$ORCL только что еще сильнее усилила историю про инфраструктуру для ИИ.
Облачная инфраструктура достигла $7,4 млрд — рост на 121% год к году, а портфель заказов составил внушительные $664 млрд, включая $30 млрд+ в новых контрактах по ИИ.
Акции подскочили после закрытия торгов, но меня больше интересует один вопрос: как быстро Oracle сможет превратить этот портфель в реальную выручку и денежный поток?
$AAPL получает внимание, но $AVGO и десятки других компаний стоят за каждым iPhone.
TSMC, Qualcomm, Broadcom, Sony, Micron, SanDisk и многие другие поставляют чипы, накопители, дисплеи, камеры и компоненты, которые поддерживают работу всей экосистемы.
Вот почему мне интереснее смотреть на сторону цепочек поставок, чем просто наблюдать за самой Apple. Спрос одной компании может «протечь» через гораздо более широкую сеть.
$SNDK/USDT — одно из названий, за которыми я наблюдаю в BingX TradFi, чтобы понять, как развивается эта более широкая экосистема.
Privacy coins are having a serious moment, and $ZEC is hard to ignore.
The sector is reportedly up around 213%, with ZEC leading the move and its 1-year gain now above 2,000% according to the campaign data.
$XMR and $DASH are also part of the broader privacy narrative, but ZEC appears to be absorbing a big share of the attention and liquidity.
I’ve been watching ZEC/USDT on BingX during this consolidation rather than chasing the move. After such a strong run, the reaction here could tell us a lot.
Privacy is clearly back in the conversation. #ZEC #PrivacyCoins
$BTC is watching the same thing Wall Street is watching: Friday’s NFP
The Fed debate is getting interesting. Hawks are arguing for staying tough, while doves are pointing to signs of a cooling labor market. Markets are already pricing roughly a two-thirds chance of a September hike.
But the headline payroll number won’t tell the whole story. Unemployment, wage growth and revisions could matter just as much.
Strong data could push yields and the dollar higher, while a weak report could bring the dovish side back into focus.
I’m not trying to predict the number I’m watching how the market reacts when expectations meet reality.
Let’s say you have $10K to deploy today. What are you doing?
🟠 $10K BTC 🟣 BTC + ETH 🔥 Spread across alts 🎰 Full degen portfolio
Everyone is talking about altseason, but the CoinMarketCap Altcoin Season Index is only 26/100, still far below the 75+ level used to signal a broad altseason.
So is it smarter to position before the rotation becomes obvious, or let Bitcoin lead until there’s stronger confirmation?
I’m watching the altcoin moves on BingX and paying attention to which ones actually start outperforming BTC.
BTC is up 23.9% over the past 30 days, while ETH gained 30.4% and SOL 44.3%. ETF flows have reversed after four consecutive months of outflows, and capital is gradually rotating back into higher-beta assets.
The market structure looks healthier, but I’m still calling this a recovery rather than a confirmed bull run. The next test is whether BTC can hold these gains and bring more liquidity back into the market.
Meanwhile, NFP is the macro event I’m preparing for this week. August Nonfarm Payrolls drops Friday, September 4 at 12:30 UTC, with the previous print coming in at -23K.
A strong beat or another weak number could move the USD, gold and crypto quickly as traders reassess the Fed outlook. I’ll be watching GOLD and the broader reaction on BingX TradFi when the data lands.
The key is to prepare for the volatility rather than assume the direction beforehand.
$MARS is still catching attention on CMC, while $CRV remains one to watch 👀
But $DELL is the one I’m looking at today. Its AI backlog has jumped to $95B, up 85% QoQ, while AI server revenue reached $16.4B. Revenue came in at $47B and EPS hit $7.04, beating estimates by 43%.
The backlog is impressive, but the real question is how quickly Dell can convert those orders into revenue with chip and memory supply still tight. I’ll be watching $DELL price action on BingX TradFi as the market digests the numbers.
$MARS is up 44.89% today and $CRV is also trending on CMC.
But the bigger event I’m watching is $AVGO earnings tomorrow after the U.S. market close.
Broadcom is expected to report around $16B in AI chip revenue, while margins and forward guidance could determine the market reaction. With an implied move of roughly ±9.6%, volatility could get interesting fast.
I’ll be watching $AVGO closely on BingX TradFi around the release.
$BTR and $ARB are trending on CMC, and both are worth keeping on the radar 👀
Meanwhile, I’ve been looking at how BingX is expanding its TradFi coverage. With 500+ perpetual instruments across stocks, indices, metals, commodities and forex, the platform now ranks No. 1 in TradFi perpetual asset coverage.
The 24/7 availability on many popular instruments is also interesting, although some markets still follow traditional trading hours. More markets in one place is definitely something I’ll be watching.
Warsh’s first Jackson Hole speech as Fed Chair is done, but the market didn’t get the clear September rate signal some were looking for.
The Fed is still leaning on incoming data, with inflation remaining a key concern. That leaves the next CPI and jobs numbers especially important for rate expectations.
I’m watching DXY closely from here. If the dollar starts reacting strongly, it could spill into BTC, equities and other risk assets.
Базовый PCE без учёта жилья (Core PCE) не даёт ФРС особого простора для послаблений.
Базовая инфляция удержалась на уровне 3,3% г/г уже третий месяц подряд, в то время как общий PCE остаётся примерно на уровне 3,7% против целевого показателя ФРС 2%.
Вывод для меня прост: инфляция сохраняется упорно, и дискуссия о том, что «выше надолго», ещё не утихла.
Теперь я слежу за тем, как это отразится на долларе, BTC и акциях. $DXY может быть здесь интересным объектом наблюдения.