🌅 Sep 11 Crypto Morning Post | Inflation and geopolitics both exert pressure, AI narrative surges against the trend
① Macros: Brent crude breaks above $105; U.S. diesel hits a record for the first time ever above $6 per gallon. The U.S. August PPI year-over-year came in at 5.4%, beating expectations. The probability of a Fed rate hike in September rises to 70%. The 2-year U.S. Treasury yield hits the highest level since 2024. Risk assets are under pressure overall.
② AI infrastructure breakout: Oracle added more than $30 billion in new AI cloud contracts in Q1. Its backlog (RPO) stands at $664 billion. Cloud revenue guidance is set to grow 64–70%. AI compute demand remains intensely strong—positive for the AI + Crypto segment.
③ Crypto market updates: Canary staking version TRX ETF (TRXS) lists on the CBOE—$TRX marks a key step toward institutionalization. Binance Alpha launches NES (BSC chain). Binance removes USDP on Sep 24. Bybit delists L3 and VIC. Upbit lists REZ.
④ Meme warning: The Hunter Biden-themed coin $LAPTOP opens with an FDV of $300 billion, surges to a market cap above $9 billion, then collapses 90%+ within the first hour. It’s now back below $1—chasing is just catching the knife.
⑤ What to watch today: 20:30 — U.S. August core CPI; $BTC is the key data window.
Volatility is intensifying—manage your position size. NFA | DYOR
#比特币 #加密货币 #区块链 #Web3 #Crypto Morning Post
① Macros: Brent crude breaks above $105; U.S. diesel hits a record for the first time ever above $6 per gallon. The U.S. August PPI year-over-year came in at 5.4%, beating expectations. The probability of a Fed rate hike in September rises to 70%. The 2-year U.S. Treasury yield hits the highest level since 2024. Risk assets are under pressure overall.
② AI infrastructure breakout: Oracle added more than $30 billion in new AI cloud contracts in Q1. Its backlog (RPO) stands at $664 billion. Cloud revenue guidance is set to grow 64–70%. AI compute demand remains intensely strong—positive for the AI + Crypto segment.
③ Crypto market updates: Canary staking version TRX ETF (TRXS) lists on the CBOE—$TRX marks a key step toward institutionalization. Binance Alpha launches NES (BSC chain). Binance removes USDP on Sep 24. Bybit delists L3 and VIC. Upbit lists REZ.
④ Meme warning: The Hunter Biden-themed coin $LAPTOP opens with an FDV of $300 billion, surges to a market cap above $9 billion, then collapses 90%+ within the first hour. It’s now back below $1—chasing is just catching the knife.
⑤ What to watch today: 20:30 — U.S. August core CPI; $BTC is the key data window.
Volatility is intensifying—manage your position size. NFA | DYOR
#比特币 #加密货币 #区块链 #Web3 #Crypto Morning Post