区块国宝

区块国宝

Cook BTC | 17年入圈 |NFT爱好者 | 学习宏观中|不作投资建议

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区块国宝
区块国宝
Today the on-chain is in a state of fatigue; unlike before when there were more than 50 CAs in the group daily, everyone is saying that on-chain assets have shrunk by more than half. Regarding this small rebound of #Bitcoin, I think the promotion of the "Clear Act" is an important catalyst. The Republican Party has already released the final version of the text, and Trump @realDonaldTrump has made obvious concessions on the most sensitive ethical clauses. At least one thing is clear: for the September 15 deadline, Trump and the Republicans have started seriously competing for votes, but don’t pop the champagne just yet. September 15 is not the final passage of the "Clear Act," but a very critical 60-vote procedural hurdle. Getting 60 votes is necessary to end the debate and continue advancing the new text; If they don’t get it, the rest of the story will be postponed. So the real question now is: are the Democrats willing to buy in? I currently estimate the success rate for this hurdle at about 45%–50%, which is clearly more optimistic than before but still not stable. In the next 24 hours, I will focus on several Democrats: @SenRubenGallego → @Sen_Alsobrooks → @MarkWarner → @SenCortezMasto → @SenatorHick → @CoryBooker → @SenatorWarnock. The first two are the most worth watching. If Gallego + Alsobrooks clearly support the new text, I will raise the passage probability to over 60%. If among Warner / Cortez Masto / Hickenlooper, two more express support—that would really change things. 60 votes may no longer be just a fantasy but start to enter a calculable range. So $BTC rising a bit today is something to be happy about, but don’t prematurely trade as if the "bill is guaranteed to pass." What the market is trading on now is: Trump’s concessions → expanded bipartisan negotiation space → increased probability of 60 votes. What will truly decide the next wave of Crypto sentiment may be the statements of these Democrats in the next 24 hours. Now it’s not about what Trump says, but about counting votes. @BITstocks_CN BIT is launching a limited-time event for the Apple launch: sign up to win Apple products, receive $AAPL stock, and win iPhone grand prizes 🎁 Sign up now 👉
区块国宝
区块国宝
Trump's concession only gained negotiation space; the real hurdle for the clear bill is tomorrow's 60 votes
区块国宝
区块国宝
Clarity bill rushes to 60 votes: Trump has conceded, but don't take the BTC rebound as a sure thing
Today's #Bitcoin small rebound, I think the push of the "Clarity Act" is an important catalyst. The Republican Party has released the final version of the text, and Trump has made obvious concessions on the most sensitive ethical clauses. At least it shows one thing: for the September 15 deadline, Trump and the Republicans have started seriously competing for votes. But don't pop the champagne yet; September 15 is not the final passage of the "Clarity Act," but a very critical 60-vote procedural hurdle. Getting 60 votes is necessary to end the debate and continue advancing the new text; without it, the subsequent story will be delayed. So now the real question is only one: are the Democrats willing to buy in? I currently give this hurdle about a 45%–50% success rate, clearly more optimistic than before, but still not stable. In the next 24 hours, I will focus on several Democrats: Gallego → Alsobrooks → Warner → Cortez Masto → Hickenlooper → Booker → Warnock. The most worth watching are the first two; if Gallego + Alsobrooks clearly support the new text, I will raise the passage probability to over 60%. If among Warner / Cortez Masto / Hickenlooper, two more express support—that would really be different. 60 votes may no longer be just an imagination but the beginning of progress
区块国宝
区块国宝
Clarity bill rushes to 60 votes: Trump has conceded, but don't take the BTC rebound as a sure thing
Today's #Bitcoin small rebound, I think the push of the "Clarity Act" is an important catalyst. The Republican Party has released the final version of the text, and Trump has made obvious concessions on the most sensitive ethical clauses. At least it shows one thing: for the September 15 deadline, Trump and the Republicans have started seriously competing for votes. But don't pop the champagne yet; September 15 is not the final passage of the "Clarity Act," but a very critical 60-vote procedural hurdle. Getting 60 votes is necessary to end the debate and continue advancing the new text; without it, the subsequent story will be delayed. So now the real question is only one: are the Democrats willing to buy in? I currently give this hurdle about a 45%–50% success rate, clearly more optimistic than before, but still not stable. In the next 24 hours, I will focus on several Democrats: Gallego → Alsobrooks → Warner → Cortez Masto → Hickenlooper → Booker → Warnock. The most worth watching are the first two; if Gallego + Alsobrooks clearly support the new text, I will raise the passage probability to over 60%. If among Warner / Cortez Masto / Hickenlooper, two more express support—that would really be different. 60 votes may no longer be just an imagination but the beginning of progress
区块国宝
区块国宝
At first, I made some money playing RH, but then I lost it all on BSC, and also lost some on SOL. Now it's better! ARC is coming again.... Endless days of P!
OKX Wallet 中文
OKX Wallet 中文
⏳ @arc mainnet is about to launch, OKX Wallet will be integrated on day one One-stop discovery, analysis, and trading of Arc on-chain assets, all in OKX Wallet
区块国宝
区块国宝
As long as you're bold enough and quick enough, you can make money. I've been watching the $LAPTOP launch time all day. After the market opened at 8, it got stuck twice before I managed to buy in. My 1000u turned into 3000u! Today's meal money is covered! The volatility was just too high; I probably should have gone all in with more. The fees were about 44u, which is actually not bad! @gmgnai is really great, very useful~
区块国宝
区块国宝
Let's review today's dog-hitting progress. I was still top 1 today. Why? I thought about it, maybe because I didn't get on it. After posting $BITCAT, I fell asleep. I only went to bed at 4 AM last night, and when I woke up at 7 AM, I saw it. After posting in the group, I neither bought nor checked again; Then at 10:30 I woke up again and saw $Jacob on the HR chain followed up, rushing from 4.3M to 7M. After selling, I went back to sleep; When I woke up again, I found the group was discussing Biden's son @Laptoptoken issuing the $LAPTOP token, which will open trading at 20:00 Beijing time (8:00 AM Eastern Time). The official CA was even pinned on Twitter (not investment advice). I believe a bunch of P rookies have already completed the BASE cross-chain preparations. #meme
区块国宝
区块国宝
"Overnight Finance" 8.9: The three major indices fell, Dow dropped over 600 points, SK Hynix (@SKhynix) rose 4.8% On Tuesday, the three major indices declined. The Dow Jones Industrial Average fell 626.72 points (1.17%) to 52,787.53; the S&P 500 dropped 0.58% to 7,673.62; the Nasdaq fell 0.32% to 26,421.41. Individual stocks: NVIDIA (@nvidia) fell 2%, Qualcomm (@Qualcomm) rose 3%, Intel (@intel) surged 9%, SK Hynix (@SKhynix) increased 4.8%. The Nasdaq Golden Dragon China Index dropped 1.7%, while iQIYI (@iQIYIofficial) surged nearly 12%. Asian markets: Nikkei 225 fell 1.7%, South Korea Composite Index dropped 0.58%. Forex market: The US Dollar Index declined 0.13%, closing at 98.787. The euro and pound strengthened slightly against the dollar; the yen, Swiss franc, Canadian dollar, and Swedish krona appreciated against the dollar. 1 USD exchanged for 153.61 JPY. Cryptocurrency: Bitcoin fell 0.52%, closing at $78,514; Ethereum remained basically flat at $2,482. Oil: Multiple Saudi energy facilities were set on fire in attacks by Houthi forces, causing partial operational disruptions and pushing oil prices higher. WTI October crude futures rose 1.69%, closing at $93.03 per barrel; Brent November crude futures increased 0.95%, closing at $97.92 per barrel. Precious metals: Spot gold at $4,355.59 per ounce; spot silver at $65.763 per ounce. US Treasury: The 10-year Treasury yield rose to its highest level since November 2023, while the 2-year yield hit a new high since January 2025. Macroeconomic news: Iran continues attacks on US ships, US wary of missile escalation. According to US officials, Iran attacked US Navy vessels again on Monday, marking the second maritime strike against US military assets within three days; the US military has not yet acknowledged it. The US believes Iran may be using new missiles equipped with advanced guidance systems such as electro-optical seekers, increasing the threat. The US previously struck three Iranian oil tankers in response to attacks, aiming to pressure Iran through blockade and sanctions, but Iran has not yielded. Wall Street focuses on Bessent's US Treasury buyback scale, possibly reaching $10 billion cap. US Treasury Secretary Bessent (@SecScottBessent, official @USTreasury) will announce the next round of long-term Treasury buybacks. Wrightson ICAP economists consider $5-6 billion per transaction reasonable; Morgan Stanley (@MorganStanley) estimates a cap around $10 billion, which if reached could reduce quarterly net issuance of Treasuries over 20 years by about 55%. Bloomberg (@business) notes that buybacks exceeding expectations may lead to market interpretations of easing and temporarily lower long-term yields, but the scale remains limited relative to the overall bond market. Barclays (@Barclays) expects the Treasury to adopt an open-ended statement of "at least $4 billion per transaction." New York Fed (@NewYorkFed): 1-year inflation expectations slightly down, unemployment expectations rise to highest since 2020. August consumer expectations survey shows: 1-year inflation expectations fell from 3.63% to 3.58%; gasoline price expectations surged 1.7 percentage points to 4.6%, food up 0.3 points to 5.3%, medical up 0.2 points to 9.1%; income growth expectations rose to 2.9%. Unemployment rise expectations reached 44.4%, the highest since April 2020. Trump (@realDonaldTrump / @WhiteHouse) plans to revoke Canada's eligibility for over $50 billion in GSA procurement. Trump stated that Canada restricts US agricultural products and companies from entering its market while enjoying access to US government procurement, which "lacks trade reciprocity." He has instructed the GSA and USTR to take measures; if Canada does not restore equal treatment, Canadian-origin products will be removed from multiple government procurement programs (over $50 billion in scale), implementing a "no reciprocity, no access" policy. Individual stock news: Google (@Google / Alphabet @alphabet) - Blackstone (@blackstone) $5 billion data center project delayed. Insiders reveal that Alphabet and Blackstone's AI cloud project "Project Braid" faces construction delays. The project, invested $5 billion by Blackstone, was originally planned to be built by developer Crusoe in Cheyenne, Wyoming, but Google lost confidence in on-time delivery, canceled the arrangement, took over, and reapplied for permits; another site was blocked due to lack of transformers. The project lead says progress continues, planning to provide 500 megawatts of computing capacity next year and lease computing resources equipped with Google AI chips to customers by 2027. Meta (@Meta) launches personal AI agent Muse, with monthly fees up to $100. Meta launched the AI agent app Muse, which can handle appointments, form filling, home camera monitoring, and other tasks. Powered by the Muse Spark base model, it offers free and two subscription tiers at $20 and $100. Meta states Muse operates in an isolated environment, does not read user passwords or payment info, and requests confirmation before sensitive operations. Zuckerberg views personal AI agents as the company's future product and revenue growth direction; Meta is also exploring commercial models for AI agent shopping transactions.
区块国宝
区块国宝
Unfortunately, I couldn't attend the event in Taipei this time, Pengu @pudgypenguinsCN @pudgypenguins @deepcoin_cn and @0G_labs The event at Pengu Garden on September 6th was a great success. It was a gathering organized by @0xmedia specifically for holders and builders, held concurrently with FUTUREMODE Taiwan Future Festival, Although it rained, it didn't dampen the enthusiasm of the penguins. Next up are the events in Shanghai (10/20) and Beijing (date to be determined). Looking forward to more partners (event decks) reaching out to collaborate with me, and there will be more co-branded penguin merchandise 🐧
PudgyPenguinsCN
PudgyPenguinsCN
Today's Pengu Garden 💙 The rainy day in Taipei didn't stop everyone's enthusiasm for attending the event.
区块国宝
区块国宝
Japan's wages are rising at the fastest pace in 30 years, interest rate hikes are almost certain, but consumption remains weak
区块国宝
区块国宝
Japan's wage growth is the fastest since 1997, but consumption hasn't caught up yet. Will the Bank of Japan still raise interest rates?
Japan's nominal wages in July rose 4.7% year-on-year, the highest since 1997, exceeding 3% for six consecutive months, setting the longest record in 34 years, significantly above the market expectation of 3.8%. Real wages, excluding inflation and rent, increased by 2.4%, the largest in about five years; base wages rose 4.1%; full-time wages excluding bonuses, overtime, and sampling bias increased by 2.7%. Wage strength comes from three aspects: the spring labor offensive has raised wages by more than 5% for the third consecutive year; the national minimum wage was raised to 1,177 yen per hour; and a continued labor shortage, especially prominent in finance, construction, and logistics. Corporate recurring profits have grown for the seventh consecutive quarter, with manufacturing driven by AI and data center demand, enabling companies to absorb higher labor costs. Meanwhile, the Q2 annualized GDP growth rate was revised up from an initial 1.1% to 1.4% (still below the median expectation of 1.8%), mainly due to a narrower decline in corporate equipment investment (revised from -1.2% to -0.9%). Implications for Bank of Japan policy: The upward revisions in wages and GDP align with the BOJ's assessment that "the labor market is tight, and nominal wages will maintain growth close to the current pace," strengthening the rationale for a 25 basis point rate hike at the September 17–18 meeting. The swap market has fully priced in this rate hike and basically reflects another hike in January next year. Insiders say there is an internal preference for a 25bp hike to address inflation upside risks, with no inclination for a 50bp hike at this time; however, if subsequent data and yen movements require, an accelerated pace is not ruled out. Hawkish board member Takata So has not ruled out large or consecutive rate hikes. Nomura points out that if the yen depreciates
区块国宝
区块国宝
Japan's wage growth is the fastest since 1997, but consumption hasn't caught up yet. Will the Bank of Japan still raise interest rates?
Japan's nominal wages in July rose 4.7% year-on-year, the highest since 1997, exceeding 3% for six consecutive months, setting the longest record in 34 years, significantly above the market expectation of 3.8%. Real wages, excluding inflation and rent, increased by 2.4%, the largest in about five years; base wages rose 4.1%; full-time wages excluding bonuses, overtime, and sampling bias increased by 2.7%. Wage strength comes from three aspects: the spring labor offensive has raised wages by more than 5% for the third consecutive year; the national minimum wage was raised to 1,177 yen per hour; and a continued labor shortage, especially prominent in finance, construction, and logistics. Corporate recurring profits have grown for the seventh consecutive quarter, with manufacturing driven by AI and data center demand, enabling companies to absorb higher labor costs. Meanwhile, the Q2 annualized GDP growth rate was revised up from an initial 1.1% to 1.4% (still below the median expectation of 1.8%), mainly due to a narrower decline in corporate equipment investment (revised from -1.2% to -0.9%). Implications for Bank of Japan policy: The upward revisions in wages and GDP align with the BOJ's assessment that "the labor market is tight, and nominal wages will maintain growth close to the current pace," strengthening the rationale for a 25 basis point rate hike at the September 17–18 meeting. The swap market has fully priced in this rate hike and basically reflects another hike in January next year. Insiders say there is an internal preference for a 25bp hike to address inflation upside risks, with no inclination for a 50bp hike at this time; however, if subsequent data and yen movements require, an accelerated pace is not ruled out. Hawkish board member Takata So has not ruled out large or consecutive rate hikes. Nomura points out that if the yen depreciates