In the middle of a livestream, Binance delivers a gift straight to your hands 😭🖤
Such a huge surprise during the live — this feeling is truly indescribable. Thank you so much Binance and Binance Vietnam for the gift and for your support for the creators. 🫶
But because this could be one of the craziest vehicles ever to be commercialized.
⚡ 0 → 60 mph in under 2 seconds 🚀 Rocket thrusters — yep, rocket thrusters on a car. 🏎️ A new-generation Roadster design — looks like a concept car that stepped straight onto the street.
And what makes me want it the most?
It doesn’t look like a vehicle built to be practical.
It’s made so you open your garage door, look at it for a few seconds, and think:
Don’t start the story with “What will the Fed do?”.
Start with a scarier question:
If the Fed really hikes by 25bp, how will your assets be repriced? ⚠️
BTC could be sold. Tech stocks could get compressed P/E multiples. Gold might not rise right away either—because the first shock could be the USD strengthening and yields moving higher together.
But here’s the part that matters most:
A Fed hike isn’t scary because it’s 25bp. It’s scary if 25bp is just the first shot.
And the market is starting to price in that exact scenario.
Core CPI rose 0.3% MoM in August, while the probability of a 25bp Fed hike this week has moved close to 90%.
So the question is no longer “Will the Fed hike or not?”
👉 Instead, it’s: “After this hike, how many more times will the Fed have to hike?”
If this is the start of a new tightening cycle, BTC, Nasdaq, and gold will enter three entirely different games.
I won’t chase the first pump. I’ll wait to see how liquidity reacts after the Fed’s decision.
🧠 A unique moment/experience — cannot be mass-produced.
🎨 A one-of-a-kind artwork/object — supply can be fixed at 1.
🌍 Land in a specific location — extremely scarce, but not completely fixed because it can be reclaimed from the sea, improved…
🪙 Bitcoin — maximum supply of 21 million BTC, cannot be issued arbitrarily.
As for gold, silver, real estate, stocks… none of them are absolutely inflation-proof in terms of supply. Gold can still be mined; stocks can be issued more; properties can be built
☠️ OIL ATH IS GETTING CLOSER. BTC SHOULD PAY ATTENTION.
Brent just hit $109.97 before pulling back. Saudi Arabia has temporarily shut its East-West pipeline, while Houthi forces have tightened their grip around Bab el-Mandeb.
The IEA now expects global oil supply to fall 5.7M barrels/day — ~6% in 2026.
And the scary part?
🛢️ Brent ATH: ~$147.50 🔥 Current zone: $105–110
We are already approaching 75% of the historical ATH.
If Hormuz + Bab el-Mandeb remain disrupted, the day oil breaks its ATH may not be that far away.