Today I’ve received 89 U’s worth of fruit—not much, but it’s a validation of my faith. While others are still stuck in indecision about the bands, I choose to keep adding to my position $AIA .
Not blind—because I’ve seen through the underlying logic; Not impulsive—because I’ve read the narrative of the future.
Stay true to your original intention—in this restless market, be a long-term watcher. Be坚定 in faith $AIA —don’t abandon it because of price movements, don’t waver because of doubts.
In this journey, I choose to walk alongside wisdom and be friends with time. The wind has risen—waiting quietly for the flowers to bloom.@DeAgentAI🚀
Kevin Worsh’s Debut as Fed Chair: When the “Agent of Institutional Change” Takes the Stage for Rate Decisions
On June 16 local time, the Federal Reserve’s policy meeting was officially held in Washington. This was, in principle, a routine session in which rates were almost certain to be left unchanged—markets broadly expected the federal funds rate to remain in the 3.50%–3.75% range. But global investors held their breath for just one person: Kevin Worsh, the 17th Chairman of the Federal Reserve—this was his debut. This isn’t just about the ceremonial feel of a new official taking charge. What Worsh brings is an agenda for “institutional change” that has been brewing for years—while what he takes over is a Federal Reserve facing a three-year high in inflation, unprecedented internal divisions, and mounting pressure from the White House to cut rates.
As for the specific dates of the US-Iran negotiations, there hasn't been an official call yet, but it could drop as soon as this weekend (May 30-31) or early next week.
· Based on the pilgrimage schedule: The new round of talks is expected to kick off after the end of the Islamic pilgrimage season in late May. The main rituals for this year’s pilgrimage wrap up on May 26-27 (this Tuesday and Wednesday), so the window from Friday to Sunday (May 29-31) is looking like the prime time. · Alternative timing: If they need a bit more prep time, the talks could also be lined up for early next week (June 1 or June 2). · Current status: However, keep in mind that the US Secretary of State mentioned on May 26 (this Tuesday) that finalizing the agreement's wording might take a few more days. The situation is still shifting, and exact timing will depend on official announcements from all parties. #美伊会谈 $BTC $ETH $BNB
OKB’s price movement has formed a highly repeatable playbook: an explosive surge that creates a local peak → high-level sideways consolidation and oscillation → a steady, bearish selloff that gives back the gains. Now, the same signals are appearing again—ICE’s investment in OKX has fully been realized as a positive development by March. After the price shot up, it cooled off and pulled back, while the RSI has remained hovering in the overbought zone. Against the backdrop that the current market’s funding rate has been in negative territory for three consecutive months, why wouldn’t you act now? If not now, when? I. A replay of the historical script OKB’s price trend has a distinct sense of rhythm. After reaching a historical high of $257 in August 2025, OKB entered a pattern of repeatedly pushing up and then falling back. In January of this year, after topping out within the week, OKB experienced a decline lasting more than six weeks, with a cumulative drop of about 39%. Each time a stream of good news is released, it is accompanied by a fierce rally, but after the peak, it is often followed by low-volume sideways consolidation and a prolonged, gradual slide downward.
This Week's Hot Picks: The Call for Rate Hikes Grows as Waller Takes Office! SpaceX and OpenAI Set to IPO
Market Review The dollar index has been swinging violently above the 99 mark this week. Early in the week, it dipped sharply due to Trump delaying attacks on Iran, but then rebounded to over 99.40, driven by fluctuating U.S.-Iran negotiations, high oil prices, and increasing rate hike expectations, coming close to a six-week high. The U.S. Treasury yields have shown a 'quick spike followed by high-level consolidation' trend, with the 30-year yield hitting its highest point since July 2007. The core trading logic in the market is focused on rising inflation, fiscal deficit pressures, and expectations that the Fed will maintain high rates for a longer period.
Another major bank “refutes its own report”! Nomura reverses course: the Fed will not cut rates in 2026
Nomura Securities has joined the ranks of brokerages that believe the Federal Reserve will not adjust the benchmark interest rate in 2026. Its core judgment is based on persistently high inflation levels and the lack of consensus at the policy level on cutting rates. As the conflict in Iran escalates and risks of inflation rising increase, more and more Federal Reserve officials are saying that a rate hike may be necessary when needed. The incoming Fed Chair, Kevin Warsh, will face a relatively hawkish policy environment. Nomura Securities previously forecast that the Federal Reserve would cut rates by 25 basis points in September and December, respectively. However, in a research report released on May 21, the firm revised its view: it expects that the Iran conflict will push up oil prices, alongside the ongoing expansion of a global supply gap for storage chips. The combined pressures are gradually being transmitted to consumer-side prices, and inflation cannot come down.
Breaking a 40-Year Tradition! Trump Will Personally ‘Crown’ the New Fed Chair Tonight
At 11 p.m. Beijing time on May 22, U.S. President Trump will preside in the East Room of the White House over the swearing-in ceremony of the newly appointed Federal Reserve Chair, Kevin Wosh. Notably, this arrangement—having the U.S. president personally preside over the inauguration of the Fed chair at the White House—has broken a nearly 40-year convention. The appointment of Wosh was approved by the Senate on May 13, with the voting results largely following party lines. He will succeed Powell as the Chairman of the Federal Reserve, while Powell’s term as a governor will continue until January 2028. At 56 years old, Wosh will begin a four-year term as chair while also performing a 14-year term as a governor. Trump’s decision to appoint him to the position was seen as intended to form a balancing force against further interest-rate hikes. Wosh has long advocated reducing rates while substantially shrinking the Federal Reserve’s balance sheet.
'Fed's Mouthpiece': The White House's High-profile 'Welcome' Hits the Most Unwanted Script
On Friday at 11 PM Beijing time, Kevin Waller will be sworn in as the chairman of the Fed at the White House, becoming the first central bank head to complete the swearing-in ceremony at the White House since Greenspan in 1987. This is also the first time the two have publicly appeared together since Trump ended months of selection and confirmed the appointment in January. Nick Timiraos, a Wall Street Journal reporter known as the 'Fed's mouthpiece,' recently wrote that Waller's timing is not easy: inflation is resurfacing, long-term Treasury yields are rising, and market judgments are gradually shifting— the next policy step may be rate hikes, not the rate cuts long advocated by the White House.
The world holds its breath! Tonight at 10 PM, Trump's Hormuz 'interception order' will take effect
The plan by U.S. President Trump to fully blockade the Strait of Hormuz may exacerbate the already unprecedented crisis in this world's most important energy-producing region. Since the U.S. and Israel began striking Iran six weeks ago, this narrow waterway connecting the Persian Gulf to the outside world has become a powder keg. In response, Tehran has tightened its control over this corridor, nearly cutting off this crucial transportation artery. Once a full blockade is implemented, it could bring the remaining freight logistics to a complete standstill and threaten economies in broader regions beyond the Middle East.
Iran rejects temporary ceasefire, Trump says will adhere to deadline, 'Witnessing a historic moment tonight'!
According to Reuters, there are no signs that Iran agrees to the demands made by President Trump—to open the Strait of Hormuz before the end of Tuesday, or else face a large-scale attack on its civilian infrastructure, which would be the largest escalation in this war so far. Faced with Iran's tough stance, Trump is also unwilling to back down. He warned that the United States will adhere to the deadline set for Tuesday to eliminate Iran. When discussing the Iran issue, Trump said that entire civilizations will perish tonight and will never recover. 'I don't want that to happen, but it very well might. However, now that we have achieved a complete and thorough regime change, with a more sensible and mature new regime in a dominant position, perhaps some truly transformative events might occur, who knows? Tonight we will know everything; this is an extremely important moment in the long and complex history of the world.'
Another rate-cutting faction wavers! Waller: Fed's March policy depends on non-farm data
Federal Reserve Governor Waller said on Monday that if the upcoming February employment data shows that the U.S. labor market has 'turned towards a more solid state' after a weak performance in 2025, then he is open to maintaining interest rates at the Fed's March meeting. Waller stated in his speech prepared for the National Association for Business Economics conference that the increase in new jobs in January was unexpectedly strong, reaching 130,000, which is considered 'above expectations.' If this trend continues in February, 'my view on appropriate monetary policy may lean towards pausing action at the upcoming meeting.'
In this life, the greatest support is actually the self in the mirror.
When the market is bustling, I do not seek an answer from the outside; when my account is in the red, I do not wait for anyone to catch me. Every trade is a dialogue with my inner self: Is the logic coherent? Is the execution firm? Is the mentality calm?
I do not seek to scale the peak overnight, but wish each step to be firmly placed. Like a stream, not competing or grabbing, yet never stopping to move forward. A steady flow is not because of cowardice, but understanding: those who go far are never the fastest, but the most stable.
In this tempting arena, I choose to be my own support. I ask for nothing from others, do not blame fate, and do not fantasize. Every profit is a realization of understanding; every review is an inner practice.
Instead of seeking a harbor from the storm, it’s better to live my life as a mountain.
In the deep sea of contracts, some brave the winds and waves hoping to reach the shore overnight, I only wish to be a rock resting on the seabed—unmoved by the waves, not swept away by the tide. An increase is the realization of my understanding; a decrease is the tuition I must pay.
Pragmatism is knowing that the market will not make way for me; seeking truth is being honest with myself during late-night reviews; looking inward means pulling back all the hands reaching outward and resting them on my own shoulders.
I do not seek the dazzling wealth of fireworks, only a life that grows like an old tree, deeper each day. Because I know: when the whole world turns its back, the only one standing behind me is the self that never gave up.
Like a farmer, I quietly cultivate in the fields of time.
I do not expect to fill my granary overnight, only to plant in spring and harvest in autumn, following the rhythms of nature. Every trade is planting a seed; every stop-loss is pulling out weeds; every review is watering the roots.
The outside world clamors about "shortcuts," "get rich quickly," and "turnaround," I lower my head and continue to turn my own soil. Because I deeply understand: a person’s greatest support is not the wind of opportunity, but the solid ground beneath their feet. Seeking inward is bringing all expectations from afar back to be planted in the present.
I do not seek the myth of getting rich overnight, but a way of living like a steady stream. When autumn arrives, others will be empty-handed chasing after the wind, while I will have a full harvest of an entire season.
Federal Reserve Officials Unite in Defending Policy Independence While Sending Signal to Delay Rate Cuts
On Wednesday, several Federal Reserve officials, in response to inquiries regarding the U.S. Department of Justice issuing a subpoena to the Federal Reserve over a costly building renovation project, and Fed Chair Powell's testimony about the project before Congress last year, all emphasized the importance of central bank independence. Among them, Minneapolis Fed President Neel Kashkari became the first policymaker to explicitly support Powell's counterargument. Powell stated that the DOJ's investigation was a pretext to exert pressure on interest rates. 'The escalation over the past year is essentially about monetary policy,' Kashkari said in an interview with (The New York Times).
Trump Supports Venezuela's Continued Membership in OPEC, Adding More Uncertainty to U.S. Oil Policy
U.S. President Trump said on Wednesday that he believes it would be better for Venezuela to remain in OPEC, but he added that he is uncertain whether this would be more favorable for the United States. When asked whether the government supports Venezuela remaining in the oil cartel, Trump said in a Reuters interview: 'Well, I think it would be better for them if they do. I don't know if it's better for us... but they are members of OPEC, and we haven't discussed this with them at all,' Trump added.
Trump's Immigration Restrictions Escalate: Indefinite Suspension of Immigration Visas for 75 Countries
As part of the Trump administration's effort to restrict low-income groups from immigrating to the United States, the U.S. Department of State will indefinitely suspend immigration visa processing for 75 countries. The suspension will take effect officially on January 21, 2026, primarily targeting individuals seeking permanent residency, typically through marriage, family relationships, or employment sponsorship. Notably, this freeze does not affect applications for tourist visas or temporary work visas. The affected countries are spread across the globe, mainly concentrated in Africa, the Middle East, and Latin America. According to informed officials, visa processing for countries including Russia, Thailand, Morocco, Colombia, and Brazil is among those suspended.
December Non-Farm Payrolls May Be Unremarkable, with the True Market Catalyst Lying in the Previous Figure Revision?
Last December, the U.S. labor market most likely showed a modest growth trend, a performance that may provide investors with a bit of confidence for the new year, but is not sufficient to trigger excessive market enthusiasm. The U.S. Bureau of Labor Statistics will release this report at 9:30 PM Beijing time on Friday. According to market consensus forecasts, U.S. non-farm employment may increase by 60,000 in December, with the unemployment rate slightly declining to 4.5%. However, the forecast range for new employment numbers spans from 25,000 to 155,000, highlighting the uncertainty in the current hiring environment. If the above consensus forecast is basically accurate, this new employment data will see a slight increase compared to the average monthly increase of 55,000 people over the first 11 months of 2025, and will also be slightly higher than the preliminary 64,000 people reported in November. The current unemployment rate is 0.5 percentage points higher than at the beginning of 2025.
"The Real Black Swan Might Be Hiding Elsewhere": The Eye of the Storm for Global Markets in 2026
Geopolitical tensions, the U.S. midterm elections, and divergent monetary policies will be key drivers of global markets in 2026, while the AI boom has raised concerns about a tech stock bubble. "The real black swan event might be hiding elsewhere," said Ipek Ozkardeskaya, senior analyst at UBS, referring to rare, high-impact events that could disrupt markets. "It could come from overlooked corners of the market: an unexpected macro shock or a sudden policy shift." Here are some emerging themes for key markets in 2026.
Yellen and several industry luminaries speak out: U.S. debt is approaching the 'cliff edge'!
A number of economic luminaries have indicated that the long-term risks posed by the continually rising federal debt are the primary challenge facing the U.S. economy. These risks include a situation where the massive scale of debt forces the Federal Reserve to maintain low interest rates to minimize debt servicing costs rather than suppress inflation, a concept known as 'fiscal dominance.' Former U.S. Treasury Secretary and Federal Reserve Chair Janet Yellen stated during a panel discussion at the American Economic Association annual meeting in Philadelphia last Sunday: 'The preconditions for the emergence of fiscal dominance are clearly strengthening.' The Congressional Budget Office estimates that the federal deficit in the United States will reach $1.9 trillion this year, bringing the total debt to approximately 100% of Gross Domestic Product (GDP). This ratio is expected to rise to about 118% over the next decade.
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.