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Bonk 生態迷因幣展現強韌勢頭
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有消息稱 Pump.fun 計劃 40 億估值發幣，引發市場猜測
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Solana 新代幣發射平臺 Boop.Fun 風頭正勁
LondonCryptoClub
2個朋友。在央行/巨集觀銷售和交易方面擁有44年的經驗。説明您駕馭加密貨幣。查看我們的免費時事通訊，連結如下。
This was a great interview with @fundstrat well worth a watch
Well played @natbrunell 👏
Tom Lee is a favourite of ours
Articulates macro and markets so well and like anyone who’s the best in their field, makes it look and sound easy
The investment opportunity for Bitcoin and ETH remains one of the best macro opportunities over the next decade 💥
8月6日 01:23
My brand new interview with Tom Lee @fundstrat
We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more.
Let us know what you think in the comments below.
Timecodes:
00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?
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ISM指數的滯脹混合對風險造成影響
服務業就業收縮，新訂單和活動幾乎沒有擴張，價格上漲
滯脹當然是對風險最具毒性的組合，尤其是如果它阻止美聯儲能夠降息以緩解增長放緩的情況
考慮到實際利率仍然很高，這裡並不是真正的擔憂
增長和就業風險上升將足以讓美聯儲在九月降息
BTFD
8月5日 22:00
ISM 服務業 50.1，預期 51.5
ISM 物價支付 69.9，預期 66.5
ISM 就業 46.4，上次 47.2
ISM 新訂單 50.3，上次 51.3
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隨時掌握AI的最新動態—關注我們的姐妹帳號，獲取即時新聞和見解。👇
8月5日 01:51
據報導，Apple 正在開發一款 ChatGPT 的競爭對手。
一個新的團隊——「答案、知識和信息」（AKI）——正在建立一個 AI 驅動的回答引擎，以提供來自網絡的直接結果，而不僅僅是鏈接。這是 Apple 對更智能的 Siri、Spotlight，甚至可能是一個獨立應用程序的嘗試。
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