大仁Jaron

174 Posts

大仁Jaron

Square Verified+

Wb3投研 • 价值投资 • AI研究员｜X: @Jaron2277

SOL Holder

Frequent Trader

3.7 Years

660 Following

32.9K+ Followers

32.4K+ Liked

Posts

All

Quotes

Live

PINNED

大仁Jaron

@听澜321 @旭好传媒

听澜321

🌏【Main Title】
On-chain breakthrough to reshape the landscape — SGY deflation opens a new radar era

🌏【Subtitle】
Innovate traditional ecosystem ailments — create lasting consensus through mechanism-driven benefits

📅 【Time】October 3, 2026, 13:30 (UTC+8)
🎬 【Live Stream Location】
Binance Square @听澜321 live room

🎤 Special Host
🎙Gold-credential host in the Web3 space 👉🏻 Li Qian Grace @梨浅Grace
🎙Co-host 👉🏻 Xu Hao Media @旭好传媒

👥【Featured VIP Speakers】（Speakers）
🔹MAX ｜Senior blockchain expert in the industry
🔹MAGGIE｜Senior blockchain expert in the industry
🔹Tinglan @听澜321 ｜Web3 Binance Square gold-standard host
🔹Fendou @奋斗Hustle1688 ｜Web3 Binance Square gold-standard host
🔹Bangbang @帮帮Bonnie ｜Web3 Binance Square gold-standard host
🔹Mike @慢就是快Mike ｜Web3 Binance Square gold-standard host
#比特币升至8.5万美元附近

PINNED

大仁Jaron

Verified

Article

October rate-hike expectations cool further down; Fed vice chair Jefferson: assessing next steps may require more time

Federal Reserve Vice Chair Jefferson said Thursday: “Any future policy adjustments should be decided through careful review of data trends, an evolving outlook, and a balanced assessment of risks. My colleagues and I believe judgment may take more time.” This statement follows the view of Williamms, the “third in command” on Tuesday, that there is no rush to raise rates. After Jefferson’s remarks, market expectations for a rate hike in October fell further from 35% before his speech to 24%.
The Federal Reserve vice chair Philip Jefferson said that more time may be needed before policymakers can determine whether further rate hikes are necessary to curb inflation.

IEFETF-0.27%

大仁Jaron

@橙子Joyce

橙子Joyce

Bullish

🚀🚀🚀🚀Orange Joyce live room time October 3, 2026, 21:00–23:30 ✨✨✨✨✨US stock investment strategy analysis and trading
🌞🌞Deeply cultivating financial markets: over ten years of US stock market research and investment strategy | WEB3 project research | investing in BTC.ETH for over ten years | investing in BNB.SOL for several years | investing in precious metals (gold. silver. copper) strategies for several years | long-term value investors | ✨✨

#美联储会议
#币安广场

$NVDA.US

$SPCX.US

$AMZN.US

大仁Jaron

@乘风Sunshine

乘风Sunshine

The essence of trading is simply waiting for the flowers to bloom. When you’ve watched the order book and the candlestick charts long enough, you know where things will rise and where they’ll fall—everyone has that figured out. What’s hard is that most people just want the flowers to open immediately, to enter the market immediately, without the patience to wait for the season when they bloom. Their money either comes with a high price tag or ongoing costs, or it’s just waiting to pay rent and buy meals. So they can’t wait for the blooming season; they end up becoming fertilizer for the flowers too soon—turning into liquidity in the market itself and losing all their chips.

大仁Jaron

@兰汐kyL

兰汐kyL

$ETH $BTC #Many people ask me about market conditions. To be honest, I really can’t find any reason to be bearish right now. There’s a rule that’s been circulating in the crypto world: bull runs last three years and bear markets last one. This bear market we’re in started last October, so the cycle is almost coming to an end.💥

Many people are still afraid of the price falling, but remember—when a bear market is nearing its end, any pullback isn’t a collapse; it’s an opportunity for you to get on board. The bigger trend can only be bullish from here on out. Every drop is a window to build your position in batches.🚨

Of course, you can’t be blindly optimistic either. Don’t go all-in. Even if the overall trend turns bullish, there will definitely be plenty of consolidation and “shakeout” in between. The big players will keep moving back and forth to harvest leveraged traders repeatedly. Never take on extremely high leverage to hold a position. If a sudden negative catalyst hits, you can easily get liquidated.🔥#

The transition from bull to bear (and vice versa) won’t happen overnight. It’s not like once a bear market ends, prices will just surge nonstop. Hold your coins patiently—don’t let yourself get shaken out by short-term fluctuations. When the market moves, hold steady. When opportunities drop low enough to buy, have the courage to lay out your plan and stick to your own position limits.💥

The market always has uncertainty. No market prediction is 100% accurate. You must control how much capital you投入 and only participate with money you can afford to lose. Be mentally prepared for potential losses.💥#美国10年期美债收益率逼近5.3% #美元指数创2025年5月来新高

大仁Jaron

@只会呐喊的尖刀手

只会呐喊的尖刀手

The cup shattered

Don’t rush to clean up

First look at the floor

See if there’s

A transparent flower blooming

大仁Jaron

@奋斗Hustle1688

奋斗Hustle1688

Wishing everyone a happy National Day and big money—take a break today.

大仁Jaron

@圣克斯Lucky1688

圣克斯Lucky1688

🧧🎁🌹🧧🎁🌹
Brazilian state-owned energy giant Petrobras (Petrobras) has officially announced a partnership with the Cardano Foundation and Ledger Labs to test and develop two application programs on its blockchain to track the environmental benefits of sustainable aviation fuel (SAF) and low-carbon diesel. This initiative aims to leverage the transparency and revocation mechanism of the Cardano blockchain to address the troublesome issues of “double counting” and false environmental claims in traditional carbon management, supporting international aviation carbon offset and reduction plans (CORSIA) compliance and full lifecycle emission reporting. This marks a substantive step forward in the deployment of Web3 core technologies in the field of carbon asset management for traditional heavy industries.

Follow me and answer 1 to take away a $SOL 红包!

大仁Jaron

@生蚝哥Oyster

生蚝哥Oyster

Bullish

On the second day of National Day, the holiday mode is officially on! ☀️

After watching the flag-raising ceremony yesterday, I was still feeling really unsatisfied. Today, it’s time to fully relax—lying down, eating and drinking to your heart’s content, binge-watching shows, or going out for a stroll to feel the autumn breeze~

Wishing everyone a happy holiday—eat lots of delicious food, take plenty of good-looking photos, and stockpile happiness for the entire mini-holiday! 🎉

How are you planning to spend today? Let’s chat in the comments~

大仁Jaron

@Sofi紫藤

Sofi紫藤

With mountains and seas in the heart, quiet yet without contention.

大仁Jaron

🎙️ Analysis and Practical Implementation of U.S. Stock Investment Strategies

End

02 h 22 m 48 s

1.5k

大仁Jaron

｜The Milky Way does not ask those who rush, and time does not fail those who share the same goal｜
Welcome to the Galaxy Community.

大仁Jaron

Article

Intel teams up with AU Optronics to develop advanced packaging for Micro LEDs, targeting the CPO and high-density computing integration market

Intel is extending its advanced packaging strategy into the Micro LED substrate domain, and has also reportedly forged deep cooperation with AU Optronics, a major Taiwan panel maker, to jointly advance CPO (co-packaged optics) and integration solutions for high-density computing chips. This marks that the photonic heterogeneous integration technology roadmap is accelerating toward commercialization.
According to a report by Taiwan media outlet Taiwan (Economic Daily) on September 21, industry insiders revealed that Intel has obtained a U.S. licensed patent titled "IC Package with Micro LEDs." The core technical route is to embed semiconductor chips into a glass substrate and, through through-glass vias (TGV), enable electrical interconnection between Micro LEDs and the packaging substrate. This allows on-chip light-emitting display, customized optical output, and in-situ optoelectronic testing functionalities to be achieved without the need for additional external components. Previously, AU Optronics Chairman Peng Shuanglang stated clearly at a previous earnings briefing that the company has already made inroads in advanced packaging and the glass substrate field, and is now developing jointly with partners.

INTCB-1.45%

大仁Jaron

Article

Nasdaq 100 Quarterly Rebalancing Takes Effect Soon! SpaceX’s Weight Will Double to 2.82%

Next Monday (September 21), the Nasdaq 100 index quarterly rebalancing will officially take effect. SpaceX’s weight in the index will jump from 1.28% to 2.82% directly—more than doubling.
To be honest, seeing this number, my first reaction was: finally, things are back to normal. SpaceX’s market value has surpassed $2 trillion, making it the seventh-largest company in the Nasdaq 100 index—yet previously, with its weighting, it couldn’t even squeeze into the top 20. That’s basically a “miscarriage of justice” in index construction history. Now the weight finally matches the market cap, but the driver behind it isn’t fundamentals—it’s a mechanical rules adjustment.

SPCXB+6.59%

QQQB+0.74%

大仁Jaron

Verified

Article

The Fed’s “credibility battle”: after core CPI once again beat expectations, the bad news is fully priced in as September rate-hike odds are 83%

Core CPI again beat expectations: the Fed has been “cornered,” and rate hikes may not be the flood of doom
After the nonfarm payrolls, August CPI also came in above expectations. This time, it was not the headline CPI that beat expectations, but the core CPI: core CPI month-on-month was 0.3%, higher than the expected 0.2%; core CPI year-on-year was 2.45%, compared with 2.48% last month—essentially flat. The rise in headline CPI had been fully anticipated and is in line with market expectations.
Specifically, the core rise is mainly due to hotels and air tickets. Prices for other core goods and services remained relatively moderate, with rents increasing by less than 0.2% month-on-month. This may explain why, after the data was released, gold first fell and then rose, and U.S. Treasury yields first rose and then fell—this “odd” reaction was as if the data were below expectations. The market may think that the increase driven by travel and holidays is not sustainable.

大仁Jaron

Verified

Article

The “sweet spot poison pill” of index weights: SpaceX’s $12.4 billion passive buying is about to collide head-on with a flood of 2.3 billion shares set to be unblocked

A “non-fundamental” rally triggered by index rules
The wave of buying ahead for SpaceX has little to do with its business prospects. It’s more like a mechanical outcome produced after an index construction rule that few people pay attention to gets triggered.
The Nasdaq 100’s quarterly rebalance effective September 21 is expected to raise SpaceX’s weighting from 1.25% to about 1.51%. According to a team led by JPMorgan strategist Min Moon, this adjustment will trigger roughly $12.4 billion in passive net buying.
The direct reason for the jump in weighting is that the free-float ratio has risen from less than 10% after the IPO to nearly 30%—after more than 1 billion shares of lock-up stock are released, the index rules automatically amplify the inclusion weight of this mega-cap with a market value of more than $2 trillion.

SPCXB+6.59%

QQQB+0.74%

大仁Jaron

Open a new chapter and embark on a new journey—exciting prospects lie ahead!

大仁Jaron

On August 27, according to encrypted KOL Kunlun Xing, Binance founder CZ attended an in-person book lovers meetup for 《Binance Life》 in Hong Kong. He set up a booth to sell books on site, actively chatted with customers who bought books, and said he accepts payments in Hong Kong dollars or RMB. Throughout the event, he stayed down-to-earth, interacted with readers at the venue, and responded with “Thank you for your patronage.”
In addition, today CZ will attend the Bitcoin Asia 2026 conference, scheduled to hold an interview from 15:00 to 15:30 on the theme of 《The Bitcoin Century》.

BTC-0.14%

大仁Jaron

Verified

Article

From “What AI Can Do” to “Who Will Foot the Bill”: Goldman Explains the Threefold Logic Behind Tech Stocks’ Ongoing Pressure

The recent pullback in tech stocks is not the end of the AI narrative, but the market is undergoing a profound restructuring of its pricing logic.
Nvidia once saw seven straight trading days of declines, weighing on the Nasdaq. Rich Privorotsky, head of the Goldman One-Delta trading desk, said this round of selling in tech stocks is hard to attribute to a single catalyst; rather, it is the combined result of triple pressures—credit market conditions, supply-chain expectations, and the policy environment. He warned that “the credit market is raising questions that the stock market had largely overlooked.”
This repricing has already left clear marks at the valuation level. The Philadelphia Semiconductor Index’s 24-month forward P/E has narrowed from 21–22 times to roughly 15 times, and the range of possible outcomes is widening significantly. The core issue has also shifted—from “what AI can do” to “who will pay for it to run.”

NVDAUS+1.45%

AVGOUS+3.23%

QQQB+0.74%

大仁Jaron

Verified

Article

Supply chains turn into the front line

Bessent launches an all-out economic offensive against Iran; AI devours global high-end storage output, and on the eve of Nvidia's earnings report, its own supply chain becomes the frontline of national security.
1｜Bessent launches "Operation Economic Abandonment"; the final arguments of Iran's moderates are dismantled
Bessent formally announced on Monday the secondary sanctions code-named "Operation Economic Abandonment". The measures cover five areas—digital assets, technology, gold, aviation, and shipping—adding nearly 60 individuals, entities, and vessels. Before the sanctions were published, the rial had already fallen below 2 million per 1 US dollar, a historic low. The Washington Post's assessment is that the heaviest move was actually delayed.

NVDAB+1.10%

AMZNB+0.97%

大仁Jaron

October rate-hike expectations cool further down; Fed vice chair Jefferson: assessing next steps may require more time

Intel teams up with AU Optronics to develop advanced packaging for Micro LEDs, targeting the CPO and high-density computing integration market

Nasdaq 100 Quarterly Rebalancing Takes Effect Soon! SpaceX’s Weight Will Double to 2.82%

The Fed’s “credibility battle”: after core CPI once again beat expectations, the bad news is fully priced in as September rate-hike odds are 83%

The “sweet spot poison pill” of index weights: SpaceX’s $12.4 billion passive buying is about to collide head-on with a flood of 2.3 billion shares set to be unblocked

From “What AI Can Do” to “Who Will Foot the Bill”: Goldman Explains the Threefold Logic Behind Tech Stocks’ Ongoing Pressure

Supply chains turn into the front line

Trending Topics