📊 ROO.FUND Investment Research Weekly 2026.09.07

Rate hike odds rise, but Trump fights the Fed; oil nears $100; Strategy buys BTC again

3 Key Points
1️⃣ August NFP +162K (vs. ~54K expected), but gains concentrated in restaurants (+59K) and local education (+42K). Excluding those, other sectors added only 33K — temp/part‑time jobs dominate. Rate‑hike probability hit 60%, but Trump demands 0.05% rates, intensifying Fed‑government tension.

2️⃣ U.S.‑Iran conflict escalates – Iran attacks U.S. carriers, U.S. destroys 3 Iranian oil tankers. Oil approaches $100/bbl. Strait of Hormuz remains blocked, with potential for further escalation around mid‑September and again before U.S. midterms.

3️⃣ Strategy returns to buyer – purchased 4,603 BTC at ~$80,318, total holdings 845,050 BTC. Gold’s long‑term bullish case remains intact as U.S. deficit growth (10.5%) outpaces tax revenue (3.2%) — eventual solution: lower rates and inflate away debt.

🐓 ROO.FUND : Stay cautious on HK IPOs (first‑day positive rate only 33%), but favor gold and Bitcoin as hedges against policy‑driven depreciation.

🔗 Full report: https://medium.com/@info.roosterdao/roo-fund-investment-research-weekly-2026-09-07-3251fbac2775

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