AI's Next Stop: When the 'Shovel Sellers' Start Outrunning the 'Miners'
The AI capex frenzy has not cooled, but the flow of money is changing. Over the past two years, the market's pricing logic for AI has been almost entirely centered on U.S. tech giants—Microsoft, Google, Amazon, and Meta. These hyperscale cloud providers have been seen as the ultimate beneficiaries of the AI era. But now, a group of institutional investors managing large pools of capital is beginning to reassess that consensus. According to Bloomberg, PIMCO fund manager Emmanuel Sharef is making a clear shift in positioning: adding to Asia and underweighting U.S. tech giants. The fund managed by Sharef has assets of about $19 billion and has outperformed 97% of its peers over the past three years. This performance backdrop makes his portfolio adjustments quite worthy of attention.
Virus: What is truly great is not becoming the next Meme, but making BSC great again
Shib’s mission is to zero out. Pepe’s mission is to make Meme great again. And Virus’s mission is to make BSC great again, infect every wallet, and create the next history. These three sentences may seem like nothing more than slogans.
But what they represent is, in fact, the evolution direction of the three generations of Meme.
First-generation Meme: Shib proved that “consensus can defeat capital”
The greatest legacy Shib left to the crypto world is not price.
Instead, it tells every ordinary person:
A community with no VC, no celebrity team, and no technical moat can also create a consensus miracle worth hundreds of billions of dollars.
Holding up! Bitcoin’s strength is beyond expectations! A major non-farm payrolls report has come out as a heavy bearish surprise, yet BTC simply refuses to drop—could the only remaining direction ahead be up? Let’s break it down.
1. The core conclusion first: the overall crypto market structure remains relatively strong, but the key bullish window supporting the rally is about to end. The reason BTC and CRCL have been able to stay resilient is mainly the expected boost from the Clarity Crypto Bill, combined with continued inflows from Wall Street ETF funds. The market is currently able to digest various bearish shocks. However, this situation is expected to turn on September 15. 2. Based on this, I remain optimistic about the market before September 15. If a relatively large pullback happens, it could be a good dip-buying opportunity. Pay close attention to two support levels for BTC: 77,000 as short-term minor support, and 75,000 as important strong support; for $SOL, you can watch the 98 level.
Reborn into holding a heavy position in FIL in the crypto market to ride out the bull run 🔥
Other coins are soaring everywhere Yet FIL is still standing still
A classic case of falling with the market but not rising with it; the reason is actually very simple A huge amount of trapped positions is piled up above.
Now there are still plenty of people holding on to the fantasy of a catch-up rally continuously bottom-fishing and going long
With so many chips waiting to break even stacked above what can the market makers use to pump the price? $FIL
Interest rate expectations keep shifting: Statements from Federal Reserve officials, along with recent stronger-than-expected employment/inflation data, have led the market to debate the policy path for the September FOMC meeting. Some institutions, including Citi, have pushed back their rate-cut expectations, and macro wait-and-see sentiment remains strong. Leverage unwinding and liquidations: After Bitcoin surged to $80,000 and then pulled back to consolidate in the $76,000–$79,000 range, it triggered hundreds of millions of dollars in long liquidations in the derivatives market.
Capital Flows and Sector Performance
Spot funds and stablecoins: Although the broader market weakened in the short term, spot ETF inflows still remained relatively stable; meanwhile, the total stablecoin market cap edged up above $291 billion, indicating a short-term risk-off stance. Local outperformance and rotation: While the broader market was in a correction, some legacy tokens (such as Dash) posted significant single-day gains, and capital rotation between sectors accelerated.
Ecosystem and Protocol Updates
Stargate / LayerZero upgrade: Stargate announced that it will shut down its V1 liquidity pools, in coordination with the retirement of LayerZero V1 components, reminding users to withdraw funds with zero fees. Ondo Finance adjustment: Ondo announced that it will stop minting USDY on the Aptos and Noble chains, directing holders to redeem or migrate their assets. Security and compliance risks: A GoMining-related wallet suffered a hacker attack of about $2.8 million, and incidents such as social media executives’ accounts being compromised to promote fake tokens have raised market security vigilance. Follow me, reply with answer 1 to get double the $SOL red packet!🧧🔥🧧🔥🧧🔥
The privacy sector is really strong this time. I chased DASH after riding the ZEC wave that day. Today, with some free time, I took a look. Even ZEN, with its Christmas tree structure, is pumping. All I can say is, the market is really FOMOing right now! $ZEC $DASH #ZEC续刷历史新高
☀️Weekly salary is here again and again and again, 😘 the fees saved are all the confidence for heading toward freedom. Friends who haven’t unlocked rebates yet, come find me 🫶 Now there’s daily salary too. New users can register directly using my link: https://www.bsmkweb.cc/join?ref=WN688 Rebate invitation code: WN688 😊 Old users who have never used an invitation code to register can also bind with me directly to get fee rebates. Condition 1: You have never bound an invitation code before. Condition 2: Your trading volume in the last 3 months is less than 5000. 🌸 Click the link below, copy it into your browser, and you can check whether you meet the binding rules: https://www.bsmkweb.cc/activity/referral/bind-ref 🌸 If you meet the rebinding conditions: 1. Enter invitation code: WN688 2. Within the 30-day evaluation period, trade 150,000 (spot or futures). Futures trading of 150,000 is recommended.
Sudden on-chain anomaly! The "ancient Bitcoin wallet" worth $3 million suddenly wakes up, is the ancient whale about to dump?
To all the crypto veterans who keep a close eye on on-chain data, today foreign media outlet Decrypt exposed an on-chain anomaly signal that is extremely rich in storytelling and mystery! According to the latest tracking, an "ancient" Bitcoin wallet that had been dormant for an extremely long time was suddenly activated, and the address holds BTC worth as much as $3 million! Whenever this kind of relic coin with traces of time starts moving, it always causes a huge stir in the community. Let me break down the highlights and logic behind this unusual move for you: 🔥 1. Three major theories behind the "ancient wallet" awakening Recovered the private key at last? In the early days of Crypto, countless people casually threw away hard drives containing Bitcoin. This move is very likely a lucky person digging out a dusty hard drive from the basement, or finally cracking the password they forgot back then, and becoming rich overnight!
Predict the next potential stock on the market platform! $ZEC , charge ahead, red envelope celebration, celebration, red envelope $100🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧🧧$哈基米
🧧🧧When belief is written into the blockchain: Butterfly Platform holds 30.24 million coins and actively destroys them, while Virus challenges history
🧧🧧The crypto world has never lacked slogans. Some call for 100x gains, some call for belief, some use a poster to depict the future, and others step forward with applause when prices rise. But the most brutal, and also the fairest, thing about blockchain is:
Language can be deleted, emotions can be forgotten, but actions on-chain will be permanently recorded.
True support is not how many times you say you’re bullish, but whether you are willing to put up your own assets and make a choice that cannot be easily reversed.
In Virus’s history of development, there have been two transactions that deserve to be seen again by everyone.