The August non-farm payroll data absolutely blew up! New jobs came in at 162,000, while the forecast was only 56,000.
Before the NFP release, I had already warned in the chat room about betting on the bearish side, set up short positions, and the move played out smoothly, locking in profits.
As soon as the data hit, the probability of a September Fed rate hike surged above 60%. Unemployment was 4.1%, wages remained resilient, and inflation pressure is still there.
Trump praised the jobs data on one hand, while on the other he urged the Fed to cut rates, warning that if they don't cut, he would restrict trade.
A rate hike means tighter liquidity. BTC was dumped from above 80,000 and at one point fell below 79,000. In the short term, the direction depends on next Wednesday's CPI. Only if inflation cools down will there be a chance for a rebound; if inflation rises, a rate hike is basically a done deal. Precise entry levels are being updated in the chat room in real time!
$BNB surged! A lot of people are confused? Today the broader market $BTC and ETH basically moved sideways, while only BNB broke out into a strong independent uptrend ✨
Sister Yao emphasized BNB’s accumulation logic a few days ago, clearly pointing out that amid market fluctuations, capital would preferentially rotate into platform coins with improved fundamentals and compliance positives. She told everyone to accumulate in batches at low levels, and this independent rally has now been perfectly delivered! Those who kept up with the pace have made solid gains this time.
This rise is mainly because the BNB Chain successfully completed the major Pasteur upgrade, doubling network throughput and significantly improving transaction confirmation speed, making it extremely friendly for high-concurrency AI trading on-chain ecosystems.
For those who haven’t gotten on board, chasing the price now isn’t cost-effective. If you want to go long, be patient and wait for a pullback to stabilize before buying the dip. Sister Yao has already organized the specific entry points, and the chat room is being updated in real time 😉
Trump and the Fed are fighting a battle of perceptions!
Last night’s nonfarm payrolls far exceeded expectations. Trump praised the strong jobs data, believing that when the economy is good, stocks should rise. But U.S. stocks and gold plunged across the board, and $BTC , while rate hike expectations surged.
Before last night’s nonfarm payrolls release, I had already led my followers to pre-position a short trade with $XAU . As soon as the data hit, one trade immediately made 102 points, and those who kept up with the pace easily pocketed $1,000~
Trump said bluntly that growth will not lead to inflation, demanding the Fed cut interest rates, and even threatened to cut off trade if rates are not lowered. Ironically, the Fed chair Wosh, whom he personally nominated, is now leaning hawkish.
On one side, the president is calling for rate cuts; on the other, the markets are betting on rate hikes. We still need to watch next week’s CPI data. As for the key levels in the market, Sister Yao will announce them in the chat room😉
The main bull market theme for the next 27 years, $ZEC long-term target of $10,000
Many people think that going from a few dozen to 1000 is already very high, but in fact its imagination space has just begun to open up. A PoW old coin with the same total supply of 21 million as $BTC , zero-knowledge proofs achieve financial privacy, BTC manages ownership, ZEC manages financial privacy.
Grayscale ZEC ETF launches, institutional funds enter in compliance, and 420,000 chips are locked up by the fund. In a bull market, speculation is about imagination space; a ten-thousand-dollar price sounds exaggerated, but in terms of market cap, within a major bull market, it is not fantasy.
Of course it will not rise straight up all the way; there will be deep shakeouts along the way, and regulation and implementation progress are all potential risks. This ten thousand dollars is a long-term bull market valuation, not a short-term target.
Once the privacy narrative breaks out, ZEC will be the leader in the privacy sector. Key resistance levels and swing opportunities will be synced in the chatroom.
$SNDK Sandisk is now leading the entire market in popularity by a huge margin, with its popularity level only second to $BTC and $ETH
With a market cap of over two hundred billion yuan, Buffett plainly said it has already become a trading target for betting on rises and falls. Yao Jie believes it has the potential to break to a new all-time high in the next few months.
Only continued sharp gains can attract retail investors to enter the market. Yesterday at noon, I led fans in the internal group to position long orders at 1558, based on the judgment that this round of short squeeze would take place; the long position has now been closed for profit.
The crazier the行情, the bigger the volatility. Key levels and points will continue to be updated in the chat room~
$SNDK Surging against the trend! A divergent market, and the main force’s tactics are really ruthless!
Congratulations to the friends who ambushed SanDisk yesterday and caught a big gain! U.S. stocks were volatile last night, Tesla plunged, and SanDisk alone pulled off a strong upward move. Yesterday, I brought everyone in the group to build long positions in advance at 1558, and today we directly realized the profit and took the money home.
Why did the main force dare to push it up? Earlier, there was a deep shakeout, 40% of the longs were forced out, speculative selling pressure was cleared, and the selling pressure was extremely light. In one week, 246 million yuan of funds entered the market, AI storage price increases and orders have been implemented, and all the资金 are piling into the hardware main line.
Now that the long positions have been closed, I’m planning to switch to a short-selling idea: short on rebounds at 1760-1770, and if it pulls back to 1700 and stabilizes, then go long again. For detailed levels, the chat room is updated in real time~
$SNDK Surging against the trend! A divergent market, and the main force’s tactics are really ruthless!
Congratulations to the friends who ambushed SanDisk yesterday and caught a big gain! U.S. stocks were volatile last night, Tesla plunged, and SanDisk alone pulled off a strong upward move. Yesterday, I brought everyone in the group to build long positions in advance at 1558, and today we directly realized the profit and took the money home.
Why did the main force dare to push it up? Earlier, there was a deep shakeout, 40% of the longs were forced out, speculative selling pressure was cleared, and the selling pressure was extremely light. In one week, 246 million yuan of funds entered the market, AI storage price increases and orders have been implemented, and all the资金 are piling into the hardware main line.
Now that the long positions have been closed, I’m planning to switch to a short-selling idea: short on rebounds at 1760-1770, and if it pulls back to 1700 and stabilizes, then go long again. For detailed levels, the chat room is updated in real time~
Non-farm payrolls came in far above expectations, and the market saw a divergence!
While the broader market pulled back, institutional funds were疯狂买入 the dip. Yaojie will give you a one-stop breakdown of today’s key crypto news.
Last night’s non-farm data came in much stronger than expected, and crypto markets pulled back across the board, but there was a very contradictory signal here. Although $BTC BTC dropped to 79772 and ETH also retreated, spot BTC ETFs saw their largest single-day inflow since January, with $730 million of institutional money entering the market, and BlackRock alone took in $454 million.
Here’s a roundup of major news: the UK has opened up retail crypto ETNs; $ZEC rose above $1,000 on the back of ETF momentum; El Salvador stopped using state funds to buy Bitcoin; Robinhood is standing firm against the AMC lawsuit and continues to issue tokenized stocks; OpenReserve has obtained a banking license and is set to become an on-chain bank.
Non-farm payrolls were just the appetizer; next week’s CPI will be the key factor determining the market direction. Volatility is picking up, come to the chat room and open positions together 😉
On September 15, the U.S. crypto industry’s second-largest catalyst will be voted on.
The House is trying to push the Senate to vote as soon as possible, but this step requires 60 votes—not just a simple majority. Even if it passes, it only means the bill is set for deliberation; it’s still far from final implementation.
The core of this bill is to clearly define the regulatory boundaries between the SEC and the CFTC, setting rules for the crypto industry. After it’s passed, institutions will be more willing to enter, and BTC, ETH, and crypto stocks should benefit in the long run.
But the biggest risk is time. The House’s agenda for late September has already been reduced, so whether the process can be completed this year is questionable. Therefore, around September 15, it’s likely that the positive news will have already been priced in, followed by a pullback.
Currently, there are two long-position strategies for the market:
$BTC If it retraces to 80300 and stabilizes, go long, targeting 82100. $ETH If it retraces to 2483 and stabilizes, go long, targeting 2550.
If it retraces and you get another entry, the bill’s progress and the market signals will be followed in real time in the chatroom 😉
$BTC Is it really time to push up to 90k? Can $CRCL still be held? After reading it, you’ll suddenly see through it
First, about the big cake (main market): yes, it has indeed broken above the August pre-high. This move is strong, and the longs from yesterday at 77530 have profited too~ Congratulations in advance 😘
However, the real May neckline high at 82,800 has not been broken yet. The risk hasn’t been eliminated! The current trading plan is: take profit on the contract when prices rise, and keep holding the spot until the peak of the next bull market in the year after next.
BTC, BNB, and SOL have already moved away from the bottom. The long-term trend has started, and short-term fluctuations are normal—we can hold through. By the time the Clarity Act is expected to be implemented on 9/15, it will most likely be a “good news already priced in” situation. If prices rise too much then, I might flip and short.
Next, about CRCL: it’s the biggest beneficiary of the stablecoin regulation. Tether is the only leading player before its listing. Last night it surged directly by 20%. By no later than September 15, you should exit.
To the family members who followed the pace—did you get full on this one? For the next key levels and exit signals, the chat room will update in real time 😉
Looking back—$CRCL month’s start only $60. After two months, let’s review this asset again.
Back then, I said: “For CRCL below $60, my interest is very strong.” That sentence’s value keeps rising.
For quality assets, the fundamentals are still there—often that’s an opportunity to get in. Right now, with this follower, we’ve already captured 70% of the profit potential.
If you haven’t boarded yet, you can keep an eye on whether, before November, we’ll get another chance around $60. For a long-term hold, we need patience—better entry points won’t be repeatedly offered. The chat will continue to monitor the price levels of high-quality coins.
Recently, many friends have asked Yao Jie this question. Let’s first look at the heat map of the chips (trading positions). From 8.4 to 8.18, the 63k-65k range shows large-scale, densely packed churn. In June to July, the price was also in this band, but there wasn’t such concentrated turnover of chips.
After the turnover ends, the market then rises sharply from the ground with almost no pullback. Looking back at January 2022, the same pattern: quick accumulation at the bottom, followed by a violent surge, leaving no chance for latecomers at low levels to get on board outside the market.
I also checked on-chain whale wallet data, which further confirms that large holders of 100–10k BTC have an average cost around 61k–67k—right within this accumulation zone.
So Yao Jie’s conclusion is: once smart money has obtained the chips, they usually don’t reverse course—unless they run into a systemic “black swan,” but the probability of that is very low 😉
Therefore, it’s still best to prioritize grasping the market conditions you can understand right now—chip structure and the macro market view. The chat room will continue to break it down.
$BTC Break through 81000, and the curse of “every meeting brings a drop” has been broken again
Today I placed a short order at 83400. Many people are puzzled: Waller ghosted, and BTC is still rising—so why keep betting on the downside in this battle?
Waller said that as long as inflation continues to cool, he supports keeping rates unchanged in September. After the news came out, the probability of a September rate hike immediately fell from 60% to 50%. U.S. Treasury yields declined, the dollar weakened, and stocks and BTC both surged in sync.
But here we need to separate two layers of logic. The weakness in Treasuries and the dollar is an immediate positive—money is trading that advantage right now. Meanwhile, the conflict between the U.S. and Iran pushes up oil prices, creating inflationary pressure that is a lagging risk. In the short term, the market reacts first to the near-term easing expectations and temporarily ignores longer-term concerns.
On top of that, Trump said this round of military action against Iran won’t last very long. So capital didn’t price in the extreme “all-out war” scenario. We’ll continue to discuss and lay out the macro outlook in the chat room afterward.
Billion-dollar myth shattered—after Shein’s IPO, it gets a straight cut right away 🤭
At its peak, the valuation was one trillion. Now it’s down to just 26.5 billion. In the gray market, it plunged as much as 17.5% at one point. On the first day, it fell nearly 10% intraday, and on the third trading day it kept sliding lower.
In the past, people touted it as the king of fast fashion, pushing its valuation toward nearly a trillion. But once it actually IPOs, capital doesn’t buy stories—it audits the bills. With US and European tariffs raising costs, growth slowing, and this year’s Q1 alone showing a loss of 99 million USD, regulatory pressure remains persistent.
In the primary market, people tell stories. In the secondary market, people count profits. After giving up on the US and UK listings, it ultimately chose to list in Hong Kong. Only after the valuation got slashed to get the IPO done did the market start re-pricing it.
Changes in capital sentiment will ripple through all kinds of risk assets. Want to keep tracking macro trends and trading opportunities? Join the chat room.
Earnings report blew up! Snowflake surged 24%, and the AI rally has been spreading—along the way $SNDK kept jumping all the way!
The logic behind AI software has been completely proven. Everyone was worried that AI would wipe out SaaS companies, but this earnings report is a slap in the face. Product revenue grew 37% year over year, with accelerating growth for three straight quarters. The company raised its full-year revenue guidance. The CEO said that in this round of growth, half is contributed by AI. AI isn’t disrupting software—it’s getting enterprises to buy more services.
This burst of sentiment directly lifted AI high-beta names $SNDK , which just broke out. The key now is whether it can hold its ground.
This morning, I caught the opportunity with SanDisk early through the channel, and the followers who followed along also made quite a bit. After that, we’ll watch sector rotation and key price levels—join the chat room together.
A continuous streak of bullish long candles, positions keep increasing, shorts get liquidated one after another, directly pushing the price up.
According to the smart money data, 97% of the longs are profitable, while only 5% of the shorts are profitable—large numbers have been trapped.
The rally is driven entirely by short liquidations. The upper band of the Bollinger Bands is already stuck right at the current price; the short-term is severely overspent. Once the liquidation wave ends, a rapid pullback can happen at any moment.
Yesterday, I already hinted inside that going long at 0.155 could capture a move. For those who followed, the 90u margin entered and ended up taking a big piece, finally locking in 2400u. For the next turning-point signal, join the chat room and we’ll lay out the plan together.
#美国初请失业金人数升至20.6万 , The Federal Reserve has not yet made a statement, yet the market is already pricing in easing in advance! Big moves are coming.
The latest initial jobless claims came in higher than market expectations. Immediately afterward, Fed Governor Waller released dovish remarks, and the probability of a rate hike in September has dropped sharply.
When the broader market rose yesterday, I was already going long around 2425 with my followers, at $ETH . With this macro-driven rally, this trade has now smoothly reached the target of 2520. Everyone, lock it in steadily and take 95 points of profit—congratulations to the loyal fans who followed the rhythm and caught the dividend.
Aunt Yao believes the key focus of this round of trading is the CPI data to be released next week. What you’re seeing now is just the market trading ahead of easing expectations.
If you want to track the order book in real time and get ideas for subsequent moves, join the chat room.
扶摇合约
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3-day rate hike expectations plunge 16%! The Fed’s tone has changed!
On Sep 1, the probability of a rate hike was 66% → by Sep 4, it’s only 50.2%
Waller turns dovish: give inflation a chance to cool
A week ago they were hawkish—after a week the attitude flips
Transmission chain: rate-hike expectations cool off → the dollar and US Treasuries weaken
$XAU strengthens, $BTC breaks through 82000
Big players at odds: Jiang Zhuoer clears a short at 82050, waiting to buy back at 70,000; Yi Lihua awaits the start of a bull market, targeting 86,000
Yao Jie thinks August CPI is the most critical: if inflation rebounds, rate-hike expectations will surge back again
Chatroom tracking CPI and the Big Bitcoin (BTC) chart
Seeing the number 250, I couldn’t help but give a knowing smile 🤭
A Trump portrait $1 commemorative coin has officially been put into circulation.
Breaking the 1866 law: living people don’t go on U.S. currency.
On the front is LIBERTY, and on the back a badge is engraved with “250.” The 2020 bill was shown to the public early at the G20 summit, opening the door for this issuance.
The proposal for a $250-denomination banknote is being advanced in parallel. Once it goes through, it would be the first time in history that a living person appears on a U.S. banknote.
The Democrats sharply criticized the struggles of people’s livelihoods, yet are enthusiastic about promoting individual portraits.
Tensions between America’s democratic traditions and personal cult worship are intensifying.
Macro shifts continue to affect the market landscape—go make a trade and enter the trading chat.
Let’s break down today’s key levels clearly and plainly!
First key resistance: 82500. A valid breakout—then the upside target is 85000.
Scenario 1: It pierces 82500 but can’t hold steady = a false breakout. You may try a short trade; a strong bearish market needs to meet the conditions: lower high on the rebound + long liquidation of bulls + breaking below the key low.
Scenario 2: It effectively holds above 82500—then follow through to 85000. If shorts are not massively liquidated, there’s plenty of upward fuel. Don’t rush to touch the top and short early. Be careful: a chain reaction of short liquidations can boost the rally. No top signal—don’t short. Conservative traders should wait and observe.
Chatroom tracks the BTC breakout trading signals in real time
$UNI Hits a New High This Year—An On-Chain Signal Worth Paying Attention To Is Here!
$UNI Sets a New Year-to-Date High. A “giant whale” moves—within 3 hours, 1,000,000 UNI were withdrawn from Binance, worth $6.36 million. Exchange withdrawals are essentially moving chips off the platform; it’s likely that these coins are being accumulated for the long term to avoid liquidation risk.
As for trading: Robinhood’s on-chain revenue continues to surge. UNI’s fee-share on the RH chain brings ongoing buybacks. The underlying logic behind this round of upside still holds. Market support is around the 6 level; a strong resistance sits at 6.6–6.8. If price holds above 6.8, it may open up new upward space.
For the later UNI order-book/price-level details and strategy, join the chat to follow Yao Jie’s thinking.