帮帮Bonnie
2.5k Posts
帮帮Bonnie
Square Verified+币安合约现货永久七折返佣码：BANG123｜币安钱包邀请码：KPFY50NT ｜X:@Bonnie168bang｜live:10:00-14:00｜KOL宣发&项目推广
PNUT Holder
High-Frequency Trader
1.1 Years
2.1K+ Following
59.4K+ Followers
51.6K+ Liked
Posts
All
Quotes
Videos
PINNED
PINNED
Bitroot铄鸿
·
--
Deep bamboo listens to rain; not craving the prosperous scene. Hearing the gentle patter, letting it soothe you—enjoying a quiet corner in peace!
Bitroot铄鸿
·
--
Deep bamboo listens to rain; not craving the prosperous scene. Hearing the gentle patter, letting it soothe you—enjoying a quiet corner in peace!
帮帮Bonnie
·
--
Lay down pointless troubles, head for your own horizon. No looking back, no indulging.
Lay down pointless troubles, head for your own horizon. No looking back, no indulging.
#CPI data arrives—can it trigger a September rate hike?
Lay down pointless troubles, head for your own horizon. No looking back, no indulging.
#CPI data arrives—can it trigger a September rate hike?
520龙行天下
·
--
Someone is shouting 400,000 in 2030—first, they show you 76,000 on the board. I hope you won’t be swept away by the mountain-top slogans, nor driven to panic-sell at the valley floor. RWA is still being put on-chain; the sector isn’t dead—it's just that the money is moving to different places. May you hold what you should hold, and let go of what you should let go.
大仁Jaron
·
--
The “sweet spot poison pill” of index weights: SpaceX’s $12.4 billion passive buying is about to collide head-on with a flood of 2.3 billion shares set to be unblocked
A “non-fundamental” rally triggered by index rules
The wave of buying ahead for SpaceX has little to do with its business prospects. It’s more like a mechanical outcome produced after an index construction rule that few people pay attention to gets triggered.
The Nasdaq 100’s quarterly rebalance effective September 21 is expected to raise SpaceX’s weighting from 1.25% to about 1.51%. According to a team led by JPMorgan strategist Min Moon, this adjustment will trigger roughly $12.4 billion in passive net buying.
The direct reason for the jump in weighting is that the free-float ratio has risen from less than 10% after the IPO to nearly 30%—after more than 1 billion shares of lock-up stock are released, the index rules automatically amplify the inclusion weight of this mega-cap with a market value of more than $2 trillion.
The wave of buying ahead for SpaceX has little to do with its business prospects. It’s more like a mechanical outcome produced after an index construction rule that few people pay attention to gets triggered.
The Nasdaq 100’s quarterly rebalance effective September 21 is expected to raise SpaceX’s weighting from 1.25% to about 1.51%. According to a team led by JPMorgan strategist Min Moon, this adjustment will trigger roughly $12.4 billion in passive net buying.
The direct reason for the jump in weighting is that the free-float ratio has risen from less than 10% after the IPO to nearly 30%—after more than 1 billion shares of lock-up stock are released, the index rules automatically amplify the inclusion weight of this mega-cap with a market value of more than $2 trillion.
长得帅不如跑的快1688
·
--
🚨 CPI is out. Rate-hike odds surged — but markets DIDN’T collapse.
That may be more important than the CPI number itself.
Latest U.S. CPI:
🔥 YoY: 3.4%
🔥 MoM: 0.4%
🔥 Core MoM: 0.3%
Inflation isn’t dead.
Markets quickly pushed the probability of a 25bp Fed hike next week toward 90%.
The U.S. 10Y Treasury yield even briefly approached:
5%.
Normally the playbook is simple:
Rates ↑
Treasury yields ↑
Dollar ↑
BTC gets crushed.
But something interesting happened.
Markets didn’t collapse.
U.S. equities actually rebounded.
Oil also pulled back from nearly $110.
So I’m no longer asking:
“Was CPI bullish or bearish?”
That question is already outdated.
The better question is:
HOW MUCH BAD NEWS IS ALREADY PRICED IN?
$BTC is still facing serious macro pressure.
ETF flows have also recently turned negative again.
But think about this:
Inflation is hot.
Rate-hike expectations are high.
Treasury yields nearly touched 5%.
And BTC still hasn’t entered a disorderly collapse.
At some point, we have to ask:
HOW MUCH AMMO DO SELLERS HAVE LEFT?
That doesn’t mean the risk is over.
Next week’s FOMC is the real test.
I’m watching three things now:
🟠 BTC: Can it hold key levels despite terrible macro conditions?
🟣 ETH: If BTC stabilizes, does capital start searching for beta again?
🟡 BNB: Does relative strength return once the market settles?
The easiest mistake in this market is chasing shorts after every bearish headline —
then chasing longs after one green candle.
Because the next phase may not be decided by the headline itself.
It may be decided by:
WHAT PRICE DOES AFTER THE BAD NEWS.
That’s the signal I’m watching tonight.
👇 If the Fed actually hikes 25bp next week, what happens FIRST?
Another selloff 🔻
or
Sell-the-news rebound 🔥?
#BTC #ETH #BNB
That may be more important than the CPI number itself.
Latest U.S. CPI:
🔥 YoY: 3.4%
🔥 MoM: 0.4%
🔥 Core MoM: 0.3%
Inflation isn’t dead.
Markets quickly pushed the probability of a 25bp Fed hike next week toward 90%.
The U.S. 10Y Treasury yield even briefly approached:
5%.
Normally the playbook is simple:
Rates ↑
Treasury yields ↑
Dollar ↑
BTC gets crushed.
But something interesting happened.
Markets didn’t collapse.
U.S. equities actually rebounded.
Oil also pulled back from nearly $110.
So I’m no longer asking:
“Was CPI bullish or bearish?”
That question is already outdated.
The better question is:
HOW MUCH BAD NEWS IS ALREADY PRICED IN?
$BTC is still facing serious macro pressure.
ETF flows have also recently turned negative again.
But think about this:
Inflation is hot.
Rate-hike expectations are high.
Treasury yields nearly touched 5%.
And BTC still hasn’t entered a disorderly collapse.
At some point, we have to ask:
HOW MUCH AMMO DO SELLERS HAVE LEFT?
That doesn’t mean the risk is over.
Next week’s FOMC is the real test.
I’m watching three things now:
🟠 BTC: Can it hold key levels despite terrible macro conditions?
🟣 ETH: If BTC stabilizes, does capital start searching for beta again?
🟡 BNB: Does relative strength return once the market settles?
The easiest mistake in this market is chasing shorts after every bearish headline —
then chasing longs after one green candle.
Because the next phase may not be decided by the headline itself.
It may be decided by:
WHAT PRICE DOES AFTER THE BAD NEWS.
That’s the signal I’m watching tonight.
👇 If the Fed actually hikes 25bp next week, what happens FIRST?
Another selloff 🔻
or
Sell-the-news rebound 🔥?
#BTC #ETH #BNB
周周1688
·
--
Chew up the moonlight like clouds, turning it into stars across the sky!
Good night💗
$BNB 🧧
Good night💗
$BNB 🧧
加倉妹
·
--
Walk out with confidence in your own style, and enjoy every day with ease!
Believe in yourself, be brave in chasing your dreams, and let today’s effort shape a better you for tomorrow!😊
Believe in yourself, be brave in chasing your dreams, and let today’s effort shape a better you for tomorrow!😊
晚风Vesper_1688
·
--
🌙 As the night color softens, settle the mood of a day in a quiet tea space 🍃
Fluctuations in the market are normal—there’s no need to let today’s up and down stir your inner world.
Trading is a long journey of cultivation; learning to pause at the right time is also a kind of wisdom 📊.
Let go of anxiety and obsession over the charts, review calmly, and refine your understanding ✨.
Don’t chase every movement; keep your own rhythm and plan.
Amid the noise, find a sense of peace and gather strength while waiting for your own opportunity 💎.
To fellow travelers—stay grounded in your heart, and quietly wait for your cycle to bloom 🕊️
#交易心理
#CPI数据来袭能否触发9月加息
#1688家族family
Fluctuations in the market are normal—there’s no need to let today’s up and down stir your inner world.
Trading is a long journey of cultivation; learning to pause at the right time is also a kind of wisdom 📊.
Let go of anxiety and obsession over the charts, review calmly, and refine your understanding ✨.
Don’t chase every movement; keep your own rhythm and plan.
Amid the noise, find a sense of peace and gather strength while waiting for your own opportunity 💎.
To fellow travelers—stay grounded in your heart, and quietly wait for your cycle to bloom 🕊️
#交易心理
#CPI数据来袭能否触发9月加息
#1688家族family
慢就是快Mike
·
--
[Ended] 🎙️ CPI data is out
4.3k listens
灼见
·
--
🚨 BTC drops below $77K, but the real pressure isn’t even in Crypto.
If you only watch the candlestick chart today, it’s easy to misread this selloff.
$BTC is already back around the $76K area.
$ETH is under pressure too.
But this time, what the market is really trading isn’t a certain crypto-specific piece of bad news.
It’s three numbers:
$109 / 5% / 71%
What do they mean?
🛢️ $109: Oil
Brent crude has already surged to about $109.
The higher the oil price, the more the market worries that inflation could flare up again.
📈 5%: US 10-year Treasury yield
Yields are pushing toward 5%.
The higher the risk-free rate, the more valuation pressure risk assets—like BTC and tech stocks—face.
🏦 71%: Rate hike probability
The market’s pricing for the next meeting’s 25bp rate hike has already climbed to about 71%.
So what BTC is really facing right now is:
OIL ↑
YIELDS ↑
RATE EXPECTATIONS ↑
RISK ASSETS ↓
That’s also why I think:
Today, the most important thing isn’t trying to guess the BTC bottom.
Instead, it’s whether the upcoming CPI can break this logic.
If CPI comes in below expectations:
The market may quickly re-price “the Fed isn’t that hawkish,” and BTC could have a very fast rebound.
But if CPI is again hot:
Then near-5% Treasury yields + oil prices above $100
could keep weighing on the entire crypto market.
So now, this $76K level
might not be a normal price point.
It’s more like:
a front-line battle between macro funds and crypto longs.
And going forward, I’ll focus mainly on three things:
🟠 Whether BTC can hold near $75K
🟣 Whether ETH can keep holding the $2.4K area
🟡 Whether BNB can re-emerge with Relative Strength under broader market pressure
What’s most interesting is—
The market has already started to panic clearly.
But the real big move,
may still have to wait until after CPI is released.
👇 After CPI, where do you think BTC will go first?
Below $75K 🔻
or
back to challenge $80K 🔥?
#BTC #ETH #BNB
If you only watch the candlestick chart today, it’s easy to misread this selloff.
$BTC is already back around the $76K area.
$ETH is under pressure too.
But this time, what the market is really trading isn’t a certain crypto-specific piece of bad news.
It’s three numbers:
$109 / 5% / 71%
What do they mean?
🛢️ $109: Oil
Brent crude has already surged to about $109.
The higher the oil price, the more the market worries that inflation could flare up again.
📈 5%: US 10-year Treasury yield
Yields are pushing toward 5%.
The higher the risk-free rate, the more valuation pressure risk assets—like BTC and tech stocks—face.
🏦 71%: Rate hike probability
The market’s pricing for the next meeting’s 25bp rate hike has already climbed to about 71%.
So what BTC is really facing right now is:
OIL ↑
YIELDS ↑
RATE EXPECTATIONS ↑
RISK ASSETS ↓
That’s also why I think:
Today, the most important thing isn’t trying to guess the BTC bottom.
Instead, it’s whether the upcoming CPI can break this logic.
If CPI comes in below expectations:
The market may quickly re-price “the Fed isn’t that hawkish,” and BTC could have a very fast rebound.
But if CPI is again hot:
Then near-5% Treasury yields + oil prices above $100
could keep weighing on the entire crypto market.
So now, this $76K level
might not be a normal price point.
It’s more like:
a front-line battle between macro funds and crypto longs.
And going forward, I’ll focus mainly on three things:
🟠 Whether BTC can hold near $75K
🟣 Whether ETH can keep holding the $2.4K area
🟡 Whether BNB can re-emerge with Relative Strength under broader market pressure
What’s most interesting is—
The market has already started to panic clearly.
But the real big move,
may still have to wait until after CPI is released.
👇 After CPI, where do you think BTC will go first?
Below $75K 🔻
or
back to challenge $80K 🔥?
#BTC #ETH #BNB
大鹤1688
·
--
Oil prices have risen again. I don't know whether the next phase will be a bear market or a bull market. What do you think?
小银-路飞社区
·
--
Life isn’t something you start after you figure everything out.
It’s what you do first to get results.
Everything begins with difficulty.
The hard part is how to get started.
When you reach the mountain ahead, there will be a road.
Once you begin, the road is right under your feet!
It’s what you do first to get results.
Everything begins with difficulty.
The hard part is how to get started.
When you reach the mountain ahead, there will be a road.
Once you begin, the road is right under your feet!
520龙行天下
·
--
[Ended] 🎙️ Is the recent primary market all burning hot—are there any family members who are “getting the meat”?
16.1k listens
帮帮Bonnie
·
--
Lay down pointless troubles, head for your own horizon. No looking back, no indulging.
Lay down pointless troubles, head for your own horizon. No looking back, no indulging.
#CPI data arrives—can it trigger a September rate hike?
Lay down pointless troubles, head for your own horizon. No looking back, no indulging.
#CPI data arrives—can it trigger a September rate hike?
Bitroot铄鸿
·
--
Deep bamboo listens to rain; not craving the prosperous scene. Hearing the gentle patter, letting it soothe you—enjoying a quiet corner in peace!
Log in to explore more content