K2Carry

💎 #BOJ decision is expected to be announced at 11:00–13:00 (UTC+8), with Kazuo Ueda’s press conference at 14:30. The market is currently pricing in about an 83% chance of a 25bp rate hike to 1.25%; Japan’s core CPI came in at just 1.7% this morning, below expectations of 1.8%, so the real upside surprise is no longer the 25bp hike itself, but whether Ueda signals that the next rate hike will still come relatively quickly.

💎 Reuters’ latest Asian session data shows USD/JPY still around 156.2, with the yen instead weakening; the U.S. 10Y is around 4.936%, DXY around 100.21, and Brent around

💎 Many people still haven't realized:
$PENDLE and $PARE are already competing for the same new pie—the “yield rights” of tokenized US stocks.
PENDLE has already brought dividends from tokenized US stocks such as NVDA and PFE into the PT / YT yield trading system.
PARE takes it a step further.
It is almost entirely targeting the niche of Robinhood Chain + tokenized US stock yield splitting.
So the real difference is not “who does US stocks.”
It is:
PENDLE = mature infrastructure beginning to tap into the US stock dividend market.
PARE = a pure-play tokenized US stock yield narrative, with hig

S&P +2.96% in August, its best performance since May, but September’s operating system needs to be completely replaced—from “AI profit-driven” to “Fed rate-driven”; with a 60% probability of a rate hike, every data release day is a mini FOMC.

August’s 3% rise was just the prologue: September’s nonfarm payrolls, CPI, and FOMC are the real triple trial.

AXTI’s Q2 earnings were strong: revenue grew approximately 165% year over year, InP revenue grew approximately 284%, and the company returned to profitability.
But the question is: Has the market already priced in the growth of the next few years?
I compared AXTI, LITE, COHR, and the InP supply chain, with the full analysis in the article.

Nearly all major exchanges have almost entirely shifted to Meigu (the U.S. dollar market), and liquidity—already not abundant—has been made even worse.

Nearly all major exchanges have almost completely shifted to the “US corridor,” making liquidity—even though it was already not abundant—worse.