SAWA

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🦅 Federal Reserve Warsh's debut, one sentence: very hawkish stance, actions not hawkish, major communication overhaul.
1. First, say what hasn't changed.
Interest rates remain at 3.50 to 3.75, 12 votes for no change, no reduction in the balance sheet, and today no rate cut even on the table—only a proposal to hold steady, no other options discussed.
The dot plot implies one more rate hike this year (9 members), but Warsh downplayed it on the spot, and he didn't even submit a dot himself.
2. All hawkish in words.
He delivered the harshest line tonight: inflation is a choice, and this
GLDX-2.82%
PAXG-1.49%
XAU-1.50%
XAUUSD0.21%
BTC-1.16%
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GateUser-791a2f19:
When can I get on the bus?
🧵 1/ Starting a new line, focusing solely on tonight's 2:30 AM Warsh's first press conference.
The interest rate and dot plot are written in black and white, holding steady at 3.50-3.75%, with one more rate hike expected this year, and no action on balance sheet reduction.
But the white paper is finished, the real show is just beginning, this is the first time this hawkish new chair has spoken since taking office, and he is famously opposed to forward guidance, advocating that balance sheet reduction alone can tighten monetary policy without raising rates.
So, the shock is more likely t
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The last time gold accelerated downward with a pin, it just hit the VWAP at the starting point of the rally on 2025/2/28.
This time, with increased volume breaking through to a new low, it signals a loss of control.
If it cannot strongly recover the previous low of 4100 today, the support zone below is composed of three VWAPs, ranging from 3750 to 3900.
In an extreme case, it could reach the lower edge of the channel at 3600.
Friends who prefer to go long on the left side should be cautious about controlling their positions.
GLDX-2.82%
PAXG-1.49%
XAU-1.50%
XAUUSD0.21%
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If the yen continues to weaken further, Japanese people won't even be able to eat Yoshinoya anymore🥵
The last time was in July 2024; who knows what will happen this time🤡
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Kazuo Ueda: Running away is embarrassing but useful
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Take profit on half of the gold short position, the other half waits below 4000.
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Can AI still surge, can the US stock market still rise?
Last night, I talked with a friend about the US stock market; he is a well-funded practitioner in the real economy but a novice investor.
His investment style is extremely conservative, having only allocated physical gold and money market funds in recent years.
Last Friday, he invested $100k into a private hedge strategy product, fully loaded, close to the market.
At the same time, his friend entered at the April low and has doubled his investment, but he did not feel envious or follow impulsively; he remains calm and even sincere
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PAXG-1.49%
NAS100-0.24%
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Your usual you: six one six one🎲
Your Children’s Day you: pass June 1, pass June 1🎠
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I actually really admire those who still persist in on-chain PvP nowadays.
Every day, they care about this dog, that cat, this community, that narrative, and the average perspective master.
If you like high-frequency gambling, you'd be better off betting on NBA or the upcoming World Cup on Polymarket, or at least predicting BTC's minute-by-minute price movements.
PVP-10.44%
BTC-1.16%
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Summarize a few sayings that many in the crypto world talk about with great interest
When the NASDAQ rises, Bitcoin will definitely follow — bullish
When the NASDAQ falls, Bitcoin won’t follow — very firm
When Bitcoin falls, altcoins won’t — very firm. That “season” is coming
……
Is it possible that the assets most sensitive to interest rates will rise/fall first?
Sometimes when it won’t drop even a bit and it’s very “firm,” it’s because the thing is dead stiff
Give up fantasies—go all in shorting
NAS100-0.24%
BTC-1.16%
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It's not an overstatement: the skill of "using AI" itself also needs to be upgraded.
Just send this prompt to your Claude Code/CodeX👇
❯ Please help me review my actual usage over the past four weeks and generate a monthly (weekly breakdown) retrospective report.
Scope of analysis:
1. Check cache files, session records, skill directories, and project outputs generated each week.
2. Calculate weekly usage duration and estimate time and effort distribution based on main projects.
3. Organize what I did for each project, the files produced, and whether there was any repetitive work or
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Crude oil is preparing to move in a direction, caught between bullish and bearish forces from the US and Iran, the king of commodities being turned into a meat grinder
The large triangle is converging, at the end on 6/25, and can still be tacoed for a month
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Thank you, hyperliquid:native, for your mercy.
HYPE-0.82%
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The girl asked me what Hong Kong stocks are worth investing in.
I said Xiaomi.
She replied,
"Every time people spend money, they're voting for the world of their dreams. Xiaomi, I don't want to vote for it."
This is a perspective I had never considered before. 🤣
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