老腊肉1688-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！

#ZEC续刷历史新高 The ZEC ETF is still surging
Meanwhile, ZEC continues to break through record highs
It's almost at 1100 $ZEC

$SNDK $CBRS $SKHY AI trading concept continues to strengthen

SanDisk and Cerebras Systems surged 11%, SK Hynix rose over 6%, Micron rose over 4%, CoreWeave rose 5%, and NEBIUS rose over 3%.

$ARM U.S. stock prices rose nearly 4% during trading
According to Korean media Greened.kr, Samsung Electronics has joined forces with Arm to officially begin joint development of edge AI chips
According to today’s semiconductor industry news, Arm approved at the end of August the allocation of a one-time engineering fee for developing the next-generation edge AI SoC chip, and has officially launched the project with Samsung Electronics.$ARMB

#美国8月新增就业16.2万近预期三倍 U.S. optical communication stocks rose collectively
Astera Labs surged nearly 12%, Coherent rose more than 5%, AAOI rose more than 4%, Corning rose nearly 4%, and Lumentum and Marvell Technology rose more than 3%.$AAOI $LITE $COHR

On non-farm payrolls night, Bitcoin cracked 80k and then gave way. Can you short now?
Guys, after the NFP data came out hot, crypto assets came under pressure across the board. Payrolls came in at 162k, far above expectations, and the rate-hike probability rebounded from 50% to 60%, sending Bitcoin below 80k on the spot.
So the question is: with ETFs seeing a net inflow of 700 million yesterday and no price lift, can you short now?
Yesterday BTC briefly pushed above 82k, mainly thanks to Waller turning dovish and the rate-hike expectation dropping from 63% to 50%. But NFP brought the logic back to square one. Whether there will be a rate hike in September now depends entirely on next week’s CPI, and the market is still betting on it.
Why didn’t ETF inflows push prices up? Because this round of the move from 63k to 80k was mainly driven by a short squeeze and spot buying, with $3 billion of shorts wiped out. The short-squeeze momentum has been mostly exhausted, and now we’re in a dense supply zone between 81k and 86k. To go higher, you’d need sustained real-money buying, but over the first three days of September ETFs actually saw net outflows. This is a classic case of "price attempting a breakout, but spot demand failing to keep up"—a divergence worth watching.
As for direction, the risk-reward on a short does look decent. Jiang Zhuoer fully exited at 82050, arguing that the consolidation period was too short and that resistance at 83000-84000 would be hard to break through in one shot. On the downside, the first line of defense is 78000; only if that breaks can we confirm this rebound has ended. Then look at 75000-76000, with the key support at 71800-72000.$BTC $ETH $ZEC
#比特币ETF创1月以来最大单日流入 #比特币以太坊触及数月高点 #美国8月新增就业16.2万近预期三倍 #美国8月非农数据今日公布 #美国初请失业金人数升至20.6万

#美国8月新增就业16.2万近预期三倍 Grayscale’s ZEC ETF is already live. Has the hype played out? Can we short it now?

First, the core question: Grayscale’s ZCSH is the spot ETF for Zcash (ZEC). It was officially listed on NYSE Arca on August 25 and is the first U.S. spot ETF for a privacy coin.

But this wave of "expectation"-driven momentum is most likely already over. Before and after the listing, ZEC surged from $510 to over $850, a gain of 66%, hitting an eight-year high — a classic "buy the rumor, sell the news" move.

On the listing day, it immediately sold off with a big bearish candle. Although it has since bounced back to around $1,000, the daily RSI is still in overbought territory above 70, and longs are extremely crowded.

As for ETF fund flows, Bitcoin ETFs are still attracting capital, but altcoin ETFs like Ethereum and Ripple have already started seeing outflows. ZCSH has just launched, and its 2.5% management fee is 5 to 10 times higher than BTC ETFs, so the willingness of institutions to allocate at scale is questionable.

Short sellers have already been squeezed once, and 94% of liquidations in the past 24 hours were short positions. In the short term, if ZEC fails to hold above $1,000, it could retest $935 or even $775.$ZEC #比特币ETF创1月以来最大单日流入 #美国8月平均时薪同比增3.1% #美国8月非农数据今日公布 #美国初请失业金人数升至20.6万

U.S. semiconductor stocks strengthened, with the Philadelphia Semiconductor Index expanding gains to over 3%,
NVIDIA rose more than 2.5%, with its share price approaching a record high;
Applied Materials and ASML rose more than 4%, Micron Technology and Marvell Technology rose nearly 4%, Intel and AMD rose nearly 3%, and TSMC rose more than 2%.$SOXL $NVDA $SNDK

U.S. nonfarm payrolls increased by 162,000 in August, well above expectations; the unemployment rate was 4.1%, in line with expectations

After the U.S. nonfarm payrolls data were released, traders stepped up bets on a Federal Reserve rate hike in September. U.S. stock index futures slipped in the short term, with S&P 500 futures down 0.17% and Dow futures down 0.24%; U.S. Treasury yields rose sharply, with the 10-year Treasury yield up nearly 2 bp; spot gold fell below $4,400/ounce.

U.S. Treasury yields rose; the 10-year U.S. Treasury yield was last up 3.02 basis points at 4.792%.#美国8月非农数据今日公布 $BTC $XAU

$ETH

$MarsCoin completed the contract then moved to spot
Is this the final wave?
All expectations have been fulfilled

Hot US stock bull stock recap: Besides AI, these stocks have also gone crazy #CLARITY法案面临延迟参议院减少8个投票日 #众议院促参议院推进CLARITY法案 #美国10年期国债收益率创2023年11月新高

This week, the indices inched up slowly, but the individual stock action was truly exciting. The Dow, S&P 500, and Nasdaq all rose by less than 1%, but a few stocks moved entirely on their own.

Robinhood (HOOD) went wild this week, up nearly 20%. The main reason is that its on-chain Gas fees shot straight to $4.45 million, more than Ethereum, Solana, and Tron combined, setting a new all-time high. And the market is betting that its prediction market business is about to explode—football season is coming, and institutional forecasts say just in Q3 and Q4 it could bring in $320 million in revenue. That story checks out, and investors are buying in.
Circle (CRCL) rose 18%+, riding the crypto sector rally as stablecoin issuers directly benefit from rising coin prices and increased trading activity.
Strategy (MSTR) was up nearly 14%—same familiar script: when Bitcoin rises, it rises even more, with leverage clearly amplifying the move.
Dell (DELL) climbed 13%. Demand for AI servers remains strong, and the market’s reaction after its earnings report is still playing out.
Bloom Energy (BE) jumped nearly 12%, mainly tracking the momentum of expectations around a potential S&P 500 inclusion. The prediction market gives it a 46% chance of being included, ranking it first. $HOOD $CRCL $MSTR

#adobe宣布换帅股价盘前跌3% Can a change of CEO save it? Adobe down 3% premarket—what is the market worried about? Among AI software stocks, what’s still worth going long?
Adobe is down 3% premarket. Superficially, it looks like a CEO switch. In reality, the market is pricing in a deeper concern—can legacy software giants successfully transition in the AI era?
The outgoing CEO spent 18 years taking Adobe from boxed software to the cloud. Now it’s his time to step back. The new CEO is an internal executive who leads enterprise business and has experience with AI transformation. But the market isn’t buying it. Why? Because the successor is not the person previously favored to lead the Figma acquisition. Investors feel that with someone more focused on the enterprise side, it’s doubtful whether the creative business can keep up with the AI pace.
The deeper logic is that Adobe’s stock has been falling for the past three years. It dropped 25% in 2024, another 21% in 2025, and it’s still down 18% from 2026 to date. Investors worry that generative AI tools will erode the market for traditional subscription software. Changing the CEO won’t solve that structural anxiety by itself.
As for what AI software stocks you can still go long on, I think you need to switch your mindset to the logic of “monetizing AI.” At least, as Furie (as cited) sees it, platform giants like Microsoft, Amazon, and Google are worth attention, along with data enablers like Snowflake, network security like Palo Alto Networks, and a contrarian pick like Intuit. These companies have decades—40 years—of data accumulation, and the market’s fear of AI disruption looks excessive.
Put simply: don’t touch companies that are still in the “telling a story” phase. Look for businesses with data moats that can truly make money by selling AI. $ADBE $MSFT $SNOW

#比特币以太坊触及数月高点 Bitcoin and Ethereum surged back to prior highs—what exactly is being traded? How should positions be handled before the NFP data is released?
Over the past couple of days, BTC and ETH have both been on a roll again. Bitcoin pushed straight back above 81,000, and Ethereum also surged to around 2,500.

The core driver is Waller’s dovish remarks, which knocked the September rate-hike expectations from nearly 70% down to 50%. What the market is trading right now is the logic of "rate-hike expectations cooling off + a weaker US dollar." Funds are flowing back into risk assets.

But has the sentiment already fully played out? Looking at the Fear & Greed Index, it’s at 73—currently in the "Greed" zone. Also, there’s a signal worth paying attention to: altcoin ETFs saw their first net outflow in nearly two weeks. On the BTC side, inflows have also started to come in intermittently rather than the mindless buy-buys we saw before. This suggests the willingness to chase higher prices is weakening, and short-term profit-taking has picked up.

Tonight the NFP will be released, and then it’s the weekend. Liquidity is famously thin on weekends—order books are thinner, and volatility can get amplified. My approach is: I won’t add to positions before the NFP lands. If the data comes in as expected or even weaker, the market might surge again. But as it gets close to the close, I will actively reduce long exposure—especially leveraged trades. I don’t bet on weekend headlines; I’ll wait for next week’s CPI for a clearer opportunity. $BTC $ETH $XRP #美国8月非农数据今日公布

U.S. pre-market: Storage-chip stocks generally rise
SanDisk up more than 2%; most of the healthcare and biotech sector falls, with Novo Nordisk down more than 1%; international oil prices edge down slightly, while gold and silver prices rise.

S&P 500 index futures slightly up, Dow futures down 0.02%, Nasdaq futures up 0.44%, and S&P 500 index futures up 0.09%.

Major tech stocks diverge pre-market: Nvidia up 0.94%, Amazon up 0.41%, Google up 0.18%, Tesla down more than 1%, Meta up more than 0.3%, Apple down 0.35%, and Microsoft down 0.43%. The storage-chip sector rises across the board, with SanDisk up more than 2%. SK hynix, Micron, Seagate, and Western Digital are all up more than 1%.

Most of the healthcare and biotech sector declines. Johnson & Johnson is up 0.01%, AstraZeneca down 0.36%, Novo Nordisk down more than 1%, and Pfizer down 0.37%. Among popular stocks, Lululemon is down nearly 18%, while Oracle is up nearly 2%.

International oil prices slip slightly

International oil prices edge down slightly. WTI crude futures fall 0.22% to $91.1 per barrel; Brent crude futures fall 0.17% to $95.36 per barrel.

Gold and silver prices rise. Spot gold in London is up 0.27% to $4,485.3 per ounce; spot silver in London is up 0.17% to $67.043 per ounce.

The White House embeds “deporting immigrants” into an arcade game and faces backlash
On the 3rd, the U.S. White House rolled out several arcade games in which players can experience “deporting immigrants,” building a U.S.-Mexico border wall, and other scenarios. After immigrants repeatedly died during law-enforcement actions or while in custody, the White House still released the above games. Some immigrant rights organizations criticized the U.S. government, saying it was “treating lives like a joke.” $SNDK $XAU $CL #美国初请失业金人数升至20.6万

$ZEC zec突破1000
Continue to break historical highs
Who will be next
Will it be $HYPE

How long can this ARB rent-collecting narrative keep the hype going?
Brothers, ARB has taken off these past two days—within three days it nearly hit +50%, climbing from 0.07 all the way to 0.14. The core logic is simple: Robinhood Chain is paying rent to it.
This Robinhood chain is built on Arbitrum Orbit. In just two months after launch, its fees raked in over $13 million. Per the protocol, a 10% share of net revenue gets returned to the Arbitrum ecosystem—and so far, it has already distributed $1.3 million. The market instantly caught on—wait, L2 can play like this too? Collecting “taxes” while lying down—doesn’t that beat grinding to grow TVL the hard way?
But I think the momentum from this round has already been basically played out.
Technically, the RSI is already above 70, the upper band of the Bollinger Bands has been punctured—this is serious overbought. Even more importantly, while price is rising, open interest is falling, which suggests this move is more about shorts getting squeezed than fresh capital chasing it. Also, on September 16 and September 23 there will be two rounds of unlocks, totaling over 230 million tokens set to be released—this sell pressure is real.
Whether Robinhood Chain’s popularity can hold will depend on whether its fee income can stay strong at these levels. And don’t forget: Robinhood is a listed company. If one day it feels that the 10% split is too expensive, it could just as easily follow Base and leave. $ARB #美国10年期国债收益率创2023年11月新高

USELESS doubles in two days—how long can the FOMO last?
Brothers, the strongest Meme sector over the past two days has absolutely been USELESS. In just 24 hours, it surged 67%, and its market cap reached $213 million.
The only core driving force behind this pump is one thing—Bonk Guy calling trades three times in four days. While this guy is saying “a lot of people will regret not buying here,” he holds 15.9 million tokens in his hands, sitting on an unrealized profit of $1.68 million. This is the typical “transparent market making” play: KOLs back it with their own track record and positions, and market sentiment gets pushed to the max.
Coming back to expectations, what USELESS is playing is “anti-narrative”—it directly admits it’s useless, and somehow that becomes the biggest story.

What the market is trading now is the logic Bonk Guy laid out: last year, it rose from 4 million to 450 million only as a “non-bull-market test.” If it truly goes through a full bull cycle, there’s even more room. Plus, it’s been listed on big exchanges like Kraken and Coinbase—consensus is spreading.

Has the hype finished brewing? In the short term, the pace of doubling in 4 days shows that FOMO is already speeding up. Chasing higher prices comes with increasing risk as that momentum builds. But the market cap still has another 100% upside versus the all-time high of $450 million—the story hasn’t ended yet.

In terms of direction, USELESS is currently the strongest emotional proxy in the Solana Meme space. But remember, this kind of trade is in a “transparent market maker” mode. The KOL’s words are both the biggest catalyst and the biggest risk.
#众议院促参议院推进CLARITY法案 $USELESS

Tonight’s jobs report sets the tone—what exactly is the market betting on?
Brothers, in plain terms, the market is basically being “dangling” by Waller’s remarks. He said whether the Fed will raise rates in September depends on August CPI. After that comment, the rate-hike probability instantly dropped from 70% to 50%, and U.S. stocks jumped.
But if you think about it carefully, what can truly shake expectations for a September hike isn’t tonight’s jobs report—it’s next Wednesday’s CPI. As long as tonight’s data isn’t wildly out of line, the market can tolerate it. The key is whether CPI can continue inching toward the 2% level. If inflation pops back up again, then even Waller can’t save it—there’s no getting around a September rate hike.
So what is the market trading right now? It’s a “soft landing” narrative—betting that inflation will slide down on its own and the Fed won’t have to act anymore. That’s why you’re seeing AI-related stocks and tech stocks rally so strongly: they’re pricing in this logic.
As for my outlook on the likely path ahead: in most cases, CPI will stay flat or come in slightly higher, and the Fed may truly raise rates once in September. Even if it doesn’t raise, long-term bond yields will still be pushed up by market pricing, and the effect is similar. What we fear most right now is the third scenario—if inflation doesn’t fall and the Fed doesn’t hike, then the market will effectively take matters into its own hands, selling and driving yields until the Fed ultimately “admits defeat.”
In the short term, protect yourself against the risk of profit-taking before the CPI prints—don’t chase prices. Once the data lands, then look for direction. $BTC $ETH $ZEC #美国初请失业金人数升至20.6万 #美国10年期国债收益率创2023年11月新高 #美国8月ISM服务业指数升至55.4 #美国续请失业金人数降至177.9万 #美国8月非农数据今日公布

$KORU $SKHYNIX $SKHY Korean Composite Index stays above 6700 points, up nearly 2% intraday;

SK Hynix rises over 4%, Samsung Electronics rises nearly 3%.

$LIT lighter surged to a new historical high

There are two main positive factors. On the one hand, the project has deeply participated in shaping favorable U.S. crypto policy. On the other hand, it has been closely integrated with Robinhood, which has recently exploded in popularity.