Old Trump is babbling about the Fed again ^_^, the non-farm employment data was just released and it's all positive. Trump was the first to get restless and pressured the Fed to cut interest rates again. The better the employment data, the more anxious Trump gets. Logically, the Fed should raise rates to bring down inflation. The market is reacting accordingly, with the probability of a rate hike in September jumping from 50% to 60%. Wall Street analysts have already started writing reports predicting an imminent rate hike. There are only two months left until the midterm elections, and Trump is mainly focused on votes. Inflation is the issue voters are most dissatisfied with. Cutting rates can create a short-term illusion of economic prosperity: stocks rise, loans become cheaper, and voters feel their wallets are fuller. Whether inflation will rise in the long term is a matter for later. Also, the interest on U.S. debt is suffocating. The national debt has surpassed 40 trillion, and Trump has done the math: for every 1 percentage point increase in interest rates, the U.S. has to pay an additional $650 billion in interest annually. Cutting rates by 1 percentage point saves $650 billion a year, and if that money is used for welfare or infrastructure, it all translates into votes. The more rates rise, the bigger his debt hole gets, and the more precarious the midterm elections become. So he can only do the opposite, using the most extreme threats to force the Fed to comply. Whether this tactic works? We'll see at the Fed's September 15 meeting.

#Bitcoin and Ethereum Reach Multi-Month Highs From late August to early September 2026, both Bitcoin (BTC) and Ethereum (ETH) hit multi-month highs. BTC broke through $81,000, marking a new high since May, while ETH also strongly surpassed the $2,500 mark. This surge was not driven by a single positive factor. The core reason lies in improved macro liquidity: the U.S. Treasury announced an expansion of long-term Treasury repurchase operations, pushing U.S. bond yields down and weakening the dollar, which rapidly restored risk appetite. At the same time, expectations for Federal Reserve rate hikes eased, combined with marginal improvements in the regulatory environment, triggering large-scale short covering and inflows of new capital. The market broadly warmed up, with tokens like BNB, SOL, and DOGE also recording significant gains 📈. In the short term, after the sharp rise, the market faces profit-taking pressure and high leverage risks, with potential for volatile corrections 📉. However, in the long term, the shift in macro financial conditions and concentration of holdings support a bullish outlook 📈.

Someone is discussing hard currency—gold, the US dollar, $BTC, these old topics. My view? US stocks and silver. US stocks are the final destination for global capital allocation, with good liquidity and strong corporate profitability. In the long term, they represent a modern form of hard currency. Silver is both an industrial metal and a precious metal, with a clear supply-demand mismatch. Historically, every major easing cycle leads to a catch-up rally in silver, and when the gold-silver ratio reverts, silver's elasticity is much greater than gold's. Gold is too crowded, the US dollar depends on policy cycles, and $BTC is too volatile—if you really want to allocate hard currency, a US stocks + silver combination is more practical.

Did Wall Street suddenly start rushing to buy BTC? They bought $731 million in one day 😂 These Wall Street guys Just a couple of days ago they were still discussing risks And today suddenly Sorry, but first we gotta buy 700 million damn dollars The US spot Bitcoin ETF Had a net inflow of about $731 million on Thursday alone Setting the largest single-day inflow since January this year BTC also climbed back above $80,000 This is interesting Because not long ago ETF funds were still flowing out The market once started to doubt Whether institutions didn’t want to play anymore? But then suddenly a large inflow came You think $78,000 is expensive? Institutions are damn rushing to buy And they bought $731 million straight up Of course, institutions buying ETFs Are not fools with too much money They analyze everything thoroughly These guys are damn as sharp as monkeys Calculating down to the bone In short, large institutional buying Means the funds haven’t left Bitcoin They just know how to pick the right time Definitely good news for Bitcoin More importantly The market is now re-trading Fed policy Although August’s nonfarm payrolls were ridiculously strong We still have to watch inflation data next The market’s judgment on the September rate path will still fluctuate The most critical point now is Whether Bitcoin ETFs can keep buying Buying for one day can be called sentiment If they can keep buying That’s when it really takes off

I only started daily short-term trading after opening the group in November 2023. Before that, I basically didn't do short-term trades. Especially from late October 2023, I established that SOL had started a strong one-sided upward trend, beginning from a price of 32. It almost rose every day, with daily gains of 10 and pullbacks of 2 or 4. The short-term volatility was very strong. If you opened and closed positions every day, you would always miss out on some gains. This big trend lasted until mid-March 2024, with SOL rising from 32 to 206. That entire stretch was a continuous move. Because I held long positions the whole time, taking profits in batches daily, adding positions on small pullbacks, and holding until 206, I achieved eight-figure profits in just three to four months. At that time, I shared two articles about trading SOL, which became popular posts in the community. After fully closing my positions, I felt lost and didn't want to trade anymore, which led me to consider quitting the circle. I continued trading half-heartedly for a while. I defined that period as the "money printing machine market." It was precisely because I only used 20x leverage with 18-20% position size and set stop-losses more than 50 points away at market price that I avoided the risks and wear from sudden sharp drops. I never stopped loss, reduced positions, did T trades, or shorted even once. For example, I clearly remember once after several days of strong gains, BTC suddenly dropped 12,000 points late at night, but it quickly recovered the next day. However, many people lost their positions.

The 2022 cycle bottom rebounded cleanly and firmly stood above the 2017 peak — this is a typical cycle confirmation. Now we are observing the same pattern playing out again. If history repeats itself, the current cycle low should hold above the 2021 top. This is how Bitcoin cycles stack: each bottom is higher than the previous cycle's frenzy peak. Even if it feels turbulent in the short term, this macro structure maintains long-term confidence unwaveringly. The question is not whether it will hold — but whether people can realize this before the next rally.

The golden era of crypto altcoins in the past, where experts summarized the "Top 10 Must-Invest Altcoins." The last altcoin cycle was extremely disappointing; what everyone ultimately faced was VC dumping and 1011. From a reflexivity perspective, this altcoin season might create brilliance again. To spark ideas, here are my top ten "must-invest" altcoins: 1. $HYPE: One of the two bears' champions, the strongest competitor to CEX, with market makers having extremely strong manipulation capabilities. 2. $ZEC: The other bear champion, leader in the privacy coin sector, the "Chen Zhi incident" ignited its value, its price surged like a runaway wild horse. 3. $LINK: A veteran DeFi project, this round's RWA narrative is emerging, the only DeFi oracle of its kind. 4. UNI: Once a legendary massive airdrop, highly decentralized, forever the god of DeFi trading sector. 5. AAVE: A decade classic in DeFi lending, operating in this dark forest until now, a totem of DeFi spirit. 6. ONDO: Star of the RWA sector, long-term beneficiary of asset and stock tokenization, heavily invested by well-known institutions, cooperating with BlackRock and Morgan Stanley. 7. PENGU: Mid-generation meme, stronger performance than DOGE and PEPE in the early bull market, Tom Lee's avatar, a classic cute penguin overseas. 8. PONS: A hot project in the early bull market, a strong leader in the Robinhood ecosystem, a meme launchpad.

$BTC ETF funds have been flowing in aggressively for 3 consecutive weeks! Institutional buying has not stopped. Every week, money is being poured into the spot market! Price fluctuates, but the capital is becoming more stable. This round of accumulation is clearly not over yet! The US spot Bitcoin ETF has recorded net inflows for 3 consecutive weeks, with institutional funds continuously increasing BTC exposure through ETFs. Compared to large single-day inflows, 3 consecutive weeks of positive inflows carry more weight, indicating that this wave of allocation demand has not easily exited due to short-term volatility. What’s most worth watching next is whether this capital flow can continue to extend. As long as weekly ETF inflows persist, the chips released at high levels will continue to be absorbed by the spot market. When the price breaks through key resistance again, this continuously accumulated buying pressure can easily turn into acceleration fuel. You can buy sentiment in a day or two, but buying for 3 consecutive weeks is about position building. With the ETF accumulation machine running non-stop, BTC’s next breakout will have even more confidence!

Today I have a lot to share, and what I want to express is: 1. During the bear-bull transition period, avoid excessive short selling and don't get too confused about short-term moves. When hesitating on short-term decisions, choose to trust the mid-to-long-term trend. Looking back in a couple of months, 87,000 might just be the bottom. 2. At least try to hold one coin with a growth line floating profit position. This way, whenever you want to short at a stage top, you have full confidence. At worst, you just cut some profit from the long position to cover losses from short position trial and error. 3. Holding a long position with a growth line floating profit is a classic example of risking a little for a lot, suitable for small to medium capital players. For example, at the end of June, I predicted that SOL had already bottomed at 60 and wouldn't go lower. A 1k USD long position reaching 100 would roughly yield 20-30k USD profit. What you invest is time and patience, and the rewards will naturally be extraordinary.

When $BTC remains stagnant, altcoins get their moment. We're basically in that phase right now. It's like when the main character leaves the room, suddenly everyone else can start talking. Bitcoin has been range-bound, so altcoins are finally getting buying interest and showing some vitality. This is the classic rotation you see in every cycle. Bitcoin rallies first, then gets tired and takes a nap. Then altcoins wake up and start to rise. We're currently in the second stage. But don't expect it to last forever. Once $BTC decides to truly take off again, the heat usually gets quickly pulled away from those altcoins. Enjoy the market while it lasts.