I've been seriously managing the Planet for more than half a month, consistently posting at least three articles daily, and the content is completely different from Twitter. My daily impression from browsing Planet is: Everyone is a financial blogger!!!!! Can we all meet using plain language? #web3 #crypto $BTC $ETH $SOL

#今晚CPI公布，9月加息定价会改写吗？ Tonight, the US July CPI will be released, once again arriving at a crossroads for policy pricing. July nonfarm payrolls unexpectedly decreased by 23,000, and May and June data were revised down by a total of 103,000, indicating a cooling labor market; however, inflation remains above target, and the probability of a September rate hike versus maintaining rates is again close to 50/50. Market expectations: • Overall CPI month-over-month: 0.1% • Core CPI month-over-month: 0.2% • Overall CPI year-over-year: 3.4% • Core CPI year-over-year: 2.5% If core inflation meets or falls below expectations, the weak employment argument will regain dominance, the probability of a rate hike may decline, US Treasury yields and the dollar will come under pressure, and tech stocks, BTC, and ETH are likely to benefit. If core CPI is significantly hotter, the market will reinforce expectations for a September rate hike, the dollar and US Treasury yields may rise, and risk assets will face valuation adjustments. What truly determines the market direction tonight is not just the overall CPI, but the core inflation that better reflects persistent price pressures. Employment data is responsible for opening the space for policy shifts, while CPI decides whether the Federal Reserve has the conditions to act. #CPI #美联储 #BTC #ETH #美股

Gm! Don't worry bro, there's nothing I can't handle $BTC $DOGE $XSPY #crypto #web3

#AI基建融资升温，英伟达英特尔路径分化 The AI race has entered a capital-intensive phase, and the market's focus is no longer just on chip performance but also on who has the greater ability to raise funds for expansion. NVIDIA, together with BlackRock, Blackstone, Goldman Sachs, and other institutions, plans to establish an AI computing power financing platform to leverage over $500 billion in third-party capital long-term, providing funding for customers to build data centers and purchase GPUs. This essentially means NVIDIA is using external capital to expand customer purchasing power: the financial pressure is mainly borne by financing institutions and customers, while NVIDIA continues to earn from GPU sales and CUDA ecosystem expansion. Intel has chosen to directly issue common stock, increasing its financing scale from $15 billion to $20 billion, with funds allocated for capital expenditures, working capital, AI chips, and advanced manufacturing. Both companies are raising money for AI infrastructure, but their positions are completely different: NVIDIA is helping customers leverage to expand market demand; Intel is supplementing capital with its own equity to buy time for building factories, expanding production, and catching up technologically, while also facing equity dilution pressure. AI infrastructure is becoming a long-term competition with massive capital scale. The next phase's winners must not only have technology and customers but also the ability to mobilize capital. NVIDIA uses its ecosystem to finance expansion, while Intel still has to pay for its own expansion. $NVDA $INTC #AI #美股 #科技股

Gm! Endure more hardships while you are young, so you will be accustomed to it when you grow old $BTC #crypto

#本周三CPI公布，9月加息定价会改写吗？ After the non-farm payrolls turned negative, the market has already priced in a pause in rate hikes for September, but CPI is the real moment of truth. • Market Expectations Overall CPI annual rate drops from 3.5% to 3.4%, core CPI drops from 2.6% to 2.5% • Below Expectations Employment and inflation cool down simultaneously, reducing the necessity for the Fed to continue raising rates; the dollar and US Treasury yields may come under pressure, benefiting BTC and other risk assets • Above Expectations Especially if core service inflation remains strong, the market may quickly raise the probability of rate hikes, and Crypto will face liquidity pressure Therefore, after the CPI release, don’t just watch the first candlestick; pay more attention to the dollar, US Treasury yields, and September rate pricing. $BTC #Crypto #CPI #美联储

Gm! Listening to your words is like listening to a speech $BTC #美股 #crypto