强哥_砍树版

My oil is coming back! I’ve been paying a $180 tariff—now it’s definitely heading back to zero! $CL

The third surge is here—can $币安人生 break away from the bottom in one go and push straight to 0.8

The SOL to Bitcoin exchange rate is suspected to have broken through; going forward, SOL is very likely to move independently in its own market trend$SOL

Bitcoin large range 82200~75500 has still not effectively broken down below; it has merely formed a lower wick. I believe there is still a chance to do high-sell and low-buy within the range.
Focus on 82200~81200 at the top of the range; focus on 76500~75500$BTC at the bottom of the range.

《The Clear Act》’s failure to pass— even the Republicans themselves didn’t all vote for it, so what vote are they asking for?
The downside news has already materialized; does that count as good news?
#Polymarket上CLARITY法案立法几率减半

Didn’t the Clear Act already think it wouldn’t pass—so why is it dropping this hard?
#贝森特支持CLARITY法案终稿

Bitcoin is down to 75560 here. The previous range was 80000–76000, and tonight this spike down has wiped out all the long-side liquidity. It also trapped some chase-sellers who were shorting. Tomorrow is FOMC. Before tomorrow, we don’t know if it can still pump up to $BTC

$BTC Try a few more times and see if you can directly puncture the previous high at 79200. Set a 2000-point stop loss.

You really should be dead; you even paid the rate fees—over 1000 $CL

Trump is going to step up—does that mean oil will finally get a chance? ??$CL

Brothers, look at Walmart—this is an opportunity. Long-term Walmart is definitely bound to have stable upward growth! Maybe I can buy in at the true stage low? A pullback of these 20–30 points basically only happens once every few years. Who’s brave enough to get on board?$WMT

Trump clearly backed down on the CLARITY Act this time: agreed to about 80% of the new ethical provisions, including involving state attorneys general in enforcement, allowing exchanges to be prosecuted for transactions related to the improper listing of certain assets, and requiring officials with a significant beneficial interest in crypto-issuing entities to divest their assets or put them into a blind trust. Previously, the White House was concerned that this would leave Democratic state attorneys general with room for “political enforcement,” but in order to get the bill to secure bipartisan support, Trump ultimately accepted it. This signal is fairly important—now, the biggest obstacle to CLARITY is no longer solely the crypto industry itself, but rather conflicts of interest and political maneuvering. Trump’s willingness to concede on his own crypto interests also means the bill is one step closer to the key vote. $CRCL
#特朗普就CLARITY法案条款存疑

Damn terrorists, can they just drop dead where they are $CL

Strategy has a new move: it repurchased $139 million worth of STRC. As of September 13, the company already holds 845,050 BTC and $6.4 billion in cash. What’s truly worth watching now isn’t the buyback itself, but how long Strategy’s “financing → buy BTC → continue financing” machine can keep running. STRC’s BTC credit spread is currently only 57 basis points, indicating that the financing side is still relatively comfortable for the time being. As long as the cost of financing stays under control, Strategy could remain an important marginal buyer of BTC. But once BTC volatility rises, the financing spread widens, or the MSTR premium shrinks, the pressure on this model will become clearly more pronounced.
#AnthropicCEO呼吁放缓AI发展

Strategy did not increase its BTC holdings last week, and its USD reserves also fell by about $140 million from the previous level to $6.4 billion. Looking only at the “didn’t buy coins” headline, don’t overinterpret it—the real thing worth watching is Strategy’s “financing → buying BTC” cycle: if it can continue to raise funds and keep increasing its holdings, that looks more like a short-term rhythm adjustment. But if cash is continuously consumed and its financing capacity also declines, then the incremental BTC buying pressure from Strategy—previously an important factor—may start to weaken. In the short term, BTC is roughly neutral to mildly bearish; what really matters is whether it can still act as that institutional buyer of “infinite financing for buying coins.”
#AnthropicCEO呼吁放缓AI发展

The real thing to note about Bezant’s line, “The government that bond markets have flipped is more than all the grenade launchers,” is not that he supports Waller cutting rates; it’s that he’s laying the groundwork for a possible rate hike by Waller this week in advance. The subtext is quite clear: Trump can hope for rate cuts, but he can’t ignore the U.S. Treasury market. If inflation and oil prices remain under pressure, even if the Fed adds 25 bps, it may be to re-anchor inflation expectations and keep long-end Treasury yields steady, rather than to fully pivot to hawkishness. The key instead is what Waller will say after the hike—if he signals, “This could be the last rate hike, and the next steps will depend on the data,” then the market may begin pricing “hawk first, then dove”: first stabilize the bond market and inflation expectations, and then create room for subsequent rate cuts. For BTC, a near-term rate hike may not be good news, but if long-term Treasury yields subsequently fall, that could actually become a more important medium-term bullish signal.
#比特币涨1.64%突破78000美元

US Senator Lummis: Trump voluntarily agreed to the new moral clauses of the “Clarity Act”
【US Senator Lummis: Trump voluntarily agreed to the new moral clauses of the “Clarity Act”】Golden Finance reports that on September 14, U.S. Senator Cynthia Lummis posted on the X platform, saying: “After a year of intense, daily bipartisan negotiations, this bill is now ready. The text below is the final version. President Trump has voluntarily agreed to add ethical provisions, imposing one of the strictest ethics restrictions in U.S. history on all federally elected officials, judges, and their spouses. This new text incorporates more than 120 demands put forward by the Democrats.
If a “no” vote is cast on Tuesday, it means opposing a real ethics reform targeting personal investment behavior by people in politics, ceding the United States’ leadership in the digital asset space to foreign competitors, and leaving the American public with no protection in digital asset markets.
What the Democrats wanted has been met; now they need to accept this bill and vote in favor.”“$CRCL ”

The U.S. Senate Republican Party releases the updated text of the “CLARITY Act,” incorporating the revised ethical proposals agreed to by Trump
【The U.S. Senate Republican Party releases the updated text of the “CLARITY Act,” incorporating the revised ethical proposals agreed to by Trump】On September 14, crypto reporter Eleanor Terrett posted that Republican senators have released the updated text of the “CLARITY Act,” incorporating the revised ethics proposals agreed to by Trump. They also simultaneously adjusted elements including the “Blockchain Regulatory Certainty Act” (BRCA), stablecoin yield, and the so-called “Ag provision.” The Republicans claim that this is the “final, best, and ultimate” proposal presented to Democrats ahead of the procedural vote scheduled for Tuesday.

Regarding the BRCA, the new text narrows the scope of relevant provisions to the “Bank Secrecy Act” and civil enforcement, and deletes wording that would extend protection to criminal cases, including lawsuits brought under “Section 1960.” In terms of ethical provisions, Trump agreed to the version supported by Republican aides—about 80% of the Tillis-Gallego proposal—which includes requiring relevant individuals to sell “substantial” crypto-related financial interests, or place them in a blind trust. It also allows state attorneys general to participate in enforcement of ethical provisions—something the White House had previously opposed.

Regarding stablecoin yield, the new text adds the “circuit breaker” mechanism proposed by Senator Tillis in July. If regulators detect signs that community bank deposits are flowing in large scale into stablecoins, federal regulators may intervene, and Treasury Secretary Bessent will be responsible for the relevant rulings.

Regarding the “Ag provision,” the updated text further strengthens restrictions on vertical integration. This includes related-party transactions and conflicts of interest involving digital commodity trading platforms, brokers, and traders. It also clarifies that state consumer protection laws remain applicable, and stipulates that developer protections will not constitute an exemption under the derivatives law, nor will they affect prediction markets.$CRCL
#CLARITY法案2026成法概率升至30%

US Democrats to Meet Tuesday to Discuss AI Legislative Action
【US Democrats to Meet Tuesday to Discuss AI Legislative Action】Golden Finance reported that on September 13, according to Bloomberg, House Democratic leader Hakeem Jeffries said that Democratic lawmakers will hold a party caucus meeting Tuesday morning to specifically discuss legislative actions related to artificial intelligence, and said that addressing the challenges posed by AI is a “high priority” and that measures are needed as soon as possible. He noted that Democrats are currently discussing how to set up regulatory and safety “guardrails” in response to the industry’s rapid development and potential risks.

The revenue of Robinhood Chain dropped 83% within six days, while trading volume hit an all-time high
【The revenue of Robinhood Chain dropped 83% within six days, while trading volume hit an all-time high】According to a report by Golden Finance, data from DefiLlama shows that the Gas fee revenue earned by Robinhood Chain on September 10 was $943,728, down 82.6% from $5.44 million on September 4. However, trading activity on this network did not decrease accordingly.
September 4 was a record day for both fees and revenue on the network, with the two figures reaching $6.04 million and $5.44 million, respectively. As of September 10, fee revenue was $1.05 million and total revenue was $943,728, the lowest single-day value since August 29. Yet on-chain activity did not fall in sync with the decline in revenue. On September 10, decentralized exchange (DEX) trading volume was $1.87 billion, compared with $1.89 billion on September 4. Over the week ending September 10, total DEX trading volume reached $12.34 billion, up 26.5% from $9.76 billion the previous week; of that, trading volume on September 8 set a record at $2.06 billion. As of Friday (at the time of data compilation), trading volume had already reached $2.42 billion, surpassing that record.
#AnthropicCEO呼吁放缓AI发展