, in essence, is produced by progress—if your starting point is low, there’s a lot of room for improvement. You used to eat bran and choked down vegetables; now even if you have a bowl of dumplings, that’s a great deal of happiness.
On the other hand, if you were born able to eat dumplings whenever you like, eating dumplings won’t bring you much joy, because it’s just repetition.
Time zone differences, personalities, poverty, frequent trading that chases highs and sells lows—these are all illnesses that are hard to cure and extremely difficult to change.
The overall environment is pretty bad right now, so here are a few suggestions for everyone:
1. This is not the time for investment expansion. Cash is king—take on less debt and save more. Every dollar you set aside is the confidence you’ll need to turn things around in the future.
2. Consume fewer negative news and avoid getting entangled with bad people. Spend half an hour each day alone—take a walk, and breathe deeply. Keep your mind steady and stay protected from outside influences. When you’re anxious, about 90% of the decisions you make are wrong.
3. When the market is unfavorable, read books, learn skills, and exercise. This is called “the hidden dragon not yet in use.” When the wind comes, you’ll need wings to rise and fly.
Good fortune begins in dire circumstances; vitality is hidden in restraint.