Miya_rose

Lorenzo Valente said that stablecoins have network effects. Since 2021, the number of stablecoins with a market capitalization exceeding $USDTbillion has increased to only 12. Currently, only Tether and Circle’s products have market capitalizations exceeding $CRCLGbillion. He believes that the future $CRCLXbillion stablecoin market may be dominated by two players, while in two or more years, there may be only one $500billion-scale stablecoin.$BTC #AppleSeptemberEvent

S. stock analyst Paradis said that suspected AI stock guru Leopold Aschenbrenner and his fund Situational Awareness may have returned, aggressively buying FLEX call options related to multiple AI stocks, with total premiums of approximately $315 million, delta exposure of $1.1 billion, and vega of approximately $5.8 million. The purchases involve January-expiring call options on SNDK, BE, INTC, CRWV, DRAM, SKHY, AMD, and others. If large block orders reappear in MU, NBIS, and TSM, it would essentially confirm the speculation. The data comes from CBOE, Nomura, and Goldman Sachs, all pointing to

The Bank for International Settlements (BIS) President Pablo Hernandez warned that global AI investment is surging on debt, with the five tech giants spending over $1 trillion in 2025–2026. If returns fall short of expectations, it could repeat the internet bubble of the 1990s and trigger widespread financial turmoil.
(Previously: Oracle plunges 40%; will excessive AI infrastructure drag down the tech giants?)
(Background: Arthur Hayes releases the FLOP white paper, with all 2.483 billion PoUI Chain tokens airdropped)Table of ContentsToggle•The five giants’ $1 trillion gamble; global AI invest

Monitoring Brief] Main themes this round: expectations for a World airdrop + the launch of Kaspa’s smart contract language, with competition for the Robinhood Chain platform heating up
• World: May issue another stimmy airdrop (up to approximately $KASrequires an account, linking X, trading, and a backup wallet
• Kaspa: Silverscript v1, a readable smart contract language, released; KCC20 has not yet launched
• LaunchOnSF: 24h revenue exceeded pons (DefiLlama)
• pons: Robinhood Chain’s stock-paired token platform was featured on CNBC
• Strategy (MSTR): Says 91% of its balance sheet consists of

PANews reported on September 10 that, according to Jin10, the market has increased its bets on the Federal Reserve raising interest rates at next week’s meeting. The first key inflation report of the week released earlier showed that U.S. producer prices rose 5.4% in the 12 months through August. Before the report was released, the market estimated the probability of the Federal Reserve raising rates by 25 basis points at its September 15–16 meeting at approximately 65%. Based on the prices of CME federal funds futures contracts, the market now estimates that probability has risen to approxima

Odaily Planet Daily reports that the market has increased its bets on the Federal Reserve raising interest rates at next week’s meeting. The first key inflation report of this week, released earlier, showed that U.S. producer prices rose 5.4% in the 12 months through August. Before the report was released, the market estimated the probability of the Fed raising rates by 25 basis points at its September 15–16 meeting at approximately 65%. Based on the pricing of CME federal funds futures contracts, the market now estimates that probability has risen to approximately 70%.$BTC #AppleSeptemberEven

Retired at 31 with stocks & options. Here's what I didn't have:
No inheritance.
No rich parents.
No complicated finance degree.
No flashy Wall Street job.
No lucky meme stock.
No crypto moonshot.
No 100x trade.
Here's what I did have:
A base of $VOO+ $Q+ Elite companies
A rule to only buy ELITE companies/ETFs when they're below fair value.
Portfolio secured puts sold a year+ out, secured by that base instead of cash.
Every premium reinvested. Ratios sized so a 50% crash will be just fine.
12 years of doing that & nothing else & this will beat 95%+ of everyone in the long run on a total ROI bas

The night session of the futures market opened, with most major domestic futures contracts rising. In terms of gains, crude oil rose more than 6%; pure benzene, styrene, and fuel oil rose more than 4%; asphalt rose more than 3%; and low-sulfur fuel oil, polypropylene, paraxylene, plastics, and ethylene glycol rose more than 2%. On the downside, Shanghai silver fell more than 5%; Shanghai zinc, international copper, and Shanghai copper fell more than 2%; and TSR 20 rubber, Shanghai tin, Shanghai aluminum, aluminum alloy, and Shanghai gold fell more than 1%.$BTC #GateTop4MainstreamCEX

Positron, a chip startup focused on making AI models run faster on hardware, has completed a new $875 million funding round at a valuation of approximately $5 billion, led by NEA, Atreides, Valor, and Andra Capital, with SemiAnalysis’s Dylan Patel and Jim Clark also participating. It previously raised $230 million in a February round at a $1 billion valuation. Positron has delivered approximately 50 racks of its previous-generation Atlas servers to Oracle. Its customers also include Jump Trading and Parasail, and it is accelerating its go-to-market efforts to gain an edge amid intense competit

fell back to 1380, and dip-buying funds are starting to hesitate!
The trend this time is actually very clear.
It surged to around 1439 earlier, with sentiment extremely bullish, but after falling to around 1370, the rebounds have grown increasingly weak: the first rebound reached 1395, and each subsequent rebound was lower than the previous one.
Simply put: it rises aggressively, but after falling, nobody is willing to buy at high levels anymore. 📉
The long-term logic for HBM and AI storage is still intact, but the gains have already been substantial, so it is normal for short-term profits to

Modern Dairy announced that Modern Dairy Holdings, Start Great, and Mengniu had previously entered into a voting rights agreement, under which Start Great granted Modern Dairy Holdings voting proxy rights for the 2.087 billion China Shengmu shares it held. The announcement stated that the irrevocable voting proxy rights for 830 million shares (approximately 9.90%) had partially ceased to be effective, while those for 1.257 billion shares (approximately 15.00%) remained fully effective. Modern Dairy Holdings and its parties acting in concert are entitled to exercise voting rights for a total of

Billions of people worldwide want to access the U.S. asset market through tokenized stocks, but the real breakthrough is happening with stablecoins and on-chain Treasuries. The 2009 crypto dream was to bypass banks, the dollar, and Wall Street. Today, however, it is becoming a new distribution channel for the dollar system, as the United States advances stablecoin legislation and exports on-chain dollars and Treasuries, bypassing capital controls. In the future, people may enter the U.S. capital market through wallets. The author believes the dollar is likely to prevail.Everyone says the tens

Trump said that if Republicans control both chambers, he will distribute a $5,000 “dividend” to all adults, funded by tariffs. The cost would be approximately $1.2–1.3 trillion, far exceeding the roughly $1.9 trillion in tariff revenue over ten years. Without additional revenue, this would increase debt and drive up inflation, with only about a 15% chance of being implemented. For individuals, it would be equivalent to 8% of a $60k median annual salary.$BTC #GateMeme

HSBC warns that commodities are entering a “super squeeze” phase, with geopolitical conflicts, El Niño, and structural demand growth combining to drive prices higher. Disruptions to energy and metal supplies persist, inventories are being rapidly depleted, and uncertainty surrounding key trade routes remains. Prices are expected to rise by an average of approximately 22% in 2026, with further upside potential in 2027. AI investment and the energy transition are driving demand for metals, weather factors are increasing risks for agricultural commodities, and precious metals remain resilient, su

Gold Market Analysis:
　　On the daily chart, gold remained under pressure from the 10-day moving average yesterday, rising before retreating. Although the U.S. second attack on Iran caused it to retreat after rising and close lower late in the session, it has continued rebounding today and returned to around last night’s opening level, remaining in a choppy and repeatedly contested range. As long as it continues to stabilize, hover, and consolidate above the 4,369 618 retracement level of the pullback following the first wave of the small five-wave advance, time can be used to allow the corresp

YZY Biopharma (02496) announced the placement of a total of 35.5924 million domestic shares to Yuan Qian, Zhou Hongfeng and Zhou Pengfei (the subscribers) at RMB2.43 per share. The subscription price of RMB2.43 per domestic share (equivalent to HK$2.80957) represents a discount of approximately 14.... to the closing price of HK$3.3 per H share on August 28.$BTC #AppleSeptemberEvent

Security should always come first in crypto.
Gate.io users should stay alert and protect their accounts with strong security practices. Using two-factor authentication, keeping login information private, checking withdrawal settings, and avoiding suspicious links can help reduce unnecessary risks.
In the crypto world, protecting your account is just as important as finding good trading opportunities. Stay careful, stay informed, and keep your assets secure. 🛡️
#Gateio #Crypto #Security $MU$BTC #AppleSeptemberEvent

AIMPACT message, May 4 (UTC+8)—Microsoft announced on May 4 that Agent 365 will be generally available starting May 1, 2026. The product serves as a centralized “control plane,” enabling IT and security teams to observe, govern, and protect AI agents across the enterprise. It applies to delegated agents and extends customers’ existing identity, security, governance, and management systems to cover all AI agents and their interactions. (Source: InFoQ)$BTC #AppleSeptemberEvent

This article focuses on the impact of two key figures on the precious metals market: U.S. Treasury Secretary Scott Bessent and Federal Reserve Chair Kevin Warsh. It points out that the recent sharp decline in gold prices has resulted from the combined effects of rising U.S. Treasury yields, hawkish comments from Warsh, and higher oil prices caused by the conflict in the Middle East, which have reshaped inflation expectations. The traditional logic of buying gold as a geopolitical safe haven has been weakened by rate-hike expectations driven by energy inflation, which have outweighed its premiu