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周周1688
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🇨🇳 Crypto Morning News | September 1, 2026
$BNB 🧧🧧
📊 Market Pulse
At the start of September, the market is still experiencing high-level consolidation.
$BTC is currently about $77,800–$78,700, $ETH about $2,450–$2,470, and $SOL about $102–$103.
After the strong rally in August, the market began to digest realized profits, but BTC has continued to hold above $77K. Meanwhile, capital is flowing again into certain large altcoins.
🔥 ETF Funds Reflow
U.S. spot Bitcoin ETFs recorded about $217M in net inflows on August 31, with BlackRock IBIT contributing about $206M.
On the same day, spot Ethereum ETFs also saw about $87.7M in net inflows, continuing positive flows for 11 consecutive trading days.
This suggests institutional capital has not completely pulled out due to the late-August adjustment.
🐂 Strategy Rebuys Bitcoin
Michael Saylor’s Strategy ended its nearly two-month pause and bought an additional 4,603 BTC, worth about $369.7M, with an average price around $80,318.
Strategy currently holds about 845,050 BTC, reclaiming its position as one of the most prominent corporate Bitcoin buyers in the market.
🚀 Altcoins Begin to Rotate
What’s worth watching today is not just a BTC move up, but capital starting to look for new breakout directions.
$ARB saw a strong rebound of more than 30%, with trading volume clearly expanding; meanwhile, Bitwise’s spot XRP ETF assets have already surpassed $500M.
💵 Stablecoins Continue to Expand
Ripple’s $RLUSD market cap has exceeded $2B, with more than $1B of the supply located on the XRP Ledger.
This indicates that stablecoins, RWA, and on-chain settlement are continuing to move closer to institutional financial infrastructure.
Bitcoin Foundation
🌍 Macros Risks Heat Up Again
New risks are emerging from escalating U.S.–Iran developments. Supply risks in the Strait of Hormuz are pushing oil prices higher, and Brent briefly rose to about $92.
If energy prices keep climbing, inflation and expectations for Fed rate cuts may be affected again—one of the biggest macro variables for the September market.
👀 What to Watch Next
📌 JOLTS employment data
📌 Friday: U.S. Nonfarm Payrolls
📌 ETF fund flows
📌 CLARITY Act progress
📌 Whether BTC can reclaim and hold above $80K
📌 Capital rotation in the ARB and RWA sectors
One-sentence summary:
The explosive surge in August hasn’t ended the market story—September just changed the battlefield.
ETF reflows → Strategy buys BTC again → XRP ETF breaks $500M → RLUSD breaks $2B → altcoins begin rotating.
#1688家族family
$BNB 🧧🧧
📊 Market Pulse
At the start of September, the market is still experiencing high-level consolidation.
$BTC is currently about $77,800–$78,700, $ETH about $2,450–$2,470, and $SOL about $102–$103.
After the strong rally in August, the market began to digest realized profits, but BTC has continued to hold above $77K. Meanwhile, capital is flowing again into certain large altcoins.
🔥 ETF Funds Reflow
U.S. spot Bitcoin ETFs recorded about $217M in net inflows on August 31, with BlackRock IBIT contributing about $206M.
On the same day, spot Ethereum ETFs also saw about $87.7M in net inflows, continuing positive flows for 11 consecutive trading days.
This suggests institutional capital has not completely pulled out due to the late-August adjustment.
🐂 Strategy Rebuys Bitcoin
Michael Saylor’s Strategy ended its nearly two-month pause and bought an additional 4,603 BTC, worth about $369.7M, with an average price around $80,318.
Strategy currently holds about 845,050 BTC, reclaiming its position as one of the most prominent corporate Bitcoin buyers in the market.
🚀 Altcoins Begin to Rotate
What’s worth watching today is not just a BTC move up, but capital starting to look for new breakout directions.
$ARB saw a strong rebound of more than 30%, with trading volume clearly expanding; meanwhile, Bitwise’s spot XRP ETF assets have already surpassed $500M.
💵 Stablecoins Continue to Expand
Ripple’s $RLUSD market cap has exceeded $2B, with more than $1B of the supply located on the XRP Ledger.
This indicates that stablecoins, RWA, and on-chain settlement are continuing to move closer to institutional financial infrastructure.
Bitcoin Foundation
🌍 Macros Risks Heat Up Again
New risks are emerging from escalating U.S.–Iran developments. Supply risks in the Strait of Hormuz are pushing oil prices higher, and Brent briefly rose to about $92.
If energy prices keep climbing, inflation and expectations for Fed rate cuts may be affected again—one of the biggest macro variables for the September market.
👀 What to Watch Next
📌 JOLTS employment data
📌 Friday: U.S. Nonfarm Payrolls
📌 ETF fund flows
📌 CLARITY Act progress
📌 Whether BTC can reclaim and hold above $80K
📌 Capital rotation in the ARB and RWA sectors
One-sentence summary:
The explosive surge in August hasn’t ended the market story—September just changed the battlefield.
ETF reflows → Strategy buys BTC again → XRP ETF breaks $500M → RLUSD breaks $2B → altcoins begin rotating.
#1688家族family
520龙行天下
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Market conditions change rapidly, and hotspots come and go in rotation ✨ Don’t let the noise of the chart drag you along—avoid impulsive all-in moves. Understand the logic of capital, manage risk, and patiently wait for your own trading window. Trading is a long-term practice: stay grounded, maintain a calm mindset, and make choices with discipline. In life, you don’t have to rush to be first at everything—stay indifferent to gains and losses and keep your own rhythm. Slow down, settle your mind, and silently accumulate value. Wishing your account stays green with every step forward; may you carry strength in your heart and walk toward the sun. Peace and smooth sailing—may everything be worth looking forward to 💰
正乾商学--四条2
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🧧🧧🧧Thank you for your support and likes🎁🎁🎁
Ten years of crypto trading experience:
The first lesson of trading isn’t making money—it’s learning not to be eliminated by the market.
The market’s greatest enemy isn’t volatility, but the self without rules.
For those who don’t have a trading system, they search for answers in the market; for those who do have a trading system, they execute their plan.
#SEC拟修订规则纳入区块链与代币化证券
#G20声明关注数字资产吁负责任创新
#日本10年期国债收益率首触3%
Ten years of crypto trading experience:
The first lesson of trading isn’t making money—it’s learning not to be eliminated by the market.
The market’s greatest enemy isn’t volatility, but the self without rules.
For those who don’t have a trading system, they search for answers in the market; for those who do have a trading system, they execute their plan.
#SEC拟修订规则纳入区块链与代币化证券
#G20声明关注数字资产吁负责任创新
#日本10年期国债收益率首触3%
白鲨观点
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This morning I checked the market: BTC broke below 77,000, and liquidations across the whole network are almost 240 million yuan—about 80% of them are long positions. Then look at the ETF data: BlackRock’s IBIT bought another 1,400+ BTC, net inflow of over $100 million.
Prices are falling, while institutions are buying. Every time this kind of divergence shows up, the comments section splits into two camps:
One side says, “Institutions are coming in—quick, buy the dip.” The other side says, “Institutions are buying ETF shares, not pulling the spot price directly. Don’t get fooled.”
Both sides have points, but neither quite gets to the core.
What’s really worth thinking about is: why is the market dropping like this, yet institutions keep moving money in?
The answer may not be inside the crypto market, but outside it. Over the past few days, global bond markets have been selling off. U.S. Treasury yields have surged to 4.8%, and Japanese government bond yields hit their highest level in 96 years. The cost of capital for traditional finance is getting more expensive—the money is no longer cheap.
That sounds bearish—higher funding costs mean risk assets will face pressure. And yes, in the short term, it really is pressure. But think about it from another angle: when the operating costs of the traditional financial system keep rising, capital will look for places with lower friction and higher efficiency.
Why have stablecoins been so hot lately? Because 21 banks joined forces to launch their own stablecoin. It’s not because they suddenly believe in decentralization—it’s because they’ve realized that the cost of on-chain settlement is far cheaper than traditional clearing systems.
So the situation right now is rather delicate: short-term macro factors are weighing on prices, while long-term structural capital is positioning. What you see is the candlestick chart falling; what you can’t see is the underlying infrastructure changing.
As for what to do in the short term? Honestly, it’s normal for the 77,000 level to wobble up and down. Geopolitical conflicts plus rate-hike expectations are dual headwinds—of course it wouldn’t drop only a little. But if you think the bull market is over just because it’s down for two days, or if you want to go all-in to catch the dip because it’s dropping, that might be a bit too impatient.
The market is never black and white. It’s more like a balance scale being repriced: one side is macro pressure, the other is structural opportunity. Which side you stand on determines what you do next.
One last thing: for today’s行情, don’t place random orders. First figure out whether you’re making a short-term trade or building a long-term trend. If you mix the two, you’ll get hit from both ends.
$BTC $ETH #行情分析📈 #币圈思考
Prices are falling, while institutions are buying. Every time this kind of divergence shows up, the comments section splits into two camps:
One side says, “Institutions are coming in—quick, buy the dip.” The other side says, “Institutions are buying ETF shares, not pulling the spot price directly. Don’t get fooled.”
Both sides have points, but neither quite gets to the core.
What’s really worth thinking about is: why is the market dropping like this, yet institutions keep moving money in?
The answer may not be inside the crypto market, but outside it. Over the past few days, global bond markets have been selling off. U.S. Treasury yields have surged to 4.8%, and Japanese government bond yields hit their highest level in 96 years. The cost of capital for traditional finance is getting more expensive—the money is no longer cheap.
That sounds bearish—higher funding costs mean risk assets will face pressure. And yes, in the short term, it really is pressure. But think about it from another angle: when the operating costs of the traditional financial system keep rising, capital will look for places with lower friction and higher efficiency.
Why have stablecoins been so hot lately? Because 21 banks joined forces to launch their own stablecoin. It’s not because they suddenly believe in decentralization—it’s because they’ve realized that the cost of on-chain settlement is far cheaper than traditional clearing systems.
So the situation right now is rather delicate: short-term macro factors are weighing on prices, while long-term structural capital is positioning. What you see is the candlestick chart falling; what you can’t see is the underlying infrastructure changing.
As for what to do in the short term? Honestly, it’s normal for the 77,000 level to wobble up and down. Geopolitical conflicts plus rate-hike expectations are dual headwinds—of course it wouldn’t drop only a little. But if you think the bull market is over just because it’s down for two days, or if you want to go all-in to catch the dip because it’s dropping, that might be a bit too impatient.
The market is never black and white. It’s more like a balance scale being repriced: one side is macro pressure, the other is structural opportunity. Which side you stand on determines what you do next.
One last thing: for today’s行情, don’t place random orders. First figure out whether you’re making a short-term trade or building a long-term trend. If you mix the two, you’ll get hit from both ends.
$BTC $ETH #行情分析📈 #币圈思考
泽栩191
·
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May you always be joyful year after year,
May each year be more fulfilling than the last,
May everything go just as you wish, every moment.
May you find joy every day,
May each year surpass the last,
May good fortune always stay.
May each year be more fulfilling than the last,
May everything go just as you wish, every moment.
May you find joy every day,
May each year surpass the last,
May good fortune always stay.
大丽7613
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The arrival of Niu drove the entire primary market
When the contract announcement came out, I thought that under normal trading logic there should be a shakeout, but there wasn’t
I thought the market probably wouldn’t be this fomo-driven; it should have been built by the big players themselves
After the contract came out, the big players ate a wave of short orders too, and then it went down—so they basically got a full fill
This kind of setup doesn’t require heavy control; retail investors are enough, and there’s enough discussion. In fact, it’s the one that makes the most money
When the contract announcement came out, I thought that under normal trading logic there should be a shakeout, but there wasn’t
I thought the market probably wouldn’t be this fomo-driven; it should have been built by the big players themselves
After the contract came out, the big players ate a wave of short orders too, and then it went down—so they basically got a full fill
This kind of setup doesn’t require heavy control; retail investors are enough, and there’s enough discussion. In fact, it’s the one that makes the most money
Node知行
·
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Bullish ☀️A new day begins! The market keeps fluctuating—staying calm is the most important. Don’t chase high, and don’t hold on stubbornly. Put risk control first. Wishing everyone more take-profits today, fewer traps, and smooth trading 💪
#BTC #币安广场社区小贴士 #交易感悟
#BTC #币安广场社区小贴士 #交易感悟
阿波罗1111
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We have no fear—because from day one, LUCiC was destined to achieve greatness.
Keep pushing forward. The future belongs to those who stand shoulder to shoulder with us.
Every challenge is a stepping stone, and every moment drives us higher.
LUCiC’s best days are still ahead. Forward—let’s move on together!🚀✨
#LUCiC
Keep pushing forward. The future belongs to those who stand shoulder to shoulder with us.
Every challenge is a stepping stone, and every moment drives us higher.
LUCiC’s best days are still ahead. Forward—let’s move on together!🚀✨
#LUCiC
币圈淘金小旋风
·
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$BTC $ETH $BNB has gone mad! The “懂王” directly clashed with the Federal Reserve again! 💥
In early September, these remarks immediately stirred up the entire financial market. He openly called for an immediate rate cut, even saying the U.S. should have the lowest interest rate in the world. Even more aggressive, he claimed that GDP could rise to 14–20%, that high growth would not cause inflation, and that it was ongoing rate hikes that were actually destroying the economy—basically blasting the rate-hike policy as a stupid move. 💥
As soon as he said that, the crypto market, U.S. stocks, and gold all started to feel uneasy. After all, the Fed’s interest rates are the big “commanding baton” for crypto. If it really turns toward rate cuts and liquidity loosens, the ground will be ripe for a major surge in Bitcoin and Ethereum; but if the Fed ignores the advice and continues to tough it out with high rates, the overall market will only keep grinding back and forth. 💥
Right now, the market is stuck in a tug-of-war stage. On one side, politicians want to flood the system to stimulate the economy; on the other, the Fed is still watching inflation data and doesn’t dare to loosen policy. With both sides pulling, price action is likely to swing dramatically. 💥
As ordinary retail investors, don’t let headlines drag you into emotional overtrading. Just because someone shouts “buy” doesn’t mean a bull market is coming right away. Talking is one thing—what matters is the policy that actually gets implemented. There are too many uncertainties in the news flow; never jump into leverage recklessly. Manage your position size, stay patient, and wait for solid proof signals—don’t blindly rush in to bet on the trend. 💥#以太坊ETF连续11日净流入 #日本10年期国债收益率首触3% #伊朗革命卫队称打击约旦美军陆战队营地
In early September, these remarks immediately stirred up the entire financial market. He openly called for an immediate rate cut, even saying the U.S. should have the lowest interest rate in the world. Even more aggressive, he claimed that GDP could rise to 14–20%, that high growth would not cause inflation, and that it was ongoing rate hikes that were actually destroying the economy—basically blasting the rate-hike policy as a stupid move. 💥
As soon as he said that, the crypto market, U.S. stocks, and gold all started to feel uneasy. After all, the Fed’s interest rates are the big “commanding baton” for crypto. If it really turns toward rate cuts and liquidity loosens, the ground will be ripe for a major surge in Bitcoin and Ethereum; but if the Fed ignores the advice and continues to tough it out with high rates, the overall market will only keep grinding back and forth. 💥
Right now, the market is stuck in a tug-of-war stage. On one side, politicians want to flood the system to stimulate the economy; on the other, the Fed is still watching inflation data and doesn’t dare to loosen policy. With both sides pulling, price action is likely to swing dramatically. 💥
As ordinary retail investors, don’t let headlines drag you into emotional overtrading. Just because someone shouts “buy” doesn’t mean a bull market is coming right away. Talking is one thing—what matters is the policy that actually gets implemented. There are too many uncertainties in the news flow; never jump into leverage recklessly. Manage your position size, stay patient, and wait for solid proof signals—don’t blindly rush in to bet on the trend. 💥#以太坊ETF连续11日净流入 #日本10年期国债收益率首触3% #伊朗革命卫队称打击约旦美军陆战队营地
静心1688
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💥 In virtue: the nature and conduct of all things that reveal themselves by conforming to the “Dao.”
#以太坊ETF连续11日净流入
#日本10年期国债收益率首触3%
#以太坊ETF连续11日净流入
#日本10年期国债收益率首触3%
竹竹 YGØZ²
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【Crypto Belief Recharged! Michael Saylor Shouts “We’re Back,” MicroStrategy Blasts $370 Million to Scoop Up 4,603 More Bitcoins】
Michael Saylor, founder and executive chairman of MicroStrategy (the world’s largest corporate Bitcoin holder, Strategy / MicroStrategy), posted on a social media platform shouting “We’re ₿ack!,” officially announcing that the company is restarting its Bitcoin purchase plan and ending a two-month pause during which it had been waiting and watching—again igniting intense market attention.
According to the latest filing MicroStrategy submitted to the U.S. Securities and Exchange Commission (SEC), during the period from August 24 to 30, the company spent $369.7 million to raise funds by issuing new shares and buy 4,603 Bitcoins, with an average acquisition cost of about $80,318 per coin. This marks the first time the company has substantially replenished its holdings since the end of June, when it temporarily reduced its position and paused further buying in response to its asset allocation framework.
After this latest increase, MicroStrategy and its subsidiaries’ total Bitcoin holdings have risen to 845,050 BTC, with total investment costs of approximately $6.373 billion. Market analysts noted that, as Saylor’s real-world actions have crushed prior concerns about corporate liquidity and selling, this major round of additional buying not only reaffirms its steadfast belief in the long-term value of cryptocurrencies, but also injects a shot of confidence into the broader crypto asset market.
Michael Saylor, founder and executive chairman of MicroStrategy (the world’s largest corporate Bitcoin holder, Strategy / MicroStrategy), posted on a social media platform shouting “We’re ₿ack!,” officially announcing that the company is restarting its Bitcoin purchase plan and ending a two-month pause during which it had been waiting and watching—again igniting intense market attention.
According to the latest filing MicroStrategy submitted to the U.S. Securities and Exchange Commission (SEC), during the period from August 24 to 30, the company spent $369.7 million to raise funds by issuing new shares and buy 4,603 Bitcoins, with an average acquisition cost of about $80,318 per coin. This marks the first time the company has substantially replenished its holdings since the end of June, when it temporarily reduced its position and paused further buying in response to its asset allocation framework.
After this latest increase, MicroStrategy and its subsidiaries’ total Bitcoin holdings have risen to 845,050 BTC, with total investment costs of approximately $6.373 billion. Market analysts noted that, as Saylor’s real-world actions have crushed prior concerns about corporate liquidity and selling, this major round of additional buying not only reaffirms its steadfast belief in the long-term value of cryptocurrencies, but also injects a shot of confidence into the broader crypto asset market.
September, begin a new journey
$BNB 🧧🧧
Allow everything to happen; when your heart is open and at ease, good fortune will come
Let things unfold naturally—taking good care of the present is already wonderful
#1688家族family
$BNB 🧧🧧
Allow everything to happen; when your heart is open and at ease, good fortune will come
Let things unfold naturally—taking good care of the present is already wonderful
#1688家族family
Verified
Gold in One Night Falls Below 4,500; Silver Plunges 4%; “Interest-Free Assets” Get Beaten Up Together
Last night, it wasn’t just the crypto market that got smashed by Woosh’s broadside—gold and silver went down too.
Spot gold closed down 2.95% to $4,453.67 per ounce, breaking directly below the 4,500 level and marking its worst single-day performance since early June. Even worse was the intraday move: gold was up nearly 1% at one point. After Woosh took the stage, it suddenly dumped—classic “catching the falling knife” action at high levels.
Silver was even harsher. It crashed 4.16%, closing at $66.33 per ounce. Earlier it had still been up more than 2%—in just over an hour, it gave it all back.
Why did gold—“the king of safe havens”—crack? Because last night’s hawkishness from Woosh was textbook-level. Bloomberg calculations: measured by the immediate increase in the two-year U.S. Treasury yield, it was the most hawkish Jackson Hole speech since 2009—more aggressive than the two remarks from Powell in 2022 and 2023. The two-year U.S. Treasury yield closed at 4.356%, a one-month high. The 30-year yield moved back above 5.2%, the highest level since 2007. The U.S. dollar index rose 0.5%.
The logic is simple: gold doesn’t pay interest—when interest rates are higher, the opportunity cost of holding gold rises. One level deeper: this round of gold’s rally was driven by a “depreciation trade” fueled by the surge in “U.S. Treasury holdings above $40 trillion plus the Treasury’s buyback/repurchase program,” with the market betting that the Fed would coordinate with the Treasury to suppress yields and, in effect, ease policy. The result: Woosh stated directly that financial conditions are not tight, and that he mainly manages prices. The core assumption behind the depreciation trade was immediately disproven.
Gold and Bitcoin fell together last night—that was the signal: the market shifted from “betting on currency depreciation” to “betting on Fed rate hikes.”
Can the “safe-haven” story of gold still be told? Or is this round’s real safe haven only cash and short-term Treasuries?
#1688家族family
$BNB
$SOL
Last night, it wasn’t just the crypto market that got smashed by Woosh’s broadside—gold and silver went down too.
Spot gold closed down 2.95% to $4,453.67 per ounce, breaking directly below the 4,500 level and marking its worst single-day performance since early June. Even worse was the intraday move: gold was up nearly 1% at one point. After Woosh took the stage, it suddenly dumped—classic “catching the falling knife” action at high levels.
Silver was even harsher. It crashed 4.16%, closing at $66.33 per ounce. Earlier it had still been up more than 2%—in just over an hour, it gave it all back.
Why did gold—“the king of safe havens”—crack? Because last night’s hawkishness from Woosh was textbook-level. Bloomberg calculations: measured by the immediate increase in the two-year U.S. Treasury yield, it was the most hawkish Jackson Hole speech since 2009—more aggressive than the two remarks from Powell in 2022 and 2023. The two-year U.S. Treasury yield closed at 4.356%, a one-month high. The 30-year yield moved back above 5.2%, the highest level since 2007. The U.S. dollar index rose 0.5%.
The logic is simple: gold doesn’t pay interest—when interest rates are higher, the opportunity cost of holding gold rises. One level deeper: this round of gold’s rally was driven by a “depreciation trade” fueled by the surge in “U.S. Treasury holdings above $40 trillion plus the Treasury’s buyback/repurchase program,” with the market betting that the Fed would coordinate with the Treasury to suppress yields and, in effect, ease policy. The result: Woosh stated directly that financial conditions are not tight, and that he mainly manages prices. The core assumption behind the depreciation trade was immediately disproven.
Gold and Bitcoin fell together last night—that was the signal: the market shifted from “betting on currency depreciation” to “betting on Fed rate hikes.”
Can the “safe-haven” story of gold still be told? Or is this round’s real safe haven only cash and short-term Treasuries?
#1688家族family
$BNB
$SOL
🚨 August 28｜Latest Developments in the Crypto Market
$BNB 🧧🧧
BTC pulls back, but the bulls are still here!
After pushing up to around $81K, Bitcoin has retreated and is currently below $80K, but the overall crypto market remains strong.
📊 Market Data
₿ $BTC : $79.4K
♦️ $ETH : $2,492
🟡 $BNB : $705
☀️ $SOL: $106
🔥 ETF inflows remain robust
On August 27, spot Bitcoin ETFs saw net inflows of approximately $242M, marking 9 consecutive days of net inflows.
Spot Ethereum ETFs also recorded net inflows of about $235M, showing that institutional demand remains clear.
Meanwhile, $SOL continues to outperform major assets, rising by roughly 20% over the past week.
🏦 A key test for the macro market
All eyes are now on the Jackson Hole meeting, as well as remarks by Federal Reserve Chair Kevin Warsh.
Investors are looking for signals about future monetary policy.
Any unexpected hawkish or dovish comments could trigger another round of sharp volatility in the crypto market.
⚡ One-sentence summary
After targeting $81K, BTC has entered a cooling-off phase, but ETF demand is still strong; ETH is holding above $2.4K, while SOL continues to lead the major altcoins.
The question is no longer:
“Can Bitcoin break through $80K?”
It already has.
Now, what the market needs to prove is—whether it can hold above $80K.
$BTC $ETH
$BNB 🧧🧧
BTC pulls back, but the bulls are still here!
After pushing up to around $81K, Bitcoin has retreated and is currently below $80K, but the overall crypto market remains strong.
📊 Market Data
₿ $BTC : $79.4K
♦️ $ETH : $2,492
🟡 $BNB : $705
☀️ $SOL: $106
🔥 ETF inflows remain robust
On August 27, spot Bitcoin ETFs saw net inflows of approximately $242M, marking 9 consecutive days of net inflows.
Spot Ethereum ETFs also recorded net inflows of about $235M, showing that institutional demand remains clear.
Meanwhile, $SOL continues to outperform major assets, rising by roughly 20% over the past week.
🏦 A key test for the macro market
All eyes are now on the Jackson Hole meeting, as well as remarks by Federal Reserve Chair Kevin Warsh.
Investors are looking for signals about future monetary policy.
Any unexpected hawkish or dovish comments could trigger another round of sharp volatility in the crypto market.
⚡ One-sentence summary
After targeting $81K, BTC has entered a cooling-off phase, but ETF demand is still strong; ETH is holding above $2.4K, while SOL continues to lead the major altcoins.
The question is no longer:
“Can Bitcoin break through $80K?”
It already has.
Now, what the market needs to prove is—whether it can hold above $80K.
$BTC $ETH
Verified
Tonight at 22:00, 5.73 million people around the world are waiting for the Fed to speak—but I advise you not to stay up.
Top of the trending list: 5.73 million views, and 1,192 posts are flooding the screen. Tonight at 22:00 Beijing time, at Jackson Hole, the Fed Chair, Powell Walsh, will deliver his first keynote address. The setup is like the Super Bowl—like the moment he opens his mouth, global assets will be reshuffled.
But I suggest you take a breath for three seconds first. This is most likely the grandest “formality” of 2026.
Let me say something that may offend people: at Jackson Hole, historically 90% of the speeches are “correct nonsense.” “We will rely on the data,” “policy will remain flexible,” “camera-choice decisions”—translated into plain English, it means: I said nothing, so don’t make wild guesses. The Fed chair is the most skilled talker in the world. Their talent is finishing a 40-minute speech and somehow you still can’t extract any useful information.
And think about it: core PCE is still stuck above 2%, initial jobless claims are holding steady at 203,000, and oil prices have just returned to $90. With this combination, what can Walsh even say? Cutting rates? He’s not that crazy. Raising rates? He’s not that crazy either. So the answer tonight is already written in the data: hold steady and keep waiting.
What you should really watch isn’t tonight at all. First, the September dot plot—that’s where the Fed truly reveals its hand. Second, next Friday’s CPI—data is worth a hundred times more than all the talk. In plain terms, tonight’s speech is basically giving the whole market “a sense of ceremony,” so both longs and shorts have an excuse to move a bit.
If you genuinely care about your position, listen to me: don’t stay up waiting for a man who will most likely say nothing at all. Save your energy for the September dot plot and the CPI. The little volatility in the short term isn’t a signal—it’s noise.
#1688家族family
Top of the trending list: 5.73 million views, and 1,192 posts are flooding the screen. Tonight at 22:00 Beijing time, at Jackson Hole, the Fed Chair, Powell Walsh, will deliver his first keynote address. The setup is like the Super Bowl—like the moment he opens his mouth, global assets will be reshuffled.
But I suggest you take a breath for three seconds first. This is most likely the grandest “formality” of 2026.
Let me say something that may offend people: at Jackson Hole, historically 90% of the speeches are “correct nonsense.” “We will rely on the data,” “policy will remain flexible,” “camera-choice decisions”—translated into plain English, it means: I said nothing, so don’t make wild guesses. The Fed chair is the most skilled talker in the world. Their talent is finishing a 40-minute speech and somehow you still can’t extract any useful information.
And think about it: core PCE is still stuck above 2%, initial jobless claims are holding steady at 203,000, and oil prices have just returned to $90. With this combination, what can Walsh even say? Cutting rates? He’s not that crazy. Raising rates? He’s not that crazy either. So the answer tonight is already written in the data: hold steady and keep waiting.
What you should really watch isn’t tonight at all. First, the September dot plot—that’s where the Fed truly reveals its hand. Second, next Friday’s CPI—data is worth a hundred times more than all the talk. In plain terms, tonight’s speech is basically giving the whole market “a sense of ceremony,” so both longs and shorts have an excuse to move a bit.
If you genuinely care about your position, listen to me: don’t stay up waiting for a man who will most likely say nothing at all. Save your energy for the September dot plot and the CPI. The little volatility in the short term isn’t a signal—it’s noise.
#1688家族family
Verified
AI didn’t wipe out software companies—instead, it helped Salesforce surge 16%.
A few months ago, the most popular market storyline was: AI will revolutionize everything, and traditional software companies would be the first to be liquidated.
Salesforce was that unlucky company repeatedly called out as “something that could be disrupted by AI at any time,” with its stock price一直 being held down.
Then last night’s earnings report flipped the table:
Revenue and profit both beat expectations. CEO Benioff said, “AI helped me deliver one of the best quarters in history.” He also raised the full-year revenue guidance and rolled out a new plugin integrated with Anthropic’s Claude.
Today the stock jumped straight up +16%, trading at $238.48.
Here’s the translation of this reversal: it’s not that AI is killing software companies—software companies are welding AI into their own arsenal, and then starting a dimensionality-reduction attack.
The market is only now catching on—that “selling shovels” and “using shovels” can both make money.
What do you think: is AI really disrupting traditional software, or is it simply giving them more time to live?
#Salesforce #美股2026 #Aİ
#1688家族family
A few months ago, the most popular market storyline was: AI will revolutionize everything, and traditional software companies would be the first to be liquidated.
Salesforce was that unlucky company repeatedly called out as “something that could be disrupted by AI at any time,” with its stock price一直 being held down.
Then last night’s earnings report flipped the table:
Revenue and profit both beat expectations. CEO Benioff said, “AI helped me deliver one of the best quarters in history.” He also raised the full-year revenue guidance and rolled out a new plugin integrated with Anthropic’s Claude.
Today the stock jumped straight up +16%, trading at $238.48.
Here’s the translation of this reversal: it’s not that AI is killing software companies—software companies are welding AI into their own arsenal, and then starting a dimensionality-reduction attack.
The market is only now catching on—that “selling shovels” and “using shovels” can both make money.
What do you think: is AI really disrupting traditional software, or is it simply giving them more time to live?
#Salesforce #美股2026 #Aİ
#1688家族family
Verified
Nvidia’s earnings turned into a rollercoaster: down 4%, then up 7%
Last night’s most thrilling U.S. stock-market storyline was written by Nvidia.
The earnings call had just ended, and after-hours the stock first plunged about 4%—because its next-quarter gross margin guidance was only 74%, lower than the expected 75%.
But then, 20 minutes later, the plot flipped: it surged straight to up 5%. During today’s trading session, it even pushed to +7.3%, and its market cap climbed above $5.39 trillion.
What good news was enough to scare the market into snapping back?
Jensen Huang, for the first time ever, provided a one-year-ahead outlook: for fiscal 2028, revenue is expected to grow 70%. Analysts previously broadly expected only 45%—a direct beat.
In Huang’s own words: “In the past, I would never provide guidance one year in advance.” This time he did—suggesting demand is so strong that he has confidence.
Q2 revenue was $96.2 billion, up 106% year over year; adjusted EPS was $2.22, up 120% year over year. He said AI has already reached an industry inflection point, and the compute shortage is expected to last at least until the end of fiscal 2028.
Dozens of major banks, including Morgan Stanley, Citi, and Mizuho, raised their price targets overnight.
One earnings report, and shorts first see heaven, then hell. Did you chase the stock higher?
#英伟达 #美股 #Aİ
#1688家族family
Last night’s most thrilling U.S. stock-market storyline was written by Nvidia.
The earnings call had just ended, and after-hours the stock first plunged about 4%—because its next-quarter gross margin guidance was only 74%, lower than the expected 75%.
But then, 20 minutes later, the plot flipped: it surged straight to up 5%. During today’s trading session, it even pushed to +7.3%, and its market cap climbed above $5.39 trillion.
What good news was enough to scare the market into snapping back?
Jensen Huang, for the first time ever, provided a one-year-ahead outlook: for fiscal 2028, revenue is expected to grow 70%. Analysts previously broadly expected only 45%—a direct beat.
In Huang’s own words: “In the past, I would never provide guidance one year in advance.” This time he did—suggesting demand is so strong that he has confidence.
Q2 revenue was $96.2 billion, up 106% year over year; adjusted EPS was $2.22, up 120% year over year. He said AI has already reached an industry inflection point, and the compute shortage is expected to last at least until the end of fiscal 2028.
Dozens of major banks, including Morgan Stanley, Citi, and Mizuho, raised their price targets overnight.
One earnings report, and shorts first see heaven, then hell. Did you chase the stock higher?
#英伟达 #美股 #Aİ
#1688家族family
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