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Solana 新代币发射平台 Boop.Fun 风头正劲
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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 指标的滞胀混合对风险造成影响
服务业就业收缩，新订单和活动几乎没有扩张，价格上涨
滞胀当然是对风险最有毒的组合，如果它阻止美联储能够降息以缓解增长放缓
考虑到实际利率仍然很高，这在这里并不是真正的担忧
增长和就业风险上升将足以让美联储在九月降息
BTFD
8月5日 22:00
ISM服务指数 50.1，预期 51.5
ISM支付价格 69.9，预期 66.5
ISM就业 46.4，上次 47.2
ISM新订单 50.3，上次 51.3
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关注人工智能的最新动态——关注我们的姐妹账号，获取实时新闻和见解。👇
8月5日 01:51
据报道，苹果正在开发一个与ChatGPT竞争的产品。
一个新的团队——“答案、知识和信息”（AKI）——正在构建一个AI驱动的回答引擎，以直接从网络提供结果，而不仅仅是链接。这是苹果对更智能的Siri、Spotlight，甚至可能是一个独立应用程序的尝试。
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