The U.S. retail data unexpectedly "hit zero", and this cold arrow made the market explode instantly. As the economic pillar, consumption suddenly stalled, directly shattering the Federal Reserve's hawkish stance. Tonight, the Nasdaq is consolidating at high levels, gold and silver are wildly hedging, while $BTC is jumping back and forth around the $70,000 mark. Current situation's three major pain points: Consumption recession signal: Retail month-on-month at 0.0% far below expectations, indicating that high interest rates are draining people's wallets. The dollar index (DXY) was forced to pull back, which was supposed to be the "fuel" for gold and silver, but instead became a "warning bell" for U.S. stocks. $GHST The big non-farm report becomes "Judgment Day": The market is currently extremely anxious, and if the upcoming non-farm data falls below the 100,000 mark, it will completely confirm that the labor market is "breaking down". At that time, the Federal Reserve's narrative will switch urgently from "anti-inflation" to "saving the economy". Asset logic differentiation: Gold has firmly stood at the $5,000 mark, demonstrating safe-haven dominance; silver has surged 7% in one day, showcasing resilience. $DF Meanwhile, Bitcoin and tech stocks are painfully caught between the "interest rate cut boon" and the "recession bear". #美国零售数据逊预期 #GoldSilverBounce #GHST Retail cold snap is just an appetizer, the non-farm report is the final drum. The current market is not afraid of inflation, but fears recession. #美国零售数据逊预期
CZ mentioned a highly forward-looking point in the latest 'All In Podcast' interview: In the future, everyone will have millions of AI Agents working in the background. Their trading volume will be a million times that of humans, and the traditional banking system cannot withstand such high-frequency shocks. This is precisely the significance of @Plasma ($XPL), the native settlement network for stablecoins. When millions of AI Agents start high-frequency trading 24/7, any Gas fee or slow settlement becomes fatal. Plasma achieves transaction settlement through atomic-level settlements and supports native zero Gas payments, perfectly adapting to the massive micro-payment needs of the AI era. It is not only the settlement layer for stablecoins but also the digital lifeblood supporting the high-frequency circulation of future AI economies. $
Powell Personally Shuts the Door on Rate Hikes! An Era Has Ended, Where Should Your Money Go?
Last night, Federal Reserve Chairman Powell spoke the decisive words—'A rate hike is not anyone's baseline scenario.' The years-long tightening cycle has officially come to an end! But then, what next? To be honest, the signals from this meeting were unusually clear: interest rates remain unchanged, and there was no support for a hike in the 10-2 voting. Powell conveyed one message throughout— the brakes are fully engaged, and we will only discuss when to ease off the gas from here on out. He made two points clear: first, the remaining inflation mainly comes from tariffs, which is a 'one-time' shock, not an overheating economy; second, the current interest rate level is already 'tight enough.' What does this mean? It means that the weapon in the Federal Reserve's arsenal, the interest rate hike, has been put away. The market is no longer waiting for 'will there be another hike,' but rather 'when will the cuts begin.'
$雪球 The snowflakes are pretty good, you can buy some to hold. There will be a dividend every ten minutes, depending on the position give it to Xueqiu. Today it dropped to 10k, thinking this project was done, but it can still pull back up. There's something to it.