Riding the waves to迎光, embarking on new horizons, together we reach far, and open a brilliant new chapter. Ride the waves, embrace light, and stride toward a brilliant future.
#美联储加息是否已成定局 #美联储加息25基点美股收跌 Rate hikes and cuts will affect all financial sectors. It may be good or bad, but the market continues to operate in an orderly manner and develop.$BTC
A setback is not the end. The road may be winding, but the light of hope is still ahead. Don’t let today’s uncertainty wear down your confidence. Settle your mind, hold steady to your resolve, and wait for the right moment—our opportunity will surely arrive as promised 🌱
Open DeFi Llama and see a protocol TVL of several hundred million You think this project is impressive. Open Dune Analytics and see a chain Last week’s trading volume was several billion Do you think this chain is very popular? Open Nansen and see an address Hold a certain coin worth a few million You think this is a big shot, a big-name person, a head honcho. Ninety percent of these data are fake. First, let’s talk about how the TVL is faked: The simplest method — The project team deposits 10 million USDC themselves, Then repeatedly deposit, repeatedly withdraw, repeatedly deposit, repeatedly withdraw. Every time you deposit, the TVL goes up once. The TVL of several hundred million that you see is actually just that 10 million
The Fed hikes rates, US stocks fall, Treasury yields are still at high levels. And somehow BTC still didn’t give the bears a clean knockout 😂 $75,000 gets dumped, then it turns right around and pokes back up to $76,000. The more times the market is obvious enough for everyone to understand, the more likely surprises are. Drop “888” in the comments; sis, send a few red packets to calm the nerves. $BTC
Early this morning, the Fed’s rate hike has landed: 25 basis points, 3.75%–4%, passed unanimously.
To be honest, the hike itself was already expected by the market, with a 93% probability—there wasn’t much suspense. But the truly surprising part was the dot plot—of the 18 officials, 16 believe there will be another rate hike this year. By the end of the year, the median rate hit 4.1%, and it stays at 4.1% in 2027. The message is very clear: rate hikes are not a one-off; high rates need to be maintained for a long time.
Earlier, the market was still fantasizing that after this round, they’d cut rates. Now that fantasy is shattered. When Waller (Wosh) stepped up, he went straight for the first fire—burning pretty intensely, leaving Trump with no face at all. Trump had previously said rates should be cut to below 1%, but the Fed directly raised rates, and also hinted that more hikes may follow.
Back to the crypto world: these past two days, the drop has been truly brutal. The Clear Act didn’t pass, and the Fed turned more hawkish again—double whammy. BTC fell from 79,000 to 75,000. ETH dropped even more, with 120,000 liquidations.
But I actually think this kind of concentrated release of bad news isn’t necessarily a bad thing. Everything that needed to drop has dropped; everything that needed to get liquidated has been liquidated. Once the market digests it, it should enter the next phase with a lighter load. Now BTC is holding around 75,000, which suggests there are buyers stepping in at this level.
Of course, I’m not saying a rally is coming immediately. Short-term pressure will definitely remain. The macro environment is poor, and regulation is still uncertain—so we may need to grind through the base for a while. But if you look further ahead, these are just interludes.
The rate-hike cycle will eventually end, and regulation will eventually become clear.
These things don’t change Bitcoin’s underlying value.
At 4 p.m., I’ll chat in the group about “After the rate hike lands, how do we go from here?”—I’ll share my outlook and my trading plan. If you’re interested, come join.
With everyday-unnoticed extra money, chase trends that will matter in the future. Understanding mainstream long-term value is steadier than blindly following the small coins that surge and crash. Risk control is the bottom line of a long journey; time is the best friend for profits. Establish a solid foundation with mainstream spot trading, and explore interesting community consensus with a very small capital amount.$BNB
Crude Oil Rises—Why Is Gold Under Pressure Instead?
Recently, the market has been influenced at the same time by geopolitical risks, energy prices, and expectations for Federal Reserve policy.
At present, Brent crude is around $107, while WTI is around $105. Oil prices have remained at elevated levels. What the market is most worried about is not crude oil itself, but its impact on inflation expectations.
The logic is simple:
Oil prices rise → inflation pressure increases → the Fed’s room to cut rates is constrained → U.S. Treasury yields rise → gold comes under pressure.
So right now, gold is being pulled by two forces:
On one hand, safe-haven demand driven by geopolitical conditions supports gold;
On the other hand, higher oil prices boost inflation and rate-expectation pressures that suppress gold.
That’s also why you can’t simply understand it as:
“Geopolitical risk rises = gold must rise.”
In reality, gold’s short-term price action still depends on the U.S. dollar and U.S. Treasury yields.
Currently, the 10-year Treasury yield is already around 5%. If yields continue to move higher, gold’s short-term downside pressure could increase further.
Next, I will focus on three variables:
First, crude oil.
If oil prices keep rising quickly, inflation expectations may heat up further.
Second, Treasury yields.
If the 10-year yield keeps moving higher, gold may continue to be weighed down.
Third, the Federal Reserve.
Today’s FOMC rate decision is only the first step; more important is the policy guidance/signals after the meeting.
If the Fed releases more hawkish signals:
A stronger dollar and firmer yields → gold faces pressure.
If the policy statement is not as hawkish as the market expected:
Yields fall back → gold receives support.
So my view on gold now won’t be based solely on geopolitical news.
Crude oil determines inflation expectations, interest rates determine the cost of capital, and risk-off/safe-haven sentiment determines how much support is underneath gold.
Only when all three factors move at the same time is the key to understanding this round of the gold market. $XAU
🧧🎁🧧🎁🧧🎁 On September 17, the crypto industry saw multiple highly关注able sector updates and events. The core news mainly centered on regulatory roundtables, traditional financial giants entering the space, and industry summits, among other topics: 1. The U.S. SEC holds a 24-hour on-chain stock trading roundtable On September 17, the U.S. Securities and Exchange Commission (SEC) hosted an important roundtable on “24-hour on-chain stock trading.” The meeting invited traditional financial giants such as BlackRock, Nasdaq, the New York Stock Exchange, and Robinhood, along with crypto industry participants and institutions. Key agenda: The meeting aims to discuss the rule framework for enabling U.S. equities to settle on-chain 24/7. Technology route competition: The market is currently focused on which blockchain—Ethereum or Solana—will take on the role of the primary underlying settlement infrastructure. Solana holds an advantage in terms of tokenized U.S. stock volume and low fees, while Ethereum is favored by traditional finance due to its deep institutional compliance foundation (such as BlackRock’s BUIDL fund). 2. The Fourth U.S. Crypto Banking, Compliance & Stablecoin Summit (CBC Summit USA) kicks off The 4th annual CBC Summit USA was held on September 17 at the National Press Club in Washington, D.C. Main focus: This summit brings together senior executives, regulators, and lawmakers across the industry. Key topics include crypto banking services, compliance frameworks, stablecoin development, and the deep integration of traditional finance with Web3. 3. Deeper cooperation between traditional industries and Web3 infrastructure Hyundai explores the Avalanche ecosystem: After successfully completing a pilot project, Hyundai is considering further expanding its related business and applications on the Avalanche (Avalanche Protocol) blockchain. Circle Arc mainnet goes live: Stablecoin issuer Circle’s Arc mainnet recently launched and has introduced support from payment giants such as Visa and Mastercard, injecting new momentum into the Web3 payments sector. Overall, the Web3 industry updates on September 17 show that traditional financial regulators and Wall Street capital are accelerating the process of bringing assets on-chain and strengthening compliance. Follow me—answer 1 will take away the $SOL red envelope. 🧧🎁🧧🎁🧧🎁
$Hawk 佛 only guides those who are destined/“fated” to it! #Hawk doesn’t expect everyone to understand it or be able to hold onto it! #Hawk only guides those who have wisdom and are worthy of it❗️
#Hawk K Line Notes: Guess who the board is? Community consensus takes time to develop. ¥15.9M market cap, liquidity ¥1.92M; amidst interwoven moving averages, it’s choppy and oscillating. Use spare money and time to trade for space—doesn’t affect daily life, doesn’t violate rules, and no stock-picking tips. 🕊️
Statement: This article is for personal watch-and-interaction reference only and does not constitute any investment advice; risks are borne by the individual.