【Binance AMA】当 FOMC 撞上财报季，谁来决定下一段行情？🤔 明晚八点（UTC+8）来 #币安广场，一起聊聊市场将如何定价# 👀 🎙️主持人：@miyayweb3 🧑‍🏫特邀嘉宾：@Cato_KT @TiezhuCrypto 🧧一键三连+评论区留言你关于主题的问题抽，5个30U 立即订阅 ✅

Totally agree with @TheMichaelEvery ! I think the term mercantilism was thrown about in such a way that it went over the heads of most people for a long time. And to be honest, I myself didn't grok the full implications until I properly studied @michaelxpettis and @M_C_Kleinbook 's book, Trade Wars are Class Wars. For those who haven't read it, their argument is that modern mercantilism is not primarily about imposing tariffs or accumulating gold. Instead, it is about structuring an economy so that it consistently produces more than it consumes, forcing the excess production to be absorbed by other countries through trade surpluses. Alas, this is the way of generational social knowledge. A handful of very smart people know all of these very smart things. The vast majority of us don't. We learn about them when we have to confront their consequences through lived experience. Notably, when the implications of not enough of us knowing about them begin to impact our lives negatively. We then learn about them quickly. The resulting lessons go on to influence our collective consciousness and social-political preferences until the next generation of ignorants ascends to influence and power. And so on and so on. The problem is: time and time again, the very smart people we assign the job of remembering these things (so that we don't repeat the same mistakes again) don't do a good job of communicating what they mean early enough. Other times, it's because they're so focused on understanding the past, they miss the modern-day fundamentals that make their historical knowledge relevant again. I doubt very much that most people who have working jobs, even those who work in finance, know what mercantilism means.

如果google的2027年11m TPU产能只有3m是给anthropic等客户，其他都是自己建DC = google 自建8m(10GW)，2GW GPU 但明年实际能online芯片和明年芯片产能，有一个季度的时间差 打折算起来就是7GW TPU+1.5GW GPU = 240B+ 80B = 320B 加上没来得及通电的TPU/GPU capex，对应350B+ capex GCP 2027营收增长往80~100%走，这个capex增幅不夸张，能justify

今天任泽平的 2980 元付费群，炸锅了。 一群付费会员，在疯狂喷任泽平，原因是前几天科技板块回调，任泽平说这是最后上车窗口，结果大家都去抄底，抄在了半山腰，这两天被爆仓。

Economists expect the decline in energy prices last month to pull down the headline CPI for June But for the Fed, core matters more right now The core CPI is expected to land close to May's +0.21%, after which, attention will turn to the PPI and what that implies for the PCE

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无言以对，按照5.27发的帖子计算。雅克截止目前已经接近90%+的收益。年初建仓，3.5x。 止盈计划，我已经说过很多次了。大家就不要再私信问我了。 为了方便讨论，我接下来抽空搞个群，大家一起聊宏观和半导体。 依然是免费的。不要听信任何向你收费的假账号。

I published a note today that I've been thinking about for months.. About how the US stock market has arguably become too big and too imp to fail.. It's basically America's retirement fund now and poss even the savior of social security which is expected to run out of money in less than 10yrs -Curr 55% of ppl own stocks, by far most in world. And w/ Trump Accounts bringing in 28 million add'l americans into stock ownership the vast majority of ppl (incl Top 1% (who own HALF of stock mkt), middle class and lower income) will have financial interest in the health of stock mkt and they're all voters = the political pressure to keep stocks out of a prolonged bear market is going to be very powerful. -As such I think there's good chance the Fed will buy equity ETFs in the next major downturn to support market and it will be common practice going fwd. China and Japan already do this. They may even target certain sectors or Capex cos with the purchases. -This is a massive variable that I feel like is a blind spot among the experts out there and why the bears get run over time and time again altho I think investors are onto it as evidenced by the persistent flows into ETFs during pullbacks as well as a survey of 1000 ppl showing 3/4 of them are confident the Fed will bail out markets in next crisis. -This is just one byproduct of the 'Nothing Stops This Train' monetary supply explosion and debt extravaganza sweeping the world but esp in US which at this point feels irreversable.. Thoughts? lol

Stocks on Binance have surpassed $1 billion in AUM. A milestone that reflects growing demand for seamless access to global markets through a single platform. Thank you for being part of the journey. 🤝

1）企业可以零成本、无人工数量限制地铸造和赎回 Open USD （tether在mint和redeem阶段收取大量手续费，$CRCL费率很低但仍存在） 2）合作伙伴将获得 Open USD 准备金的全部收益（直指Tether和Circle命门） 3）董事会由 Open USD 的合作伙伴组成，以确保决策符合集体利益（达则美利坚，穷则联合国）

过去一个月，A股就提了三只，雅克、东山精密和风华高科。稍微研究一下，肯定是吃肉了。 甚至你只要买半导体ETF也是赚钱的，但是我真心不明白，这个行情为啥要买汽车和新能源。百思不得其解，身边几个朋友因为这个套牢了，告诉我的理由很一致，因为跌的很多了，所以弹性大。 我真的无言以对。