
爱干饭的一米
Feed
Feed
This is really quite strange, $SNDK's earnings report exceeded expectations, yet it plummeted because the future performance guidance was below expectations 🤔
It seems the market's demands for storage are getting higher and higher, and even the slightest ripple can cause drastic market fluctuations
#闪迪财报前夕,HBF与存储紧缺引发热议

Saylor posted that his goal is to bring $MSTR to the top spot in global market capitalization😧
This big-browed, big-eyed Saylor looks quite honest, but when he talks, he’s careless; if MSTR wants to be number one globally, then where does $NVDA stand🤣
Better stop selling coins for now, and take it slow and steady
#MSTR再卖1638枚比特币,规模腰斩

The "Great Clarity Act" still hasn't entered Senate review today, final countdown—2 days
After this week, Congress will enter recess, and the senators will all go on vacation
After the recess ends, the intense midterm elections will begin, with all focus on the turnover, time is very tight
But $BTC seems indifferent to this, even slightly rising, could the market be celebrating a tragedy again?🤔
#CLARITY法案推进受阻,参议院分歧扩大
@OKX中文 @OKX成长学院 @OKX星球

Last night $SPCX earnings were announced, and the financial performance was disappointing, causing the stock price to plummet, falling from the 130 high point to the 115 range
Elon Musk's rocket can take a break for now 😇😇
#SpaceX首份财报超预期,解禁仍是关键变量

The New York Federal Court dismissed SBF's appeal 🙂↔️
SBF is in jail, but the $SOL he championed has not disappeared; on the contrary, it remains firmly among the top mainstream cryptocurrencies
The ancients have ridden the yellow crane away, leaving this place with only the Yellow Crane Tower

NVIDIA CEO Jensen Huang posted:
"Today, we launched Alpamayo 2 Super, our cutting-edge open-source inference model designed for autonomous vehicles.
Beyond vision, Alpamayo can understand and reason about the complex world—thinking before acting.
It is a powerful backbone for self-driving taxis, trucks, shuttles, delivery vans, tractors, and long-tail fleets of mobile robots—one day there will be billions of autonomous machines.
We open-sourced it under the OpenMDW-1.1 license for commercial use so teams can inspect, fine-tune, and deploy it—open-source models drive progress in safety and security.
The next wave of AI is robotics—and it will start with autonomous vehicles.
Great job, Alpamayo team!"
My personal view:
Bearish for $TSLA Tesla, Tesla’s most proud autonomous driving faces its toughest competitor: NVIDIA
$NVDA $TSLA

You finish your act, and I take the stage, this feeling is just right!
After U.S. Treasury Secretary Janet Yellen said the agreement is near, the Iranian side also released news indicating that arrangements for reopening the Strait are underway.
But strangely, the $BTC market seems to have no reaction to this news, why is that🧐
#美伊重回谈判桌,油价回吐

Now it's not just Trump, US Treasury Secretary Yellen is also making statements 😂
Yellen said that an agreement regarding the Strait of Hormuz might be reached within the next two days
Affected by this statement, $CL briefly dropped to around $76
#美伊重回谈判桌,油价回吐

Let's talk about some small knowledge related to the Federal Reserve, starting with the similarities and differences between the Federal Reserve, the Federal Reserve Board, and the FOMC.
First, I'll explain a concept distinction that I often confuse.
The Federal Reserve is the entire U.S. central banking system, which includes the Federal Reserve Board located in Washington and 12 regional Federal Reserve Banks.
The FOMC is not a third institution parallel to the other two, but a monetary policy committee that spans both.
The FOMC has 12 voting seats, 7 of which come from the Federal Reserve Board, the New York Fed president holds a permanent seat, and the remaining 4 seats rotate among the presidents of the 11 regional Federal Reserve Banks outside New York.
Williams, who frequently appears and speaks, is the New York Fed president. According to Federal Reserve regulations, he is also the vice chairman of the FOMC and holds permanent voting rights.
The core reason the New York Fed president can serve as FOMC vice chairman and participate in voting permanently is that the New York Fed is responsible for executing open market operations, directly connecting Treasury securities, reserves, and the dollar funding market.
To put it plainly, New York is the place closest to the dollar, and the New York Fed president is responsible for implementing the FOMC's monetary policy. His uniqueness comes from this execution function.
Therefore, Williams' recent dovish and cautious remarks have a significant impact on the market, indeed weakening the certainty of a "September rate hike."
Thus, Williams' remarks can be considered positive news for $BTC.
#从降息到加息,联储分歧全公开
@OKX中文 @OKX成长学院 @OKX星球

