GoldMedalLecturer

Top Instructor Financial Quick Read
An important signal has emerged in the U.S. Treasury market:
The 10-year U.S. Treasury yield surged to 4.75% intraday on August 31, hitting a new high since January 2025. Three factors combined to drive the move:
1. Hawkish remarks from Fed official Waller, fueling rate hike expectations
2. Escalating U.S.-Iran tensions
3. Oil prices nearing $90 per barrel, intensifying concerns over energy inflation
This is a macro headwind for the crypto market— a stronger dollar plus rising rate hike expectations are weighing on risk assets. For today’s livestream and mar

🔶 Macro
1. Nvidia's earnings report ignited risk appetite
2. A change at the helm of the Fed, with Jackson Hole the biggest variable
3. Strong ETF fund flows
4. Fear and Greed Index at 64 (Greed), down from 80 a week ago, showing some cooling but not yet in the Fear zone.
BTC conclusion: The medium-term bullish structure remains intact (continued ETF inflows + above the weekly MA20), but there are three short-term warnings: the 4H and daily MA120 are more than 15% away, creating a technical need for a pullback; the weekly MA50 at $81,105 has been rejected twice, and the upside cannot open up

Gold Medal Lecturer Gold XAUUSD🔶 Macro: Spot London gold is currently around $4,620, while New York gold futures are at $4,640. It has gained approximately 15% cumulatively in August, rising for three consecutive weeks. (CNR Finance) Core drivers: Concerns over the dollar’s credibility: U.S. federal debt has surpassed $40 trillion, while the 30Y U.S. Treasury yield is 5.3%. The market is questioning fiscal dominance and the Federal Reserve’s independence, boosting gold as a non-sovereign credit-hedging asset. Central-bank gold purchases: Global central banks recorded net gold purchases of 289

Top Instructor: ETH Ethereum🔶 Macro FactorsETH’s macro logic is basically in sync with BTC, but there is one additional point worth noting: the ETH ETF has also recorded net inflows for seven consecutive days (+$38.3M yesterday), indicating that institutional funds are allocating to ETH. In addition, the ETH/BTC exchange rate has performed more strongly during this rebound, suggesting that funds are seeking assets with greater upside elasticity.
ETH conclusion: ETH’s rebound in this round has been stronger than BTC’s (34% vs 26%), but this also means it is more severely overbought and further

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