橙子Joyce
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橙子Joyce
Square Verified+价值投资者:以十年为单位投资美股及BTC.ETH.BNB.SOL.推特X:@Joyce88ai
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Apple (AAPL) will hold the biggest product launch of this year at its Cupertino headquarters at 10:00 a.m. Pacific Time on September 9 (1:00 a.m. the next day Beijing time). This will also be the first time that John Ternus, after taking over as CEO, will lead a major new product launch. Apple is expected to unveil its first foldable-screen iPhone, with a device size roughly like a standard passport; when unfolded, the screen size will be close to that of a small iPad. This will be the most significant design change for the iPhone in nearly 20 years since it was introduced. Apple also plans to release iPhone 18 Pro and Pro Max, featuring a faster chip, improved battery life, and a major upgrade to the camera—at least the larger models will be equipped with a mechanical aperture. The second-generation iPhone Air and the standard iPhone 18 are expected to be delayed until next spring. A new Apple Watch could also be unveiled around the same time. Tim Cook, who is stepping down as CEO, will continue to serve as Executive Chairman.
Despite a potential price as high as $2,500 for Apple’s first foldable-screen iPhone launching in September, first-year shipments are still expected to exceed 10 million units, helping to restart growth in the foldable phone market. Market expectations are that global shipments of foldable-screen phones will grow by 12.6% this year and 18% next year; by 2027, Apple will account for 40% of worldwide foldable phone shipments. At the same time, due to rising prices for components such as memory chips and supply constraints, the global overall smartphone market is expected to shrink by a record 16.7% this year, with the claim that “the era of cheap smartphones has already ended.”
$AAPL
Despite a potential price as high as $2,500 for Apple’s first foldable-screen iPhone launching in September, first-year shipments are still expected to exceed 10 million units, helping to restart growth in the foldable phone market. Market expectations are that global shipments of foldable-screen phones will grow by 12.6% this year and 18% next year; by 2027, Apple will account for 40% of worldwide foldable phone shipments. At the same time, due to rising prices for components such as memory chips and supply constraints, the global overall smartphone market is expected to shrink by a record 16.7% this year, with the claim that “the era of cheap smartphones has already ended.”
$AAPL
PINNED
Bitcoin Asia 2026 (Asian Bitcoin Conference) will be held on August 27–28, 2026 at the Hong Kong Convention and Exhibition Centre (HKCEC). It is hosted by BTC Inc. (a subsidiary of Nakamoto Inc.), and Metaplanet is the naming sponsor. It is one of the largest Bitcoin-themed conferences in Asia.
According to the official announcements and confirmations released by multiple media outlets (including the first wave and subsequent updates, as of the eve of the event), the major big names/key speakers in the crypto community and related fields include:
Core Headliners
• CZ (Changpeng Zhao): Founder of Binance (later focusing on education and regulatory consulting, etc.); already confirmed to deliver a keynote on the main stage.
• Balaji Srinivasan: Founder of Network School and author of The Network State; featured as the top-tier closing keynote guest.
• Justin Sun (孙宇晨): Founder of TRON; advisor to WBTC/HTX, etc.
• Simon Gerovich: CEO of Metaplanet (the largest corporate Bitcoin holder in Japan; naming sponsor of the conference).
• David Bailey: CEO & Chairman of Nakamoto Inc. (NASDAQ: NAKA).
• Gracy Chen: CEO of Bitget.
• Mark Yusko: Managing Partner at Morgan Creek Digital.
• AJ Scaramucci: Founder and CEO of Treasure Trove.
Other Important Confirmed Guests
• Hugh Hendry: Founder of Acid Capitalist; former macro hedge fund manager (publicly shifted to supporting Bitcoin as a monetary asset).
• Matt Cole: Chairman and CEO of Strive (companies related to publicly listed Bitcoin treasuries).
• Jack Kong: Founder of Nano Labs; related to Hong Kong Cyberport.
• Bonnie Chang: Founder and host of Bonnie Blockchain.
• Policy and institutional side: Dr. Hon. Johnny Ng (吳杰庄) (Hong Kong Legislative Council member, member of the National Committee of the Chinese People’s Political Consultative Conference), Bilal Bin Saqib (Chairman of Pakistan’s virtual asset regulatory authority), etc.
In addition, there will be many speakers from exchanges, custodianship, mining, development, institutional investment, and other fields (the official website lists 150+ people, including figures such as Stephan Livera, Bitget/BitGo/Bitdeer, and others). The agenda covers institutional adoption, macro finance, regulation, infrastructure, and more.
For the complete latest list and agenda, please visit the official website: asia.b.tc/speakers and the agenda page.
According to the official announcements and confirmations released by multiple media outlets (including the first wave and subsequent updates, as of the eve of the event), the major big names/key speakers in the crypto community and related fields include:
Core Headliners
• CZ (Changpeng Zhao): Founder of Binance (later focusing on education and regulatory consulting, etc.); already confirmed to deliver a keynote on the main stage.
• Balaji Srinivasan: Founder of Network School and author of The Network State; featured as the top-tier closing keynote guest.
• Justin Sun (孙宇晨): Founder of TRON; advisor to WBTC/HTX, etc.
• Simon Gerovich: CEO of Metaplanet (the largest corporate Bitcoin holder in Japan; naming sponsor of the conference).
• David Bailey: CEO & Chairman of Nakamoto Inc. (NASDAQ: NAKA).
• Gracy Chen: CEO of Bitget.
• Mark Yusko: Managing Partner at Morgan Creek Digital.
• AJ Scaramucci: Founder and CEO of Treasure Trove.
Other Important Confirmed Guests
• Hugh Hendry: Founder of Acid Capitalist; former macro hedge fund manager (publicly shifted to supporting Bitcoin as a monetary asset).
• Matt Cole: Chairman and CEO of Strive (companies related to publicly listed Bitcoin treasuries).
• Jack Kong: Founder of Nano Labs; related to Hong Kong Cyberport.
• Bonnie Chang: Founder and host of Bonnie Blockchain.
• Policy and institutional side: Dr. Hon. Johnny Ng (吳杰庄) (Hong Kong Legislative Council member, member of the National Committee of the Chinese People’s Political Consultative Conference), Bilal Bin Saqib (Chairman of Pakistan’s virtual asset regulatory authority), etc.
In addition, there will be many speakers from exchanges, custodianship, mining, development, institutional investment, and other fields (the official website lists 150+ people, including figures such as Stephan Livera, Bitget/BitGo/Bitdeer, and others). The agenda covers institutional adoption, macro finance, regulation, infrastructure, and more.
For the complete latest list and agenda, please visit the official website: asia.b.tc/speakers and the agenda page.
@橙子Joyce 🧧🧧🧧🧧🧧🧧🧧🧧💰💸
橙子Joyce
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Are global markets holding their breath tonight?
Hello everyone. Tonight, global capital markets are holding their breath, waiting for Nvidia to release its latest earnings report early Thursday morning. This report will point the way forward for the next phase of development in artificial intelligence. Tonight, U.S. stock market performance is somewhat lackluster, as if it’s calm before the storm, with popular stocks and sectors moving up and down in mixed fashion.
The latest released economic data has not significantly changed market expectations for the Federal Reserve to raise interest rates this year. One of the Fed’s commonly used inflation indicators—the U.S. personal consumption expenditures (PCE) price index for July—showed that prices rose 0.2% from the previous month and increased 3.7% from the same period last year. Both figures are 0.1 percentage point higher than economists surveyed by the Dow Jones had expected.
The latest released economic data has not significantly changed market expectations for the Federal Reserve to raise interest rates this year. One of the Fed’s commonly used inflation indicators—the U.S. personal consumption expenditures (PCE) price index for July—showed that prices rose 0.2% from the previous month and increased 3.7% from the same period last year. Both figures are 0.1 percentage point higher than economists surveyed by the Dow Jones had expected.
帮帮Bonnie
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Let go of restlessness, let your true self settle, and meet a better version of yourself in slow time.
Let go of impetuosity, settle your heart, and meet a better version of yourself in slow time.
#reports say that Iran and Israel have reached a ceasefire understanding
Let go of impetuosity, settle your heart, and meet a better version of yourself in slow time.
#reports say that Iran and Israel have reached a ceasefire understanding
艾伦Eren1688
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Bullish*Every step in the snow counts* ❄️🚶
In the cold night, along the empty streets, a trail of footprints is left behind.
No one sees the process of this journey, and no one sees the quiet persistence and honing behind it.
But ahead, the mountains still stand tall, and the streetlights still light the way forward.
Success isn’t about a short sprint; it’s about choosing to keep going even when every step is difficult—making the next step anyway.
This is what consistency means. This is what full commitment means. This is how legends are forged 💎
Whether it’s trading or life, the principle is the same: you don’t need perfect external conditions—you need steadfast belief and a well-thought-out plan.
I’m currently honing my judgment through *Predict Token*—here, you can test your predictions based on real events, and build discipline with every prediction. Each decision is one step closer to your goal 📈
Keep moving forward, my friends. After the storm, the scenery will be different. Thank you for your support—aiming for the 20,000 mark! 🙏
This week, what step will you take to move closer to your goal?👇
answer:7
回答 :7
#1688家族family #predictons
In the cold night, along the empty streets, a trail of footprints is left behind.
No one sees the process of this journey, and no one sees the quiet persistence and honing behind it.
But ahead, the mountains still stand tall, and the streetlights still light the way forward.
Success isn’t about a short sprint; it’s about choosing to keep going even when every step is difficult—making the next step anyway.
This is what consistency means. This is what full commitment means. This is how legends are forged 💎
Whether it’s trading or life, the principle is the same: you don’t need perfect external conditions—you need steadfast belief and a well-thought-out plan.
I’m currently honing my judgment through *Predict Token*—here, you can test your predictions based on real events, and build discipline with every prediction. Each decision is one step closer to your goal 📈
Keep moving forward, my friends. After the storm, the scenery will be different. Thank you for your support—aiming for the 20,000 mark! 🙏
This week, what step will you take to move closer to your goal?👇
answer:7
回答 :7
#1688家族family #predictons
大仁Jaron
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U.S. Bets on Stablecoins [ Takeover ] as It Sells Off $29 Billion in Short-Term Treasuries
In June, foreign investors had a total net inflow of $133.5 billion into U.S. financial markets, but during the same period they sold $29.0 billion worth of Treasury bills.
Two sets of data show two distinctly different directions of capital flows within the same month: most incoming funds flowed toward the U.S. stock market, but demand for U.S. government debt weakened significantly. Foreign buyers purchased $181.4 billion worth of U.S. stocks, but only $6.8 billion in long-term Treasury bonds; in the short-term bond segment, they sold off Treasury bills that are often used as a cash reservoir.
This divergence in capital flows also helps explain why stablecoins were included in the U.S. government debt-response strategy. Stablecoin issuers such as Tether and Circle typically allocate most of the reserve assets supporting the value of their tokens to Treasury bills and similar assets. If overseas buyers continue to reduce their holdings of Treasury bills, the rapidly growing stablecoin sector—potentially on a scale comparable to, and with demand power that could rival, overseas capital—may become another significant force. The June data shows that this industry already has a sufficient size, but the recent token-issuance scale is small and cannot by itself account for the $29.0 billion in selling pressure.
Two sets of data show two distinctly different directions of capital flows within the same month: most incoming funds flowed toward the U.S. stock market, but demand for U.S. government debt weakened significantly. Foreign buyers purchased $181.4 billion worth of U.S. stocks, but only $6.8 billion in long-term Treasury bonds; in the short-term bond segment, they sold off Treasury bills that are often used as a cash reservoir.
This divergence in capital flows also helps explain why stablecoins were included in the U.S. government debt-response strategy. Stablecoin issuers such as Tether and Circle typically allocate most of the reserve assets supporting the value of their tokens to Treasury bills and similar assets. If overseas buyers continue to reduce their holdings of Treasury bills, the rapidly growing stablecoin sector—potentially on a scale comparable to, and with demand power that could rival, overseas capital—may become another significant force. The June data shows that this industry already has a sufficient size, but the recent token-issuance scale is small and cannot by itself account for the $29.0 billion in selling pressure.
CipherX 零号
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🇺🇸🇮🇷‼️ | Through an explicit message in Iran’s state channel, the regime reported that there is a $10 million reward for the person who manages to eliminate Barron Trump, the son of Donald Trump. They also issued the threat that Barron is being “fully monitored”.
$BTC
$BNB
$ETH
$BTC
$BNB
$ETH
远方1688 BNB
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The hustle and commotion of the market disturb the heart; ups and downs are all part of the norm ✨
Refuse to be ruled by FOMO emotions—don’t blindly follow the crowd into the fray.
Endless opportunities lie ahead; your principal is the true ace up your sleeve.
Slow down, steady your positions, and wait calmly for your moment.
Wishing you all composure in every move, and great profits 🧧
Refuse to be ruled by FOMO emotions—don’t blindly follow the crowd into the fray.
Endless opportunities lie ahead; your principal is the true ace up your sleeve.
Slow down, steady your positions, and wait calmly for your moment.
Wishing you all composure in every move, and great profits 🧧
Looking forward to NASA—the U.S. space agency—fulfilling astronauts’ dream of returning to the Moon, and also “urging” SpaceX to increase launch frequency. NASA Administrator Jared Isaacman said this month that if “Starship” can maintain one launch per month, and even achieve launches every few weeks by the end of the year, he would feel more confident about conducting tests of next year’s “Starship Human Landing System.”
SpaceX says the base is designed to support “thousands of Starship flights per year.”
In the end, the “Louisiana Spaceport” will have “more than a dozen” launch pads, enabling 30 “Starship” launches per day, becoming the largest launch site on Earth.
This is crucial to SpaceX’s plan to build up to 1 million data center satellites, which the company hopes to deploy into near-polar orbits.
Now SpaceX’s stock price is very attractive—maybe you can consider stocking up!
For reference only!
$SPCX.US
SpaceX says the base is designed to support “thousands of Starship flights per year.”
In the end, the “Louisiana Spaceport” will have “more than a dozen” launch pads, enabling 30 “Starship” launches per day, becoming the largest launch site on Earth.
This is crucial to SpaceX’s plan to build up to 1 million data center satellites, which the company hopes to deploy into near-polar orbits.
Now SpaceX’s stock price is very attractive—maybe you can consider stocking up!
For reference only!
$SPCX.US
Verified
USDC issues nearly $2 billion more in one week—what supports Circle’s next growth cycle?
1.USDC ends nearly six months of sideways, weak performance, adding about $1.7 billion to $2.0 billion in supply within a week, becoming a direct signal that Circle’s fundamentals are recovering.
2.Awarded Circle a “beat the broader market” rating with a $140 target price, the long-term thesis hinges on whether Arc can convert institutional partnerships into assets, settlement, and revenue.
3.USDC’s total supply still lags behind USDT, but in transaction volumes after excluding bots and high-frequency activity, USDC’s share has already risen to 60% or more in 2026.
4.Real-world stablecoin payments are growing at about 30% year over year, but they currently account for only around 3% of adjusted transaction volume—so they have not yet become a major source of demand.
5.AI agent payments see nearly 19 million monthly transactions, but the value is only about $1 million; at this stage, it mainly reflects infrastructure adoption.
USDC re-expands, and the top-tier competitive landscape has not changed for now
Even with supply below USDT, USDC captures more effective trading volume
Payments grow steadily, while AI agents remain stuck in “small-ticket, high-frequency”
Arc will be the real test of Circle’s platformization
At this stage, Circle’s most certain growth still comes from the rebound in USDC supply and an increase in trading share. Payment rails, tokenized asset economics, and AI agent activity also offer further room to expand valuation potential, but these businesses still need to go through the transformation from partnership announcements to infrastructure adoption, and ultimately to asset realization and revenue capture.
Next, the market needs to watch four variables:
1.Can USDC supply continue to grow?
2.Can the adjusted transaction share hold steady?
3.Can the share of real-world payments increase?
4.After Arc goes live, can it attract real assets and pull transactions in?
$BTC
$BNB
1.USDC ends nearly six months of sideways, weak performance, adding about $1.7 billion to $2.0 billion in supply within a week, becoming a direct signal that Circle’s fundamentals are recovering.
2.Awarded Circle a “beat the broader market” rating with a $140 target price, the long-term thesis hinges on whether Arc can convert institutional partnerships into assets, settlement, and revenue.
3.USDC’s total supply still lags behind USDT, but in transaction volumes after excluding bots and high-frequency activity, USDC’s share has already risen to 60% or more in 2026.
4.Real-world stablecoin payments are growing at about 30% year over year, but they currently account for only around 3% of adjusted transaction volume—so they have not yet become a major source of demand.
5.AI agent payments see nearly 19 million monthly transactions, but the value is only about $1 million; at this stage, it mainly reflects infrastructure adoption.
USDC re-expands, and the top-tier competitive landscape has not changed for now
Even with supply below USDT, USDC captures more effective trading volume
Payments grow steadily, while AI agents remain stuck in “small-ticket, high-frequency”
Arc will be the real test of Circle’s platformization
At this stage, Circle’s most certain growth still comes from the rebound in USDC supply and an increase in trading share. Payment rails, tokenized asset economics, and AI agent activity also offer further room to expand valuation potential, but these businesses still need to go through the transformation from partnership announcements to infrastructure adoption, and ultimately to asset realization and revenue capture.
Next, the market needs to watch four variables:
1.Can USDC supply continue to grow?
2.Can the adjusted transaction share hold steady?
3.Can the share of real-world payments increase?
4.After Arc goes live, can it attract real assets and pull transactions in?
$BTC
$BNB
Verified
SpaceX plans to build a $100 billion Starship launch base on the southern coast of Louisiana, adding a third Starship launch site. The facility will be located on Pea Island, covering about 125,000 acres. It is planned to construct five launch complexes, 10 launch pads, as well as propellant production, power generation, spacecraft processing, and employee housing facilities. The base will help SpaceX increase the frequency of Starship launches and support plans to build up to 1 million data center satellites in the future. Starship will also be used to launch upgraded Starlink satellites, with the earliest orbit data center mission planned for 2027, and NASA astronauts for a Moon landing as early as 2028.
Acquiring Cursor is an important step for SpaceX to expand its enterprise-grade artificial intelligence capabilities, because Cursor’s technology and data can help improve the performance of Grok.
After integrating Cursor’s data into Grok’s supplemental training, Grok’s performance has already improved significantly. Grok 4.6 combines powerful AI capabilities with costs that are substantially lower than comparable products, making it more appealing to users and supporting broader applications.
As enterprise customers’ profitability potential for Grok becomes increasingly important over time, artificial intelligence may become a larger contributor to SpaceX’s revenue. More widespread applications and continuously improving profitability will provide new momentum for growth beyond SpaceX’s existing business.
Now SpaceX’s stock price is very attractive, and positioning ahead of time to buy is the best investment strategy. In the next 3–5 years, you could see multiple times the returns!
For reference only!
$SPCXB
Acquiring Cursor is an important step for SpaceX to expand its enterprise-grade artificial intelligence capabilities, because Cursor’s technology and data can help improve the performance of Grok.
After integrating Cursor’s data into Grok’s supplemental training, Grok’s performance has already improved significantly. Grok 4.6 combines powerful AI capabilities with costs that are substantially lower than comparable products, making it more appealing to users and supporting broader applications.
As enterprise customers’ profitability potential for Grok becomes increasingly important over time, artificial intelligence may become a larger contributor to SpaceX’s revenue. More widespread applications and continuously improving profitability will provide new momentum for growth beyond SpaceX’s existing business.
Now SpaceX’s stock price is very attractive, and positioning ahead of time to buy is the best investment strategy. In the next 3–5 years, you could see multiple times the returns!
For reference only!
$SPCXB
A very professional analysis
心悦Joy
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In the past three weeks, speculative buy orders have flooded into the gold futures market, with a scale so large that it has drawn attention from market participants. From July 28 to August 18, managed funds, other categories, and non-reportable categories together recorded a net purchase of $22.2 billion in gold futures—the highest nominal amount in more than a decade. This round of buying consists of two parts: long position increases contributed $13.6 billion, while short covering contributed $8.6 billion. As of the statistics cutoff date, the gold net long position has already been at the 93rd percentile within the two-year lookback range. There is a "significant upside risk" to recent gains in gold. A friendly reminder: the risk of short-term position overheating is elevated, and the Jackson Hole meeting is the biggest near-term variable.
As the gold price continues to strengthen, the odds in the market are also moving rapidly. According to predicted market data, the market-implied probability of gold reaching $5,000 per ounce within the year has jumped from 40% a week ago to currently more than 60%.
The provided near-term technical reference levels are as follows: Resistance levels: 4670, 4770, 4890 Support levels: 4520, 4380, 4305 $XAU
As the gold price continues to strengthen, the odds in the market are also moving rapidly. According to predicted market data, the market-implied probability of gold reaching $5,000 per ounce within the year has jumped from 40% a week ago to currently more than 60%.
The provided near-term technical reference levels are as follows: Resistance levels: 4670, 4770, 4890 Support levels: 4520, 4380, 4305 $XAU
Verified
On August 26 at 20:30, the July PCE data will be released. If the reading comes in hotter than expected, expectations for the Federal Reserve’s September policy path are likely to be affected, and fluctuations in U.S. Treasury yields may move in tandem with global risk assets. In addition, the revised estimate of the U.S. real GDP for Q2 will be released on August 26 at 20:30. On a month-over-month basis, investors expect the Fed’s preferred inflation gauge—the core PCE price index—to rise by 0.2%. If the increase is larger, it could lead investors to reconsider expectations that the Fed will stay on hold in September, potentially opening the door for a pullback in gold. Conversely, if the monthly core PCE inflation data is weaker than expected, it may help gold move higher further.
Then on Thursday, August 27, traders will focus on the weekly initial jobless claims report. At 22:00 on Friday, the preliminary annual benchmark revision to nonfarm payrolls data will also be released, along with the final reading of the University of Michigan’s August consumer sentiment index.
The preliminary annual benchmark revision to nonfarm employment data will indicate whether previously reported U.S. employment figures were overestimated or underestimated. After recent signs of softer hiring, this revision may become even more important. If it suggests a significant weakening in the labor market, it could affect expectations for Fed policy.
Then on Thursday, August 27, traders will focus on the weekly initial jobless claims report. At 22:00 on Friday, the preliminary annual benchmark revision to nonfarm payrolls data will also be released, along with the final reading of the University of Michigan’s August consumer sentiment index.
The preliminary annual benchmark revision to nonfarm employment data will indicate whether previously reported U.S. employment figures were overestimated or underestimated. After recent signs of softer hiring, this revision may become even more important. If it suggests a significant weakening in the labor market, it could affect expectations for Fed policy.
Partly True
The momentum of U.S. economic growth is accelerating. S&P Global’s U.S. Composite PMI rose by 1.5 points in August to 56.0, the highest level since April 2022 and the third consecutive month of gains. At the same time, the Services PMI increased by 2.2 points to 56.8, the highest level since March 2022. The Manufacturing PMI fell by 0.7 points to 53.9, the lowest level in the past five months, but it remains in the expansion range.
Meanwhile, U.S. firms’ hiring activity is led by the services sector, with headcount increasing at the fastest pace since January 2025. These data suggest that the United States’ year-on-year GDP growth rate in Q3 2026 will reach +3.0%, compared with +1.5% in Q2. Artificial intelligence is driving a historic wave of growth.
Meanwhile, U.S. firms’ hiring activity is led by the services sector, with headcount increasing at the fastest pace since January 2025. These data suggest that the United States’ year-on-year GDP growth rate in Q3 2026 will reach +3.0%, compared with +1.5% in Q2. Artificial intelligence is driving a historic wave of growth.
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