三月蘑菇屋

There’s really no need to keep watching it all day!

There’s just no way there’ll be any results this year!
#美伊3小時會談釋放積極訊號 $NEAR

Traffic today is
pretty smooth!

#美联储10月加息概率降至约17% $SPCXB

100 held on
We should play the long game this round, right?

$SOL

Take SOL as an example

It rebounded to around 113.38 at its peak today,
then gave it all back and is now around 108.

A 4.4% pullback in a single day 🙄
So, how many of you are still trading short-term?
$SOL #SolanaETF ends 14 consecutive weeks of net inflows

At which point did Sol get connected?

Over 48.78M in 24 hours
This round is a massive deleveraging
$SOL #币安推出BinanceIntelligence

I place more importance on the support level around 110
🍄
This uptrend started from around 95 to around 114
🍄
The first retracement level at 23.6% lines up exactly at: around 109.8
$SOL #SOL涨约10%

What’s even more uncomfortable now is:

Oil prices $108 → inflation re-accelerates → the Fed may hike rates → 2Y surges → 10Y breaks above 5% → the knife-rises

This is no longer just a question of whether they will hike or not
#美联储加息概率升至89% $SOL

In the end, DOGE-1 is just an event!

It won’t directly change DOGE’s supply, and it won’t directly bring in new adoption, institutional capital, or payment demand.

What really matters is attention!

Honestly, this timing is kind of awkward right now.

The Fed, oil prices, the 10Y, Iran, and the 16th are all squeezed onto the same table.

Just “Dogecoin to the Moon” might not be enough to win people over.

The key is still DOGE’s main course—old chef has to let Ma Ge take the lead.
#全网爆仓6.74亿美元 $DOGE

The risk of not raising:
Inflation continues to rise → expectations get unanchored → later they’re forced to raise more.

The risk of raising interest rates:
Energy eases on its own, yet the Fed pushes demand too hard → corporate financing worsens → employment weakens → and in 2027 they’ll have to turn back toward rate cuts.

So this is not really an elementary-school arithmetic problem of “CPI 3.4 > 2, therefore raise rates.”

Now 10Y has already briefly touched 4.99%, and 30Y has even reached 5.42%.

In other words, even if the Fed hasn’t moved, the market itself has already tightened financial conditions to some extent.
$ETH #CPI数据来袭能否触发9月加息

There’s something kind of awkward right now:

Oil prices

Yesterday, the market was simultaneously facing:

A strong jobs report

The risk of the Fed raising rates

Oil prices have climbed back above around $100

A long-term fiscal deficit

So the Ministry of Finance came up with $6 billion, and across the table sat four big guys. 😂

No wonder the bond market didn’t give it any face.

And the fact that the war is pushing up energy prices and inflation is also an important reason why long-term yields continue to come under pressure!
$SOL

The Ministry of Finance and the Fed
It’s like applying two forces to the market in different directions.

Ministry of Finance: Long-term bond yields are too high, so I increase repos to improve liquidity.

Fed: Inflation is still high, and I may keep raising interest rates.

So this also explains why the market doesn’t, like before, just see a “60% chance of a rate hike” and immediately slam the brakes down
$SOL

The sound of rate hikes is already over 50%,
and I think it’s mostly fueled by three fires:

First, July PCE was 3.7% year over year, and core PCE was 3.3%—both clearly above the 2% target.

Second, the situation in the Middle East: oil prices and inflation have reignited.

Third, Warsh’s remarks came across as hawkish.

But I’m more inclined to think: keep it unchanged in September!

In the July meeting minutes, there was a phenomenon: oil prices had already risen noticeably, but the compensation for inflation over the medium to long term hadn’t gotten out of control, and long-term inflation expectations remained relatively stable.

This suggests the Fed may not necessarily need to slam the brakes immediately for a possibly short-term energy shock.

Also, in the July meeting, the market was already pricing in the question of a rate hike in September, but the FOMC ultimately kept rates unchanged at 3.50% to 3.75% with a vote of 9 to 3.

Now, the market has pushed the odds of a rate hike too far,

everyone is almost calling the September hike a done deal—I actually think it may not be.
#美联储加息概率升至68% $SOL

The “One Piece” magazine is sealed, rated, and tokenized. Solana will promote this release on Friday, and the first tokenized “One Piece” comic is already tradable on-chain.

The protagonist’s first appearance—there are only 118 worldwide.

It’s the first tokenized comic in history. Buyers hold tokens that point to a verified graded collectible, not a photo listing.

These 118 copies can’t disappear instantly.
$SOL

As of right now, how far has digestion progressed?
$BTC #BTC触及80000美元

SOL15 minutes line

Why are the two exchanges so different?
Does anyone know what this means?
$SOL