🔥As expected, the CLARITY Act failed in the Senate
🔴The CLARITY Act failed the procedural vote 50–49, falling 10 votes short of the 60-vote threshold. The chance of it becoming law in 2026 is now almost nonexistent.
🔴The reasons many senators still voted against it:
- The ethics provisions surrounding the Trump family’s crypto interests remain too risky for the market
- The 126 concessions were still not enough to win over the Democrats
- Even four Republican senators voted against it
- Thune managed to file a motion to reconsider in time, providing the last faint glimmer of hope.
🔴The mar

BTC-2.01%

emilyvuong a day ago

🔥Trump agrees to the latest version of the CLARITY Act
🔴Trump has agreed to the ethics provisions in the latest version of the CLARITY Act. This is a major concession aimed at securing Democratic support for the bill, just ahead of the Senate procedural vote tomorrow.
🔴The 635-page final version was released by three Republican senators: Cynthia Lummis, Tim Scott, and John Boozman. The text incorporates 126 changes requested by Democrats.
🔴What Trump accepted
- Approximately 80% of the ethics proposals from Senators Thom Tillis (Republican) and Ruben Gallego (Democrat)
- Under which the Pr

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emilyvuong a day ago

Trump blasts AI companies as hypocritical for calling for a slowdown in AI development for the safety of humanity.
Trump: “Don’t bullshit me. We’ve got to win the AI race—for me.”
In a new post, Trump also directly called Dario Amodei—the CEO of Anthropic—a “perfect little angel” and a hypocrite, while declaring that the U.S. must continue to stay ahead of China in the AI race.

emilyvuong 2 days ago

Anti-dollar gang 👌

emilyvuong 2 days ago

Chinese AI drama: passing off Claude as its own
Anthropic accused Moonshot AI—the company behind Kimi—of secretly rerouting user requests to Claude and returning the outputs as if they came from Kimi. In one period of just 10 days, there were nearly 300,000 requests, while the total scale detected by Anthropic reached more than 23 million exchanges.
The bad news for Kimi is that the Chinese military used Kimi to analyze CCTV data from cameras in Chengdu. Chinese military data ultimately ended up running through the systems of a US company 🙃
Some Chinese engineers even entered source code and

emilyvuong 2026-09-11

🔥10-year yields surpass 4.90%, the bond market is confronting the US Treasury
⚡️US 10Y Treasury yields officially surpassed 4.90%, the first time since October 2023, and have risen 95bps since the Iran war broke out in late February.
⚡️Since the Treasury announced it would triple the scale of long-term debt buybacks to a maximum of $6B, yields have risen another 10bps.
⚡️Bessent wants to reduce yield pressure through debt buybacks, but despite that effort, yields continue to rise.
Clearly, $6B is a drop in the ocean compared with the $32000B government debt burden. The 5.00% level is within

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emilyvuong 2026-09-11

🔥August PPI exceeds forecasts, market raises odds of a Fed rate hike to 70%
🔴The August Producer Price Index rose 0.4% MoM, in line with forecasts, but increased 5.4% year-on-year versus the 5.3% forecast and 4.8% in July. July was revised from 0% to +0.1% MoM.
🔴Core PPI rose +0.2% month-on-month (below the +0.3% forecast); year-on-year, it rose to 4.6% from 4.3%.
🔴The entire story is about fuel. More than 3/4 of the increase came from energy: +4.2% MoM
- Final demand goods +1.1% MoM after two consecutive months of decline, the strongest increase since May
- Diesel alone +24.1% MoM, accoun

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emilyvuong 2026-09-10

The probability of the Fed raising interest rates in October has reached a record high of 71%.
And there is a 62% probability of a rate hike at next week’s meeting.
I think the Fed will keep rates unchanged. It can’t abandon Bessent.

emilyvuong 2026-09-10

🔥10-year yields surpass 4.90%, bond markets are confronting the U.S. Treasury
⚡️U.S. 10Y Treasury yields officially surpassed 4.90%, the first time since October 2023, and have risen 95bps since the Iran war broke out in late February.
⚡️Since the Treasury announced it would triple the size of long-term debt buybacks to a maximum of $6B, yields have still risen another 10bps.
⚡️Bessent wants to ease yield pressure through debt buybacks, but despite that effort, yields continue to rise.
Clearly, $6B is a drop in the ocean compared with the $32000B government debt burden. The 5.00% mark is with

emilyvuong 2026-09-09

🔥Crypto flows are returning strongly: IBIT attracts $3.7B in the quarter
⚡️The crypto market is seeing strong inflows, led by the industry's largest ETF, IBIT.
⚡️Quarterly inflows:
- IBIT has attracted $3.7B net quarter-to-date.
- This is the fund's strongest quarter since Q3/2025.
⚡️Monthly inflows
- September to date: +$459.8M.
- August: +$3.0B, the strongest month since 10/2025.
⚡️ETF fund asset size:
- IBIT's AUM has risen to $62.6B, nearing its highest level since mid-May.
- Since early July, AUM has increased by $19.6B, equivalent to +46%.
⚡️The flow reversal from sluggishness to FOMO

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emilyvuong 2026-09-09

🔥NY Fed August: Inflation remains unchanged, household finances worsen
🔴Inflation expectations
- 1 year: unchanged at 3.6% (3.63% → 3.58%)
- 3 years: down 0.1 percentage points to 3.2% (3.26% → 3.19%)
- 5 years: 3.0%, unchanged for the 12th consecutive month
- Expected home prices: down 0.2 percentage points to 3.0%
🔴All three horizons remain above the Fed’s 2% target and fairly stable, indicating that the market does not expect inflation to decline anytime soon.
🔴The sharpest increase in one-year price expectations was for gasoline: 4.6%, compared with just 2.9% last month. Expectations r

emilyvuong 2026-09-07

🔥Bitcoin ETFs drew inflows for nearly $1B the third consecutive week, while altcoin flows lost steam
🔴Spot Bitcoin ETFs recorded approximately $987M in net inflows last week, up about 7% from the week before. This marked 3 consecutive positive weeks, with total inflows of $3.8B—the largest since the beginning of the year.
🔴Flow breakdown
- BlackRock's IBIT led with approximately $691.5M
- The 03/09 session recorded $730.8M in net inflows, the strongest in approximately 9 months, with IBIT alone accounting for $454M
- ETF outflows: GBTC $48M, HODL $33M, BTCW $5.2M
- Trading volume was ~$14.

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emilyvuong 2026-09-07

🔥Altcoin OI has surpassed Bitcoin's for the first time in 21 months
🔴Total open interest in altcoin perpetual contracts has surpassed Bitcoin's, for the first time since December 2024 (and was even higher throughout 2025 when bitcoin:native peaked). BTC now accounts for only around 37% of total market OI.
🔴Current figures:
- BTC perpetual contract OI: ~$23.9B. Including futures contracts, BTC's total OI is around $25B.
- The market cap of altcoins outside the top 10 has surpassed $200B and is approaching the $220B–$230B resistance zone.
🔴The shift in share does not mean BTC funds are flowi

BTC-2.04%

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ETH-3.45%

emilyvuong 2026-09-07

🔴U.S. job openings for June were just revised down by 177,000 positions, the largest month-over-month downward revision since November 2025.
This also marked the third consecutive month in which job openings data was revised downward:
- June hires were revised down by 16,000
- Voluntary quits were revised down by 19,000
- Layoffs and discharges were revised up by 19,000
-> Fewer people were hired than initially reported, workers were less confident about leaving their jobs, and more people were laid off.
So far, job openings have been revised downward in 38 of the past 43 months. As a result,

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emilyvuong 2026-09-05

🔥 @S Unemployment holds steady at 4.1%
🔴 @Th Household survey data
- The labor force increased by 683K, the number of employed people rose by 569K, and the number of unemployed increased by 115K
- The labor force participation rate rose from 61.4% to 61.6% (men 67.2%, women 56.5%), still about 0.5 percentage points below January
- The prime-age employment rate for those aged 25–54 held steady at 83.4%
- Unemployment by group: Asian 3.2%, White 3.7%, Black 6.0%, Hispanic 4.8%
- U-6 fell to 7.7%, the lowest since June 2025; part-time employment for economic reasons declined by 414K
-> The key

emilyvuong 2026-09-05

🔥August payrolls come in more than 3 times above forecast
🔴The US added 162K nonfarm jobs in August, far exceeding the ~53K forecast and well above the +31K/month average over the previous 12 months. This was the largest increase since March 2026.
🔴Data for the previous 2 months was also revised sharply higher:
- June: from +20K to +31K
- July: from -23K to +21K, wiping out the decline in employment
🔴Household survey
- The number of employed people rose by 569K, from 162.177M to 162.746M, the largest increase since 01/2025
- Full-time employment +735K, part-time employment -223K
- The numb

emilyvuong 2026-09-04

🔥Expectations that the Fed will not raise interest rates collapsed after the jobs report.
⚡️The newly released NFP surprised, with the US economy adding 162,000 jobs, three times the expected 53,000.
- S&P 500 fell 0.2%, Dow fell 0.3%
- 2-year yield hit its highest level since January 2025, while the 10-year rose to 4.80%
- BTC plunged from $82,240 to below $79,200 in a single 5-minute candle
- Gold also lost 2%, falling to $4,383
⚡️The probability of a rate hike at the September FOMC meeting jumped from 49.4% to 58% immediately after the labor data. Yesterday, the figure was 50/50.
⚡️The US

SPX500-0.17%

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emilyvuong 2026-09-04

🔥Fed officials are beginning to change their views on interest rates
🔴July: Hammack, Kashkari, and Logan all opposed calls for a 25 bps hike. This was the first time since 2016 that three dissenting votes were cast in the same direction.
🔴August 28: Warsh delivered hawkish remarks at Jackson Hole, sending the probability of a rate hike soaring to 60%.
🔴September 3: Waller said he was "more cautiously optimistic and leaning toward keeping rates unchanged" and "would not raise rates if inflation declines (disflation)." In July, Waller said he was "leaning toward tightening policy."
🔴Rate ex

emilyvuong 2026-09-03

🔥Japan's 10Y bond yield hits 3% for the first time in 30 years
🔴The 10-year JGB yield has just surpassed 3% — a level not seen since September 1996. The yield has more than tripled in two years and nearly doubled since Ms. Takaichi took office late last year.
🔴Yields surged across all maturities:
- 30Y: 4.18%, the highest closing level on record
- 20Y: 3.885%, the highest since 1996
- 5Y: 2.265%, a record
- 2Y: around 1.80%, a 31-year high
🔴Four forces are simultaneously driving Japanese bond yields higher:
- A global bond sell-off: the global government bond yield index rose to 3.72%, the

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emilyvuong 2026-09-03

🔥US activates "tanker for tanker"
🔴Trump approves the "tanker for tanker" policy: The US will strike 1 Iranian oil tanker every time Iran attacks 1 commercial vessel passing through Hormuz.
🔴On 1/9, the US struck ~100 targets, directly targeting Iranian oil tankers for the first time.
🔴Iran retaliated: ~25 ballistic missiles. Jordan intercepted 10/13 entering its airspace, while 3 fell in remote areas. Bahrain, Kuwait, and Erbil were all targeted, with most intercepted.
🔴WTI $90.7 (+0.56%), Brent $94-96. Although supply has not yet been disrupted. 17 million barrels passed through Hormuz

emilyvuong

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