币富迪迪

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#特朗普48小时最后通牒 Damn Trump!

【Financial Breakfast | March 20, 2026】
1. The Bank of England and the European Central Bank remain unchanged, both warning of rising inflation risks, leading the market to increase bets on interest rate hikes by central banks.
2. The Bank of Japan remained unchanged as expected. The governor of the Bank of Japan stated that soaring oil prices make policy judgments more difficult, and if the economic outlook improves, they will continue to raise interest rates.
3. Israel and the United States are trying to ease anxiety in the energy market; Netanyahu stated that the war will end faster than expected. Netanyahu mentioned a pause in airstrikes on Iranian energy facilities.
4. U.S. Treasury Secretary Yellen: Iran's oil has been allowed to continue flowing from the Gulf region, and sanctions on Iranian oil at sea may be lifted.
5. The number of initial jobless claims in the U.S. unexpectedly plummeted to 205,000 last week, the lowest this year.
6. The People's Bank of China: Firmly maintain the stable operation of financial markets such as stocks, bonds, and foreign exchange.
7. The Ministry of Commerce of China: Continue to play a good role in the China-U.S. economic and trade consultation mechanism to strengthen dialogue and communication.
8. Alibaba's Q4 revenue grew by 2% year-on-year, and AI-related revenue has seen triple-digit growth for ten consecutive quarters; conference call: In the next five years, cloud and AI annual revenue will exceed $100 billion, and MaaS will be Alibaba Cloud's largest revenue product.
9. Jensen Huang: AI leaders should avoid spreading panic and are optimistic that Anthropic's revenue will exceed a trillion by 2030.

3.20 Focus News
🔴 JPMorgan Chase lowers S&P 500 index expectations due to rising oil prices intensifying recession risks
🟡 Bitcoin returns to low volatility, while US stock market crypto concept stocks decline simultaneously
🔵 Kalshi completes a new round of financing over $1 billion at a valuation of $22 billion
🟠 Claude Code launches Channels, integrating with Telegram and Discord
🟢 Crypto trading platform Gemini has laid off about 30% of its staff and introduced AI tools to enhance efficiency

📌3.19 Focus Attention
🔴 Federal Reserve Resolution Full Text: Maintains Interest Rates and Expects One Rate Cut This Year, Governor Milan Casts a Dissenting Vote
🟡 Powell Goes Hawkish: Rate Cut Expectations Drop Sharply, US Treasuries Sold Off, Yields Soar
🟠 SEC Approves Nasdaq Securities Tokenized Trading: Stocks Can Be Circulated on the Blockchain
🔵 Xiaomi Officially Announces MiMo-V2 Series Model: Pro Approaches Opus 4.6 Pricing at Only 1/5, TTS Supports Cantonese Singing
🟢 Trump Delays Striking Iranian Energy, While Iran Warns of Comprehensive Strikes on US-Israeli Allied Energy Facilities

$BTC If we were to launch a counterattack, would you still believe in this market? Hahaha😁

【Financial Breakfast | February 25, 2026】
1. Software stocks and other AI panic "victims" drive a rebound in U.S. stocks, with the Nasdaq rising over 1%, and partners of Anthropic seeing significant gains; U.S. bonds and gold retreat; offshore yuan rises above 6.88 at one point, reaching a nearly three-year high.
2. Trump will deliver a State of the Union address at 10 AM Beijing time on Wednesday, with the market closely watching tariffs, cost of living, immigration, and geopolitics.
3. Trump's 10% "global tariff" takes effect on Tuesday, while the implementation timeline for the 15% tariff has yet to be finalized.
4. Reports: Trump plans to use AI to set reference prices for critical minerals, with germanium, gallium, antimony, and tungsten being the first batch included.
5. China's Ministry of Commerce responds to U.S. tariff adjustments: it will decide on countermeasures regarding tariffs on U.S. fentanyl and equivalent tariffs in due course.
6. German media: German Chancellor Merz will lead a "large business delegation" to visit China, stopping in Beijing and Hangzhou, for which there has been "unprecedented meticulous preparation."
7. China's State Council: advancing the development of the silver economy and elderly care services, approving the "Opinions on Strengthening Grassroots Fire Safety Work."
8. Federal Reserve Governor Cook: monetary policy may not be able to address the unemployment wave caused by AI; Governor Waller: the Citrini report "exaggerates the potential impact of AI on employment."
9. Author of Citrini's "AI End Times Report": market panic exceeds expectations, calling for an "AI tax" to address unemployment.
10. Anthropic upgrades its enterprise-level AI tools, expanding into investment banking, HR, and other scenarios; publicly announced partners like FactSet see stock prices rise, and Thomson Reuters rises over 10%.
11. AMD reaches a $100 billion order agreement with Meta for 6GW computing power chips, a five-year long-term contract competing with NVIDIA, with stock prices rising nearly 9%.
12. Sandisk is targeted by short-seller Citron, citing supply tightness as an "illusion," and that the cycle is about to peak, with stock prices once falling by 8%.
13. Novo Nordisk significantly reduces the price of its weight-loss miracle drug in the U.S. next year, with a maximum cut of 50%.
14. Domestic computing power demand continues to explode, with Sugon Technology's net profit excluding non-recurring items expected to increase by 30% year-on-year in 2025.

🎉New Year's Eve is here, blessings abound!
🧧 As we bid farewell to the old and welcome the new, may blessings fill your home～
Thank you for your trust and companionship, warmth is always present💫
Wishing you and your family:
🌈 Joy always by your side
🌱 Good fortune in abundance
🧨 Happiness doubled
Happy New Year's Eve, may your happiness be everlasting～✨

【Financial Breakfast | February 11, 2026】
1. The S&P 500 and Nasdaq have pulled back, while the Dow has reached a new high; wealth management stocks have collectively plummeted, raising concerns about the industry outlook due to new AI tools; the offshore yuan has risen above 6.91 in intraday trading for the first time in nearly three years.
2. U.S. retail sales in December unexpectedly stagnated, with weak consumer spending as the holiday season comes to an end.
3. Trump is expected to hold a second round of talks with Iran next week, stating that "Iran will not possess nuclear weapons or missiles"; if U.S.-Iran negotiations fail, another aircraft carrier strike group may be dispatched to the Middle East.
4. The People's Bank of China’s monetary policy implementation report for the fourth quarter: continue to effectively implement a moderately loose monetary policy and regularly conduct operations in government bond trading; adjustments in residents' asset allocation do not indicate significant changes in liquidity; prices are showing positive marginal changes, and coordination between monetary policy and fiscal policy will continue to strengthen.
5. ByteDance has launched a new model, Seedream 5.0 Preview, competing with Google's Nano Banana Pro.
6. Alibaba has released the RynnBrain robot large model, giving robots a "thinking brain" and outperforming Google’s Nvidia in evaluations.
7. The AI spending boom continues, with TSMC's sales in January soaring 36.8% year-on-year.
8. SMIC's net profit in Q4 was 1.22 billion yuan, an increase of 23.2% year-on-year, with 2026 capital expenditures expected to remain flat compared to 2025.
9. AI panic "infection": Altruist's new tool has scared wealth management stocks, with Charles Schwab dropping over 9% during trading.
10. Alphabet's century-old pound bond subscription multiple exceeded 7 times, raising nearly $32 billion in debt across multiple markets, with the first issuance of Swiss franc bonds.
11. Musk x AI loses another key player as co-founder Wu Yuhua announces departure.
12. Reminder: On Wednesday, China will release January CPI and PPI; the U.S. will also announce the January non-farm payroll report, which includes revisions to the annual employment data up to March 2025.

【Financial Breakfast | February 10, 2026】
1. Technology stocks pushed the S&P 500 index close to record highs, with Microsoft rising over 3% and Oracle nearly 10%; the yen rose over 1% during the day to reverse six consecutive declines; the offshore yuan surged past 6.92 against the dollar at one point; gold climbed back above $5000, and silver rose nearly 9% during the session.
2. Dada: Building a modern socialist country relies crucially on technological self-reliance and strength.
3. Ahead of the important non-farm payroll report, the White House issued a 'preventive shot': Hassett hinted that employment growth would be below expectations.
4. After receiving full support from the cabinet, UK Prime Minister Starmer's governance crisis has temporarily eased.
5. The US advises American merchant ships to stay away from Iranian territorial waters.
6. Japanese Prime Minister Kato Sanna: We will not issue deficit bonds to fund consumption tax reductions.
7. The Shanghai and Shenzhen Stock Exchanges are optimizing refinancing reviews for high-quality listed companies to support innovative development.
8. Reports state that due to strong subscription demand, Alphabet's dollar bond fundraising is expected to reach $20 billion; it also plans to issue a 100-year pound bond, the first for technology companies in nearly 30 years.
9. Altman: ChatGPT growth 'has recovered to over 10%', plans to launch a new model this week.
10. The EU antitrust lawsuit against Meta: plans to force WhatsApp to open up and strictly prohibit blocking third-party AI competitors.

【Financial Breakfast | February 9, 2026】
1. Last Friday, buying on dips drove a major rebound in US stocks, with the Dow Jones breaking 50,000 points for the first time, Nvidia soaring 7%, and gold and silver experiencing a V-shaped rise, while Bitcoin rose by 11%.
2. The results of the Japanese House of Representatives election have been announced, with the ruling coalition formed by the Liberal Democratic Party and the Japan Innovation Party securing a majority of seats.
3. Zelensky: The US hopes for a peace agreement between Russia and Ukraine before June.
4. China's central bank has increased its gold reserves for the fifteenth consecutive month, with a month-on-month increase of 40,000 ounces in January, slightly accelerating the pace of accumulation.
5. Our country successfully launched a type of reusable experimental spacecraft, and commercial spaceflight is expected to enter a normalized stage of high-frequency launches.
6. Goldman Sachs teams up with Anthropic to achieve full automation in accounting and compliance, affecting 12,000 developers and thousands of operations. Investors are eager to increase their stakes, with Anthropic's new funding round expected to double, reaching a valuation of $350 billion.
7. OpenClaw has gained popularity, ushering in the era of personal AI agents.
8. The "big three storage giants" are signing "unprecedented" supply contracts: pricing after settlement, ultra-short-term contracts!
9. Epstein once helped the Rothschild family "settle" a deal with the U.S. Department of Justice, profiting $25 million.

$ETH Fun fun, thank you Ethereum for letting me experience the joy of manual grid trading, instant order closing, it's so refreshing!

It's coming, if the spot price drops a bit more, we can consider building the initial position.

Comparison of the October 11 Incident and Today's Market!
Amidst a global financial market crash, the cryptocurrency market saw over 2.7 billion in liquidations within 24 hours, with BTC dropping over 22,000 points in that same timeframe. The platform with the highest liquidation amount was Bybit, while Binance ranked third.
In comparison to the night of October 11, 2025, BTC also experienced a fluctuation of over 22,000 points on that day, but the liquidation amount reached over 19 billion. This comparison highlights how much the blood of retail investors in the crypto space has been drained, which is a terrifying reality!

📌Rhythm 2.6 Focus
🔴Global risk markets dive again, Bitcoin falls to the $60,000 mark, silver plummets 9.00% in a day
🟠Bitcoin rebounds nearly 10% from this morning's low, market gets some breathing room
🟡Strategy 2025 Q4 net loss of $12.4 billion, total fundraising of $25.3 billion for the year
🟢Strategy's unrealized loss once expanded to $10.16 billion, setting a new historical high
🔵How are the three major bullish stocks doing? Strategy, BitMine, and Trend Research combined have an unrealized loss exceeding $15 billion

I woke up and the sky fell!!

【Financial Breakfast | February 6, 2026】
1. AI panic spreads, employment data is weak, the three major U.S. stock indexes fell over 1%, silver plummeted 19%, Bitcoin crashed, U.S. bonds rose, and Chinese concept stocks rose against the trend.
2. U.S. December JOLTS job openings hit a five-year low, far below expectations. U.S. Challenger Companies cut 108,000 jobs in January, the highest for the same period since 2009, a month-on-month surge of 205%.
3. The European Central Bank has held steady for the fifth consecutive time.
4. The Bank of England has held steady, maintaining the interest rate at 3.75%, with a 5 to 4 vote signaling a strong indication of rate cuts.
5. Bitcoin faces a bloodbath! It plummeted 12% to $63,000, over 400,000 people were liquidated, and the market fell into a "crisis of confidence."
6. Under election uncertainty, Japan's 30-year government bond auction "stabilizes the market."
7. Will Chinese leaders visit the U.S. by the end of this year? The Chinese Ministry of Foreign Affairs responds.
8. Spending on AI surpasses Google, Amazon's expenditure guidance of 200 billion this year unexpectedly skyrockets, dropping over 10% after hours.
9. Due to a shortage of storage chips, Nvidia will delay the release of new gaming chips.
10. Anthropic releases a financial research AI model, Reuters drops over 8.5%, FactSet once fell 10%. OpenAI launches GPT-5.3-Codex, calling it the strongest programming agent to date. OpenAI launches Frontier, targeting enterprise-level agent automation.
11. Multiple Chinese payment institutions have accessed a unified cross-border QR code gateway, supporting more overseas wallets for domestic use.
12. Strong demand for AI, Foxconn's January sales reached 7300.4 billion TWD, a year-on-year increase of 35.5%.
13. Meituan: plans to acquire Dingdong Maicai for $717 million.

$BTC no faith left as it continues to drop

If this kind of order, $BTC , is not an Ant warehouse or a hedge order, it can definitely achieve greatness!