老腊肉-kevin

Binance Wb3 Wallet Benefits

Brothers, let me tell you a great way to save 30% on trading fees (operate as shown in the picture)

In the Binance app, go to the home page. At the top, you’ll see two options: Trading Platform and Wallet.

Step 1: Select Wallet to switch to the wallet;
Step 2: Select Invite Friends;
Step 3: Enter the invitation code: KEVIN1688 (copy it to the position shown in the picture);
Step 4: Claim the reward below.

Especially for brothers who like to farm on-chain low-cap “scam/dog” coins and do high-frequency trading—remember to bind the invitation code: KEVIN1688 to get a 30% reward. If you trade less, you can receive 5U or 10U; if you trade more, you can receive dozens of U, or even 100U.
点击钱包，赶紧去绑定邀请码：KEVIN1688 ，领取奖励吧！

#cpi数据来袭能否触发9月加息 Don’t guess! Tonight’s CPI is the “trigger” for the Federal Reserve. Once the data comes out, the direction is set.
Brothers, don’t just stare at the K-line chart. Tonight’s CPI is the “trigger” for the Fed’s September rate hike. Once the data hits, the direction is locked in.
What does the market expect now? According to CME data, the probability of a September rate hike is around 59%, while a pause is still a bit over 40%. In plain terms, even the market isn’t sure.
What will the data look like? Core CPI is expected to fall to 2.4% year over year, staying mildly lower for three straight months. But energy could cause trouble—oil prices rose in August, and gasoline prices rose more than 4% month over month. Overall CPI may get pushed up. That’s the awkward part: core inflation is cooling, while energy is stirring things up.
What are the funds doing? Institutions are buying technology and communications, while retail has been pulling out for six straight weeks. The industrial sector has been sold off for five consecutive weeks. Institutional sentiment is very clear: betting that core inflation keeps cooling and positioning early for growth stocks.
My take: As long as core CPI month over month doesn’t exceed 0.2%, the Fed will most likely stay put, and growth stocks can keep riding the momentum. If core CPI also comes in above expectations, don’t try to force it—reduce exposure and wait for clearer signals.$BTC $ETH $ZEC

#加密市场板块连续两日下跌 #比特币金叉确认 #美国10年期美债收益率创2023年10月来新高 #沙特原油产量创1990年来新低
Global outlook: Oil prices break above 100, U.S. Treasury yields spike—tonight’s CPI will decide everything
Brothers, last night’s market had people’s scalps tingling. Oil broke above 100, Treasury yields surged, and U.S. stocks fell for a fourth straight day—three things lined up together.
On Wall Street, all three major indexes closed lower across the board. The Dow fell 0.6%, the S&P 500 dropped 0.58%, and the Nasdaq slid 0.65%. It marked four straight days of negative closes, the longest losing streak since June. Semiconductors, storage, and optical communications all got hit hard—Micron fell 4.9%, SK hynix dropped 5.2%, and Intel slid 5.57%. Apple, however, held up with a 3.56% gain, standing alone. Chinese concept stocks also took a beating—NIO, Li Auto, and XPeng all ended in the red.
On commodities, WTI crude surged 7% and broke above $100. Brent moved above 107—both back to the highest levels since the outbreak of war. Meanwhile, the Houthis have taken control of Yemen’s Al-Mukha port, and shipping through the Strait of Hormuz is constrained. The market worries that the supply side will face major problems. Gold, however, fell 1.7%, dropping below $4,400, as the stronger dollar weighed on it.
In the bond market, the yield on 2-year U.S. Treasuries jumped 13 basis points in a day, and the 10-year yield hit 4.96%, pressing close to the 5% threshold. PPI came in above expectations, and traders’ bets on another Fed rate hike next week have already surged to 72%.
On the news front, Trump hinted that midterm elections may limit a full-scale escalation against Iran. At a Goldman Sachs meeting, Jensen Huang denied “AI loop financing,” saying, “Put in $1 and get $100 back—does that count as looping?” Oracle surged 8% after the close, with cloud infrastructure revenue doubling. Microsoft plans to triple data center capacity to 38 gigawatts by 2032.
Tonight’s focus is just one thing: the U.S. August CPI. If the data tops expectations, rate-hike expectations will keep heating up—stocks, bonds, and gold all will face pressure. If the data is soft, the market can finally breathe a little.
$CL $KORU $ZEC

US Stock Market Outlook: Inflation concerns resurface; major indexes fall for four straight sessions; oil prices break $100; gold plunges
On Thursday, US stocks were under broad pressure. The S&P 500 fell 0.58%, marking its longest consecutive decline since June. The Nasdaq dropped 0.65%, and the Philadelphia Semiconductor Index fell more than 2%.
Inflation front: US August PPI unexpectedly heated up, accelerating year over year to 5.4% and coming in above expectations. Combined with WTI crude surging 7% to break above $100 per barrel, energy inflation became the key disturbance. Traders’ bets that the Federal Reserve will raise rates by at least 25 basis points next week rose to 75%.
US Treasuries: The 2-year yield jumped 13 basis points in a single day. The 10-year yield touched 4.96%, nearing the 5% mark. The relative valuation appeal of stocks versus bonds fell to the lowest level since 2002.
Stock market reaction: AI-related trades pulled back across the board. Micron fell 4.9%, SK Hynix dropped 5.2%, and Lumentum slid 5.39%. Nvidia fell 2.37%, Intel fell more than 5%, and Oracle dropped 5.38%. Apple rose 3.56% against the trend, becoming one of the few bright spots. Most Chinese concept stocks declined: NIO fell more than 3%, and Li Auto dropped over 2%.
Asset linkages: The US dollar index rose 0.3%, while gold fell 1.7%, dropping below $4,400. Bitcoin fell 1.5%, slipping below $77,000. Industrial metals such as copper and aluminum were broadly pressured as well.
Overall, with oil prices surging and PPI coming in above expectations, the market has entered a highly sensitive window. Friday’s CPI data will be the final checkpoint ahead of the Fed’s decision #加密市场板块连续两日下跌 #比特币金叉确认 #加密前七资产占前百市值92.1% #加密前七资产占前百市值92.1% #美国8月PPI涨幅低于预期 $CL $XAU $BTC

US Stock Closing Summary: Apple Surges Against the Trend, Up 4%; Storage Chip Stocks Plunge
On Thursday, US stocks saw clear divergence: the Dow edged up slightly while the Nasdaq came under pressure. Capital pulled out massively from chip and semiconductor stocks and flowed into large-cap tech shares for a safer haven.
On trading value, Micron ranked first with $25.27 billion, down 4.90%; Apple followed with $22.576 billion, up 3.56%; and Nvidia recorded $22.249 billion, down 2.26%. SpaceX, SanDisk, and Meta took positions four to six.
In terms of price moves, storage chips were the worst hit: SK Hynix fell 5.2%, SanDisk dropped 4.06%, and Micron slid 4.90%. Intel fell 5.57%, Oracle dropped 5.38%, and AMD fell 3.36%. Apple was the standout gainer, up 3.56%; Microsoft inched up 0.16%, and Google rose 0.59%.
On the news front, Apple’s event unveiled the iPhone Duo foldable screen and multiple AI features, which drew a positive market response. Nvidia is under investigation by the Department of Justice, and Huang Renxun responded to “revolving financing” concerns. Microsoft plans to triple data center capacity by 2032 to 38 gigawatts. JPMorgan’s first rating assigned a $245 target price to SK Hynix ADR. Unusually, Kioxia’s CEO publicly said that “memory prices have risen enough,” and the storage sector promptly pulled back.
Overall, the picture suggests funds are rotating from overextended chip stocks into more certain blue-chip names such as Apple. In the near term, watch the PPI data for guidance; in terms of strategy, avoid chasing tops and instead wait for pullbacks—don’t rush to bottom-fish storage chip stocks. #美国8月PPI涨幅低于预期 #美国8月PPI年率升至5.4% #SEC批准得州纳斯达克商品信托新规 #美国续请失业金人数177.4万 #加密市场板块连续两日下跌 $SNDK $SKHYNIX $SKHY

Oracle US stock after-hours up more than 4%. In its first fiscal quarter, cloud infrastructure revenue grew 121%, exceeding expectations, and it raised its full-year performance guidance;

Adobe after-hours fell more than 2%. Its Q3 revenue and profits both beat expectations, but its Q4 guidance is slightly below market expectations.#加密市场板块连续两日下跌 $ORCL $ADBE

Oracle shares surged after hours by 7%$ORCL

Revenue was $19.3 billion, up 30% year over year, while the market expected $19.13 billion.

Adjusted EPS was $1.92, up 30%.

Total cloud business revenue hit a record high: up 62% in U.S. dollars and up 61% at constant exchange rates, reaching $11.6 billion.

Cloud infrastructure (IaaS) revenue increased 121% in U.S. dollars and 120% at constant exchange rates, to $7.4 billion, versus a market estimate of $7.19 billion.

Cloud applications (SaaS) revenue grew 10% in both U.S. dollars and at constant exchange rates, reaching $4.2 billion.

Adobe shares fell 2% after-hours trading.

For its third fiscal quarter, Adobe reported revenue of $6.76 billion, versus analysts’ estimate of $6.70 billion.
Adjusted earnings per share (EPS) for the quarter came in at $6.30, compared with analysts’ expected $6.08.
The company forecast full-year revenue of $26.58 billion–$26.63 billion, up from its prior outlook of $26.5 billion–$26.6 billion.
Full-year adjusted EPS is expected to be $24.45–$24.50, compared with the company’s previous estimate of $24.35–$24.45.
For the fourth fiscal quarter, Adobe expects revenue of $6.8 billion–$6.85 billion, while analysts had forecast $6.85 billion.
Adjusted EPS for the fourth fiscal quarter is expected to be $6.30–$6.35, compared with analysts’ estimate of $6.30.$ADBE

$AAPL Apple rises against the trend, up more than 2%, with the stock price at $321.915.

On the news front: the first foldable iPhone has officially been unveiled. Goldman Sachs believes its pricing strategy and product design are both beyond expectations, with the potential to open up the mass market and bring significant positive momentum to the supply chain in Greater China.

$SPCX SpaceX (SPCX.US) rises more than 3% against the trend during trading; the share price is $152.18

According to news: SpaceX has won a UK government satellite services order of about $40 million. It is the first country outside the U.S. to publicly adopt Starlink

$CL $BTC $SOXL US PPI August data beats market expectations

The decline in the precious metals market widened. Spot gold fell 1.10% to 4,352.03 USD/ounce, while spot silver dropped more than 4% to 64.236 USD/ounce.

International oil prices accelerated higher. WTI crude oil futures rose 4.28% to 100.16 USD per barrel; Brent crude oil futures gained 4.16% to 105.42 USD per barrel. Both hit the highest levels since May 21.

US 30-year Treasury yields rose to 5.34%, the highest since June 2007.

In terms of news, US August PPI同比 increased 5.4% year over year, versus an estimate of 5.3% and a prior value of 4.7%. On a month-over-month basis, it rose 0.4%, matching the forecast of 0.4%. US August PPI slightly exceeded market expectations, leading the market to raise its bets on further Fed rate hikes. #美国8月PPI涨幅低于预期 #美国8月PPI年率升至5.4%

$AVGO Broadcom U.S. stock premarket short-term plunge

News: Broadcom stated that as of August 2, the remaining performance obligations under its Semiconductor Solutions and Infrastructure Software segment contracts are approximately US$179.2 billion, and it expects about 25% of that amount to be recognized as revenue within the next 12 months.

$COPPER COMEX copper futures $Copper futures main contract (2612) (HGmain.US)$ Short-term decline, currently down nearly 4%

U.S. copper concept stocks trade lower before the market open. $Freeport-McMoRan Copper & Gold (FCX.US)$ is down more than 6%, and $Southern Copper (SCCO.US)$ is down nearly 4%

In terms of news: Reuters reports that the White House’s copper tariff plan has stalled.$FCX.US $SCCO.US

US pre-market: storage chips crashed; Apple holds it up alone. We’ll see how today’s PPI data affects things
Brothers, today’s pre-market action is a bit interesting. Dow futures are up 0.37%, Nasdaq futures are actually down 0.02%, and S&P 500 futures are up 0.21%—the three major index futures are swinging around, quite nervously.
Where is the money flowing?
Storage chips got hit across the board today: SK hynix is down nearly 3% in pre-market, Micron is down 0.72%, and Sandisk and Western Digital also slid. Yesterday, SK hynix just hit a new high, and today it’s getting dumped—profit-taking is running faster than a rabbit. AI-related stocks are broadly down too: Marvell is down more than 1%, while Nvidia and Broadcom are slipping modestly.
On the other hand, Apple is up more than 0.8% in pre-market, Meta is up 1.22%, and Google is up 0.31%. Clearly, funds are rotating from chip and semiconductor names into large-cap tech. The momentum from Apple’s post-event still hasn’t faded.
What should we expect from trading today?
Simply put: watch tonight’s 20:30 PPI data. This is the final inflation indicator before the Fed’s next policy meeting, and the market’s rate-cut expectations are still swinging. Also, the ECB will announce its rate decision tonight as well—expectations are for a 25-basis-point hike to 2.5%.
Where’s the attack coming from?
In the short term, funds are avoiding risk. Chip stocks have already run up too much earlier, so taking profits now is completely normal. If you want to press the action, keep an eye on Apple’s supply chain and large-cap tech. Funds are clearly cutting over in that direction. Don’t rush to bottom-pick storage-chip stocks—wait for the PPI data to come out before making a move.$SKHY $BTC $ZEC

US stocks pre-market roundup: Storage chip stocks fall; SK Hynix drops 2.85%; big tech stocks trade mixed

Ahead of the US market open, futures for the three major stock indexes moved in different directions, with Dow futures up 0.37%. Storage chip stocks all fell, with SK Hynix down 2.85%. International oil prices edged higher, while gold and silver prices rose.
Dow futures up 0.37%

Ahead of the US market open, futures for the three major stock indexes traded mixed: Dow futures up 0.37%, Nasdaq futures down 0.02%, and S&P 500 index futures up 0.21%.

Big tech stocks traded mixed pre-market: Meta up 1.22%, Amazon up 0.16%, Google up 0.31%, Apple up 0.81%, Nvidia down 0.25%, Microsoft up 0.01%, and Tesla down 0.51%.

Storage chip stocks fell across the board pre-market: SK Hynix down 2.85%, Micron Technology down 0.72%, Seagate Technology down 0.67%, SanDisk down 0.52%, and Western Digital down 0.47%.
International oil prices rise slightly

On the 10th, international oil prices edged higher. WTI crude futures rose 0.24% to $96.28 per barrel; Brent crude futures rose 0.13% to $101.34 per barrel.

Gold and silver prices rise
On the 10th, gold and silver prices rose. London spot gold rose 0.25% to $4,411.61 per ounce; London spot silver rose 0.09% to $67.322 per ounce.

US media: A senior White House official says the US-Iran conflict may last until the end of Trump’s term
According to a report by the US’ The Wall Street Journal on the 9th, a senior White House official privately told President Donald Trump that the US-Iran conflict could continue until his presidency ends.

Canadian economist: The Canada–US trade war stems from structural troubles in the US itself
Canadian economist Julien Caragecyan (朱利安·卡拉盖西安) said recently that the root of the current Canada–US trade war lies in the internal structural difficulties brought about by the US’s long-term “deindustrialization.” Tariff measures not only fail to address the US’s own deficits and debt problems, but would instead cause far-reaching damage to the supply chains and related industries of both sides.$CL $SNDK $SOXL

Can you go long on this BNC pullback in US stocks?

What exactly is the relationship between BNC, Binance, and BNB?
BNC is that US-listed company, CEA Industries. It used to deal with agricultural equipment, but now it’s reinvented itself as a “BNB hoarder.” It holds more than 510,000 BNB—worth roughly $300 million. If you buy it, it’s basically like buying BNB, got it.
What’s the logic behind this rally?
Just two words: cheap. It was dumped too hard before. The company’s market cap is still less than half the value of the BNB it holds—effectively a half-price clearance sale. On top of that, the community keeps shouting “buybacks and burning,” and once bbBNC’s value-capture story spread, short-term capital rushed in immediately.
How should you look at the direction?
BNC went from 3.49 to 5.58—up more than 50% in a few days—with trading volume exploding by 100x. But on Tuesday it collapsed by 15.62% straight down, closing at 4.43. Anyone chasing higher has already been trapped.
Can you enter on the pullback?
Lock onto support at 4.4. Jiang Zhuoer already tested a 5% position around 4.5. The logic is that mNAV is only 49%, so it’s buying BNB at half price. But this is value arbitrage—not a short-term, life-or-death gamble. If it drops near 4, you can try a small position. If it breaks below 4, get out. Don’t go all-in—this stock is brutally volatile.
BNB is the lifeline. If BNB can’t hold, then BNC is just a castle in the air. $BNB $BNC $BNC

#布伦特原油突破100美元 Before the midterm elections, how will oil prices and U.S. Treasuries move?
The U.S. midterm elections are coming on November 3. Right now, the two most exciting assets in the market—oil and U.S. Treasuries—I’ll share my view with you.

The Iran war has been going on for seven months and still hasn’t stopped. Transit through the Strait of Hormuz has fallen from 21.6 million barrels per day before the war to 4.9 million barrels per day, and Brent has already broken above $100.

Trump says “oil prices will plunge after the election,” but Wall Street doesn’t believe it at all—Goldman Sachs warns that if output is still short by 4 million barrels per day in 2027, oil prices could surge to $120. The EIA has also raised its oil price forecasts for this year and next year. In plain terms, before the election, the supply gap can’t be filled, so oil prices are more likely to rise than fall.

As for U.S. Treasuries, yields are moving up. The 10-year has already jumped to 4.85%, the highest since 2023. HSBC has just raised its forecast for Treasury yields, believing the Federal Reserve may turn more hawkish. The logic is simple: higher oil prices -> inflation expectations don’t come down -> expectations for rate cuts cool off -> long-end interest rates come under pressure.

So what’s the direction? Before the election, these two are likely to be: oil prices fluctuating with an upward bias, and Treasury yields oscillating at high levels. The probability that Democrats could sweep both chambers has already risen to 50%, and Bank of America warns this could burst the AI bubble. $CL $BZ $SOXL #欧盟扩中央联络点框架至加密服务商 #伊朗称已准备升级对美战争 #美国10年期美债收益率创2023年11月新高 #美国ADP周度就业人数增1.2万人

Oracle and Adobe announced results tonight! Options market has doubled down—how to look at the direction?
After the close tonight, Oracle and Adobe will both report earnings, and the options market has already been pricing in the move ahead of time.
On the Oracle side, implied volatility in the options is over 12%, with bets placed on a stock price range of $140 to $180. Bullish sentiment is concentrated around the $175 strike price, which is about 8% higher than Tuesday’s closing price. But the issue is that Oracle is down nearly 20% this year—capital expenditures are too high and free cash flow is negative. What the market really wants to see isn’t just order accumulation, but whether OCI growth can climb into triple digits and whether orders can turn into real cash revenue.
Adobe is even worse: down 24% this year, with only 1 buy rating among 9 of the latest Wall Street ratings. The options market is pricing in a market-cap move of about $7.4 billion. The key question is: AI users are surging, but paid conversion isn’t keeping up—the market is waiting for an answer.
In terms of direction, what Oracle is really betting on is the timing of AI order fulfillment—if they get it right, the upside could be large. For Adobe, it needs to prove that AI can turn into revenue; otherwise, pressure will continue. $ORCL $ADBE #美国10年期美债收益率创2023年11月新高

$TSM TSMC's revenue is too strong
TSMC: August revenue was NT$514.806 billion, up 10.1% month-over-month and up 53.3% year-over-year.

Global Market Outlook: Oil Prices Break $100 as U.S. Treasury Yields Soar—What Is the Market Afraid Of?
Last night’s market was not looking great again. All three major indices fell— the Dow dropped 0.77%, the S&P 500 fell 0.48%, and the Nasdaq declined 0.64%, marking a third straight trading day of losses.
In plain terms, the market is worried about two things right now: one is oil prices, and the other is U.S. Treasuries. After months, Brent crude has once again climbed back above $100. Meanwhile, fighting on the Iran–Israel side is escalating. Iranian officials have signaled they are preparing for even more intense hostilities, and the supply side could be disrupted at any moment. Once oil rises, inflation expectations don’t cool down, and Fed rate cuts become even less realistic.
On the other side, the yield on the 10-year U.S. Treasury has surged to 4.86%, a nearly three-year high. The Treasury Department wants to repurchase long-dated bonds to stabilize the market, but the $6 billion scale simply didn’t get the market’s buy-in—triggering another round of selling.
As for individual stocks, Meta stood out, jumping more than 6%. Its newly released AI agent, Muse, can independently handle emails and schedule meetings—investors are clearly buying it. Apple’s event, on the other hand, was lively: the first foldable iPhone, the iPhone Duo, made an appearance with a China price starting at RMB 15,999, and the top configuration at RMB 26,000. It was touted as the most expensive iPhone ever. Still, the stock price closed down slightly—-0.28%, a typical case of “good news coming in and selling off right after.” Storage-related stocks bucked the trend. SK Hynix ADR surged 7%, hitting a new listing high. The AI storage theme is still holding strong.
Today, key things to watch are: the ECB interest rate decision, U.S. PPI data, initial jobless claims, and EIA crude oil inventories. Whether oil prices can hold steady and whether Treasury yields keep spiking will directly determine how risk assets move in the near term.
What the market is trading now is “stagflation expectations.” With oil prices staying elevated and Treasury yields surging, valuation pressure is high.
$BTC $CL $XAU
#苹果发布首款折叠屏手机 #美国10年期美债收益率创2023年11月新高 #美财政部拟回购最多60亿美元国债 #布伦特原油突破100美元 #美国ADP周度就业人数增1.2万人