Daft Punk–不是反指版

Even retired veterans’ commissions have been pulled in—there really aren’t many careers left for veterans.

Keep regretting as prices rise, keep rising in regret. $APT

No—I recommend how to get there and back are all rural dogs; it’s a rural dog square now 😅

If $APT had been bought for just over 3000 back then, it would have been great—unfortunately there’s no such thing as if.

You’re getting more and more awesome—I’m really happy. But you’re getting lower and lower, and I’m really heartbroken 😭$ZEC

#币安夏令营 On Binance, you’ll see the “Traditional Finance (TradFi)” sector—what is it?
It’s where traditional assets like gold and US stocks are listed on the Binance app.

What kind of nerve dares to do something like that? The courage is really fat and round. Let’s just agree on a ceasefire. $ZEC

$APT Unfortunately I only bought 300u, double it🤟

#币安安全星期四
I choose C. “Let me research it first” — then quietly open the official channels
Even though I only have a few coins in my wallet right now, I’ll get rich one day.
That’s what scammers think too.

Based on what I know about Sun Ge, he probably took an advertising fee from OpenAI. For this batch of dumplings made with a little vinegar, he found a math problem that OpenAI could solve, and handed out a special prize. He could also, conveniently, ride some extra heat by using the sponsor’s money for himself.

Just bought it and it resets to zero—tap tap tap. Sea Swallow, I’m playing with mud in Northeast China.$BNB

The shoes have hit the ground. The Federal Reserve announced a 25-basis-point rate hike, bringing the federal funds rate into the 3.75%–4% range—its first hike in three years. After the news was released, there was no panic on the trading screen; instead, prices slowly rebounded. This detail is more worth pondering than the hike itself.

The answer is hidden in expectations. As early as before the meeting, the interest rate swap market had already priced in this hike with more than a 90% probability—meaning roughly 23 basis points of tightening had been reflected in prices in advance. Step by step, Wach’s hawkish remarks at Jackson Hole, the strong employment data in August, and the oil price rise driven by the situation in the Middle East all helped set up market psychology. Traders spent weeks adjusting their positioning for defense: shorts that should have been built were built, and leverage that should have been reduced was reduced. By the time the decision was announced, the bad news no longer had any fresh impact—there were even signs of excessive bearish positioning.

This is the classic reverse version of “buy the expectation, sell the fact.” The negative news was already over-allocated during the pricing stage; once it landed, it actually became the removal of uncertainty. The sword hanging over investors’ heads has come down, and the worst-case scenario now has defined boundaries. Naturally, waiting capital is willing to re-enter, and the rebound is a direct expression of this mindset.

Going forward, the key is not the 25 basis points this time, but the path. How the dot plot is drawn, how Waller speaks about subsequent hikes, and whether inflation can hold steady under energy shocks—these determine how long capital is willing to stay. For investors, digesting a single rate hike doesn’t equal an end to the tightening cycle. An environment in which the interest-rate center of gravity moves higher may persist through 2027. For now, the comfortable entry is about sentiment repair; later positioning still needs to follow the data. Don’t take the idea that one piece of negative news has been fully “priced out” as the whole reason to believe in a trend reversal. $ZEC

Congratulations! You have been awarded the title “Air Force Strict Father”. The server-wide achievement rate is 1%$ZEC

$DUSK This live event is really great, hehe🤩

The Clear Act is collapsing. Oppose it if you’re over 40, it’s cold.

#币安夏令营 people average 10u, a little cutie with some bonus. If you answer the questions seriously, it takes about 20 minutes—let’s go go go.

Dogecoin co-founder Billy Markus mocks Trump’s dividend plan— the president wants to send $5,000 to every adult in the United States. Markus then “countered” with an “idea”: the government should use $1.2 trillion to buy Dogecoin and distribute it to the public.

He added that Trump’s plan would “obviously cause inflation,” and that his own proposal was just a joke. But even as a joke, the numbers look striking: Dogecoin’s market cap is around $14.6 billion. $1.2 trillion is 82 times that—meaning the scheme would effectively buy up about eighty-plus times the amount of Dogecoin circulating in the market to come up with that figure.

This math isn’t hard. If the government is handing out money, where does it come from? Either issuing debt or printing more money. Either way, there would be more dollars in circulation, prices would rise, and the $5,000 people receive would quickly be eroded. Markus’s move is to push that logic to the extreme: if you want to hand out money, then let’s try something even more outrageous.

What’s interesting is that he often self-mocks with $DOGE , but this time he uses his own “child” as a prop, delivering maximum satire.

#特朗普就CLARITY法案条款存疑
Encryption regulation legislation has reached a critical juncture, yet the market chooses to underestimate it. This is the core contradiction highlighted by the Bernstein report: the pace at which Senate Republicans push forward the Clarity Act may run ahead of consensus, and investors have virtually made no room for good news.

Judging from the details of the draft, the level of compromise between the two parties is not shallow. In the final version, Republicans incorporated 126 substantive amendments proposed by Democrats. Trump also accepted most of the ethical provisions, including granting state attorneys general enforcement power. Such concessions only appear in negotiations where the goal is truly to secure the votes needed for passage, indicating lawmakers are not simply following a procedure—they are clearing obstacles.

The mismatch between the political process and market pricing is worth noting. On Kalshi, the probability of the bill passing has rebounded to more than 30%, which is still relatively low. If Tuesday’s procedural vote produces a positive result, position adjustments are likely to be concentrated in a short time window. Even if the vote is blocked, the regulatory story will not end there—Bernstein notes that rulemaking at the SEC and the CFTC will take over the baton. The industry will gain a path with greater certainty, but the cost is a longer timeline.

The risk combination lies in legislative setbacks coinciding with hawkish comments from the Federal Reserve. When liquidity expectations tighten, the absence of regulatory positives will remove the narrative anchor for crypto assets, amplifying pullback pressure.

For investors, this is currently a question of odds rather than direction: bad news has already been priced in, while good news has not. The cost of placing a bet or waiting is not high, but overlooking the vote itself is the biggest exposure to risk.$ZEC

B. Anthropic CEO calls on other companies to slow down, but they’re still adding compute and releasing a new model—doesn’t that feel hypocritical? 😅 Also, if this IPO really happens, it’ll be one of the biggest IPOs in global history—SpaceX’s situation is clearly well known. It also plans to go public before the midterm elections; by then, it likely will siphon off global AI capital. This AI bubble might very well burst right here.

I poisoned Jack Ma with a borrowing-worm brew 😂 Once he became famous, Jack Ma kept going downhill.$BABA