#USHouseAdvancesBitcoinReserveBill This week started rough with CLARITY failing to advance. But by the end of the week, there’s honestly more to celebrate than cry about. Two major crypto bills got approved. SEC is enabling 24/7 tokenized stock trading. CFTC is starting to put clear rules for crypto. And the best part is Bitcoin is still holding strong despite the biggest regulatory setback and Fed rate hike. We’ve almost survived the worst, things can only get better from here.$BTC ‌$SOL

#USHouseAdvancesBitcoinReserveBill Bitcoin reclaimed $78,000. ETH broke above $2,500. All the FUD this week, and crypto doesn’t care. #ETH$ETH$BTC $ETH ‌$BTC ‌

#美股AI概念股全线反弹 #Gate广场中秋团圆局 The performance of the U.S. AI sector over the past two days has been quite interesting. Just recently, investors were worried about valuations, interest rates, and the returns on AI investment, but suddenly capital started rushing back into tech stocks. On September 17, all three major U.S. stock indexes closed higher, with the Nasdaq up about 1.69%, the semiconductor index rising more than 3%, NVIDIA up about 2.5%, and AMD gaining more than 6%. I don't think this rebound can simply be understood as “AI speculation starting up again.” The real change has occurred on the macro front: **falling oil prices and lower Treasury yields have temporarily removed the two burdens weighing on growth-stock valuations.** AI companies in particular had undergone relatively sharp corrections earlier, so once funding-cost pressures ease, chips and computing power—the areas with the highest sensitivity—are naturally the first to attract capital back. But things are already quite different from the past two years. Previously, as long as a company's name was associated with AI, the market was willing to push up its valuation first and ask questions later. Now capital is becoming increasingly pragmatic: the number of orders, the growth in AI revenue, and whether capital expenditures can ultimately turn into profits are what truly determine how far a stock can go. For example, Broadcom previously disclosed substantial growth in AI chip revenue, which is essentially the “hard cash” the market needs to see. So I would rather view this rebound as a process of re-screening than as all AI stocks blindly taking off again. The AI narrative is not over; the market has simply moved gradually from “believing the story” to “checking the bill.” In the next phase, the companies that truly break out may not be those shouting the loudest about AI, but rather those that can genuinely turn this round of trillion-dollar infrastructure investment into revenue and profits. $BTC