橙子Joyce
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橙子Joyce
价值投资者:以十年为单位投资美股及BTC.ETH.BNB.SOL.推特X:@Joyce88ai
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August 9, Cathie Wood: Bitcoin and stablecoins are likely to be the two biggest beneficiaries of the smart-agent business transformation. “Wood Lady” Cathie Wood believes that the latest employment report may look concerning on the surface, but the reality is not as bad as it seems. What truly matters is the economic shift behind the employment data. Currently, the U.S. federal budget deficit as a share of GDP is 5.6%. She believes this level is similar to the early 1980s under Reaganomics; if productivity and technology adoption continue to accelerate in line with ARK’s expectations, the ratio could come close to 5% by year-end. The bigger risk in the future may not be inflation, but deflation—especially for companies that fail to adopt AI and productivity tools.
In oil, an oversupply is taking shape. After the UAE exited OPEC in May, its production rose to a historical high. Cathie Wood believes oil prices could fall significantly and views this as a deflationary driver for most regions of the world. At the same time, capital expenditures have already broken out of the range seen over the past 30 years. She believes market concerns about an AI bubble are exaggerated, and that the market is still in the early stage of a technological revolution.
In crypto assets, Cathie Wood says that Bitcoin’s performance relative to gold is stabilizing again, and she believes that both Bitcoin and stablecoins could be the two primary beneficiaries of the smart-agent business transformation.
In oil, an oversupply is taking shape. After the UAE exited OPEC in May, its production rose to a historical high. Cathie Wood believes oil prices could fall significantly and views this as a deflationary driver for most regions of the world. At the same time, capital expenditures have already broken out of the range seen over the past 30 years. She believes market concerns about an AI bubble are exaggerated, and that the market is still in the early stage of a technological revolution.
In crypto assets, Cathie Wood says that Bitcoin’s performance relative to gold is stabilizing again, and she believes that both Bitcoin and stablecoins could be the two primary beneficiaries of the smart-agent business transformation.
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On August 9, according to CME’s “Fed Watch” data, the probability that the Federal Reserve will keep interest rates unchanged in September is currently 55.6%, while the probability of a 25-basis-point rate hike is 44.4%.
Institutional analysis points out that, after the U.S. CPI is expected to decline 0.4% month-over-month in June, markets generally expect it to rise 0.1% month-over-month in July. Excluding fuel and food, the core CPI is expected to be 0.2% month-over-month and 2.5% year-over-year, the smallest year-over-year increase since February. After the release of a weak July nonfarm payrolls report on Friday, slower inflation growth may help ease the Federal Reserve’s internal inflation concerns. Previously, at the July 29 meeting, three officials voted in favor of a rate hike.
The CPI report may show that pressure from energy-related prices has eased. This pressure had surged sharply in the months following the end of February, when the U.S. went to war with Iran. In early July, retail gasoline prices fell to their lowest level in nearly four months, then rebounded by the end of the month to above $4 per gallon. The report may also show that airfares have declined as jet fuel costs move toward stabilization.
Institutional analysis points out that, after the U.S. CPI is expected to decline 0.4% month-over-month in June, markets generally expect it to rise 0.1% month-over-month in July. Excluding fuel and food, the core CPI is expected to be 0.2% month-over-month and 2.5% year-over-year, the smallest year-over-year increase since February. After the release of a weak July nonfarm payrolls report on Friday, slower inflation growth may help ease the Federal Reserve’s internal inflation concerns. Previously, at the July 29 meeting, three officials voted in favor of a rate hike.
The CPI report may show that pressure from energy-related prices has eased. This pressure had surged sharply in the months following the end of February, when the U.S. went to war with Iran. In early July, retail gasoline prices fell to their lowest level in nearly four months, then rebounded by the end of the month to above $4 per gallon. The report may also show that airfares have declined as jet fuel costs move toward stabilization.
@Follow the live stream room
@奋斗1688
is speaking[LIVE] 🎙️ 🚀 Primary Market Wealth Sharing Session is in full swing, come get the Airdrop,BNB
1k listens
@Ride the Sunshine
乘风Sunshine
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In the past few days, we’ve been working on promotion and publicity for #USD1 . Everyone’s辛苦了—take a good rest. Love you all. @Jiayi Li @Jiayi助手
1
阿波罗1111
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🌜In the deep of night, may your thoughts find peace,
rest well—everything has its time to return 🌙
rest well—everything has its time to return 🌙
@Lily Xueli
Lily雪莉呀
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The deaf man says that cannons don’t make sound; the blind man says that lamps don’t light. The lame man says that cannons do sound and lamps do light—it's just that the road is uneven.
@Superman Won't Fly 2020
@超人不会飞2020
is speaking[LIVE] 🎙️ Superman’s loving family—Superman’s BTC/ETH order book discussion (8.10)
9.4k listens
@Sankt-s Lucky1688
圣克斯Lucky1688
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We hit 5k fans! This is my second红包 post—Thanks everyone! Thanks 1688! Thanks lucky! Thank every one of you in Binance Square! Wishing you all make money every day, be lucky every day! Whatever you buy goes up! Bull surround!
@Starting from 0 on 1688
从0开始1688
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Microsoft is short on computing capacity—Musk makes up for it? SemiAnalysis: SpaceX may add over 10GW of capacity in 2027; ARR could reach $300 billion
SpaceX is transitioning to become a provider of ultra-scale computing power at a pace far exceeding market expectations.
A recent report from research firm SemiAnalysis says SpaceX could add more than 10GW of computing capacity by the end of 2027, potentially unlocking up to $300 billion in annual recurring revenue (ARR), with Microsoft becoming its largest customer.
Previously, at SpaceX’s first earnings call, Musk announced the company’s “conservative” goal for 2027: to build and deliver 6 to 8GW of incremental compute capacity in a single year, with upside potentially exceeding 10GW. Based on a capital expenditure of $50 billion per GW, this implies 2027 capex could reach between $300 billion and $500 billion—on par with expected investment levels from AWS and Google. For a company whose profitability still lags far behind mainstream hyperscale cloud providers, this is a figure that has shocked the market.
A recent report from research firm SemiAnalysis says SpaceX could add more than 10GW of computing capacity by the end of 2027, potentially unlocking up to $300 billion in annual recurring revenue (ARR), with Microsoft becoming its largest customer.
Previously, at SpaceX’s first earnings call, Musk announced the company’s “conservative” goal for 2027: to build and deliver 6 to 8GW of incremental compute capacity in a single year, with upside potentially exceeding 10GW. Based on a capital expenditure of $50 billion per GW, this implies 2027 capex could reach between $300 billion and $500 billion—on par with expected investment levels from AWS and Google. For a company whose profitability still lags far behind mainstream hyperscale cloud providers, this is a figure that has shocked the market.
@Burning View
灼见
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🚨 Crypto regulation is back in the spotlight — and the market is watching closely.
The CLARITY Act’s Senate voting process has been delayed again, but that doesn’t mean the story is over.
For the crypto market, what’s truly worth watching isn’t “when the vote happens,” but which direction the U.S. regulatory framework will ultimately move toward.🏛️
If the regulatory environment becomes even clearer, institutional capital entering the crypto market could gain confidence; however, before the final outcome is finalized, market sentiment may still swing back and forth, and short-term volatility is something to watch closely.
📊 Next, I’ll focus on:
🔹 The progress of the CLARITY Act going forward
🔹 Whether BTC can maintain the current market structure
🔹 Whether ETH and major altcoins see rotation of capital
🔹 Whether regulatory news further impacts market sentiment
News is only a catalyst—prices ultimately have to be validated by capital flows and market consensus.
Now the question is👇
🔥 If U.S. crypto regulation becomes clearer, who do you think benefits first: BTC, ETH, or Altcoins?
Drop your answer and the reasons behind it.
Let’s see where market consensus points this time.👀
#BTC #ETH #Crypto #CLARITYAct #Bitcoin #altcoins #BinanceSquare #CryptoNews
The CLARITY Act’s Senate voting process has been delayed again, but that doesn’t mean the story is over.
For the crypto market, what’s truly worth watching isn’t “when the vote happens,” but which direction the U.S. regulatory framework will ultimately move toward.🏛️
If the regulatory environment becomes even clearer, institutional capital entering the crypto market could gain confidence; however, before the final outcome is finalized, market sentiment may still swing back and forth, and short-term volatility is something to watch closely.
📊 Next, I’ll focus on:
🔹 The progress of the CLARITY Act going forward
🔹 Whether BTC can maintain the current market structure
🔹 Whether ETH and major altcoins see rotation of capital
🔹 Whether regulatory news further impacts market sentiment
News is only a catalyst—prices ultimately have to be validated by capital flows and market consensus.
Now the question is👇
🔥 If U.S. crypto regulation becomes clearer, who do you think benefits first: BTC, ETH, or Altcoins?
Drop your answer and the reasons behind it.
Let’s see where market consensus points this time.👀
#BTC #ETH #Crypto #CLARITYAct #Bitcoin #altcoins #BinanceSquare #CryptoNews
#1688 family
周周1688
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Began with Binance, stayed true to our hearts❤️
$BNB 🧧🧧
Amid the noise of the market, we’re always each other’s quiet harbor. No questions about profit or loss—only concern for warmth and coldness. No matter the行情, only protection.
May all the gentleness in this world arrive as promised within this sisterhood!@大丽7613
#1688家族family
$BTC $ETH
$BNB 🧧🧧
Amid the noise of the market, we’re always each other’s quiet harbor. No questions about profit or loss—only concern for warmth and coldness. No matter the行情, only protection.
May all the gentleness in this world arrive as promised within this sisterhood!@大丽7613
#1688家族family
$BTC $ETH
@DK short-term retracement
DK短线复刻
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The market is cultivation, trading is mindset. May you keep your sharpness and calm in the midst of the noise, and achieve precision and decisiveness in every move. You don’t need to be fully loaded every time—just advance step by step, building your way forward. Wishing you smooth trading, a consistently rising account, and the chance to meet a better version of yourself through the compounding of wealth.🎁🎁🎁
go
BILLIONAIRE_GAME
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🚨 BIG MOVE FOR CRYPTO 🚨
🫵Crypto Regulation Enters a New Era?
The U.S. Senate just advanced a landmark crypto bill before heading into recess — and this could be one of the most important steps for the market in a long time.
Why it matters:
• clearer rules for digital assets
• better regulatory visibility
• more confidence for builders, traders, and institutions
Crypto does not need more noise.
It needs clarity.
And if the Clarity Act keeps moving forward, the next phase for crypto could be very different from the last one.
Do you think this is a bullish signal for the market? 👇
#crypto #bitcoin #BinanceSquare #CryptoNews #ClarityAct
$TUT $CYS $BTC
🫵Crypto Regulation Enters a New Era?
The U.S. Senate just advanced a landmark crypto bill before heading into recess — and this could be one of the most important steps for the market in a long time.
Why it matters:
• clearer rules for digital assets
• better regulatory visibility
• more confidence for builders, traders, and institutions
Crypto does not need more noise.
It needs clarity.
And if the Clarity Act keeps moving forward, the next phase for crypto could be very different from the last one.
Do you think this is a bullish signal for the market? 👇
#crypto #bitcoin #BinanceSquare #CryptoNews #ClarityAct
$TUT $CYS $BTC
@Time_undeniable
时光_势不可挡
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Forecast predict receives $BNB 🧧🧧
The real gap is not in talent, but in the fact that while others stop, you keep moving forward. No matter what you do, you must persist and have unwavering conviction. As long as the direction is right, I believe success will surely meet you unexpectedly.
The real gap is not in talent, but in the fact that while others stop, you keep moving forward. No matter what you do, you must persist and have unwavering conviction. As long as the direction is right, I believe success will surely meet you unexpectedly.
@生蚝哥Oyster
生蚝哥Oyster
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BullishKey Market Events This Week｜Big CPI Release Looms, AI Compute Earnings Cluster
On August 10, after last week’s U.S. employment data came in below expectations and boosted market expectations for interest-rate cuts, this week’s market focus will center on the U.S. July inflation data. The outcome will directly influence the Federal Reserve’s subsequent policy direction.
Meanwhile, the semiconductor earnings season is entering its final stretch. Multiple leading companies in the optical module and AI compute sectors are releasing results in a concentrated manner, and are worth close tracking.
This Week’s Key Events at a Glance
Monday
• Bank of Japan releases a summary of opinions from monetary policy meeting committee members for July
• UCloudTech (Yushu Technology) begins its Sci-Tech Innovation Board IPO application: issue price at RMB 150.8 per share; planned issuance of 40.4464 million shares, representing 10% of total shares after issuance; 500 shares per lot; the amount payable per lot is approximately RMB 75,400
Tuesday
• U.S. ADP private employment data (for the week ended July 25)
Wednesday
• After-hours U.S. stocks: Optical module company Lumentum and AI compute leasing leader CoreWeave release earnings and hold a conference call
• U.S. July CPI and core CPI inflation data
• EIA U.S. crude oil inventory data (for the week ended August 7)
Thursday
• After-hours U.S. stocks: Cisco (CSCO) and Coherent report earnings and hold an earnings call
• Initial jobless claims in the U.S. (for the week ended August 8) and July PPI (Producer Price Index)
• Cleveland Fed President Mester and Richmond Fed President Barkin deliver economic remarks in sequence
Friday
• After-hours U.S. stocks: Semiconductor equipment giant Applied Materials (AMAT) holds an earnings conference call
• U.S. July retail sales (month-over-month)
• University of Michigan preliminary consumer sentiment for August, 1-year inflation expectations, and June business inventories (month-over-month)
On August 10, after last week’s U.S. employment data came in below expectations and boosted market expectations for interest-rate cuts, this week’s market focus will center on the U.S. July inflation data. The outcome will directly influence the Federal Reserve’s subsequent policy direction.
Meanwhile, the semiconductor earnings season is entering its final stretch. Multiple leading companies in the optical module and AI compute sectors are releasing results in a concentrated manner, and are worth close tracking.
This Week’s Key Events at a Glance
Monday
• Bank of Japan releases a summary of opinions from monetary policy meeting committee members for July
• UCloudTech (Yushu Technology) begins its Sci-Tech Innovation Board IPO application: issue price at RMB 150.8 per share; planned issuance of 40.4464 million shares, representing 10% of total shares after issuance; 500 shares per lot; the amount payable per lot is approximately RMB 75,400
Tuesday
• U.S. ADP private employment data (for the week ended July 25)
Wednesday
• After-hours U.S. stocks: Optical module company Lumentum and AI compute leasing leader CoreWeave release earnings and hold a conference call
• U.S. July CPI and core CPI inflation data
• EIA U.S. crude oil inventory data (for the week ended August 7)
Thursday
• After-hours U.S. stocks: Cisco (CSCO) and Coherent report earnings and hold an earnings call
• Initial jobless claims in the U.S. (for the week ended August 8) and July PPI (Producer Price Index)
• Cleveland Fed President Mester and Richmond Fed President Barkin deliver economic remarks in sequence
Friday
• After-hours U.S. stocks: Semiconductor equipment giant Applied Materials (AMAT) holds an earnings conference call
• U.S. July retail sales (month-over-month)
• University of Michigan preliminary consumer sentiment for August, 1-year inflation expectations, and June business inventories (month-over-month)
@OrangeJoyce
CC 程程 BNB
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Baby in this world where it doesn’t spit out bones 🌍 I’ve worked my way here on my own—how could there be no rules and a sense of boundaries? On the contrary, it’s because I have too strong a sense of boundaries that I’ve ended up like this… Your “standard answers” are yours. I’ll do my best to meet them, and work toward your direction. Whatever the result is, leave it to time. Haha—come on! In a few days, we’ll keep drawing lots for everyone. Send red envelopes 🧧🧧
@520 Dragon Rides Through the World
520龙行天下
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Luffy Community 1piece and the One Piece Trading Coin Binance Square AMA Special
Unpacking the wealth code: the core highlights of 1piece and One Piece 🔥🔥
Tonight from 20:30-24:30, tune in to the 520 Dragon Walks in the World live room
$BTC $BNB$SOL 🧧🧧
Unpacking the wealth code: the core highlights of 1piece and One Piece 🔥🔥
Tonight from 20:30-24:30, tune in to the 520 Dragon Walks in the World live room
$BTC $BNB$SOL 🧧🧧
@英鸿³³₇
英鸿³³₇
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$yourself Dear babies, the free air-drop benefits are back! Everyone remember to come warm up the event—it's a full week of ongoing promotions. #Bitcoin ETF weekly net inflow was $853 million
@Follow the streamer’s live room
英鸿³³₇
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[Replay] 🎙️ Let's talk about the first-tier market gold standard—what do you know? bnb
02 h 14 m 09 s · 9.7k listens
@Dali7613
大丽7613
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$SOL
Narrative on the sol chain
Narrative on the sol chain
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