Joycepeng

Canada’s tariffs of up to 50% take effect—why should BTC also watch this trade war?
The US-Canada tariff war officially escalated today.
Starting September 8, Canada officially imposed retaliatory tariffs on approximately C$27.6 billion, or about $20 billion, worth of US goods.
The tariff rates are divided into three tiers:
15%, 25%, and 50%.
They cover hundreds of categories of goods, including steel, aluminum, dairy products, home appliances, agricultural equipment, pulp, plastics, and electronics.
Tariffs on some steel and aluminum products have even been raised directly from 25% to 50%.
Or

Privacy coins once shunned by exchanges have been turned into an ETF by Wall Street: Why did ZEC suddenly surge past $1,200?
This ZEC rally is becoming increasingly outrageous.
It just broke above $1,000 on September 4.
On September 7, it briefly surged above $1,200, reaching nearly $1,225 at its peak.
It has gained more than 40% in a week.
But if you simply interpret it as “another altcoin surging,” you may underestimate what is truly worth watching about this rally.
Because a highly unusual change is taking place with ZEC:
In the past, privacy coins were among the assets in Crypto most likel

The private keys weren’t lost, yet 4,000 BTC were still withdrawn: this is the real risk of cross-chain and wrapped BTC
On September 6, something highly alarming happened in the Bitcoin ecosystem.
Nearly 4,000 BTC were withdrawn from Liquid Network, worth approximately $320 million.
The most misleading part is this: Bitcoin’s main chain was not hacked. The private keys were not directly stolen either.
Yet nearly the entire BTC reserve of the Liquid Federation was still taken away.
Why? Because the problem occurred at another layer.
Liquid is not Bitcoin’s main chain, but a Bitcoin sidechain pr

Why HYPE Didn't Crash After an $800 Million Unlock: The Actual Selling Pressure May Be Only a Fraction of the Figure in the NewsSeptember 6 saw HYPE undergo an unlock that looked extremely alarming. The figure on the unlock calendar was 9.92 million HYPE. At the time, it was worth more than $800 million. If you only looked at the headline, it was easy to reach one conclusion: $800 million worth of tokens had suddenly been dumped into the market, and HYPE was in danger. But the opposite happened. On the day of the unlock, HYPE not only didn't crash, but even surged close to $90 at one point int

BTC Falls Below $80k Again—Even $731 Million in ETF Funds Can't Hold It Up. What Exactly Is the Market Afraid Of?
BTC has fallen below $80k again, currently around $79.5k, with a 24-hour high of about $80.5k and a low of about $79k.
In one sentence: This time, it's not that institutions suddenly stopped buying BTC, but that the market has started worrying again—U.S. economic growth is too strong, oil prices are too high, and the Federal Reserve may continue raising interest rates.
The clearest shift in expectations came from the nonfarm payrolls report. The U.S. added 162k jobs in August, far

ZEC breaks above $1,200 and continues to hit new highs for this phase; this rally is no longer just the first wave of a short squeeze
ZEC broke above $1,200 again intraday, briefly approaching $1,250 at its peak. It has gained more than 40% in just one week, making it one of the strongest assets in the Crypto market at present.
In one sentence: The first wave of gains was mainly driven by short liquidations, while the second wave has begun to see new funds rebuild positions, pushing the price above its previous high again.
When ZEC rapidly rose from around $1,000 earlier, its price increased w

HYPE breaks above $88 to hit a new all-time high, and retail investors may not be the ones truly driving its rise
HYPE broke above its all-time high again today, reaching approximately $89.57 at its peak and remaining near $89, up about 5% over 24 hours. It is just one step away from $90.
One-sentence translation: Hyperliquid is no longer just a “highly popular perpetual DEX in crypto”; traditional capital is now genuinely investing money into HYPE through ETFs.
The latest disclosures show that 30 institutions, including Jane Street, UBS, and Brevan Howard, have appeared on the HYPE ETF holdin

ZEC Surpasses DOGE, Then HYPE: Privacy Coins Are Taking Down the Two Hottest Narratives, Meme and Perp Who could have imagined that the fiercest performer in this Crypto market cap ranking would be a veteran privacy coin that launched back in 2016? After recently breaking above $1,000, ZEC's market cap has surpassed DOGE and HYPE in succession, sending it back into the top ten Crypto assets by market cap. This development is more noteworthy than “how much ZEC has risen again.” That is because the two assets ZEC has overtaken happen to represent the two hottest Crypto narratives of the past few

U.S. August nonfarm payrolls rose by 162k, nearly triple expectations—why has the market instead started to get nervous? The U.S. added 162k nonfarm jobs in August, while the market had expected only about 56k; the unemployment rate remained at 4.1%, and June and July employment figures were revised up by a combined 55k. In a single sentence: U.S. employment has not continued to deteriorate, and the economy is proving more resilient than the market initially thought, but that also means the Federal Reserve is not in as much of a hurry to ease. What is truly prompting the market to reprice is i

The U.S. and Iran resume fire, WTI surges 5.7% in one day, and what oil prices really fear is not the war itself
After the U.S. resumed striking Iranian targets, Iran immediately attacked U.S. military targets in the Middle East with missiles and drones. WTI crude surged 5.7% on Tuesday to close at $90.68, while Brent also rose above $95.
In one sentence: The market is not trading on “who has the upper hand, the U.S. or Iran,” but on whether the world’s most important oil transportation route—the Strait of Hormuz—will run into trouble again.
The strait has historically handled approximately on

Multicoin keeps sending HYPE to Coinbase—are institutions starting to take profits?
Multicoin Capital transferred about 97.2k HYPE to Coinbase overnight, worth approximately $8.18 million; related addresses transferred a total of about 198k HYPE within a short period, worth approximately $16.5 million.
Judging by the amount alone, this is not enough to directly crash HYPE. What is truly noteworthy is the repeated action of sending tokens to a CEX. Multicoin has long been an important institutional long in HYPE, so its token transfers naturally raise market concerns about profit-taking at high

HYPE officially enters the U.S. crypto ETF index: 3.36% weighting, not an application—effective todayThe filing just submitted to the U.S. Securities and Exchange Commission (SEC) confirms that the Hashdex Nasdaq CME Crypto Index ETF has completed its quarterly rebalance, with Hyperliquid (HYPE) officially becoming an index constituent asset starting September 1, at an estimated weighting of 3.36%. The adjusted main weightings are: BTC 74.36%ETH 11.88%XRP 5.21%SOL 3.79%HYPE 3.36%For ordinary token holders, this means HYPE has been included for the first time in the official asset basket of thi

Strategy resumed buying BTC after a 10-week pause, purchasing 4,603 coins this time at above $80k
Strategy's latest disclosure shows that it accumulated 4,603 BTC from August 24 to 30, spending approximately $369.7 million at an average purchase price of $80,318. One-sentence summary: Saylor's “issue stock, raise cash, keep buying BTC” machine has started up again. The most interesting part this time is the price. Strategy's average purchase price exceeded $80k, while BTC is currently around $78.4k–$78.7k, meaning this newly added position is already showing an unrealized short-term loss. But

BitMine has swept up another 51k ETH, leaving Tom Lee just one final step away from “acquiring 5% of Ethereum.” The latest on-chain data shows that BitMine-related wallets once again received approximately 51k ETH from FalconX and BitGo, worth about $126 million. More importantly, BitMine had only just announced its latest holdings yesterday: 5.901 million ETH, accounting for approximately 4.9% of Ethereum’s total supply and meaning it has already completed 98% of its “hold 5% of ETH” target. In short, this is no longer ordinary institutional ETH allocation—it is the ongoing transfer of ETH fr

Anthropic signs another $35 billion computing agreement, spending $80 billion in 5 days—what is AI actually lacking now? The latest news shows that Anthropic has signed a computing agreement worth approximately $35 billion with Lambda, an Nvidia-backed cloud computing company, securing about 350MW of data center capacity in Texas. Even more astonishingly, just a few days ago Anthropic had signed another $45 billion computing agreement. In just a few days, its new computing contracts reached $80 billion. In one sentence: Claude’s biggest fear now may no longer be losing to other models, but gro

After a 10-week buying pause, Strategy suddenly splashed $370 million on BTC: it fell below cost right after the purchaseStrategy is back in action. The latest 8-K filing with the U.S. Securities and Exchange Commission (SEC) shows that from August 24 to 30, Strategy bought 4,603 BTC for $369.7 million, at an average purchase price as high as $80,318. This was the first time in approximately 10 weeks that Strategy had increased its BTC holdings. After the purchase, the company's total holdings rose to 845,050 BTC, with a cumulative investment of $63.73 billion and an overall average cost of $7

Nvidia surges 8.74%—have concerns about an AI bubble been pushed back again?
Nvidia surged 8.74% the day after its earnings report, adding more than $440 billion to its market cap in a single day.
A few figures explain why investors dared to chase again: quarterly revenue of $96.2 billion, doubling year over year; data center revenue of $89 billion, up 117% year over year; and next-quarter revenue guidance of $108 billion.
More importantly, management expects revenue could still grow by around 70% in the next fiscal year.
The market has been worried about one thing for the past few months: aft

$7.5 Billion in Bitcoin Assets Integrated into Robinhood Chain, Chainlink Secures Exclusive Cross-Chain Channel
Chainlink just announced that Coinbase-issued wrapped Bitcoin asset cbBTC has officially expanded to Robinhood Chain, with the cross-chain component provided exclusively by Chainlink’s Cross-Chain Interoperability Protocol (CCIP).
Here is a very straightforward figure: cbBTC’s current circulating supply has already exceeded $7.5 billion.
For ordinary users, this can be understood as follows: applications on Robinhood Chain will be able to directly access Coinbase-issued Bitcoin asset