The latest updates—here are a few key points to review.
Macro and markets
$BTC held the key support level of $82,500 on the weekly chart, and has yet to fall back into its old $60,000–$80,000 trading range. It closed Sunday at around $83,700. U.S. CPI and PPI data are due this week, so volatility could pick up. Worth keeping a close eye on.
A stronger U.S. dollar and rising Treasury yields have put markets on a cautious footing. $BTC is above $83,000, while gold is around $4,180 an ounce; both are down about 0.5%. WTI crude has risen above $92 a barrel.
AI infrastructure
A Brookings Institution study estimates that total U.S. investment in AI data center construction will reach $10.3 trillion between 2025 and 2032, averaging around 3.63% of GDP per year—1.6 times the peak of railroad construction. Off-balance-sheet financing conceals $1.4 trillion in debt risks, which warrants attention.
AI technology
Alibaba's Qwen team has introduced QwenGyre, a reinforcement learning framework for AI agents handling ultra-long tasks. It cuts the reinforcement learning time for 2.4T models by 44%.
PhAI Labs has released RSI-Anything, enabling AI agents to improve as they work and fix more bugs without switching programming models.
Regulation and institutions
The Financial Stability Board has warned of the cross-border risks posed by stablecoins, noting that global stablecoins have yet to face a severe market stress test. It called for contingency plans to be drawn up in advance for cases where an issuer runs into trouble or goes bankrupt.
CZ posted on X that he would never charge for a brief meeting, and reminded users not to pay any intermediaries or scammers.
Gold and individual stocks
UBS expects gold to find support around $4,000, rise to $4,600 by December 2026, and reach $5,400 by next September. Gold ETFs have seen sustained inflows recently.
Deutsche Bank raised its price target for $MSFT from $550 to $600.
In premarket U.S. trading, semiconductor and memory stocks were mixed, with MU down more than 2%.
What impact do you think this week's CPI data will have on BTC? Share your thoughts in the comments.
Macro and markets
$BTC held the key support level of $82,500 on the weekly chart, and has yet to fall back into its old $60,000–$80,000 trading range. It closed Sunday at around $83,700. U.S. CPI and PPI data are due this week, so volatility could pick up. Worth keeping a close eye on.
A stronger U.S. dollar and rising Treasury yields have put markets on a cautious footing. $BTC is above $83,000, while gold is around $4,180 an ounce; both are down about 0.5%. WTI crude has risen above $92 a barrel.
AI infrastructure
A Brookings Institution study estimates that total U.S. investment in AI data center construction will reach $10.3 trillion between 2025 and 2032, averaging around 3.63% of GDP per year—1.6 times the peak of railroad construction. Off-balance-sheet financing conceals $1.4 trillion in debt risks, which warrants attention.
AI technology
Alibaba's Qwen team has introduced QwenGyre, a reinforcement learning framework for AI agents handling ultra-long tasks. It cuts the reinforcement learning time for 2.4T models by 44%.
PhAI Labs has released RSI-Anything, enabling AI agents to improve as they work and fix more bugs without switching programming models.
Regulation and institutions
The Financial Stability Board has warned of the cross-border risks posed by stablecoins, noting that global stablecoins have yet to face a severe market stress test. It called for contingency plans to be drawn up in advance for cases where an issuer runs into trouble or goes bankrupt.
CZ posted on X that he would never charge for a brief meeting, and reminded users not to pay any intermediaries or scammers.
Gold and individual stocks
UBS expects gold to find support around $4,000, rise to $4,600 by December 2026, and reach $5,400 by next September. Gold ETFs have seen sustained inflows recently.
Deutsche Bank raised its price target for $MSFT from $550 to $600.
In premarket U.S. trading, semiconductor and memory stocks were mixed, with MU down more than 2%.
What impact do you think this week's CPI data will have on BTC? Share your thoughts in the comments.