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In July, the U.S. Department of Homeland Security directly awarded TRM Labs a $95 million no-bid contract to track crypto scams and cybercrime. Chainalysis is not satisfied and has sued the Trump administration, saying the award process was “arbitrary, capricious, and unreasonable.” The U.S. government says TRM is the “only vendor that can provide complete technical, data, and operational support.” On one side is an established crypto-tracking heavyweight; on the other is a sudden contract winner. Is this money well spent? Friends, as regulators keep raising the muzzle, there really isn’t any privacy left in the crypto world’s little affairs…

ARB surged 30% in a single day. Robinhood Chain’s daily revenue topped $2 million—up nearly 20x in eight days! Could Arbitrum’s annualized revenue reach $73 million? Is this the new logic behind value capture for L2 tokens? With on-chain data exploding like this, is it still a good time to get in?

For 30 years, Treasury yields have stayed above 5% for 55 straight trading days. AI companies are still piling into issuance, and Big Tech—are they really competing for money with the national debt? The U.S. federal budget deficit and debt supply continue to rise, keeping long-term yields locked at high levels. Is the bullish breakout in the S&P 500 that began in August still valid? Bank of America says the condition is... Friends, in this bond market and stock market showdown, which one will break first?

Gold and silver both sank again, hitting two-week lows... Middle East risks are still burning, but the market is even more afraid of interest rates continuing to climb. Global bond yields have surged, overpowering safe-haven demand—this round of gold has been pushed down with force. Friends, safe-haven assets aren’t acting safe—will you chase this market?

Before the French election even kicks off, the financial markets are already in chaos! The French government bond spread has directly moved toward the highest level since the 2012 European debt crisis, and investors are starting to reassess the risks of French assets. Le Pen and Mélenchon’s fiscal proposals are getting harsher by the day—if either were to take power, wouldn’t French sovereign bonds be smashed into a pit? Folks, with this round of European political risk, will safe-haven funds be pushed back toward gold and Bitcoin?

The Iranian central bank directly prepares to use $2 billion in foreign exchange to stabilize the exchange rate, and it even claims that the U.S. theory that the “economic war has been a defeat” is just psychological warfare. But on the other side, Modi has, for the second time this year, urged Indians to buy less gold, saying that gold imports raise the trade deficit and put pressure on the rupee. One is propping up the rial by smashing dollars; the other is asking ordinary people not to stockpile gold—what does this emerging market look like when squeezed by a strong U.S. dollar? $2 billion sounds like a lot, but whether Iran’s exchange rate can really hold steady is still hard to say.

Tommorrow Securities says gold prices may pull back to 4200 in the short term, but by 2027 you could see 5350? That span is almost like the heartbeat I’ve been feeling when I look at charts recently… After “hawkish” comments are made, the rate-hike expectations immediately override everything—so the old logic that a weaker dollar means gold prices rise has basically broken away from reality. Gold prices right now feel like they’re being pinned down by the Fed; even if geopolitical risks are huge, everyone still looks at interest rates first. Friends, do you believe in 5350 next year—or should we wait for the 4200 dip first?

Just after an oil tanker left the Strait of Hormuz, it was targeted by three unidentified aerial vehicles, yet Middle Eastern oil-producing countries still managed to push up export volumes using “ship-to-ship transfer” and “stealth navigation.” Daily attacks continue, but the oil still gets shipped out—remarkably, resilience on the supply side is stronger than expected. Can oil prices still get another boost from geopolitical stories?

The Federal Reserve and the Treasury are doing their own things—gold is caught in the middle… Is there still any direction for this market? On one side, rate-hike expectations are weighing down; on the other, the Treasury may step in to stabilize the economy—everything depends on whether US data can hold up. In the short term, the gold price is like a rope being pulled from both ends: whoever loosens their grip first loses. Friends, in this round are you standing with the Federal Reserve or with the Treasury?

Polymarket is set to raise $1 billion, with its valuation soaring to $21 billion. Will Trump’s eldest son lead a $300 million investment... does the prediction market think it’s time to move to the main table? But with a $21 billion valuation, is it really driven by political buzz—or by actual trading volume? Hard to say.

Long.xyz launches LongX Expansion, turning an NVIDIA 3x leveraged position into an ERC20 token, supporting minting, redemption, and trading pair matching. AI tokens are up 68.74% in 24 hours, with a market cap of $159 million; BONER is up 432%, with a market cap of $59.77 million. In the meme coin/stock wave, is this copying the madness of last summer’s run—or did they just put on a new shell and keep squeezing?

CME has reduced WTI crude oil futures to 10 barrels per lot, with a contract value of about $860—basically cutting the crude trading entry barrier down to a level regular people can reach. In wartime market conditions, retail traders were already charging hard; now even small funds can get in, and the emotions behind trading will only get crazier. Friends, is this round an opportunity being handed to you, or a setup for sending people to the graveyard?

MiniMax H3 Max is now generating and livestreaming directly! The speed at which AI generates video is faster than what viewers can watch. On Twitch, it’s basically just like this—keep streaming, and the chat can change the plot within seconds. This isn’t a livestream at all; it’s clearly an infinite cross-dimensional TV. OpenAI buys tens of thousands of Macs to do training, and even NVIDIA treats Apple as its number one local AI rival. Friends, from now on when you watch live streams, the host might not even be human anymore…

Did Trump say the US GDP should rise 20%? It happened once after World War II—could it be the year when the pandemic rebounded… He also thinks interest rates shouldn’t be raised, and even calls for “the world’s lowest interest rates.” On one hand, he’s firing off tough talk; on the other, he’s asking the Fed to cut rates—this script is getting more and more surreal. Friends, can this GDP really be propped up by talk alone?

Trump personally stepped in to push it—will Hyperliquid use a route through Kraken’s parent company, Payward, to enter the U.S.? The two are already in deep talks; the core goal is to get American traders using perpetual futures—pending only regulatory approval. Just a few weeks ago, Trump said he wanted to promote this platform, and now the rollout is much faster than the talk. Friends, can this wave of perpetual contracts ride the momentum to make another push?

Strategy stepped in again after two months, investing $369.7 million to buy 4,603 BTC. The last time it purchased was in mid-June—back then it only bought 520 BTC. This time it went straight for 4,603 BTC. With this scale of adding to the position, did it sense something?

Robinhood Chain launched for less than two months, and the data keeps soaring—trading volume and active users have repeatedly set new records. UNI breaks through $5.24, with a 24-hour gain of 18.9%. The biggest catalyst is the surge in real trading volume on the Robinhood Chain, turning Uniswap into the leading DEX for RWA tokenized stocks on-chain. But this morning, the crypto market sharply sold off. Since the weekend, the on-chain hot coins have been quickly retreating; according to GMGN data, the BSC ecosystem meme coin “Bull Come” has seen its market cap fall below $100 million, now at $98.82 million. The pullback on the Robinhood Chain is even more severe—only PONS and CASHCAT are relatively strong. PONS hit a new high of $400 million in the early hours before falling back. Is this wave of RWA hype driven by real demand, or just another round of sentiment-fueled relay?

Trump’s 12-issue polling all show net negative numbers; the price issue even fell to negative 48%... Will the midterm election bring a change in power? But don’t jump to conclusions yet—the key is still those swing voters. On the one hand, they’re dissatisfied; on the other, they haven’t really believed the Democrats will do any better. Friends, it’s still hard to say where this wave of dissatisfaction will ultimately go.