老腊肉1688-kevin

Binance Wb3 Wallet Rewards

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

In the Binance app, select Home Page; at the top, there are two options: Trading Platform and Wallet

Step 1: Choose Wallet and switch to Wallet;
Step 2: Choose Invite Friends
Step 3: Enter the invitation code: EHJSNS5W (copy it to the position shown in the picture)
Step 4: Claim the reward below

Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u
点击钱包，赶紧去绑定邀请码：EHJSNS5W ，领取奖励吧！

$CL $BZ U.S. 10-year Treasury yield rises to 4.75%, the highest level since January 2025.

The U.S. 30-year Treasury yield jumps by 4 basis points in the short term and is now at 5.25%

$ZHIPU $MINIMAX Zhipu vs Minimax: Who’s more expensive, who’s cheaper? (Latest data on 2026.8.31)

2026 H1 revenue: Zhipu 954 million yuan vs Minimax $117 million (about 790 million yuan)

Latest ARR: Zhipu MaaS platform $1.6 billion (as of Aug 31 data) vs Minimax $800 million (as of Aug data)

Zhipu’s revenue is 1.2x Minimax’s, yet its ARR is 2x. In half a year, Zhipu’s ARR surged from $250 million to $1.6 billion, while Minimax rose from $400 million to $800 million. Zhipu is accelerating—Minimax isn’t slowing down either.

But what about market cap? Zhipu is in the trillion-level Hong Kong dollars, while Minimax is about $23 billion (about 180 billion Hong Kong dollars)—Zhipu is more than 5x Minimax. ARR is 2x, but market cap is 5x. Who’s more expensive, who’s cheaper? The answer is obvious: one company props up a sky-high valuation with an ARR narrative, while the other quietly climbs with solid B2B revenues.

$ZHIPU $MINIMAX Zhipu’s semi-annual report falls short of expectations

Revenue was 954 million, up nearly 400% year over year. But compared with the market’s expected 1.35 billion, the gap is clear. Gross profit was 252 million as well, also below the expected 338 million.

The only bright spot is its API business: revenue was 825 million, up 2,736% year over year, accounting for nearly 90% of total revenue. The number of MaaS platform token calls increased by more than 40x versus the beginning of the year.

Growth prospects are fine, but near-term financials are under pressure—so it’s not surprising that the market “votes with its feet.”

#sk海力士研究在日本合建存储芯片厂 #三星SK海力士领跌韩股KOSPI跌3.6% #英国首发加密资产应税收益统计 Worse quake tremors haven’t fully subsided, yet U.S. stock pre-market funds are quietly scooping the dip—focusing on these two areas
Last Friday, Wosher’s remarks bloodied the tech and crypto space; today, pre-market the tone has changed: COIN is up 1.55%, MSTR up 2.65%, and crypto-related themes are collectively rebounding;
On the other side, NVDA is up 0.72%, SOXL surges 2.11%, SOXS falls 2.2%, and semiconductor money is rushing in early.
In plain terms, after Friday’s heavy sell-off, someone is picking up the losers—short-term funds are doing an oversold rebound repair.
But QQQ barely moved, SPY is slightly down; real money isn’t stepping in—only speculative capital is betting on a rebound.
Two main thrusts—crypto themes and semiconductor ETFs.$SOXL $MSTR $BTC

$MINIMAX $ZHIPU Hang Seng Tech Index turns bullish after the afternoon

The Hang Seng Tech Index turned bullish after the afternoon session. MINIMAX rose nearly 20% at one point, with Zhipu AI in the back row following up.

$META $BTC meta is selling pancakes again
The moves are very obvious now
Does the mainstream circle in the United States still think
that the current pancake is still very expensive?

$KORU $CL $XAU The live-stream transaction ranking feature is great.
I just saw that my own live room is in the top 40 on the whole plaza.
This ranking changes in real time, because I saw the positions change.
This should also include the foreign-language areas, right?

$CL $KORU $XAU Emergency: US-Iran Clash at Dawn

US forces launched airstrikes on Iranian Revolutionary Guard facilities in southern Iran. Iran retaliated with missiles against US military bases in Jordan. The situation in the Strait of Hormuz has escalated.

Market impact:
WTI crude oil broke above $85, and Brent rose above $90, with both up more than 2%.

Spot gold rebounded to around $4,464. US stock index futures fell by about 0.2%.

Japan’s Nikkei 225 opened down 1.1%, with intraday losses widening to 2.3%, at 64,860.54. The KOSPI index fell by as much as 3%, and Samsung Electronics dropped by more than 3%.

Geopolitical risks are heating up, and markets are concerned about shipping disruptions. Iran warned it will retaliate even more forcefully #韩国单股杠杆ETF交易下降

$KORU $SKHY $SKHYNIX Korean Composite Index opened down 2.58%

Samsung Electronics fell nearly 3%, while SK Hynix fell more than 3%.

Nikkei 225 index fell more than 1%

$牛来 I think the bull is basically at the top.
Brothers, what do you think?

$BTAI.US US stocks: this company crashed by 80%
If you’re not afraid, you can buy 20u and hold it there
Just like a memecoin on the chain

$牛来 牛来万倍
Someone bought it for more than $100 and it became more than $1 million
The second Binance life
$币安人生

$PONS pons has gone up 10x
Kind of want to sell it
Brothers, remember to bind your wallet to my cashback code
And then join the chat room in the square

$牛来 冲吧
Afternoon surge has insider funds
Soon to be on the futures contract
alpha and contract $牛来

Wasshashu? Stop the eagle, 80,000 wiped out—rate-cut dreams shattered

On August 28 at Jackson Hole, during Wossh’s debut, he threw the table: the 2% inflation target will not be shaken—“If it’s not in place, there’s still work to do.”

“The probability of a September rate hike jumped from 35% to 60%,” and the yield on the 2-year U.S. Treasury surged to 4.35%.

In plain terms, core PCE is still at 3.3%, short by 1.3 percentage points from the goal. The market’s bet on the “Fed being forced to cut rates” logic was cut off.

Gold dropped by 147 dollars; the Philadelphia semiconductor index fell 3.47%; Bitcoin crashed from 80,000 to 76,845; 95,000 traders were liquidated, totaling 480 million, with longs making up 70%.

Some say it didn’t directly say it would raise rates?

Barclays and Société Générale adjusted their forecasts that day—by December, the probability of a rate hike was nearing 90%. The market answered for them.

All three major indexes still rose over the week—no panic—but risk appetite has been tightening.

The illusion of rate cuts is broken. Tightening hasn’t been fully priced in—don’t rush to bottom-fish yet.
#黄金本周下跌3.24% #比特币现货ETF结束9日净流入 $BTC $KORU $XAU

US Stock Market Wrap: A “Switch” as Powell Speaks; Stocks, Bonds, FX All Repriced

At his first appearance at Jackson Hole, Powell delivered a firm message defending the 2% inflation target, triggering what markets interpreted as a sudden “turnaround” in expectations.

On Friday, the three major U.S. stock indexes closed lower, giving back part of the prior day’s gains driven by Nvidia’s earnings. The Nasdaq fell 0.52%; the S&P 500 dropped 0.27%; and the Dow Jones ended nearly flat. Markets rapidly repriced the probability of a September rate hike from around 35% to roughly 60%, which became the core logic driving performance across asset classes.

In terms of asset performance, Powell’s “hawkish” stance disrupted the previous rhythm:

- Stock market: clear divergence in structure. AI infrastructure and related names were hit hardest. Nvidia sank 4.57%, MicroStrategy tumbled more than 10%, and the Philadelphia Semiconductor Index fell 2.69%.

- Flows did not leave the market; they rotated. Funds moved into software and cloud services. Amazon rose nearly 4%, while Salesforce, Microsoft, Google, and others climbed more than 1.5% against the trend—indicating a shift from richly valued hardware toward more resilient software as rate-hike expectations rose.

- Bond market: sharp reaction. The 2-year U.S. Treasury yield—the most sensitive to policy—spiked by 11 basis points in a single day to 4.34%, a one-month high. Meanwhile, the 10-year yield stayed around 4.72%. The yield curve flattened, reflecting a reduced risk that markets will “de-anchor” long-term inflation expectations.

- Commodities and gold: under pressure. Higher real rates and a stronger dollar (U.S. Dollar Index up to 99.66) weighed on demand. Spot gold plunged nearly 3%, fell below the $4,500 level, and broke under the 200-day moving average—its worst single-day performance since June.

Bitcoin also fell more than 3.5% to above $77,000, signaling pressure for deleveraging in risk assets. Crude oil dropped about 5% over the week, ending the two-week streak of consecutive gains.

Powell’s remarks reignited rate-hike expectations, and market trading quickly shifted from “inflation has peaked” to “rates stay higher for longer.”

In the near term, tighter-money expectations are suppressing risk appetite. High-valued technology hardware is under pressure, while software leaders with steadier cash flows and short-term bonds have shown more defensive appeal.#特朗普达成委内瑞拉17油田开发协议 #阿富汗塔利班据报全国禁止加密交易 #ICBA反对CLARITY法案稳定币奖励漏洞 #XRP现货ETF创2026年最大周流入 #比特币现货ETF结束9日净流入 $BTC $XAU $SOXL

US Stock Market Close Summary: Waller’s Hawkish Stance Pressures Tech Stocks, Amazon Leads the Big Seven Upside Despite the Weakness

On Friday, the three major US stock indices diverged as the market re-priced rate-hike expectations following remarks from Federal Reserve Chair Waller, who sounded hawkish. Among the top 20 by trading value, tech leaders saw mixed gains and losses; AI chip stocks were clearly under pressure, while consumer and software sectors showed resilience.

Judging by both trading value and price moves, capital was sharply divided:
AI chip dual leaders plunge: NVIDIA fell 4.57%, with $42.8 billion in turnover, ranking first

In the news, AI cloud service provider Lambda issued debt to purchase its chips, but the company paused some AI cloud revenue-sharing agreements, raising concerns.

Millerway Technology plunged 10.28%. Despite an earnings report that beat expectations, the market believes revenue from its Google-customized chip order will not show up until fiscal 2029, turning a potential positive into a negative.

Big Seven diverge: Amazon rose nearly 4% to lead the group despite the overall weakness, with $13 billion in turnover; Apple gained 1.63% after announcing higher Apple TV and One subscription prices; Microsoft rose 1.68% as it reassured data-center controversy internally. Tesla, however, fell 1.71%, performing relatively weakly.

Other notable movers: Salesforce climbed for multiple sessions post-earnings, adding 22% over the week. Strategy slumped 7.34% as Bitcoin broke below $80,000, with its decline exceeding that of crypto itself.

Key headline catalyst: At the Jackson Hole annual symposium, Waller emphasized that the 2% inflation target is “firm and fixed,” saying recent data is insufficient to prove the trend has improved, and that the Fed “still has work to do.”
This directly sparked renewed rate-hike expectations. At one point, the probability of a hike in September rose to nearly 60%, pushing short-term Treasury yields higher and cooling any rebound in risk assets.

Waller’s remarks reshaped the “higher for longer” rate narrative: the market rapidly switched from “trading for rate cuts” to “pricing rate hikes.” Going forward, AI optimism will need stronger fundamentals support, while consumer and software leaders are showing relatively defensive value amid the rate-hike gloom.$MRVL $BTC $MSTR #比特币现货ETF结束9日净流入 #纽约白银期货跌3% #日元跌破160创一个月新低 #ICBA反对CLARITY法案稳定币奖励漏洞 #阿富汗塔利班据报全国禁止加密交易

#美国短期国债收益率上涨 Vowsh opened his mouth, and the market shook in three shakes: the rate-hike ghost is back—big Dow and U.S. stocks had better take it easy

Vowsh’s remarks at Jackson Hole directly split the rate-hike expectations down the middle. In plain terms, it means one thing: if inflation doesn’t bow, I’ll hike—don’t expect me to tell you the answer early.

The market understood it. The probability of a September hike jumped from around 35% before his speech to close to 60%, and it even started pricing in two hikes by early next year.

Break it down: his “hawkish” tone has three layers:
First, he’s going to lock onto the 2% inflation target. Vowsh said inflation must fall “clearly and quickly,” otherwise the Fed “still has work to do.” In other words, the “rate hike” option is laid out on the table.

Second, he doesn’t think the economy will be broken by hikes. What he sees is corporate profit growth of 20%, strong consumption, and an unemployment rate holding steady at 4.1%. Financial conditions aren’t tightening at all. The message is: the economy can take it—don’t try to scare me with a recession.

Third, don’t try to squeeze “which month” out of his mouth. He explicitly opposes giving forward guidance early, saying they need to maintain “discipline.” That makes the market most uncomfortable, because uncertainty is highest—so traders can only guess based on the data.

So, did the market believe him? The best answer is the path of interest-rate futures and SOFR—real money is moving. Traders have started pricing one hike this year and two by early next year. This isn’t a joke.

In terms of how to trade, the core idea is: “expectations turn, defend first.”

U.S. stocks (S&P 500): higher-for-longer rates are a hard hit to high-valuation tech stocks.

Big pie (BTC): as rate-hike expectations heat up, the dollar and real yields strengthen—risk assets are hit first.

Trading-wise: if a rebound meets resistance in the $79,500–$80,000 range, it may be worth attempting a short. Stop-loss: above $81,500. Take-profit: first look at $77,000; if it breaks, then $75,000.

Vowsh turned rate-hike expectations from a “low-probability” scenario into a “50-50” one, and the market now has to price in higher rates. In the coming weeks, inflation data will be the judge—but before that, both U.S. stocks and BTC need to “step back half a step” to digest this hawkish shock. Trade with the trend: short rallies is safer than trying to bottom-pick.
$BTC $ETH $XRP #XRP现货ETF创2026年最大周流入

$PONS $PONS is up 10x
Still a bit of a diamond-hand type, huh
I’ve held onto it for quite a while and haven’t really paid attention to it
With such good momentum and distribution speed
It feels like spot is about to be up, right?
Once it lists on spot, seeing a market cap of 1 billion should be no problem