Sasha why NOT 1

🚨 Bitcoin Near $78K. Oil Above $90. The Cost of Money Is Rising Again. AI demand ↑ Oil ↑ Inflation risk ↑ Fed hike expectations ↑ Treasury yields ↑ ₿ Bitcoin: $BTC is holding around $78K after gaining roughly 24% in August. Institutional demand remains important. Strategy recently bought another 4,603 BTC for ~$370M, bringing its holdings to approximately 845,050 #BTC But ETF flows have started to cool after a strong streak of inflows. The real test now: Can Bitcoin reclaim $80K while liquidity conditions are getting tighter? 📉 Markets: the S&P 500, Nasdaq and Dow ended the latest session lower, while the 10Y Treasury moved above 4.75%. That matters because higher yields increase the discount rate for almost every growth asset especially AI stocks. 🇺🇸 US Macro: inflation remains above the Fed’s target, while the labor market and consumer are showing signs of slowing. At the same time, oil is back above $90, creating another potential inflation shock. The chain is simple: Oil ↑ → Inflation ↑ → Fed flexibility ↓ → Yields ↑ → Liquidity ↓ 🇨🇳 China: Manufacturing PMI improved from 49.2 to 49.8, but remains below 50. Growth is still weak, while expensive energy creates another headwind. 🤖 AI: Anthropic’s reported $35B compute agreement with Lambda shows how capital-intensive the AI race is becoming. The AI stack is expanding: Models → Compute → Chips → Data Centers → Cooling → Power → Financing 🎯 My view: the next phase of this market is not about whether AI demand is strong. It clearly is. The question is: How expensive can money become before AI valuations and risk assets start to break? For #Bitcoin I’m watching one chain: Brent → US 10Y → DXY → Nasdaq → $BTC If Bitcoin reclaims $80–82K with oil above $90 and Treasury yields elevated, that would be a meaningful sign of relative strength. If BTC falls together with Nasdaq, the recent rally still looks primarily like a liquidity/risk-on trade. #BTC Price Analysis#

$ZORA The pump is speculative, not fundamental. The formula is simple: a social media signal + thin liquidity + a Binance Alpha listing + a rebound from the bottom. Without sustained trading volume and a confirmed move above $0.010, the rally could quickly lose momentum. The key support level is $0.0075. A break below it could lead to a pullback toward $0.0059. If the price moves above $0.0105, the rally may continue toward $0.012 #Altcoin Season#

🚨 Bitcoin Near $78K. Oil Is Rising. The Market Faces a New Inflation Test. Markets are entering September with a difficult combination: AI demand ↑ Oil ↑ Inflation risk ↑ Fed expectations ↑ Liquidity pressure ↓ ₿ Bitcoin: $BTC remains near $78K after losing $80K following Jackson Hole. The next test is becoming increasingly macro-driven. Rising oil prices could revive inflation concerns, push Treasury yields higher and reduce the Fed’s flexibility. The chain is simple: Oil ↑ → Inflation ↑ → Yields ↑ → Dollar ↑ → Liquidity ↓ 📉 Stocks: Asia started the week risk-off, with Japan and South Korea falling sharply. Investors are becoming more selective as higher rates challenge expensive growth valuations. This is especially important for tech: strong earnings alone may no longer be enough if the discount rate keeps rising. 🇨🇳 China: weak domestic demand, property stress and soft credit growth are now colliding with higher energy risks. Growth ↓ + Energy costs ↑ is exactly the combination Beijing doesn’t want. 🤖 AI: NVIDIA confirmed that AI demand remains strong, but the investment opportunity is moving deeper into infrastructure: Models → GPUs → Memory → Networking → Data Centers → Power → Financing The next AI bottleneck may not be model quality or GPU demand. It could be capital itself. 🎯 My view: this week is becoming a major stress test for #Bitcoin Watch: Brent → US 2Y/10Y → DXY → Nasdaq → $BTC If oil stays above $90, yields rise and Bitcoin still holds the $75K–$80K zone, that would be a meaningful sign of relative strength. If $BTC falls together with Nasdaq, the recent rally still looks primarily like a liquidity/risk-on trade. September starts with one key question: can risk assets keep rising when money gets more expensive? #BTC Price Analysis#

You Think This Is What a Scam Looks Like? No This Is What 99% of Crypto Looks Like. Today, Let’s Talk About $LAB LAB once traded at $27.22. Today, it is worth approximately $0.078 a 99.71% collapse from its all-time high. A $10,000 investment at the top would now be worth roughly $29. LAB powers a trading ecosystem offering multichain execution, tokenized stocks, copy trading, and AI tools. The project has a working product, mobile apps, documentation, and a CertiK rating. But a real product does not automatically make its token fairly valued. How did #LAB reach $27? The key ingredients were limited tradable supply and thin liquidity. According to Bubblemaps, only 313 wallets participated in the presale, investing approximately $1.43 million. At the peak, their tokens were reportedly worth almost $1 billion on paper. When only a small percentage of supply is actively traded, relatively little buying pressure can create a huge price and multibillion-dollar FDV. But market cap on a screen is not the amount holders can actually withdraw. The red flags On-chain investigator ZachXBT alleged that insiders controlled more than 95% of LAB’s supply. Reports also raised concerns about discounted private sales, opaque loans, changing unlock conditions, and market-maker coordination. These remain allegations, not facts established by a court. However, the subsequent collapse exposed how fragile the market structure was. LAB today Price: $0.0778 Market cap: $46.15M FDV: $77.79M Circulating supply: 593.42M of 1B LAB Holders: 29.24K Liquidity/market cap: 2.85% $LAB could still experience a technical rebound. But a 99.7% decline does not automatically make a token cheap. The real lesson: analyze supply distribution, liquidity, unlocks, connected wallets and who can exit before you. In crypto, the chart shows the price. On-chain data shows who needed that price. #Altcoin Season#

Russian Sberbank Is Preparing to Offer Loans Backed by #Bitcoin , Ethereum, and USDT Sberbank plans to develop lending products secured by digital assets. In the future, borrowers may be able to use $BTC , ETH, and USDT as collateral. Anatoly Popov, Deputy Chairman of Sberbank’s Executive Board, said the launch of such products will depend on two key conditions: • New crypto regulations coming into force • The Bank of Russia approving the relevant digital assets for public circulation According to Popov, Sberbank has been preparing for regulatory changes in advance and already has practical experience working with cryptocurrencies. For #BTC , ETH, and USDT holders, this could provide access to ruble liquidity without selling their assets. However, the key questions will be the loan-to-value ratio, interest rates, custody arrangements, and liquidation rules during market downturns. There is also a broader market pattern worth watching: news signaling deeper institutional adoption often coincides with renewed progress on crypto regulation, including the CLARITY Act in the United States. When regulation and institutional demand begin moving in the same direction, Bitcoin often responds with stronger momentum. Russian banks are already preparing for a regulated crypto economy. The question is no longer whether such products will emerge, but under what conditions investors will be able to use them. #BTC Price Analysis#

🚨 Bitcoin Near $78K. AI Is Strong. But the Fed Just Changed the Game. The market is entering a new week with two conflicting signals: AI growth remains strong The cost of money may rise again The important part: institutional demand hasn’t disappeared. US spot #Bitcoin ETFs have recently recorded a strong multi-day inflow streak. Can #BTC reclaim $80K while Treasury yields and the dollar remain elevated? 🇺🇸 US Macro: inflation remains sticky while parts of the economy are slowing. PCE inflation is around 3.7% YoY, Q2 GDP growth slowed to 1.5%, and consumer momentum is weakening. Meanwhile, the Fed has put another rate hike firmly back into the conversation The setup Inflation sticky → Fed flexibility ↓ → Yields ↑ → Liquidity pressure ↑ 📈 Stocks: investors are becoming more selective. US equity funds recently saw roughly $22.3B in weekly outflows, while technology funds continued attracting capital. This doesn’t look like investors abandoning AI It looks like the market asking a new question: What is AI growth worth when capital becomes more expensive? 🤖 The AI investment chain is also expanding: Models → Compute → Chips → Data Centers → Power → Financing The next bottleneck may not be demand for AI. It may be the cost of building and financing the infrastructure behind it. 🇨🇳 China: weak credit demand, property stress and slowing domestic growth are increasing pressure on Beijing to provide additional stimulus. 🎯 WhyNot View: this week is less about whether AI is strong NVIDIA already answered that. The real question is whether risk assets can survive another repricing of interest rates. For Bitcoin $80K is now more important than before If $BTC reclaims it despite elevated yields and a stronger dollar, the alternative monetary asset narrative becomes much more convincing If Bitcoin falls together with Nasdaq, the recent rally still looks primarily like a liquidity/risk on trade Next test: US NFP on September 4 #BTC Price Analysis#

🚨 Bitcoin Near $78K. AI Is Strong. But the Fed Just Changed the Game. The market is entering a new week with two conflicting signals: AI growth remains strong The cost of money may rise again The important part: institutional demand hasn’t disappeared. US spot #Bitcoin ETFs have recently recorded a strong multi-day inflow streak. Can BTC reclaim $80K while Treasury yields and the dollar remain elevated? 🇺🇸 US Macro: inflation remains sticky while parts of the economy are slowing. PCE inflation is around 3.7% YoY, Q2 GDP growth slowed to 1.5%, and consumer momentum is weakening. Meanwhile, the Fed has put another rate hike firmly back into the conversation The setup Inflation sticky → Fed flexibility ↓ → Yields ↑ → Liquidity pressure ↑ 📈 Stocks: investors are becoming more selective. US equity funds recently saw roughly $22.3B in weekly outflows, while technology funds continued attracting capital. This doesn’t look like investors abandoning AI It looks like the market asking a new question: What is AI growth worth when capital becomes more expensive? 🤖 The AI investment chain is also expanding: Models → Compute → Chips → Data Centers → Power → Financing The next bottleneck may not be demand for AI. It may be the cost of building and financing the infrastructure behind it. 🇨🇳 China: weak credit demand, property stress and slowing domestic growth are increasing pressure on Beijing to provide additional stimulus. 🎯 WhyNot View: this week is less about whether AI is strong NVIDIA already answered that. The real question is whether risk assets can survive another repricing of interest rates. For Bitcoin $80K is now more important than before If $BTC reclaims it despite elevated yields and a stronger dollar, the alternative monetary asset narrative becomes much more convincing. If Bitcoin falls together with Nasdaq, the recent rally still looks primarily like a liquidity/risk on trade Next test: US NFP on September 4 #BTC Price Analysis#

Trust Wallet Token : What’s Behind CZ’s Latest Mention? CZ has once again drawn attention to Trust Wallet by supporting its zero-fee stablecoin swap campaign: “Moving money shouldn’t cost that much, ideally, zero.” Following the post, $TWT gained around 7% in 24 hours. But does Trust Wallet’s growth create fundamental value for its token? Trust Wallet has surpassed 210M installations and is expanding beyond a self-custody wallet. Its ecosystem now includes Hyperliquid-powered perpetuals, tokenized stocks and RWAs, Earn products, smart wallets, Trust Alpha, and zero-fee stablecoin swaps. #TWT Utility $TWT offers swap and gas discounts, access to new token launches, boosted Earn rewards, airdrops, premium features, and limited governance. However, it still functions primarily as an in-app loyalty token. Key Risks Holder revenue: $0. TWT holders receive no share of Trust Wallet’s fees or revenue, including income generated through the Hyperliquid integration. Supply overhang: only 43% of TWT is circulating. The remaining 570M tokens could create future selling pressure, especially without a transparent unlock schedule. High concentration: approximately 300M TWT is held at one address. It may be a treasury wallet, but the concentration remains a risk. Thin liquidity: available market depth is relatively small, meaning large orders can cause disproportionate price movements. Conclusion Trust Wallet is a strong product with massive distribution and a clear roadmap. But product growth does not yet translate directly into economic value for $TWT . Today, TWT is primarily a utility and loyalty token carrying a Binance/CZ reputation premium not a claim on Trust Wallet’s revenue. The key question is whether $TWT will introduce buybacks, revenue-funded burns, or revenue sharing. Until then, the market is pricing expectations and CZ’s influence not cash flow for holders. #BNBChain#

🚀 Blockchain Life returns to Dubai on December 1–2, 2026! 100 days to go. The countdown has begun. 15,000+ attendees from 130+ countries, 200+ speakers and 200+ sponsors will once again come together at one of the world’s largest crypto forums. Blockchain Life brings together crypto industry leaders from across the globe in Dubai. With so many key industry players in one place, the forum has become one of the industry’s premier events for high-value networking and business connections. ⚡ 3 stages and 200+ high-profile speakers ⚡ A major expo with 200+ sponsors and trading tournaments ⚡ The international debut of AI Future Forum 2026 ⚡ The legendary Afterparty with a world-class headliner Blockchain Life will kick off one of the biggest tech and business weeks. Major decisions. New trends. The biggest players. The next chapter of Web3, digital finance and AI. *Tickets are on sale now. Get 10% off with promo code SASHA 🎟 Tickets: https://blockchain-life.com/ #BTC Price Analysis# $BTC

🚨 Bitcoin Lost $80K. The Fed Is Back in Control. ₿ Bitcoin: $BTC has pulled back toward $77K after failing to hold $80K following Jackson Hole. The interesting part is institutional demand: US spot Bitcoin ETFs recorded roughly $242M in net inflows on Aug. 27 the ninth consecutive positive session. Now comes the real test: Can BTC stay strong while the dollar and Treasury yields rise? 🇺🇸 US Macro: the Fed has put another rate hike back on the table as inflation remains sticky. Next week's JOLTS → ISM → ADP → NFP sequence could determine expectations for the September Fed meeting. 📈 Stocks: S&P 500 fell 0.25%, Nasdaq lost 0.52%, while NVIDIA dropped 4.6%. Investors also pulled $22.3B from US equity funds in the latest week the largest weekly outflow since March. Interestingly, technology funds still attracted capital. This looks less like abandoning AI and more like becoming selective about valuations. 🤖 AI: NVIDIA confirmed that demand remains extremely strong. But the investment narrative is evolving: Models → GPUs → Memory → Networking → Data Centers → Power → Financing The next constraint may not be AI demand. It may be the cost of financing the infrastructure behind it. 🇨🇳 China: weak credit demand, property stress and slowing domestic growth are now being combined with higher Middle East energy risks. 🎯 My view: the market has entered a much more interesting phase. NVIDIA says: AI growth is strong. The Fed says: Money may become more expensive. Now watch Bitcoin. If $BTC can reclaim $80K despite higher yields and a stronger dollar, the alternative monetary asset narrative becomes much stronger. If Bitcoin falls together with Nasdaq, the recent rally was still largely a liquidity/risk-on trade. Next major test: US NFP on September 4. #BTC Price Analysis#

Bernstein: #Bitcoin at $125K by December 2026 Is It Realistic? Bernstein expects $BTC to reach $125K by the end of 2026. From the current price of around $80,875, that would require another 54.5% gain in four months. However, the target has already been cut from $150K. Moreover, $125K would only bring Bitcoin back to its October 2025 all-time high not set a new record. Bernstein’s key arguments: ▪️ U.S. government debt is approaching $40 trillion ▪️ Currency debasement increases demand for scarce assets ▪️ Institutional demand continues through spot ETFs ▪️ 59% of the BTC supply has not moved for over a year ▪️ Strategy controls roughly 4% of the total supply However, current market data does not yet confirm a move toward $125K: ▪️ The $83K–$86K zone remains strong resistance ▪️ Max pain for upcoming options expiries is around $69K–$70K ▪️ Spot trading volumes remain near multi-year lows ▪️ The rally has been driven largely by short liquidations and ETF flows rather than broad organic demand ▪️ High Treasury yields and a hawkish Fed remain major risks My year-end scenarios: 🟡 $70K–$95K 40% 🔴 $60K–$70K 35% 🟢 $95K–$110K 25% Reaching $125K would require an extended breakout, consistent ETF inflows, and a meaningful recovery in spot demand. I estimate the probability of that scenario at roughly 10–15%. Bottom line: Bernstein’s $125K target is not a market promise it is an optimistic scenario that has already been downgraded from $150K. Why Not Research by Sasha #BTC Price Analysis#

AI is booming, Bitcoin is near $80K but the Fed is back in control Markets are facing an interesting conflict: AI growth remains extremely strong, while US inflation is still too high for the Fed to relax. ₿ Bitcoin: $BTC is trading around $79–81K, supported by strong institutional demand. US spot Bitcoin ETFs have attracted roughly $2.5B over seven trading sessions. The real test now: can Bitcoin hold $80K if Treasury yields and the dollar move higher? 🇺🇸 US Macro: PCE inflation remains around 3.7% YoY, Q2 GDP growth slowed to 1.5%, and consumer momentum is weakening. At the same time, manufacturing remains strong. That creates a difficult mix: Inflation sticky → Consumer slowing → Fed flexibility ↓ 🤖 NVIDIA: revenue reached $96.2B, confirming that AI compute demand remains extremely strong. But the AI investment thesis is evolving: Models → GPUs → Memory → Networking → Cooling → Power → Data Centers The next big opportunity may increasingly be in AI infrastructure, not just models or chips. 🇨🇳 China: weak domestic growth is now being combined with energy-security risks as Middle East tensions disrupt oil flows into Asia. 🎯 My view: NVIDIA removed one major market concern — AI demand is not slowing yet. Now the biggest risk moves back to the bond market. Watch: Jackson Hole → 2Y/10Y Treasury → DXY → Nasdaq → Bitcoin If $BTC holds near $80K despite higher yields and a stronger dollar, the alternative monetary asset narrative becomes much more interesting. The question is no longer: “How strong are NVIDIA and #Bitcoin ?” It’s: “How high can interest rates go before they start to break them?” #BTC Price Analysis#

🚨 AI is booming. Inflation is sticky. Bitcoin faces its next real test. Markets just received two very different signals. 🤖 NVIDIA confirmed that the AI boom is still accelerating. Quarterly revenue reached $96.2B, +106% YoY, while Data Center revenue hit $89B, +117%. The company guided for around $108B next quarter. Demand for AI compute clearly isn’t the problem yet. 🇺🇸 But US macro is getting complicated. July PCE inflation came in at 3.7% YoY, slightly hotter than expected. Q2 GDP growth was just 1.5%, while real consumer spending was flat in July. Markets are now pricing roughly a 40% probability of a September Fed hike. ₿ Bitcoin is holding around $78K–$80K. This is where things get interesting. BTC has recently behaved less like pure high-beta tech: its correlation with Nasdaq has fallen, while its price action has looked increasingly similar to gold. So the market now faces a simple conflict: AI growth ↑ Inflation remains sticky Cost of money could ↑ 🎯 My view: the next major signal will come from Jackson Hole. If the Fed stays hawkish and $BTC still holds the $75K–$80K zone despite a stronger dollar and higher yields, the case for Bitcoin evolving into an alternative monetary asset / debasement trade becomes much stronger. For AI, the question is also changing. It’s no longer: “Is there demand?” NVIDIA answered that. The bigger question is: Who will finance the next trillion dollars of AI infrastructure — and what return will that capital generate? Watch: $BTC | NVIDIA | DXY | US 2Y/10Y | Jackson Hole #BTC Price Analysis#

🚨 Bitcoin above $80K. NVIDIA earnings today. The market faces a major test. ₿ Bitcoin: $BTC has broken above $80K, gaining ~28% in August. Falling Treasury yields, a weaker dollar and concerns about long-term monetary debasement are supporting both Bitcoin and gold. 📈 NVIDIA: earnings arrive after today’s close. This is bigger than one company NVIDIA has become a test of whether massive global AI capex is actually paying off. 🇨🇳 China & Iran: China remains critical to the effectiveness of US sanctions on Iran. Meanwhile, signs of de-escalation around the Strait of Hormuz pushed Brent below $90, reducing near-term inflation pressure. 🤖 AI: the bottleneck is shifting: Models → Compute → Memory → Data Centers → Power → Financing The key question is no longer just how powerful AI becomes, but who finances the next trillion dollars of infrastructure and what return that capital generates. 🎯 My view: today watch the reaction across NVIDIA → Nasdaq → $BTC . If NVIDIA delivers and both tech and #Bitcoin rally, that’s classic risk-on. If Bitcoin keeps moving with gold instead, the alternative monetary asset narrative becomes much more interesting. P.S. Starting tomorrow, I will be adding important news from the US markets that affect the value of bitcoin. For myself, I take them into account a priori, but you also need to see this information in order to make important investment decisions. #BTC Price Analysis#

Let’s Be Honest: The Initial Bitcoin ETF Buying Momentum Is Gradually Fading Looking at the entire chart, one trend becomes clear: after the powerful waves of institutional demand in 2024–2025, inflows into spot #Bitcoin ETFs have become less consistent. Positive sessions are increasingly interrupted by outflows, while new purchases appear more dependent on short-term price movements. However, we should not exaggerate: demand has not disappeared. U.S. spot Bitcoin ETFs attracted approximately $ 1.9 billion in net inflows over the past week one of the strongest weekly results of 2026. Yet the funds remain roughly $2.8 billion in net outflows year-to-date. What could explain the broader slowdown? ▪️ High-base effect. Many investors seeking regulated exposure to $BTC have already established their positions since the launch of spot ETFs. ▪️ Profit-taking and risk reduction. ETF holders are not exclusively long-term investors. These products are also used by portfolio managers, arbitrage funds, and speculative capital. ▪️ Macroeconomic pressure. High bond yields and expensive liquidity reduce the appeal of assets that do not generate cash flow. ▪️ Capital rotation. As new crypto ETFs enter the market, institutional capital is being distributed across Bitcoin, Ethereum, Solana, and other digital assets. ▪️ Buying after the rally. The latest inflow wave accelerated after Bitcoin had already begun recovering. This could mean ETFs are currently confirming the price move rather than initiating it. The main conclusion: ETFs remain one of the most important channels of institutional demand, but they no longer guarantee a constant flow of new capital. One strong week is not enough. What matters now is whether Bitcoin ETFs can maintain positive net inflows for several consecutive months. That will show whether a new phase of institutional $BTC accumulation has begunor whether the market is simply witnessing another wave of performance-chasing #BTC Price Analysis#

1. A Major Hyperliquid Trader Takes Profit One of Hyperliquid’s largest long traders closed positions totaling 60,000 $ETH and 1,200 BTC, realizing approximately $45.3 million in profit. The trader’s remaining long exposure fell from $537 million to $143 million. 2. A New $71.8 Million $BTC and ETH Long Another whale deposited 8 million USDC into Hyperliquid and opened leveraged long positions worth approximately $71.8 million, including 600 BTC worth $46.94 million and ETH worth around $24.86 million. 3. $TRUMP Faces Potential Selling Pressure After transferring 3.837 million TRUMP worth $9.33 million to OKX, a team-linked address sold another 1.1 million TRUMP for approximately $2.94 million USDC at an average price of $2.68. 4. $LIT : Liquidation Risk Is Rising The holder of the largest LIT short added $2.5 million in collateral following the token’s rally. The position contains approximately 2.528 million LIT, while its unrealized loss has reached around $5.6 million. This highlights increasing volatility and potential short-squeeze risk—it is not a signal to copy the position. 5. DeFi: TermMax Season 1 Goes Live TermMax S1 has launched with rankings, weekly rewards, items, and guild mechanics. Any potential connection to a future TMX token should be verified through official terms. There is currently no confirmed airdrop. What to watch: Further whale activity on #HyperLiquid Liquidity and open interest in #TRUMP and #LIT Liquidation and short-squeeze risks Independent confirmation of on-chain data #BTC Price Analysis#

$BTC $79,859 (+2.9% in 24h) · ETH $2,497 (+1.5% in 24h) Key Updates: #Bitcoin : $79,859 (+2.9% in 24h) Ethereum: $2,497 (+1.5% in 24h) New US Sanctions Against Iran The US Treasury, led by Scott Bessent, announced an “economic D-Day,” targeting Iran’s digital assets, technology, oil, and gold sectors. Uzbekistan Restricts P2P Transfers via Web Platforms New rules for banks and payment services will take effect on November 16. Bybit Protected Users From More Than $700 Million in Potential Theft The exchange released the results of its security operations for the first half of 2026. Key Takeaway: The crypto market is experiencing a sharp recovery following the recent sell-off. Bitcoin has broken above $76,000 and gained more than 23% over the past week, supported by growing institutional demand and a record market capitalization. #BTC Price Analysis#

Institutional funds continue accumulating #Bitcoin through spot ETFs. Recent trading sessions have shown consistent net inflows large capital is still buying. Tomorrow, I’ll publish an updated breakdown of the purchases: who bought, how much, and through which funds. Follow the actions of major players they often reveal more than the headlines. #BTC Price Analysis# $BTC

What will happen next with the crypto market this week? $BTC

🚨 Bitcoin near $80K. NVIDIA earnings. Jackson Hole. Oil near $93. This could be one of the most important weeks for markets. ₿ Bitcoin: $BTC remains above $77K after gaining more than 20% in five days. What matters is the environment: Bitcoin and gold are showing strength despite high Treasury yields and pressure on tech. 📊 NVIDIA + Jackson Hole: the market faces a double stress test this week. NVIDIA → AI growth Jackson Hole → cost of money Strong AI guidance + a softer Fed could revive risk-on. A disappointment from either side could trigger volatility. 🇨🇳 China & Iran: tensions around Iran are becoming an energy-security problem for China. Brent is near $93, and further escalation around the Strait of Hormuz could push oil toward $100. That means: Oil ↑ → Inflation ↑ → Rates higher for longer 🤖 AI: NVIDIA is expanding beyond GPUs into models and deeper AI infrastructure, while rising memory costs could push AI-system prices higher. The AI race is evolving from: Models → Chips into: Models ↔ Chips ↔ Data Centers ↔ Energy 🎯 My view: the most interesting signal remains Bitcoin’s strength relative to tech. If $BTC holds near $80K despite high yields and weak Nasdaq, the market may increasingly treat Bitcoin as an alternative monetary asset, not simply a high-beta tech trade. Watch this week: $BTC $80K | #NVDA earnings | Jackson Hole | Brent $100 #BTC Price Analysis#