老腊肉-kevin

Binance Wb3 Wallet Benefits

Brothers, let me tell you a great way to save 30% on trading fees (operate as shown in the picture)

In the Binance app, go to the home page. At the top, you’ll see two options: Trading Platform and Wallet.

Step 1: Select Wallet to switch to the wallet;
Step 2: Select Invite Friends;
Step 3: Enter the invitation code: KEVIN1688 (copy it to the position shown in the picture);
Step 4: Claim the reward below.

Especially for brothers who like to farm on-chain low-cap “scam/dog” coins and do high-frequency trading—remember to bind the invitation code: KEVIN1688 to get a 30% reward. If you trade less, you can receive 5U or 10U; if you trade more, you can receive dozens of U, or even 100U.
点击钱包，赶紧去绑定邀请码：KEVIN1688 ，领取奖励吧！

$COHR $AAOI $LITE Optical communication concept stocks continue to be strong

Coherent, AAOI, Corning, and Lumentum all rose by more than 5%, while Ciena, Nokia, and POET rose by more than 3%.

$SOXL $INTC $ARM Philadelphia Semiconductor Index rises more than 2% in early trading

Intel and Qualcomm jump nearly 6%, ASML and Arm rise more than 4%, AMD, Lam Research, Applied Materials, and TSMC rise more than 3%, while Marvell Technology and Broadcom rise more than 2%.

$ORCL $NBIS $CRWV US cloud computing service provider concept rises, with Oracle, NEBIUS, CoreWeave up more than 6%, and IREN up more than 4%.

U.S. Stock Market Pre-Trade Capital Flow Signals: Semiconductors Still Steal the Show—What Are Investors Betting On?
Today is the first trading day after the Labor Day holiday long weekend. Pre-market trading directly reflects investors’ stance: semiconductors remain the strongest consensus. Intel’s pre-market gain once exceeded 3%, ASML is up nearly 3%, and SK Hynix is also up more than 2.5%. The triple-leveraged semiconductor ETF (SOXL) tied to the Philadelphia Semiconductor Index is already up 4% in pre-market trading.

Why is this happening? Because capital is trading two expectations. First, last Friday’s non-farm payrolls “surprised the market,” bringing the rate-hike probability back up to 58%. But the market believes the worst-case scenario has already been priced in—so investors are positioning ahead of the CPI data release during the “window period.” Second, the semiconductor sector’s capital expenditure logic has not broken: Micron’s HBM capacity is set to double—while SanDisk is also moving up with it—and the storage price uptrend is accelerating.

In addition, two signals are worth paying attention to. Bloom Energy (BE) is up more than 6% in pre-market trading again because it has been officially added to the S&P 500 index. This means it has moved from the “storytelling” phase into the “institutional allocation” phase.

There’s also a stock called BNC that has surged over 70% pre-market. The reason: on the BNB chain, there’s a so-called 4Stock coin stock product. One wave of capital has gone to trade the coin-stock mapping—essentially betting on the long-term trend that “traditional finance is being repriced by on-chain finance.” But the volatility is extremely high, so don’t blindly chase.

So what’s the situation right now? On one hand, the escalation of tensions between Iran and the U.S. has pushed Brent crude oil prices to near the $100 level. Ahead of the open, Dow Jones futures are down nearly 400 points, mainly reflecting a shock from energy prices and renewed rate-hike expectations.

On the other hand, Nasdaq futures are actually hovering near flat. Clearly, capital is concentrating toward technology and semiconductors. Investors believe that even if high interest rates persist, the demand for AI hardware capital expenditures will not stop.

Therefore, after the market opens today, what we need to focus on is: whether semiconductor leaders like Micron and Nvidia can hold their gains under index pressure. If they can hold, it suggests this capital rotation is structural and worth following. If they open strong and then trade down immediately, it indicates that interest-rate pressure has started to suppress the entire valuation framework.

US stock index futures all fall in the first three sessions of trading

Most large-cap technology stocks decline; storage chip stocks see mixed moves, with SK hynix up more than 1%.

Global oil prices surge, while gold and silver plunge.

US stock index futures all fall before the market opens; all three index futures drop. Dow Jones futures fall 0.25%, Nasdaq futures fall 0.15%, and S&P 500 index futures fall 0.17%.

Most large-cap technology stocks are lower before the market opens. Nvidia rises 0.3%, Tesla is flat, Meta falls 0.9%, Microsoft drops 0.6%, Amazon declines 0.5%, Google A falls 0.3%, and Apple slips 0.2%.

Storage chip stocks show mixed performance: SK hynix rises more than 1%. Micron Technology and Seagate Technology gain about 0.8%, SanDisk falls 0.25%, and Western Digital declines 0.39%.

Most of the pharmaceuticals and biotechnology sector is down. Novartis falls more than 13%, Johnson & Johnson drops more than 1%, AstraZeneca falls 0.45%, Novo Nordisk is down nearly 1%, and Pfizer drops 0.46%.

International oil prices surge for the eighth consecutive day. WTI crude oil futures rise 3.2% to $94.4 per barrel; Brent crude oil futures rise more than 2% and move above $99 per barrel.

Gold and silver slump for the eighth consecutive day. Spot gold in London falls 0.36%, losing the $4,390/oz level; spot silver in London drops 0.38% to $65.87/oz.

Saudi attacks on multiple energy facilities lead to fires. Saudi Arabia’s Ministry of Energy said on September 8

Multiple energy facilities and utilities in southern Saudi Arabia were attacked by Yemen’s Houthi forces. Fires broke out at several locations, and some facilities’ operations were temporarily suspended. The Ministry of Energy stated it is working to ensure the safety of facilities and personnel and to maintain continuity of operations.

Canada’s retaliatory tariffs against the US officially take effect. Canada’s government’s retaliatory measures against the US’s added tariffs officially take effect in the early hours of September 8. Canada will begin imposing equivalent retaliatory tariffs on US imports such as steel, dairy products, agricultural equipment, pulp and paper, and electronic products.
#美加关税战升级 #沙特南部能源设施遇袭停运 #美伊互袭油轮冲突升级 #加拿大拟对美商品加征15%至50%关税 #沙特南部能源设施遇袭停运
$CL $SOXL $SNDK

Trump made more than $2 billion in a year
He said that trading stocks is for the United States, not for himself$SNDK $INTC $SOXL

#美伊互袭油轮冲突升级 The Strait of Hormuz is nearly choked—are oil prices about to take off?
This round of conflict between Iran and the U.S. has directly hit the lifeline of global shipping. The Strait of Hormuz’s average daily passage volume is now down to around 10 ships, the lowest level since May. A few days ago, only two vessels managed to get through, and ultra-large oil tankers have basically disappeared.

Not only is Iran targeting tankers, it has also designated new exclusion zones on the outskirts of the strait. Meanwhile, the U.S. Navy has been continuously blockading Iranian ports—both sides are basically engaging in a “throttle-the-neck” standoff.

Shipping data is already making it plain: actual transport efficiency is deteriorating. Brent crude is around $97, and WTI is also above $92. Brent has surged nearly 60% year-to-date. Goldman Sachs has raised its end-of-year oil price forecast by $5, and in extreme scenarios it even sees $120.

Deutsche Bank also believes that as long as navigation restrictions last longer, supply pressure in the spot market will build up.

In the short term, my view is simple—slightly bullish, but with huge volatility. Inventories are still being drawn down, refinery utilization is staying high, and the fundamentals of a supply gap are providing support.

However, once tensions ease or the strait resumes normal passage, this risk premium can evaporate just as quickly as it appeared—and the downside could be just as sharp.

In terms of trading, don’t chase or sell in panic. Remember: what you’re trading now is the “duration,” not whether “something has happened.” $CL $BZ

$KORU $SKHYNIX $SKHY South Korea’s composite index jumps 2.1%, first time above 7,000 points in 15 trading days.

Samsung Electronics and SK Hynix lead the gains. On optimism that demand for high-performance memory chips will rise after OpenAI releases its new AI model, Astra. #日元突破155逼近年内新高

$SKHY $AAOI $SNDK US stock storage, optical communications, and semiconductor stocks’ after-hours gains expand

SK hynix rose more than 6%, AAOI rose nearly 6%, Intel rose more than 5%, SanDisk rose nearly 4%,

Micron Technology and Lumentum rose more than 3%, MaxLinear Technology and AMD rose more than 2%, Nvidia rose more than 1%#加拿大对美关税正式生效

US Stocks Morning News: Weekend developments—US and Canada trade tensions, and AI hardware still out of stock
The most eventful thing over the weekend is that these two neighbors, the US and Canada, started butting heads again. Canada plans to retaliate against hundreds of categories of goods from the US; steel tariffs would double to 50%. Trump’s side isn’t backing down either, threatening to target Bombardier.

As for what this means for the US stock market, the direct impact is actually limited. JPMorgan and Bank of America both said the inflation shock isn’t big, but business confidence is something that can be easily harmed—Canada’s economic recovery may end up being dragged.

In plain terms, it’s adding friction to the market and increasing uncertainty.

Next is the AI hardware side—an old and familiar story: supply and demand are still imbalanced. Samsung and SK hynix memory inventories can’t even last 10 days. The “memory-devouring monster” that is AI servers is just too strong. Goldman Sachs even raised its forecast for the optical module market by 80%—those numbers are frankly alarming.

The logic here has been solid: shortages are the bottom line. As long as related companies can keep up with capacity, earnings expectations shouldn’t be too far off.

For the stocks we hold, memory chips (Samsung, SK hynix, Micron) and AI hardware (TSMC, Dell, Oracle) are pretty clear positives. Shortages and rising capital expenditures are the catalysts. But keep your wits about you: the yield on the 10-year US Treasury is heading toward 5%. If it truly breaks through, it could become the tightening spell on all high-valuation tech stocks.

Finally, the central bank has once again, and once again, been buying gold—continuously for 22 months. With the gold price staying elevated and purchases accelerating, it’s a signal that’s bullish over the long term. If there’s a pullback, you can grab some for a stabilizer—just don’t chase the price. Overall, the logic for AI hardware and gold holds up, but be careful about two potential landmines: the US–Canada quarrel and US Treasury rate risk.$SKHYNIX $KORU $XAU #加拿大拟对美商品加征15%至50%关税 #美伊互袭油轮冲突升级

$BE $INTC $SNDK US stock after-hours trading sees unusual movements
Bloom Energy US after-hours rose more than 8%, after being added to the S&P 500 index;

Intel rose more than 3%, with reports saying the company’s CPUs will be increased in price again by 10%;

Storage-related stocks continued their gains. SanDisk rose nearly 3%, while Micron Technology and SK hynix rose more than 2%.

#sideswap暂停liquid服务 Sidechain drained—why is BTC panicking? This isn’t as scary as it sounds.
Brothers, let’s talk about a juicy piece of news. Over the weekend, someone took 4,000 BTC from Liquid’s sidechain, worth about $320 million, directly emptying 95% of the stash. The official response was so alarming that they shut down the entire chain and paused all deposits and withdrawals.
Don’t just look at it and think “hacker stole coins,” like the whole thing is about to collapse. This is kind of interesting: the attacker claims to be a “white hat.” They messaged on-chain telling the team to fix the vulnerability first and then return the funds. The key point isn’t that the private keys were lost—it’s that there was a glitch in the underlying Elements code. That allowed someone to magically mint L-BTC and then swap out the real BTC through a cross-chain bridge. This is a technical bug, not the “big pie” (the coin itself) being punctured.
What does it do to the price? There will definitely be a short-term psychological shock, because the market fears expectations of “infinite minting.” But honestly, this looks more like an isolated incident. As long as the official backstops it and patches the hole, the impact should be limited.
$BTC $ETH $SOL #Liquid网络遭3.2亿美元攻击

#中国八大金融机构注资3600亿元 Ministry of Finance in one go pours 357 billion yuan, and Industrial and Commercial Bank of China, Agricultural Bank of China, and China Life collectively “recapitalize”—how should we look at this?

This news is certainly weighty. ICBC is set to issue a private placement of 100 billion yuan, ABC 160 billion yuan; together with several institutions such as People’s Insurance Company (PICC), China Life, and the Export-Import Bank of China, the Ministry of Finance directly puts in nearly 300 billion yuan. Add in the few hundred billion from tobacco, and the total comes to 357 billion yuan. In plain terms, this is the national team collectively “injecting blood” into state-owned financial institutions.

Traders all know this: core tier-one capital is essentially a bank’s “underwear.” If capital adequacy is insufficient, lending has to be tightened and throttled. Over the past two years, the interest-rate spread has been so thin that banks’ capital replenishment from internal sources can’t keep up, so they must rely on external capital injections to keep holding up the banner of large-scale lending. This is essentially the second wave. Combined with the 500 billion yuan rolled out last year, the major six banks are basically covered across the board.

Of course, there’s no such thing as a free lunch. The cost is that the rights and interests of existing shareholders get diluted. The finance ministry puts money in, and naturally the proportion of equity held by the original shareholders shrinks. Put simply, this operation represents a new stage of supply-side reform: the market-oriented approach can’t be used to resolve it anymore, so the state has to step in directly to batch-handle it in one go. It’s likely that after this, other brother institutions will also receive similar arrangements.

The purpose? On the surface, it’s de-leveraging debt and stabilizing liabilities, but in essence it’s adding leverage. By stuffing banks with capital, the goal is to give them the confidence to continue lending to local governments and the real economy—using time to create space and to manage risks. In the short term, the shareholder “holding experience” may feel worse, but over a longer horizon, this is building ammunition for the next round of expansion. $BTC $ZEC $XRP

ARB rises more than 50% in two days—so is that it?
This ARB pull-up really is fierce—more than 50 points in just two days, which looks pretty intimidating. Put simply, the core of it all is one thing—Robinhood Chain is “paying it wages.”
Built on Arbitrum technology, Robinhood Chain has seen its trading volume surge. At one point, DEX trading volume reached 1.89 billion, taking the top spot among public chains. Most importantly, the protocol takes 10% of net revenue and returns it to the Arbitrum ecosystem. That’s real cash flow, and on an annualized basis it could contribute a lot to the ARB DAO. The market isn’t stupid—this is a basic-fundamentals repricing, not just trading on empty hype.
That said, to be honest, after such a run-up, the indicators are already severely overbought. RSI is up to the 80s—an unmistakable sign of overheating. This sudden spike looks more like shorts getting forced out through a chain liquidation squeeze. As for sustainability, it’s questionable.
In terms of direction, chasing highs in the short term is extremely risky. Under the combined pressure of both profit-taking and trapped positions, there’s quite a decent chance of a pullback to find support around 0.15… $ARB #IMF称萨尔瓦多购币未用公共资金

$KORU South Korea Composite Index opens up more than 3%

SK Hynix rises nearly 6%, Samsung Electronics rises more than 4%. Nikkei 225 opens up nearly 1%. $SKHY $SKHYNIX

#俄乌同时宣布停火3天 Iran says it will declare the Strait of Hormuz a “restricted zone”; Russia-Ukraine short ceasefire

International oil prices opened slightly higher, with both Brent and U.S. crude rising. WTI crude futures extended gains to more than 1%.

Brent crude broke above $97 per barrel, up 0.75% intraday. Gold and silver both opened lower and then edged higher; spot silver returned to $66 per ounce, up 0.1%. Spot gold was quoted at $4,430 per ounce, up 0.06%.

According to CCTV News, on the 6th local time, Rezaei, secretary of Iran’s Supreme National Security Council, said that in the coming days, Iran will announce a “restricted zone” in the Strait of Hormuz area.

He said the “restricted zone” would start from the U.S. Navy blockade line and extend into parts of the Persian Gulf waters. Rezaei said any vessel entering the “restricted zone” would be placed on Iran’s sanctions list. Iran can monitor U.S. ships and can also sink them. “Of course, Iran has not sunk U.S. ships because they carry oil; sinking them would harm the environment.”

Cryptocurrencies rose slightly, with Bitcoin breaking above $80,000 in the early hours of the 7th. As of press time, it was reported at $79,922.5, up more than 24% over the past 30 days. Ethereum, SOL, and other cryptocurrencies all moved higher. According to CoinGlass, in the past 24 hours, more than 70,000 people worldwide were liquidated.#BTC触及80000美元 #比特币ETF创1月以来最大单日流入
$BTC $CL $XAU

zec is pretty strong

#zec市值超越doge ZEC knocked DOGE out, but don’t rush to call it the “season of copycats”
To be honest.
I just saw ZEC, that old guy, flip DOGE in market cap and surge into the top ten—yeah, it’s strong, it’s so aggressive from the bottom that it basically twists your neck sideways. This round of funds treats the privacy track as a safe haven for trading—once the compliant channels open up, the narrative really does hit hard.
But if you’re asking whether this means a new leader has been born and the old leader is finished? That would be too naive. The market today isn’t the same as back then, when after BTC went up you could just pick up money from random altcoins. With institutional capital leading the charge, liquidity concentrates in only a handful of assets that have stories and can handle big money—that’s what people call a “structural market,” not some blanket alt-season where everything rallies.
That old DOGE meme may have been overtaken, but the consensus is still there—it's just that the old money now cares more about scarcity and compliance.
As for direction, I think ZEC’s short-term trend hasn’t broken. As long as the 980–1000 chip-dense zone doesn’t break, the long-side structure is still intact. But if you mindlessly chase and try to bet on it flying upward near historical highs, be careful you don’t end up as the bag-holder. $ZEC $DOGE #ZEC续刷历史新高 $DASH #Zcash周涨45%创2016年来新高

$哈基米 The spring of Chinese meme coins
Hajimi are all on contracts
Several major leaders inside: $币安人生 $牛来