老腊肉-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！

Oracle and Adobe announced results tonight! Options market has doubled down—how to look at the direction?
After the close tonight, Oracle and Adobe will both report earnings, and the options market has already been pricing in the move ahead of time.
On the Oracle side, implied volatility in the options is over 12%, with bets placed on a stock price range of $140 to $180. Bullish sentiment is concentrated around the $175 strike price, which is about 8% higher than Tuesday’s closing price. But the issue is that Oracle is down nearly 20% this year—capital expenditures are too high and free cash flow is negative. What the market really wants to see isn’t just order accumulation, but whether OCI growth can climb into triple digits and whether orders can turn into real cash revenue.
Adobe is even worse: down 24% this year, with only 1 buy rating among 9 of the latest Wall Street ratings. The options market is pricing in a market-cap move of about $7.4 billion. The key question is: AI users are surging, but paid conversion isn’t keeping up—the market is waiting for an answer.
In terms of direction, what Oracle is really betting on is the timing of AI order fulfillment—if they get it right, the upside could be large. For Adobe, it needs to prove that AI can turn into revenue; otherwise, pressure will continue. $ORCL $ADBE #美国10年期美债收益率创2023年11月新高

$TSM TSMC's revenue is too strong
TSMC: August revenue was NT$514.806 billion, up 10.1% month-over-month and up 53.3% year-over-year.

Global Market Outlook: Oil Prices Break $100 as U.S. Treasury Yields Soar—What Is the Market Afraid Of?
Last night’s market was not looking great again. All three major indices fell— the Dow dropped 0.77%, the S&P 500 fell 0.48%, and the Nasdaq declined 0.64%, marking a third straight trading day of losses.
In plain terms, the market is worried about two things right now: one is oil prices, and the other is U.S. Treasuries. After months, Brent crude has once again climbed back above $100. Meanwhile, fighting on the Iran–Israel side is escalating. Iranian officials have signaled they are preparing for even more intense hostilities, and the supply side could be disrupted at any moment. Once oil rises, inflation expectations don’t cool down, and Fed rate cuts become even less realistic.
On the other side, the yield on the 10-year U.S. Treasury has surged to 4.86%, a nearly three-year high. The Treasury Department wants to repurchase long-dated bonds to stabilize the market, but the $6 billion scale simply didn’t get the market’s buy-in—triggering another round of selling.
As for individual stocks, Meta stood out, jumping more than 6%. Its newly released AI agent, Muse, can independently handle emails and schedule meetings—investors are clearly buying it. Apple’s event, on the other hand, was lively: the first foldable iPhone, the iPhone Duo, made an appearance with a China price starting at RMB 15,999, and the top configuration at RMB 26,000. It was touted as the most expensive iPhone ever. Still, the stock price closed down slightly—-0.28%, a typical case of “good news coming in and selling off right after.” Storage-related stocks bucked the trend. SK Hynix ADR surged 7%, hitting a new listing high. The AI storage theme is still holding strong.
Today, key things to watch are: the ECB interest rate decision, U.S. PPI data, initial jobless claims, and EIA crude oil inventories. Whether oil prices can hold steady and whether Treasury yields keep spiking will directly determine how risk assets move in the near term.
What the market is trading now is “stagflation expectations.” With oil prices staying elevated and Treasury yields surging, valuation pressure is high.
$BTC $CL $XAU
#苹果发布首款折叠屏手机 #美国10年期美债收益率创2023年11月新高 #美财政部拟回购最多60亿美元国债 #布伦特原油突破100美元 #美国ADP周度就业人数增1.2万人

BTC ETF money outflows—what is the market betting on ahead of the CPI?
Let’s put it plainly: BTC ETFs have recently been seeing outflows—money is moving—but it’s not that simple.
The key backdrop is this: CPI is coming out on Friday, the last major data release before the Fed’s September policy meeting. The market’s current expectations are basically split 50/50 on the odds of a rate hike, so no one wants to act rashly.
So what does the ETF outflow indicate? Institutions ahead of CPI are choosing to lock in gains—not because they necessarily doubt BTC, but because they don’t want to bet on the data. On-chain data also suggests whales aren’t actively distributing; they’re just waiting and watching.
How should we think about direction? If the core CPI cools and rate-hike expectations ease, BTC will likely rebound and test 82,000; if inflation proves stubborn, price could first dip toward around 77,000 before finding support.
My take: Don’t go heavy before the CPI. Look for opportunities to short on rallies. This trade is about the expectation gap—not a trend.
#比特币突破79000美元 #美国10年期美债收益率创2023年11月新高 #美财政部拟回购最多60亿美元国债 $BTC $ETH $ZEC

IOST’s sudden surge—real breakout or a fake move?
Brothers, I’ve got to say a few things about this IOST market move. In the past 24 hours, it pumped by more than 70%, briefly topping out at $0.00156, and then started to pull back. The chart looks all too typical.
Why did it suddenly rally? Plain and simple: a short squeeze plus a token-burning narrative. The foundation announced the destruction of 70 million tokens. It sounds shocking, but in reality it only accounts for 0.2% of the total supply—nowhere near enough to explain this pump. What’s really pushing the price higher is that shorts are forced to cover, along with the follow-the-leader bids on Binance Square—a classic reflexive rally.
Can it keep going? I think it’s doubtful. The funding rate is still very low, which suggests the long side hasn’t been fully crowded yet. After the short squeeze ends, you’ll need new buyers to take over. This kind of spike with low float comes fast and goes just as fast.
What’s the outlook directionally? Don’t chase it in the short term. Wait for the pullback to stabilize before deciding. $IOST

$牛来 ox still didn’t actually come
the ox left, maybe it won’t come again

$MINIMAX Hang Seng Tech Index falls more than 2% intraday, Hang Seng Index drops 1.1%, Zhipu falls more than 6%, and MiniMax falls more than 5%.$ZHIPU

US Stock Market Wrap-Up: Rescue Measures Backfire, Triggering a Selloff; All Three Major Indices Close Lower

US stocks fell across the board on Wednesday. The Dow fell 0.77%, the S&P 500 declined 0.48%, and the Nasdaq dropped 0.64%. Market sentiment was dampened as US Treasury yields surged, clearly cooling risk appetite.

US Treasury Market: The Ministry of Finance announced a $6 billion buyback of long-term Treasuries to stabilize the market, but the scale was far below expectations. Instead, it sparked a new round of selling. The yield on the 10-year US Treasury jumped to 4.85%, the highest since November 2023; yields on the 20- and 30-year tenors returned to the 5.3% level. The market is concerned that after US debt surpasses $40 trillion, the government’s ability to intervene will be limited.

Stock Market Reaction: Tech stocks diverged. Meta rose more than 6%, standing out as a bright spot; Google fell more than 2%; Nvidia fell nearly 1%; and Apple edged down 0.28%. China concept stocks faced pressure. The Nasdaq China Golden Dragon Index fell more than 2%, while Li Auto dropped more than 4%.

Asset Correlations: Elevated Treasury yields pressured valuations for growth stocks. Energy stocks, boosted by geopolitical developments, rose against the trend. Exxon Mobil gained more than 2%.

Overall, the Treasury’s rescue attempt failed to calm the market and instead exposed the limitations of policy tools. In the short term, watch the trajectory of US Treasury yields and the upcoming release of the PPI data $CL $META $SKHYNIX #美国10年期美债收益率创2023年11月新高 #美财政部拟回购最多60亿美元国债 #美国ADP周度就业人数增1.2万人 #布伦特原油突破100美元 #美国银行集团完成USBDC稳定币试点

US Stocks Close Summary: Meta Surges 7%, Muse Transforms Into a Real-World “Jarvis”; SpaceX Drops 4%, Nearly $50 Billion in Stock Unlocks; Apple Unveils New Products

US stocks closed mixed on Thursday. The Dow edged down 0.12%, the Nasdaq rose 0.35%, and the S&P 500 climbed 0.18%. Trading value slightly expanded from the previous day, with technology stocks showing a mixed performance.

By trading value, Nvidia led the list, followed closely by Apple and Tesla.

Apple released the iPhone 17 series and multiple new products. Its shares closed up 0.8% and briefly spiked higher after hours.

Meta closed up 6.55%, with trading value of $21.019 billion.
On September 8, Meta officially launched Muse, an all-weather personal AI assistant with a cloud-based virtual machine. It features 24/7 operation, night-time reflection, and proactive planning capabilities.

SpaceX closed down 3.86%, with trading value of $17.894 billion.
About 7% of insiders meeting early-unlock conditions—approximately 319 million shares—became eligible to sell on Wednesday. The potential selling pressure from insiders could reach up to $47.2 billion.

Tesla fell more than 1%, with trading volume increasing. In Chinese concept stocks, Alibaba and PDD posted modest gains, while Li Auto fell more than 2%.

SK Hynix closed up 7.05%, with trading value of $5.871 billion.
JPMorgan upgraded SK Hynix to an “Overweight” rating and set a target price of $245.

S&P Global Market Intelligence expects SK Hynix to announce a new share buyback plan in the range of 200 trillion to 400 trillion won in Q4 this year. Boosted by this, its ADR jumped more than 6% on Tuesday and South Korean shares climbed as much as 5% on Wednesday. S&P noted that, with Samsung Electronics’ cancellation of treasury stock and massive dividends, the two giants are likely to set new corporate governance benchmarks for Korea’s capital markets, helping address the long-standing “Korea discount” dilemma.

On market moves, semiconductors led higher: AMD rose more than 2%, and TSMC gained over 1%. Energy stocks faced pressure, with Exxon Mobil down nearly 1%. The biotech sector was active, as Moderna rose more than 3%.

On the news front, Apple’s fall event introduced the iPhone 17, a new smartwatch, and new headphones, with AI features as a key highlight.

Market sentiment remained cautious, with funds focusing on tech leaders and sectors benefiting from potential rate cuts. In the near term, investors should watch CPI data and market feedback to Apple’s new products. On positioning, it’s recommended to manage position sizes and buy quality tech stocks on pullbacks.$META $SPCX $SKHYNIX #美财政部拟回购最多60亿美元国债 #布伦特原油突破100美元 #美国ADP周度就业人数增1.2万人

$XAU $BTC $ZEC U.S. stocks’ three major indexes fall; the U.S. 10-year Treasury yield rises above 4.85%, the U.S. 30-year Treasury yield breaks through 5.30%, the U.S. dollar index surges sharply, and spot gold plunges.

Previously, the U.S. Treasury announced a repurchase target, signaling support for long-term Treasuries. However, Wall Street said the repurchase size was disappointing.#美财政部拟回购最多60亿美元国债

$牛来 Selling short must wait until the celebration is over
Going long must wait for risk to be cleared

$牛来 The spot is about to be available. Time to short.
The big players on the chain should already be starting to unload their holdings.
The hype around the movie and the topic has cooled off.

$DELL Dell Technologies’ stock rises more than 4% at the start, with the share price hitting a high of 558.5 US dollars, setting a new record high.

$SKHY US stocks: SK Hynix shares extend their gains by 4%, with the stock price rising above $190 and edging toward a new historical high.

The S&P expects SK Hynix to restart its maximum 400 trillion won share buybacks in the fourth quarter, alongside generous dividends—adding fresh momentum to South Korea’s Value-up rally

$牛来 牛來要上现货了
爆拉了40%
太夸张了

Clear pre-market signals in US stocks: money is betting on this direction
Take a look at the pre-market data: Dow futures are falling, while Nasdaq futures are rising. The funding sentiment is very clear—keep going after tech, but only go after the hard stuff.
Storage chips are collectively taking the lead. SK Hynix, SanDisk, and Micron are all up. Intel is slightly down pre-market, but yesterday it still jumped 9%. The trend of money rotating from software to hardware continues: yesterday the Software ETF fell by nearly 2 points, while the Semiconductor ETF rose by more than 1 point. This isn’t random fluctuation—it’s a real, hands-on style shift.
Gold, silver, and oil are all surging, with Brent Crude nearly touching 100. There’s significant macro pressure, but money is still clumping together along the AI hardware line. That suggests the short-term trading expectation is to stick with this direction.
For offensive opportunities, focus on two areas: storage chips and the AI server chain. For defense, watch whether oil prices and interest rates keep pressuring valuations.
Short-term sentiment hasn’t hit a full-on climax yet, but the divergence is already on display: get on the right side and you get to eat; get on the wrong side and you get hit. #原油涨至7月来最高 #美军打击霍尔木兹岛及贾斯克目标 $CL $SOXL $SNDK

#美军打击霍尔木兹岛及贾斯克目标 #原油涨至7月来最高 US pre-market storage continues to rise, while oil and gold remain strong

Overnight futures for the three major stock indexes showed divergence, with most large-cap tech stocks higher. Memory chip stocks rose collectively, with SK hynix up more than 1.3%. International crude oil and gold and silver prices surged.

In US pre-market trading, futures for the three major indexes were mixed: Dow Jones futures fell 0.06%, Nasdaq futures rose 0.17%, and S&P 500 index futures rose 0.07%.

Most large-cap tech stocks were higher in pre-market trading: Meta up 0.7%, Amazon and Google A up 0.3%, Apple up 0.2%, and Nvidia up 0.1%. Microsoft was flat; SpaceX and Tesla fell 0.1%.

Memory chip stocks rose collectively in pre-market trading: SK hynix up more than 1.3%, Micron Technology up 0.8%, Seagate Technology up 0.5%, SanDisk up more than 1%, and Western Digital up 0.44%.

Most healthcare and biotech stocks fell in pre-market trading: Novartis down 0.5%, Johnson & Johnson down more than 0.16%, AstraZeneca up 0.39%, Novo Nordisk down 0.53%, and Pfizer up 0.07%.

International oil prices surge
On the 9th, international oil prices surged. WTI crude oil futures rose 1.66% to $94.57 per barrel; Brent crude oil futures rose 2.11% to $99.99 per barrel, breaking above $100 per barrel during the session.

Gold and silver prices soar
On the 9th, gold and silver prices soared. London spot gold rose 1.23% to $4,408.18 per ounce; London spot silver rose 1.61% to $66.79 per ounce.

Trump: Canadian products will be excluded from the US government procurement plan
US President Trump said on social media on the 8th that he instructed the US General Services Administration and the Office of the US Trade Representative to work together to take all necessary measures to exclude Canadian products from the US government procurement plan until the Canadian side restores “fair mutual” treatment for US farmers and businesses.

US Secretary of State says it will continue to target Iranian oil tankers
US Secretary of State Rubio said on the 8th in Barranquilla, a coastal city in northern Colombia, that the US will continue to target Iranian oil tankers in response to Iran’s attack.$CL $XAU $XAG

#灰度zcashetf资产突破5亿美元 Don’t look at the hype around ZEC—how much is that supposed ETF? It’s not that impressive, is it?

Grayscale’s Zcash ETF (ZCSH) pulled in $500 million in just two weeks, with 550,000 ZEC in holdings. On the surface, that looks pretty intimidating, and ZEC even surged to 1,180 along the way. But folks, we need to settle the numbers properly.

If you compare it to the ETFs for BTC and ETH, it’s like a little fish meeting a big whale. Look at the other “me-too” brothers as well: Solana’s ETF is only a bit over $900 million, and the Litecoin ETF is even worse—just a few million, barely moving. As for Zcash’s $500 million, it’s basically propped up by Grayscale and DCG first throwing in $100 million to set the stage—plainly, it’s mostly internal buy-and-sell.

With things like this, the “me-too” ETF’s scale is so small that it can’t really absorb big inflows. In the short term, sentiment may get a little carried away by this “single-vendor” type of momentum, but look at the bigger picture: the Fed still has to keep hiking, oil prices are about to break $100, and risk assets are already jittery. At this point, rushing in with thoughts of “let’s go now” doesn’t beat pausing to figure out how to protect profits.

In terms of direction, the big guy (BTC) and ETH are still the favorites—these “me-too” ETF stories are just getting started. Don’t rush to become the next bag-holding retail investor. Short-term sentiment could top out pretty quickly; for now, the main play is to short on strength. $ZEC $DASH