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#沃勒：8月通胀决定9月是否加息
This time, the tide is really turning!
Interest rate hikes can no longer be suppressed!
Actually, whether to raise rates in September doesn't hinge on tonight, but on next week's inflation data.
Waller's point is that if inflation continues to cool down, don't move interest rates yet; if inflation heats up again, then consider tightening further.
He did not promise a rate cut. Just "don't increase the pace for now." After hearing this, the market's confidence in a September rate hike dropped from 80% to about 50/50.
Hiring is indeed cooling off. A few months ago, some figures were still negative, but later they were revised downward.
Outside, it's expected that about 50,000 to 60,000 people will be hired tonight. But oil prices are still rising, and more goods are getting more expensive.
Fewer hires on one side, prices still high on the other, no one dares to bet on a single direction.
If hiring is very low, the market thinks a rate hike is even less likely, and Bitcoin might surge near 80,000.
If hiring is moderate, it will continue to fluctuate. If hiring is strong, rate hike expectations will rise again, and Bitcoin might drop.
Using positions to guess the outcome is a very risky move; it's better to wait for the numbers before acting!
Hiring is decreasing, prices are still high, and the top decision-makers are quite torn.
#BTC兑黄金比率升至1月以来高位，强势能否延续？
#OKX预言家：9月FOMC利率决议预测上线
Snapshot at 04 Sept 2026, 19:50
September 4 BTC - ETH Market Analysis
The US August non-farm payroll data to be released tonight at 20:30 is expected to be the key macro catalyst to break the current consolidation pattern. First, let's look at $BTC Bitcoin, which currently needs to focus on the critical long-short dividing line at 80,600. If the price effectively holds this level, the bullish pattern is likely to continue, with resistance levels at 82,300, 84,600, and 86,500 to watch; light short positions can be tried near these resistances. If the 1–2 hour timeframe breaks below 80,600 effectively, short-term momentum will weaken, with support levels at 79,300, 77,200, and 75,600 to watch for buying opportunities on dips within this range. Next, for $ETH Ethereum, the core support is set at 2,487. If this level holds, the bullish structure remains relatively stable, with the primary target being the pre-night session high at 2,530; if the price fails to break through, a pullback for consolidation is likely. Strong resistances above are at 2,568, 2,615, and 2,655, where light short-term short trades can be attempted. If the 1–2 hour timeframe breaks below 2,487 effectively, short-term weakness will emerge, with buying opportunities near 2,448, 2,400, and 2,360. Overall, before the macro data release tonight, the market is likely to maintain a wide range of fluctuations. It is recommended to patiently wait for the data release and clear direction before following the trend. #沃勒：8月通胀决定9月是否加息 #BTC兑黄金比率升至1月以来高位，强势能否延续？ #OKX预言
Is $CORE really doomed?
Other coins are skyrocketing, but its price has returned to last week's level.
What happened?
It's not that the coins in your wallet were stolen. It's that a few people responsible for bookkeeping on this chain received more rewards than they should have, which means the system minted extra coins.
The official statement says: ordinary users' funds are still safe; the path for the extra rewards has been blocked; an urgent upgrade will be implemented to fix the loophole, and previously completed transactions will not be invalidated.
However, several exchanges, fearing issues, have suspended deposits and withdrawals.
Right now, everyone's biggest concerns are: how many extra coins were minted? 🤔
Have the extra coins been sold on the market? 🤔
When will deposits and withdrawals return to normal? 🤔
The officials have yet to clarify these matters.
The price is already so low, and with constant bad news, many people are scared and selling off.
The most frustrating part now is the inconvenience of withdrawals and the lack of transparent information.
Hopefully, there will be a perfect resolution!
#沃勒：8月通胀决定9月是否加息
#BTC兑黄金比率升至1月以来高位，强势能否延续？
#OKX预言家：9月FOMC利率决议预测上线
Snapshot at 04 Sept 2026, 15:01
$ZEC is really freaking crazy!
It has risen from just over 200 all the way up. In June this year, a privacy pool vulnerability caused the price to be halved.
But the team quickly fixed it, and by the end of July, the Ironwood upgrade was launched, basically plugging the loophole. Old projects that survive often become stronger.
Previously, institutions wanting to buy ZEC had to go to exchanges and manage wallets themselves. Now Grayscale has converted the old trust into the first ZEC spot ETF, so it can be bought with a regular brokerage account. The institutional channel is open.
Grayscale also released a report saying AI is getting better at monitoring people, and every transaction on the transparent chain will be scrutinized more clearly in the future, increasing the demand for privacy.
If ZEC can capture 2% of Bitcoin's market cap, the price could reach around $1600. This is not a guarantee, but a reference they give to the market.
Technology has also sped up; previously a privacy transaction took several seconds, now it can be compressed to under 200 milliseconds, and it can be used on mobile phones. Ordinary people finally feel it’s not so laggy.
It used to be an "old coin that can hide money," now it has become a "privacy asset that institutions can also buy."
This is the biggest change this time.
Snapshot at 04 Sept 2026, 06:34
September 3 BTC - ETH Market Analysis
In recent years, the pressure on U.S. Treasury bonds has continued to increase, coinciding with a critical window of the U.S.-Iran conflict. Normally, market panic sentiment should remain high. The selling pressure on U.S. Treasuries, U.S. stocks, and digital currencies only intensifies, making it difficult to form a long-term steady upward trend. This year's virtual currency market trend also confirms this point. Since the phased high point in 2025, the market has entered a long winter, with liquidity clearly drying up. Even mainstream strong assets like Bitcoin and Ethereum find it hard to resist selling pressure, resulting in an overall downward trend. Short-term recovery is more likely an emotional rebound after prolonged sluggishness; traders need to remain vigilant and avoid blindly chasing gains. Next, let's look at the market: BTC's key focus today is whether the 4-hour candle can hold above the critical level of 78000. If it can hold, the 4-hour rebound may truly start, with the main resistance levels to watch being 79200, 80000, and around 81500. On the downside, pay attention to three main support levels: 75600, 74200, and around 72480. Now for Ethereum: today's key focus is whether the 4-hour candle can hold above the critical area of 2410. If it holds, the 4-hour rebound strength will be considerable, with three resistance levels to watch: 2442, 2490, and around 2533. On the downside, watch three main support levels: 2355, 2305, and around 2266. Wishing everyone smooth trading! #FO
#财报观察员：博通业绩超预期，Snowflake上调指引
Broadcom and Snowflake both released their earnings reports last night.
Looks like AI is still hot!
Broadcom's just-released Q3 results are impressive: revenue around $29.6 billion, up 86% year-over-year; adjusted EPS of $3.32, both exceeding expectations.
The most striking is AI semiconductor revenue at $16.7 billion, soaring 221% year-over-year, already accounting for more than half of the company's revenue. Custom AI chips and data center network chips are both benefiting from the AI boom.
But after-hours the stock price initially dropped over 6%, then recovered. The reason is simple: next quarter's overall revenue guidance is about $34.8 billion, slightly below Wall Street expectations.
The market logic now is: no matter how good your results are, if you're a bit slower than expected, the stock gets hit first.
Snowflake is even simpler: after big companies buy chips, data needs to be stored, processed, and utilized. They sold well this quarter, and the stock price went up directly.
AI is no longer just about stacking hardware; it’s becoming about who can turn data into business.
#FOMC前最后一组数据：本周五非农
#Robinhood链放量，ARB收入叙事升温
Snapshot at 03 Sept 2026, 18:52
#FOMC前最后一组数据：本周五非农
After reviewing analyses from various experts, everyone seems to think there will be a rate hike!
The non-farm payroll data will be released this Friday night, showing how many jobs were added in the US last month.
Finding a job recently isn't as easy as before. Yet many still believe the Fed might raise rates again in September.
This is because things are still expensive, prices haven't returned to the levels they want, and many items remain costly.
Bitcoin is currently stuck around 80,000 waiting for this number.
If job growth is low, people will feel the rate hike is less urgent, and crypto might easily surge.
If job growth is high, rate hike expectations will rise again, and crypto might wobble downward first.
Yesterday's data was already on the weak side, but crypto didn't drop. The key is the non-farm payroll at 8:30 PM this Friday.
#财报观察员：博通业绩超预期，Snowflake上调指引
#沙特原油出口跌至9年最低，油价飙升
Snapshot at 03 Sept 2026, 14:27
Is $HYPE really not a pump-and-dump? 🤔️
Behind it is Hyperliquid, one of the largest perpetual contract exchanges on-chain. Most of the fees are used to buy back and burn tokens; the more active the trading, the fewer tokens in circulation. Recently, stablecoin interest has also started going into buybacks, meaning even in the off-season, there is money burning tokens.
It has been steadily declining these past few days mainly due to two reasons: the Fed's decision on whether to raise rates in September is still undecided, so the market is cautious. Also, large holders are unlocking pledged tokens, plus there is another batch unlocking around September 6, making funds afraid of crashing the market.
With Trump publicly supporting it and the CFTC pushing for its compliance to enter the US market, once that door opens, new users will flood in crazily.
The real question is whether $HYPE spot tokens are worth holding. It's not about the recent downtrend candlesticks, but whether Hyperliquid can maintain its position as the leading on-chain perpetual exchange.
As long as there are traders, continuous revenue, and the burn mechanism is still operating, it is not a pump-and-dump token.
#非农前数据分化，9月加息预期升温
#Robinhood链上放量，币股Meme引争议
#财报观察员：戴尔业绩超预期，博通雪花接棒
Snapshot at 03 Sept 2026, 04:52
September 2 BTC - ETH Market Analysis
Recently, macro data hasn't been released yet, and no one wants to make a move lightly, so the market is hovering at a high level with bulls and bears battling each other. It has already risen quite a bit earlier, now it needs to repeatedly shake out profit-taking positions while checking if the support below is solid. First, let's talk about $BTC. Today, the key strength/weakness dividing line is at 78000. If it can close steadily above 78000, it means the rebound still has some strength, and we can look upwards towards 79250, 81000, and around 82500, considering short positions at those levels. If it can't break through or hold above 78000 all day, it means the bulls are losing strength, and it will likely probe lower. Then don't rush; wait for it to drop to around 76650, 75600, or 74300 before considering low-level long positions. The same logic applies to ETH, with today's key level at 2440. Closing above 2440 means bulls regain control, and we can look at 2485, 2540, and 2575, considering shorting on rallies at those points. If it remains stuck below 2440, bears are still dominant, and the market may continue downward. Then watch the levels at 2385, 2325, and 2275, and consider low-level longs when prices hit those points. Right now, it's just a back-and-forth shakeout within a range; don't chase rallies or sell into dips in this volatile zone. #非农前数据分化，9月加息预期升温 #Robinhood链上放量，币股Meme引争议 #财报观察员：戴尔业绩超预期，博通雪花接棒
#非农前数据分化，9月加息预期升温
Oh my, this time they might really raise interest rates.
In August, the US manufacturing PMI fell to 54.6, still above 50, indicating factories are not contracting. But new orders have clearly slowed, and raw material prices remain high.
Tariffs, supply chains, plus the Middle East situation pushing up costs, bosses say they want to expand production, but are already hesitating.
Hiring hasn’t collapsed either; July job openings were 7.27 million, slightly below expectations but a slight rebound from June. This means companies are still hiring, just not as urgently as before. July nonfarm payrolls increased by only 23,000, with the previous two months revised down. Employment is cooling off, not collapsing.
The hardest part now is that the economy isn’t completely broken, and inflationary pressure hasn’t eased. Fed Chair Waller leans hawkish, with September rate hike odds pushed above 60%, and the two-year Treasury yield hovering around 4.36%.
These data alone aren’t enough for the Fed to act immediately; the real decision will be Friday’s nonfarm payrolls. If the data is weak, rate hike expectations might be cooled off. If strong, the September hike will be more certain.
The direction still depends on interest rates; the pace will be decided after the nonfarm data comes out.
$BTC $ETH
Snapshot at 02 Sept 2026, 14:57