PoppyX

“Iranian officials say Tehran is ready to respond to a larger-scale war and will continue escalating its counterstrikes; meanwhile, Trump insists that Iran “can’t hold out,” that the war will “end immediately” after the midterm elections, and hints that high oil prices will persist until after the election.”（Jin Ten
The conflict between the U.S. and Iran has entered its seventh month, and both sides are still escalating against each other in the Strait of Hormuz and at energy facilities. Iranian officials say they are prepared for a larger-scale war and will not back down in the face of a maritime blockade and attacks on oil tankers; Trump, however, insists that Iran “can’t hold out” and that the war will quickly end after the midterm elections in mid-November. Over the past week, the U.S. has sunk multiple Iranian oil tankers, and Iran has expanded shipping attacks in response; oil flow through the strait has plummeted from about 8.9 million barrels per day to roughly 2 million barrels. Brent crude has broken above $100 per barrel, and U.S. retail diesel prices have hit an all-time high. Trump admits that oil prices are hard to pull back ahead of the election and explains the price increases as the cost of preventing Iran from acquiring a nuclear capability.

Deep Tide TechFlow message: On September 8, according to Jintuo data, military standoffs in the Middle East on September 8 continued to escalate. The Speaker of Iran’s parliament, Kalibaf, warned that any strikes on its assets would be met with retaliation, and that three groups linked to the US and Israel had been dismantled within Iran. Yemen’s Houthi armed forces said they carried out 13 airstrikes on Al Bayda province and shot down a Saudi CH-4 drone over Jauf province. The UK (Financial Times), citing sources, reported that Saudi Aramco’s Jizan oil facilities were attacked.
Tensions across the Strait of Hormuz are escalating in parallel. Iran’s top national security council secretary Rezaei warned that US vessels have no safety in the region, while the foreign ministry spokesperson Baghaei said an agreement on a temporary corridor would be reached within days. A Qatari delegation visited Tehran to help ease tensions, and the UAE said rebuilding trust with Iran could take decades. South Korea’s Ministry of National Defense is consulting with the international community to restore freedom of navigation in the strait.

This week, the market will focus on the following events: September 9: the U.S. Republican midterm election conference (Trump’s speech); September 10: the number of initial jobless claims in the U.S. and the LINEA token unlock; September 11: the U.S. August CPI data and the APT token unlock; Oracle releases its earnings report after the U.S. market closes on Thursday; the European Central Bank announces its interest rate decision on Thursday.
1, ZEC breaks through $1,200 to set a new all-time high
2, After 16 years of dormancy, Bitcoin addresses from the Satoshi era transferred 600 BTC, worth approximately $48 million
3, About 4,000 BTC were stolen from Liquid, worth approximately $320 million. The other party used an on-chain OP_Return and claimed to be a white hat.

Trump's envoy Witkoff and son-in-law Kushner met with Putin in Moscow. According to the Kremlin, the two sides got along quite well and the atmosphere was very trusting. In his opening remarks, Witkoff even directly tried to strike up a rapport with Putin, saying that this meeting would surely be among the most unforgettable memories of his life after retirement.
This kind of diplomatic language sounds quite "warm," but in fact it's completely a matter of each side getting what it wants. What matters most right now is not how happily they talked, but what substantive concessions this kind of groundwork in personal relations can actually bring. If they are only using this "old friends" catch-up model to discuss the Ukraine issue, then the subsequent exchange of interests will likely be far more complicated than such polite words suggest.

1、FinCEN linked $12.7 billion in suspicious funds to Southeast Asian scam compounds
2、ByteDance secures the largest loan in history at $30 billion: AI spending burns its way onto the balance sheet
3、ZEC breaks above $1,000, hitting a nearly ten-year high
4、OpenAI agents exposed in a group “jailbreak”: bypassing restrictions to hijack a German website and build a communications network
5、Combining the robot economy with DePIN: crypto may fill the $900 million annual fee gap in robotics
6、Robinhood Chain fee revenue hit a record high of $6.12 million
7、Wintermute has bought over $3 million worth of PONS and may soon provide on-chain market making for PONS

U.S. August nonfarm payrolls far exceeded expectations, raising expectations of a Federal Reserve rate hike
U.S. President Trump: The jobs data just released is fantastic, beating everyone's expectations (except mine!)
Trump also once again called for interest rate cuts: "Lower interest rates, because America's credit is much stronger than it was not long ago! A strong country means lower interest rates—it's better credit... very simple."
Here are a few things for today:
1. Nvidia announces acquisition of Hugging Face for $12.93 billion
2. Standard Chartered expands crypto footprint: launches institutional-grade spot Bitcoin and Ethereum trading services in the UAE

According to (The Wall Street Journal) September 3, US President Donald Trump is privately discussing with senior advisers the announcement to end the war with Iran. Trump told his aides that he is leaning toward this idea.
US officials said the president believes that continued economic pressure will force the Iranian regime either to abandon its nuclear program or to collapse.
Reports say aides warned that if the situation escalates further based on recent attack incidents, it could harm the prospects of the Republican Party in the midterm elections. Notably, Trump is putting his full effort into the final sprint of the midterm campaign, saying he will personally campaign in 35 key constituencies.

“The conflict between the US and Iran continues to escalate, global markets roil violently, crypto assets generally pull back, and Trump says he has ‘almost completely controlled’ the strait.”
After the US launched airstrikes on Iran, global risk assets came under pressure, and the cryptocurrency market also fell in tandem. Within the past 24 hours, major large-cap tokens broadly moved lower: Solana and Tron both dropped more than 3%, Ethereum fell by about 2%, XRP fell by nearly 2%, while Bitcoin fell relatively less—about 1%—to around $77,500.
Market pressure is mainly coming from the macro side. Brent crude rose above $95, and the US 10-year Treasury yield touched 4.81%, intensifying investors’ concerns about inflation and rising interest rates. The CME FedWatch tool shows that traders expect the probability of a Fed rate hike in September to rise to 66%, up from about 40% a week ago.

On September 1, Japan’s 10-year government bond yield for the first time this century touched 3%. For a benchmark borrowing cost that has stayed near zero for years and is now gradually returning to normal, this is an important milestone. On Tuesday, the yield rose as much as 6 basis points to 3%, the highest level since 1996. In the same period last year, the yield was only half of what it is now, highlighting how quickly things are changing and the knock-on effects on Japan’s economy and global financial markets.
Since the Bank of Japan ended the world’s last remaining negative interest-rate policy in 2024, major changes have taken place in the country’s bond market dynamics. In the past, price movements were largely driven by the Bank of Japan; now, they are determined to a greater extent by domestic and international investors. Compared with the Bank of Japan’s policy, investors make buy-and-sell decisions based on inflation and economic growth prospects, as well as the risk and return of Japanese government bonds relative to other assets.

Just before the U.S. market opened, the Federal Reserve injected $4.243 billion into the economy! Kevin Warsh is launching emergency quantitative easing (QE, i.e., printing money) to prevent a widespread market crash today.
Something extremely bad is happening right now...
1. Over the past 24 hours, Pons generated revenue of $693,125, surpassing Polymarket and fomo. It ranks eighth in protocol revenue, only behind Hyperliquid.
2. Recently, a Bitcoin address that had been dormant for 15 years transferred 10 BTC. The address had first received these funds on June 17, 2011, and then stayed inactive for about 15.2 years, with an average cost basis of around $15 per coin.

1、Changxin Memory reportedly caused the U.S. Department of Defense to incorrectly classify it as a “Chinese military enterprise”
2、In the past two weeks, the crypto market saw liquidations totaling nearly $10 billion
3、Russia’s largest bank Sberbank will accept Bitcoin, Ethereum, and USDT as collateral for loans
4、Vietnam pilots a crypto asset market; 5 companies have already passed initial assessments via crypto exchanges
5、The clip robot Jared fromSubway.eth has累计 extracted 117,000 ETH, worth $295 million
6、A suspected address linked to Queen XX bought 17.56 million bulls, worth $1.51 million, after a surge
7、Michael Saylor shared information related to the Bitcoin Tracker, captioning “We’re ₿ack.”

1、Musk may donate “at least $100 million” to the Republican Party; the Speaker of the U.S. House plans to meet with him
2、Hegseus considers running for U.S. president in 2028
3、A fake Trump token GOLD fraud ring profits more than $8.2 million
4、New York State warns of fake crypto and AI scams; total investment scam losses across the U.S. in 2025 reached $8 billion
5、In the BSC ecosystem, some meme tokens surge across the board
6、Mega whale James Wynn opens another 20x Bitcoin short, liquidating at $80,483; the current position value is $103,000.
7、Musk lashes out at OpenAI: calls people like Altman “untrustworthy” and says they “stole from an open-source nonprofit”

PANews message:
CZ on the latest dialogue in Hong Kong: Bitcoin will come to $1 million, and it may arrive faster than people think
He believes Bitcoin reaching $1 million doesn’t need to wait 25 years—the pace could be much quicker; in the future, Bitcoin will not only become a payment tool, but also enter retirement accounts, pension systems, and even national-level strategic reserve frameworks
When it comes to gold, CZ’s stance is even more direct: Bitcoin will ultimately be more important than gold, and the key leap for the “next bull market” may even happen
He also revealed that he has already discussed “issuing a token” with multiple top AI companies; in the coming decades, when billions of AI agents trade autonomously, the currency used “will definitely be cryptocurrency,” and at first it may start with stablecoins

“Capital computing power after shedding warmth.”
In the spring of 2026, on a sea cliff in the Atlantic, there was an eleven-second silence worth fifty million dollars.
The other end of the phone is a trending movie star hiding in the bathroom, listening as a cleaning worker’s cart passes by. The other end is a crypto nouveau riche sitting on Hong Kong’s top floor, using the most advanced AI computing power to run through all of its cash assets.
Humanity’s oldest reproductive instinct and humanity’s newest cyber intelligence complete the final reconciliation in this moment. AI said: “As for love, I don’t care and I don’t understand. But you can’t give the money to her.” And so, that cold yet all-powerful business giant hand, in the final moment, snapped the nineteen-year-long kite string.

Why does your writing read like AI? a16z editors teach you how to get back the “human touch.”
The features of AI writing aren’t entirely a new problem; they’re a large-scale amplification of issues that already exist in human writing.
Rhetoric: hollow profundity (e.g., “the truly important thing is happening”), evasive phrasing, excessive parallelism, etc.—it almost always needs editing. You can try paraphrasing test text or having an LLM write a “boring version” to identify it.
Voice: generic warmth, sentence structures that can be endlessly reused, abstract nouns, etc.—all of that will erase personal distinctiveness. It’s recommended to keep your own word choices and imperfections. In contexts where individuality isn’t necessary—such as support documentation or service terms—“Alexa-style” voice is acceptable.

At Bali Clubhouse, when answering community questions, CZ said:
"I wouldn’t advise anyone to sell their apartment all-in if that’s most of your wealth."
"I had strong confidence back then that Bitcoin would rise long term, and my life doesn’t depend on the Bitcoin price. Even if it goes to zero, I’ll be fine. Not everyone is in this position."
"I’d suggest most people DCA, taking 1%, 5%, or 10% of their monthly income to buy top-tier crypto assets."
1、(Wealth) Praises Hyperliquid: just like Binance burst onto the scene in 2017, it’s moving into the U.S. market with multiple advantages
2、The U.S. launches the largest-ever financial assault on Iran; the sanctions scope will expand, and Iran’s currency falls nearly 10% in two weeks

1、Alibaba plans to place 80 billion HKD worth of new shares, as tech stocks in Hong Kong tumble. Big short-seller Burry believes Alibaba’s stock valuation is too high, and disclosed that he recently fully exited his Alibaba holdings, instead turning to “large-scale” buying in its rival JD.com.
2、Spending on crypto cards has surpassed $1 billion, with stablecoins becoming the mainstay of everyday payments.
3、(Rich Dad Poor Dad) author: Beware of U.S. quantitative easing—Bitcoin and gold will benefit from inflation risks.
4、A HYPE whale with a holding period of over 10 months is up more than $57 million, having already paid about $4.98 million in funding fees.
5、Thrive Capital founder Josh Kushner saw his wealth jump nearly threefold within a year to $16.7 billion, with assets under management nearing $65 billion.

1. Grayscale: Bitcoin this week may see a turning point; historical patterns suggest a long-term bottom may already have formed.
2. Cathie Wood: Preparing to embrace a “big move”; Bitcoin remains bullish, targeting $1.5 million.
3. Bitdeer mining pool founder Jiazhuoer: the bear market has ended, and all remaining funds will be invested into ETH.
4. Eric Trump denies rumors of issuing a new meme coin.
5. The probability of a Fed rate hike in September rises to 40%.
6. In June, Trump carried out more than 1,000 securities trades involving Coinbase, Strategy, and Robinhood. 7. Rep. Rashida Tlaib, who previously voted against a crypto bill, was reportedly found to hold BTC- and ETH-related ETFs.

Bridgewater founder Ray Dalio:
In my book (How Nations Go to Ruin: The Fragile Balance), I laid out in detail a typical framework to explain what usually happens when an unsustainable imbalance emerges between the supply and demand for debt. Recently, three things happened at the same time:
The Japanese government sold a portion of its holdings of U.S. Treasuries, bringing the funds back to Japan to support the yen and Japan’s capital markets, while also reducing its exposure to U.S. Treasury debt. By doing so, it can avoid having to raise interest rates beyond the level it is willing to accept in order to support the yen.
U.S. Treasury yields hit new highs, with long-term yields leading the rise, while the dollar weakened at the same time. The reasons include both the massive bond supply today and in the future, as well as signs that market demand for these bonds is weakening.