9.14 All-In Morning Report
Extreme volatility and fake breakouts everywhere—chase the pump, get stopped out. When does it end?
1. $BTC : Needs to fully print its trend; forced trades are painful right now.
2. $ETH : Following the macro trend, but showing the strongest relative strength.
3. $SOL : Foundation looks directionless while ecosystem liquidity fragments.
4. Trump: Pushing heavy defense budgets and multi-nation playbooks over the last 24h.
5. Oracle: Ellison cancels his massive $7.5B stock dump plan.
6. Senate: CLARITY Act remains stuck in legislative limbo as Senate reconvenes.
7. Trump Wildcards: Claims Iran war ends around midterms + demands global lowest interest rates. Highly unpredictable.
8. Hassett: States Trump sees no reason for rate hikes before midterms. (Watch out for a surprise pivot anyway).
9. Arthur Hayes: If AI compute demand collapses, expect the Fed to print money to bail out markets. Wishful thinking?
10. Cycle Analysis: BTC hasn't hit a ATH in nearly a year, but peak-to-peak intervals are compressing.
11. Macro View: Economists argue Fed hikes are meant to soothe Wall Street, not tame inflation.
12. EU DLT: Pontes tokenized security settlement project launches Sept 21 with central bank money.
13. AI / Semi Dump: Anthropic & OpenAI both hit the brakes—AI tech & chip stocks taking hits.
14. Binance Meme: 0x6033...ae3f deployment sees arbitrageurs rushing in.
15. Cathie Wood: Agrees with David Sacks—the "AI extinction" narrative is artificially engineered.
16. Security Alert: North Korean IT operatives hiring third-country proxies to infiltrate US tech firms.
Adapt to the market; never force the market to adapt to you. Seeing geniuses everywhere except in the mirror—painful reality check.
#cpiwatch #AnthropicCEOCallsForAISlowdown #RevolutDataLeakReportedlyPostedAttackersThreatenDailyReleases #BrazilCentralBankRaisesVASPCapitalRequirements #WhiteHouseRejectsAISlowdownCalls
Extreme volatility and fake breakouts everywhere—chase the pump, get stopped out. When does it end?
1. $BTC : Needs to fully print its trend; forced trades are painful right now.
2. $ETH : Following the macro trend, but showing the strongest relative strength.
3. $SOL : Foundation looks directionless while ecosystem liquidity fragments.
4. Trump: Pushing heavy defense budgets and multi-nation playbooks over the last 24h.
5. Oracle: Ellison cancels his massive $7.5B stock dump plan.
6. Senate: CLARITY Act remains stuck in legislative limbo as Senate reconvenes.
7. Trump Wildcards: Claims Iran war ends around midterms + demands global lowest interest rates. Highly unpredictable.
8. Hassett: States Trump sees no reason for rate hikes before midterms. (Watch out for a surprise pivot anyway).
9. Arthur Hayes: If AI compute demand collapses, expect the Fed to print money to bail out markets. Wishful thinking?
10. Cycle Analysis: BTC hasn't hit a ATH in nearly a year, but peak-to-peak intervals are compressing.
11. Macro View: Economists argue Fed hikes are meant to soothe Wall Street, not tame inflation.
12. EU DLT: Pontes tokenized security settlement project launches Sept 21 with central bank money.
13. AI / Semi Dump: Anthropic & OpenAI both hit the brakes—AI tech & chip stocks taking hits.
14. Binance Meme: 0x6033...ae3f deployment sees arbitrageurs rushing in.
15. Cathie Wood: Agrees with David Sacks—the "AI extinction" narrative is artificially engineered.
16. Security Alert: North Korean IT operatives hiring third-country proxies to infiltrate US tech firms.
Adapt to the market; never force the market to adapt to you. Seeing geniuses everywhere except in the mirror—painful reality check.
#cpiwatch #AnthropicCEOCallsForAISlowdown #RevolutDataLeakReportedlyPostedAttackersThreatenDailyReleases #BrazilCentralBankRaisesVASPCapitalRequirements #WhiteHouseRejectsAISlowdownCalls