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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.

This year, a new phrase has come into vogue — "reclaiming yourself."
You deny me? I don't explain.
You drain me? I don't cling.
The moment I feel my emotions being dragged down, I turn away quietly.
The moment I see my time being consumed, I take it back gently.

Adults don't need to please others to prove their worth.
Being enough for yourself — that's all that matters.
In the end, you'll find:
Solitude is clarity.
Self-love is the baseline.
Not explaining is composure.
Not looking back is the final closure. 🌹🌹

Freedom was never about what you gain,
nor about doing whatever you want — or not doing what you don't.
True freedom is when you hold the final say over your own relationships and your own life. 👍👍 ✨

🚨 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

Key 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, SemiAnalysis' latest report said that after assessing all SpaceX suitable site locations and available gas-fired power generation equipment, the firm believes SpaceX’s goal of adding more than 10GW of computing power by the end of 2027 is feasible. Musk previously said in SpaceX’s first earnings presentation that the company’s “conservative” target is to build and deliver 6 to 8GW of incremental computing power in a single year in 2027, with upside potential possibly exceeding 10GW. Based on approximately $50 billion in capital expenditures per GW, this would translate to capital spending of $300 billion to $500 billion in 2027.
SemiAnalysis believes that the high profit margins in AI inference is an important driver of the expansion of computing demand. Its model shows that when OpenAI and Anthropic provide API inference services on the GB300 cluster, they can generate more than $100 billion in annual revenue per GW. If calculated using a rental price of $3 per GPU per hour, the annual cost per GW is about $12 billion, and the inference gross margin exceeds 60%, with some flagship models potentially exceeding 85%.
Microsoft’s computing shortfall could bring large orders to SpaceX. SemiAnalysis estimates that the $250 billion infrastructure-as-a-service agreement signed by Microsoft and OpenAI in October 2025 corresponds to about 7GW of computing power, and says that so far this year Microsoft has signed binding contracts for more than 10GW through mechanisms such as leasing, building in-house, and long-term power purchase agreements. The firm believes that the approximately 3GW computing contract with a total value of about $150 billion between Microsoft and SpaceX is “not impossible,” one reason being that SpaceX can offer a 90-day cancellation clause, reducing Microsoft’s financial risk.
The report also noted that SpaceX’s advantage lies in quickly building computing infrastructure. For example, the 300MW facility of Colossus 1 was completed in 122 days, and the Southaven power plant’s capacity expanded from about 495MW to 1.7GW within several months. SemiAnalysis expects that if half of the computing capacity added by SpaceX in 2027 is used for commercial inference, and the rest for training the Grok and Cursor teams, the company’s annual recurring revenue could reach $300 billion by the end of 2027.
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#Hawk is taking off!
After all this time holding and waiting for the dip to rebound, it's time to explode. The zero-breaking operation is about to begin—how long it is horizontally, how tall it is vertically! Run in!

Is this the peak?
Not yet—only just starting #Hawk

Buying Hawk is not for doubling! It’s for turning the tables!

Before #Hawk surpasses SHIB’s market cap ($3 billion), anyone who sells #Hawk will regret it for life!

You must stick to the 16-character policy:

✅ Accumulate enough position
✅ Hold and don’t move
✅ Ignore price fluctuations
✅ One battle to change your fate

Bitcoin remains the leading cryptocurrency and continues to influence the entire digital asset market. Its price is driven by factors such as investor sentiment, institutional adoption, macroeconomic conditions, and supply-demand dynamics. While short-term volatility is common, many investors view Bitcoin as a long-term store of value due to its fixed supply of 21 million coins. As blockchain adoption grows and global interest in digital finance increases, the Bitcoin market is expected to remain a key indicator of cryptocurrency trends. Investors should always research carefully and manage risk before making investment decisions.
#ClaimYourReward #BinanceSquareFamily #ClaimUSDT #BinanceSquareTalks

Only after the tide goes out do you know who was swimming naked
People who haven’t been “educated by the market” always think luck is their own ability
The market will weed out chance, and life will reveal human nature
Any awareness that hasn’t been tested doesn’t count as true maturity

Enjoy Tea 🍵 Receive Red Packet 🧧 #BTC🔥🔥🔥🔥🔥🔥

In today’s crypto world, chaos and corruption are rampant, scams run wild, and foul waves surge everywhere. LUCiC emerged in response to this trend, adhering to transparent contracts and the理念 of uniting with co-market makers. With an unwavering commitment to full disclosure and an original intention that is genuinely altruistic, it stands as a clear stream amid a sea of mud and sand.
As the only consensus community of LUCiC, the Brightness Community sets itself apart among countless others. It treads the right path, stays true to its初心, teaches people how to avoid pitfalls, creates wealth, and vows to lead more like-minded individuals toward the light!
Welcome to follow the Brightness Community, learn about LUCiC. This is one battle—no need to fight again!

#Hawk 🦅 Community upholds long-term construction 🧧🧧🧧🧧🧧
Ongoing uninterrupted live-streaming has been in place for over a year at #币安广场 👍
After more than two years of continuous effort, the community is driven by a sincere mind and clear intention 🎉
Upholding the concept of freedom of communication; protecting the core mission of maintaining ecological balance on Earth! Sticking to the original intention and following the project team—we have a clear and well-defined ecological development roadmap ✔️ The current price has already formed a bottom successfully, and a global boom is sure to come 🔥 Have you boarded the train today 💖

$SNDK No matter where you are, people only earn money they can recognize within their own understanding! Missing the chance is the norm!!

The remaining three weeks of August, with data capable of flipping expectations every few days
I went through and mapped out the rest of August’s calendar, and it’s giving me a headache.
August 12 CPI, August 13 PPI, August 19 FOMC meeting minutes, August 26 PCE, August 27–29 the Jackson Hole global central bank symposium. (Cryptohopper) These releases come out every few days—each one has the power to reprice September rate-hike expectations, and each one can make a 5%+ one-day BTC move feel "reasonable".
Nonfarm Payrolls in July printing -23,000 and BTC rising—this is a textbook example of weak data being friendly to BTC. But the next batch of data isn’t headed in the same direction.
The futures market is currently pricing about a 60% probability of a September rate hike, and the two most critical turning points are the August 12 CPI and Warsh’s remarks at Jackson Hole. (24/7 Wall St.) The direction of these two turning points could contradict each other—CPI could come in soft (because the labor market is already weakening), but at Jackson Hole, Warsh may stick to a hawkish stance (because since taking office he has kept emphasizing "strategic ambiguity").
Bitfinex’s analysis lays out two scenarios: the best case is "controlled cooling"—job softening, easing service-sector inflation, and stable real consumption. Real yields and the dollar both fall together, without triggering recession signals. This is the most macro-friendly environment for BTC. The worst case is core inflation strengthening on top of demand resilience, with 10-year TIPS real yields breaking the key 2.5% level—this would shatter BTC’s constructive outlook. (Cryptohopper)
Plainly put, anyone holding a BTC position this month has to suffer back and forth between five data points. Every few days you’re forced to face a new "what will it be this time?" This isn’t a normal market environment—it’s a high-intensity macro stress test.
I’m not saying to run. I’m saying you need to be mentally prepared for volatility this month—not because the market is broken, but because the calendar was always set up like this.
Is anyone on the Plaza also finding this pile of August data a headache? Tell us how you’re dealing with such a high-density data cycle.
$BTC

Wish everyone make a big fortune today. Please follow #竹竹YZZ ( ͡° ͜ʖ ͡°)