Anthropic's Dario Amodei called for slowing AI development — Altman and Musk agreed — and the Philadelphia Semiconductor Index fell 5.9%, its worst session since July 1. Bitcoin $BTC ‌ rose 1% to $77,800 while gold fell 1.2% to $4,296. The AI correlation channel has broken down: Bitcoin is moving independently of both equities and metals. Brent hit $105.81 as Saudi Arabia's East-West pipeline closure left crude with no unconstrained export route. Hike odds sit at 89%. Jefferies says the first move is about credibility — everything after depends on how long the war lasts. The CLARITY Act cloture vote is Tuesday. The Fed decides Wednesday at 2pm ET. #WeeklyTradeShare

August CPI Data Review—Has the Rate-Hike Threshold Been Reached? After discussing pre-meeting expectations, let’s take another look at the August CPI data itself, as this was the direct reason behind the rate-hike expectations. U.S. CPI rose 3.4% year on year in August, unchanged from July. It rose 0.4% month on month, accelerating significantly from July’s 0.1%. Core CPI rose 0.3% month on month, above the market expectation of 0.2%. CICC pointed out that the month-on-month rebound in inflation was mainly due to rising energy prices, higher telecommunications prices, and continued inflationary pressure from AI. Looking at the breakdown: The energy index surged 16.3% year on year, gasoline prices jumped 27.4%, electricity prices rose 3.8%, and natural gas prices rose 4.4%. Housing costs rose 3.0% year on year and 0.3% month on month. The communications index jumped 2.3% month on month, while airfares rose 2.7% month on month. Federal Reserve Governor Waller previously gave a very clear policy reaction function: If August CPI declined or remained unchanged, a rate hike would not be necessary; but if it rebounded, a rate hike would be needed. As it turned out, August CPI not only failed to decline but accelerated month on month. This means the rate-hike threshold has been reached. Brent crude oil has broken back above $100 per barrel, while U.S. diesel prices have surpassed $6 per gallon for the first time. The continued rise in energy costs increases the risk of inflation spreading further into other areas of the economy. So, judging from the data, a 25-basis-point rate hike is almost certain. Next, we’ll see how Warsh explains this decision at the press conference. 👉 Do you think the August CPI data has already reached the rate-hike threshold? #每周来晒 #FedRateHikeMeeting $BTC ‌

Today's closing summary: 11 trades today, with 9 successfully closed in profit, for a total of $7,745! Big market swings are normal—don't let the rises and falls dictate your actions. Don't gamble on getting rich overnight. Know when to stop; only by staying in the game can you have a chance to enjoy the profits. #黄金 #Gate增速全球第一 $BTC $ETH