The latest news: two key themes are worth watching—the divergence in the AI rally and the progress of Binance withdrawals resuming.
I. AI and U.S. Stocks
1. Two Goldman Sachs strategists disagree on the AI rally. In a nutshell: Tony Pasquariello believes tech giants’ third-quarter earnings show that S&P 500 earnings growth may be peaking and upside momentum weakening, so investors should avoid making big bets. Mark Wilson, on the other hand, says roughly $1.1 trillion in orders has validated the return on investment. Two conclusions under the same roof show that the AI trade has entered a “let the data speak” phase. Before chasing prices higher, think carefully about which line of reasoning you believe.
II. Exchange Updates and Withdrawal Security
2. Binance has resumed withdrawals on some networks. In a nutshell: Withdrawals of $USDC , USDT, and ETH on the $BTC network and the $ETH network, as well as USDC, USDT, and BNB on BNB Smart Chain (BSC), are now available. The platform says it will continue security checks and gradually restore more assets and networks. Follow official channels for updates, and don’t trust rumors.
3. He Yi said withdrawals are generally running smoothly but may experience brief congestion. In a nutshell: Before withdrawing assets such as BTC, ETH, and BNB, be sure to verify the recipient address and confirm that your new device and operating environment are secure. Fund safety always comes first; if there’s congestion, don’t keep resubmitting.
III. Trading Reminders
A quick checklist to wrap up: Test withdrawals with a small amount first, and check every character of the address. As disagreement over the AI rally grows, leave room in both your position size and expectations. Don’t go all in; only act if you can handle the risk.
Are you more concerned right now about whether your withdrawal will arrive smoothly, or how to interpret the growing divergence over the AI rally?
I. AI and U.S. Stocks
1. Two Goldman Sachs strategists disagree on the AI rally. In a nutshell: Tony Pasquariello believes tech giants’ third-quarter earnings show that S&P 500 earnings growth may be peaking and upside momentum weakening, so investors should avoid making big bets. Mark Wilson, on the other hand, says roughly $1.1 trillion in orders has validated the return on investment. Two conclusions under the same roof show that the AI trade has entered a “let the data speak” phase. Before chasing prices higher, think carefully about which line of reasoning you believe.
II. Exchange Updates and Withdrawal Security
2. Binance has resumed withdrawals on some networks. In a nutshell: Withdrawals of $USDC , USDT, and ETH on the $BTC network and the $ETH network, as well as USDC, USDT, and BNB on BNB Smart Chain (BSC), are now available. The platform says it will continue security checks and gradually restore more assets and networks. Follow official channels for updates, and don’t trust rumors.
3. He Yi said withdrawals are generally running smoothly but may experience brief congestion. In a nutshell: Before withdrawing assets such as BTC, ETH, and BNB, be sure to verify the recipient address and confirm that your new device and operating environment are secure. Fund safety always comes first; if there’s congestion, don’t keep resubmitting.
III. Trading Reminders
A quick checklist to wrap up: Test withdrawals with a small amount first, and check every character of the address. As disagreement over the AI rally grows, leave room in both your position size and expectations. Don’t go all in; only act if you can handle the risk.
Are you more concerned right now about whether your withdrawal will arrive smoothly, or how to interpret the growing divergence over the AI rally?