المنشور

Last night was explosive outside, and it relates to us 1. The Fed didn't move, interest rates unchanged. The expectation of a rate hike in September has eased—USD is weak, which is good for risk assets. 2. US stocks fell, crude oil surged over 7%, gold at $4123. Money is flowing into hard assets. Will Bitcoin follow this wave? I'm watching. 3. Microsoft rose 8%, Meta fell 8%. Both are AI-related, but different expectation management led to vastly different results. In crypto terms—project teams need skill in painting the picture. 4. Grok 4.5 released, input 2 output $6 per million tokens. The AI track is still competitive, crypto AI projects face considerable pressure. 5. South Korea restricts retail leverage ETFs—global deleveraging is underway, brothers, watch your positions. Conclusion: Macro is relatively loose, capital is seeking hard assets. Bitcoin's "digital gold" narrative may be repriced. Discuss in the comments: Is Bitcoin still a copycat for you? I'm holding Bitcoin + AI observation positions, no leverage used. #Fed3Dissents #MSFTCutsCapex #AIStoryDiverges