#中东能源风险推高油价 $CL oil prices have suddenly gone crazy these days! The rise is outrageous! 😱 There must be an explanation, right?! The routes for transporting oil out of the Middle East are being blocked one after another. The Strait of Hormuz is originally the world's thickest oil transit chokepoint, and the war has left it half paralyzed. Saudi Arabia later relied on an east-to-west pipeline crossing the desert to send oil from the eastern oil fields to the Yanbu port on the Red Sea, bypassing the strait. However, the pipeline's pump station was hit by drones and was shut down preventively; loading oil at Yanbu also stopped, and some September European cargoes were canceled. This line usually transports three to four million barrels, about 4% of global supply. The spot market is even more extreme, with some cargoes already speculated up to around $130, while futures have not fully caught up. So you see $CL has climbed back above 100, now hovering around 105, Brent around 108. After the transport was cut off, the market priced the disruption into the price first. But I prefer to wait until after the peak to short because once positive news comes out, the premium will immediately drop. #本周FOMC揭晓，加息能否落地？ #CLARITY法案投票受阻引争议

#CLARITY法案投票受阻引争议 The crypto world is in trouble! 😢 The Clarity Act actually did not pass! Could this even break the crypto cycle theory? 🤔️ The Senate procedural vote on the Clarity Act was 49 in favor and 50 against, 11 votes short of the 60 needed, so the bill is basically stalled this year. After the news broke, BTC dropped from its high, hitting a low around $75,000. The bill originally aimed to clarify who exactly regulates crypto assets, how exchanges comply, and how stablecoins and banks separate. Failure to pass means the industry still has to navigate two sets of rules from the SEC and CFTC, losing a catalyst for official U.S. recognition in the short term. For Bitcoin, fundamentals remain unchanged, the halving logic still holds, and institutional entry and exit channels remain open; only regulatory expectations have shifted from imminent implementation to a wait-and-see situation. Currently, the bill has just failed, and the Federal Reserve's September meeting is wrapping up. The market seems to care less about that congressional vote and more about interest rates and liquidity! Will rates stay on hold? 🤔️ What will the dot plot show? 🤔️ What will Chair Wash say at the press conference? 🤔️ How will Governor Powell respond??? 🤔️ All critical questions! We can no longer just focus on the bill. In the next two days, the key to the market lies with the Federal Reserve. Listen carefully to what they say about inflation, employment, and next steps — this is more important than reviewing that bill. #本周FOMC揭晓，加息能否落地？ #中东能源风险推高油价

The beautiful country is on the brink of collapse! It really feels like it's doomed! 😱 This is not alarmist talk! Money can be printed at will, but credit cannot be printed back. The U.S. is no longer just discussing the next rate hike. The national debt has surpassed 40 trillion, and the 10-year Treasury yield has touched 5% again. The Treasury is issuing new debt to pay off old debt while buying back long-term bonds to try to push rates down, but the market may not buy it. What's more troublesome is that the interest itself is becoming a new hole. In the first 11 months of fiscal 2026, net interest has already cost about 1 trillion dollars, exceeding defense spending and ranking just behind social security. 😱 Isn't that terrifying! 😮‍💨 The more you borrow and the higher the interest rate, the more you have to borrow later. Tariffs and geopolitical conflicts can't fill this gap. But as long as the world is still willing to buy U.S. debt, this cycle can continue. In the end, the most likely scenario is to find ways to suppress interest rates, keep printing money, continue inflation, and slowly dilute the debt. On the other hand, U.S. spot ETFs have become a formal channel for institutional inflows and outflows, with about 1 billion dollars of net inflows over several consecutive trading days in early September. Morgan Stanley treats Bitcoin as digital gold, giving clients a 0%–4% allocation range, and their own spot product scale has exceeded 600 million dollars. The value of $BTC is immeasurable; over time, it can outperform both gold and the dollar, which will eventually become worthless! What do you think? 🤔️ #本周FOMC揭晓，加息能否落地？ #AI发展焦虑升温，芯片股集体走弱 #CLARITY投票前分歧未解

#本周FOMC揭晓，加息能否落地？ Last night before going to bed, I checked the market once more, feeling quite calm and peaceful.😐 Not because I, the great one, have already figured out the market, I see many people are still guessing whether the Fed will raise the rate by 0.25% tomorrow. Actually, the market has already priced in this expectation earlier this week. The 10-year US Treasury yield is pushing up, oil prices are high, money is getting more expensive, so risk assets naturally pull back first. Bitcoin slid from around 82,000 at the beginning of the month to about 78,000, and the spot ETF had net outflows last week, indicating institutions are reducing positions first. But it hasn’t pierced through the 76,000 support level. This is more worth watching than the ups and downs. The US spot ETF is still around, and institutional inflows and outflows are visible. Recently, more outflows and fewer inflows have softened the price. But once long-term bond yields stop rising and oil prices stabilize, buying usually returns quickly. So, the high probability is a 25 basis point hike tomorrow. The key is where the dot plot points to in the coming years and what Chair Powell says about whether further hikes are needed. If the tone is softer, crypto might catch a breather first. Otherwise, 76,000 will truly be tested. What do you think? #AI发展焦虑升温，芯片股集体走弱 #沙特关键输油管道受损，或停运数周

Is AI going out of control?! 😱 Last night, the CEO of Anthropic personally wrote an article saying AI can't run wild like this anymore; safety can't keep up. Elon Musk also nodded in agreement. As a result, storage stocks took a hit at Monday's open. $SNDK dropped nearly five points in one day, and at its worst intraday, it was close to eight points. Many people started to doubt whether the AI story is over? 🤔 Can computing power and storage continue to rise? 🤔 With the tech sector retreating in the US stock market, will AI, DePIN, and computing power tokens in the crypto space also get hit? 🤔 Let's clarify the company SanDisk. It used to be part of Western Digital and will be independently listed in February 2025. It only makes NAND flash memory and solid-state drives. It used to mainly sell to phones, computers, and USB drives. The biggest change now is that data center orders have suddenly exploded. Last fiscal year, total revenue was over 20 billion USD, more than doubling. The data center segment grew even more dramatically, reaching nearly 3 billion USD in one quarter, already accounting for one-third of the company. So this drop doesn't mean the company suddenly failed; the market is questioning whether AI training and inference still need to stack so much storage? If new models are more memory-efficient, will demand be cut? Will safety halts slow down big companies' pace of building data centers??? 🤔 Too many questions! 😂 Whether this is a shakeout or a bubble burst, no one can be 100% sure! #本周FOMC揭晓，加息能否落地？ #AI发展焦虑升温，芯片股集体走弱

#Anthropic拟赴纳斯达克IPO Anthropic is about to burst the AI bubble all at once! 😨 Is the big crash still far away??? 😱 Anthropic is going to Nasdaq. This time it's not a small deal; they're aiming for a valuation of about two trillion dollars, possibly listing as early as October. The company told investors: quarterly revenue has reached $11.5 billion, annualized to $65 billion; for the second consecutive quarter, they might achieve operating profit. They sell Claude, and enterprises are really paying to use it. AI companies buy chips, chip manufacturers make money, then use that money to buy AI company stocks. Circulating within the circle, valuations can be pushed even higher. How long this game can last is not something that can be decided by words alone. Once the company goes public, whether people buy or how much they buy depends entirely on whether everyone is willing to take the shares at the opening price. If they can, it means the AI hype hasn't cooled off yet. If not, the market will crash immediately, and the entire AI sector will be bloodied. Once valuations loosen, it's quite possible that some funds will flow back into the crypto market. Next, it depends on the strength of the buying on the listing day. Is the two trillion valuation supported by orders, or just by stories? 🤔️ #本周FOMC揭晓，加息能否落地？ #特朗普接受新版伦理条款，CLARITY投票临近

#本周FOMC揭晓，加息能否落地？ It's not time to raise rates yet, but the market has already scared itself! 😂 The Fed's money is currently managed by Waller. In August, the US added 162,000 jobs, and the unemployment rate remains at 4.1%. Prices rose 3.4% year-over-year, and core inflation hasn't calmed down. He spoke very firmly at Jackson Hole: inflation is not a natural disaster, it's a result of policy choices. Futures markets are now about 80% betting on a 25 basis point hike, raising rates from 3.50%–3.75% to 3.75%–4.00%. The decision will be announced at 2 AM Wednesday, with a press conference at 2:30 AM. Before the announcement, money will likely hide, causing the market to be volatile and weak. If the hike happens, short positions often get liquidated all at once, followed by talks of a rebound. Bitcoin spot ETFs have become a must-pass gateway for institutional inflows and outflows over the past two years. BlackRock's fund is the largest; there was outflow in the past week, but overall September hasn't turned negative yet, with prices oscillating around $77,000. Ethereum is not just a price target; stablecoin transfers and on-chain settlements mostly run through it. Spot ETH ETFs have seen inflows for several consecutive weeks. Before the meeting, the Senate will hold a procedural vote on the CLARITY Act. This is not immediate legislation, just a decision on whether the bill can be brought to the floor for debate. Its passage or failure will have a bigger impact on altcoin sentiment; for BTC and ETH, it's a bonus, not a lifeline. Better to stay cautious before the decision! The risk is damn high! 😕 #Anthropic拟赴纳斯达克IPO

#美国柴油价格首次突破6美元 Big trouble! Diesel has broken $6 per gallon, up 60% in a year. 😱 With expensive fuel, vegetables, meat, delivery, and building materials all get more expensive. How are people supposed to live! 😩 Trump said the war with Iran will quickly end after the midterm elections in November, and oil prices will drop accordingly. On the 14th, Iran and Oman will announce negotiations on navigation through the Strait of Hormuz. The news sounds very positive, but diesel has already burned into the supply chain, so short-term inflation won't immediately cool down. Bitcoin is still holding around 77,000. It's not a stock; the total supply is only 21 million, no more. Inflation is here, some treat it as digital gold, but when war expectations change, funds will first withdraw from risk assets. So it's just sideways now. Diesel is expensive, so things get expensive; war expectations push oil prices up. Bitcoin is scarce, but in the short term, it still follows macro sentiment. Looks like we have to wait for next week's CPI to see the big direction. #PPI、CPI公布后，多家机构上调9月加息预期 #BTC现货ETF三日流出近4.5亿美元

$LSK has stunned people these days.😱 Today I suddenly realized something: some projects aren’t dead, they just demolished the old house to move into a new store.🤔️ The chain officially announced shutdown on October 31, yet the coin was crazily pushed up by funds. The coin was forcibly pulled to around $1.4. Many people's first reaction was, if it's delisting, why bother trading it? But looking at the timeline, it looks more like a hard transformation being revalued by the market. Lisk has been working on public chain/L2 for ten years, realizing that relying on token issuance to support the ecosystem only leads to more selling and the chain failing to heat up. So they shut down the old chain when it expired, and changed the business to a capital operation platform for enterprise finance teams, integrating bank transfers and stablecoins into one account, with approval, payment, and cross-border settlement all on one workstation. The underlying USD balance runs on USDL issued by Bridge under Stripe, so fiat and on-chain money don’t need to be shuffled back and forth. The supply side is even more impressive! The DAO’s approximately 100 million tokens originally scheduled to be released between 2027–2033 were burned all at once, reducing the total supply from 400 million to 300 million. In the future, platform expenses will no longer rely on dumping LSK inventory; the coin will become loyalty points for the new platform: enterprises using products and attracting new customers can use LSK to issue rewards and offset fees. They demolished the old stage and opened a new store. The method to survive by changing the status quo is vividly demonstrated! #PPI、CPI公布后，多家机构上调9月加息预期 #BTC现货ETF三日流出近4.5亿美元

#BTC现货ETF三日流出近4.5亿美元 Is Bitcoin still digital gold?! 🤔️ Last week, everyone was desperately pouring into Bitcoin, but this week they started pulling out and turned to buy Ethereum. Institutions treat Bitcoin as digital gold, with a fixed total supply, long-term as a ballast. But gold doesn’t generate interest or run its own business. Ethereum is different; it has on-chain applications and staking rewards, more like a machine that keeps making money. The US spot Bitcoin ETF has had net outflows for four consecutive days, with about $13 million more leaving last Friday, totaling around $460 million over four days. However, the Ethereum ETF has attracted over $200 million and has had net weekly inflows for four consecutive weeks. Maybe funds are rotating their positions. Bitcoin is still Bitcoin. A hard currency capped at 21 million coins. Ethereum is a network that can run contracts and be staked. One is like a gold bar, the other like a rental property. So they complement each other! Bitcoin is now a proper financial product! It won’t crash just because of some selling! #PPI、CPI公布后，多家机构上调9月加息预期 #财报观察员：甲骨文AI云收入增121%