大仁Jaron

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大仁Jaron

Wb3项目投研｜AI研究生｜推特X: @Jaron2277｜web3与AI未来无限可能

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大仁Jaron

On August 30, analyst Rekt Fencer published a BTC vs. Nasdaq 3-day chart ratio, marking three notable drawdowns: approximately -84.9% in 2018, about -80.7% in 2022, and currently around -54.3% in 2026. Rekt Fencer said that after the first two times Bitcoin fell behind the Nasdaq by such a large margin, it was followed by a very strong independent uptrend, and the price was then sharply driven upward in a straight surge. Now the ratio has dropped significantly again; history may repeat for the third time. The bottom is already near, and next BTC will strengthen again.

🧧🧧🧧Reply 666 to get $SOL 🧧🧧🧧
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Article

Apple is about to open a new chapter—How will “new boss” Ternus take action in the AI era?

(China Science and Technology Daily) August 31 — Apple, which once fell behind in the development pace of the artificial intelligence field, may soon turn things around by “changing the top executive.”
On September 1 local time, Apple’s current Senior Vice President of Hardware Engineering, John Ternus, will succeed Tim Cook as the company’s new CEO. Cook will move on to become Executive Chairman of the Board and will continue to handle matters such as communicating with global policy makers.
Meanwhile, Apple’s fall product launch event has been scheduled for September 9. At that time, as the newly appointed CEO, Ternus will for the first time be responsible for presiding over the event.

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大仁Jaron

@币圈淘金小旋风

币圈淘金小旋风

$BTC $ETH $BNB sideways consolidation is grinding people, 🐮🐮🐮🐮🐮🐮🐮 is the market still there? Do BTC and ETH have hopes of breaking to new highs?

Truth be told, the crypto space has been really exhausting lately. BTC and ETH have been stuck in a range for a long time, grinding back and forth. They can’t rise much, and they don’t fall deeply either. A lot of people have run out of patience—asking every day: when will it finally choose a direction? Has the bull market already quietly ended?🔥

To be honest, this is a classic sideways washout phase right now. Neither the longs nor the shorts have the upper hand. Trading volume has also been shrinking. Short-term funds are shuffling around; chasing the price gets you trapped, while trying to bottom-fish leaves you worried it’ll keep grinding. Many retail traders who can’t hold their positions get shaken out by this kind of repeated volatility.

Whether the bull move is over can’t be judged solely by short-term sideways action. As long as the big trend hasn’t been thoroughly broken down, don’t hastily conclude that the bull market is finished. If you want new highs, you need a breakout with increased volume over key resistance. Without volume to back it up, even if price spikes, it could be a false breakout and easily get hammered back down.

ETH has more volatility—basically it follows “Big Pie” (BTC). As long as BTC doesn’t move, ETH is hard to establish an independent upswing.

Now,千万别乱操作—don’t mess around with random trades. Don’t rush to bet on a one-way surge or crash. Break above and hold the resistance before considering a long. If key support breaks down, be careful about the next round of pullback. During a sideways phase, the worst thing is frequent back-and-forth trading—it’s easy to get beaten repeatedly. #黄金本周下跌3.24% #特朗普达成委内瑞拉17油田开发协议 #日元贬值日本已投入970亿美元护盘

大仁Jaron

@必按666 势不可挡 unstoppable

必按666 势不可挡

Use Binance’s prediction new platform to predict the direction of this historic oil agreement based on the past—let’s see if you can predict it correctly!

🔥 Historic oil agreement
Reports say that the United States and Venezuela have reached an agreement on a 100-year oil cooperation, covering 17 oil fields, with an estimated 65 billion barrels of proven potential reserves.
Up to $100 billion can be invested in Venezuela’s oil industry.
Venezuelan crude oil may also help replenish the United States’ strategic petroleum reserves.
#石油 #委内瑞拉 #美国 #越南试点加密资产市场

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》.

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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.”

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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.

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Article

Dalio: The U.S. debt crisis could arrive within three years at the fastest—advises selling bonds and buying gold and Bitcoin

Billionaire and founder of Bridgewater Associates Ray Dalio issues a warning: the U.S. debt crisis could break out as soon as within three years, and he advises investors to reduce their bond holdings—allocating 10% to 15% of their portfolio to gold—while holding a small amount of Bitcoin to hedge risk.
In an article published on Friday, Dalio said that this year the U.S. government’s revenue is about $5.5 trillion, while spending is as high as $7.5 trillion, leaving a gap of $2 trillion. Even just interest expenses alone would come close to $1 trillion, and roughly $10 trillion in debt urgently needs to be refinanced.
He believes that if the current trajectory is not changed, the debt crisis—"within three years, with an error range of plus or minus two years"—may arrive. The remarks have once again stirred market sentiment.

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Article

Meta Reportedly Consumes Tens of Trillions of Tokens Every Week, Quietly Becoming a Major Microsoft AI Customer

Meta Platforms has become one of Microsoft’s largest AI (artificial intelligence) customers, highlighting that demand for this emerging AI technology remains largely concentrated in the technology industry for now.
An insider said Meta spends hundreds of millions of dollars every year to access AI models through Microsoft Azure cloud services. It added that the compute power Meta uses each week via Azure has reached the level of tens of trillions of tokens.
An important part of Microsoft’s AI strategy is to provide AI models from different vendors through a model marketplace called Foundry. As of this past July, Foundry had 100,000 customers. In promotional materials, Microsoft often showcases customers from traditional industries such as manufacturing and transportation.

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Are U.S. bond yields the “elephant in the room”? Survey shows bullish sentiment for U.S. stocks remains strong

Bank of America’s latest global fund manager survey shows that 56% of the funds in respondents’ investment portfolios are allocated to stocks—its highest level since November 2021.
However, this survey also shows that as investors' optimism toward stocks continues to build, “unruly bond yield increases” is seen as the second-largest factor threatening the stock market, only behind the risk of an AI bubble.
In addition, as a related risk factor, 25% of respondents say that a second-round rebound in inflation is the biggest risk facing the market.
Sevens Report Technicals newsletter editor Tyler Richey says that the surge in bond yields is “the elephant in the room” and could break the rally trend in the stock market that has been edging closer to historic highs over the past year. However, although strategists on Wall Street are paying attention to the impact of rising yields, most of them believe that the current level of yields is not yet high enough to disrupt the logic behind the stock market’s advance. After all, historical data shows that a sudden spike in bond yields does not necessarily deal a blow to the stock market.

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大仁Jaron

Apple is about to open a new chapter—How will “new boss” Ternus take action in the AI era?

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

Dalio: The U.S. debt crisis could arrive within three years at the fastest—advises selling bonds and buying gold and Bitcoin

Meta Reportedly Consumes Tens of Trillions of Tokens Every Week, Quietly Becoming a Major Microsoft AI Customer

Are U.S. bond yields the “elephant in the room”? Survey shows bullish sentiment for U.S. stocks remains strong

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