AI + DeFi = Financial Freedom? Unveiling How DeFAI Disrupts Fintech!
Artificial Intelligence (AI) is a technology that simulates human intelligence to perform tasks, capable of processing vast amounts of data, recognizing patterns, and providing decision support. Decentralized Finance (DeFi) is a financial system based on blockchain technology, aiming to provide financial services without intermediaries through smart contracts, such as lending, trading, and yield farming. In the fintech field, AI enhances the efficiency and precision of financial services thro...
DeepSeek Dominates the App Store: Chinese AI Stirring Up the Overseas Tech Scene
DeepSeek Disrupts the Overseas AI Community, Causing a Stir in Silicon Valley
How to Achieve Financial Freedom Without Relying on Luck
The Core Path to Financial Freedom Based on the wealth logic of "The Almanack of Naval Ravikant," the key lies in three directions: increasing income, investing for compound growth, and managing desires. Key to Increasing Income By "productizing yourself" and leveraging tools like capital, labor, code, or media—especially permissionless leverage such as code and media—build a personal brand and directly reach your audience. Long-Term Investment Strategy Prioritize improving your knowledge and...
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Recession Trade Overrides Rate-Cut Hopes: Where Do U.S. Equities and Crypto Go Next?
Support Charlotteser
Recession Trade Overrides Rate-Cut Hopes: Where Do U.S. Equities and Crypto Go Next?
AI + DeFi = Financial Freedom? Unveiling How DeFAI Disrupts Fintech!
Artificial Intelligence (AI) is a technology that simulates human intelligence to perform tasks, capable of processing vast amounts of data, recognizing patterns, and providing decision support. Decentralized Finance (DeFi) is a financial system based on blockchain technology, aiming to provide financial services without intermediaries through smart contracts, such as lending, trading, and yield farming. In the fintech field, AI enhances the efficiency and precision of financial services thro...
DeepSeek Dominates the App Store: Chinese AI Stirring Up the Overseas Tech Scene
DeepSeek Disrupts the Overseas AI Community, Causing a Stir in Silicon Valley
How to Achieve Financial Freedom Without Relying on Luck
The Core Path to Financial Freedom Based on the wealth logic of "The Almanack of Naval Ravikant," the key lies in three directions: increasing income, investing for compound growth, and managing desires. Key to Increasing Income By "productizing yourself" and leveraging tools like capital, labor, code, or media—especially permissionless leverage such as code and media—build a personal brand and directly reach your audience. Long-Term Investment Strategy Prioritize improving your knowledge and...
August non-farm payrolls badly missed expectations, pushing the market-implied probability of a September Fed cut to 100 %. Yet traders are treating the number as a harbinger of recession, not a green light for risk assets. Below are key takes from analysts, translated and edited for clarity.
---
Tom Lee: “Rate-Cut Rally” Could Echo 1998 and 2024
Bitmine CEO Tom Lee expects the Fed to begin cutting in September. In both 1998 (LTCM bailout) and 2024 (regional-bank scare), equities and crypto ripped into year-end once the first cut landed. Lee’s contraintuitive call: September 2025 marks the start of a similar “policy-relief” up-move rather than the final top.
---
@0xENAS: Bitcoin Re-Claims $110K—Alt Rotation Next
Proprietary trader @0xENAS stopped out of a long SOL position but notes BTC is the strongest large-cap after retaking $110K. ETH momentum is fading (mNAR < 1.1, SBET < 1). Flow is drifting toward newer, lower-positioned coins. If BTC loses $110K the rotation thesis is void and cash is king.
---
@qinbafrank: Weak Jobs ≠ Recession—It’s Productivity
PMI new-orders indices (both manufacturing and services) surprised sharply to the upside this week. Firms are filling record orders with fewer workers—an AI-driven productivity wave, not a demand cliff. The labour market is being re-engineered, not destroyed.
---
@Phyrex_Ni: Bad Data Is Still Bad Data
Markets first cheered, then chilled. Equities rolled over because the reason for the cut matters: easing born of growth panic is not bullish. Strategy remains unchanged—trim small-caps, keep BTC/ETH plus cash, wait for a wash-out. BTC velocity has collapsed; most wallets are sidelined until the Trump-vs-Fed tug-of-war resolves.
---
@Cato_CryptoM: 50 bp Cut Could Be Poison
Payrolls fell because supply of labour is shrinking—companies simply aren’t expanding. If the Fed goes 50 bp in September the market will read it as “we’re scared,” turning stimulus into toxin. Confidence, not basis-points, is the missing ingredient.
---
@biupa: Alts Range-Bound; Big Dip at $93-98K If $100K Breaks
Ethereum’s refusal to break lower is keeping total alt-cap pinned between $280-310B. Stats-based seasonality points to a September equity pullback. If BTC tags along and slices below $100K, the ultimate floor is $93-98K. If stocks hold, $107K was the low. Watch the $110K pivot into October—historically the month that kicks off Q4 crypto fireworks.
---
Rachael Lucas: $113,400 Is the Line in the Sand
BTC Markets’ Rachael Lucas notes the weak jobs print is largely priced in. Institutional sellers are active above $113K while ETF flows stay flat. A daily close through $113,400—and then $115,400—would signal supply has been absorbed and a re-test of the highs ($120-122K) is open. Until then, chop and slop rules.
August non-farm payrolls badly missed expectations, pushing the market-implied probability of a September Fed cut to 100 %. Yet traders are treating the number as a harbinger of recession, not a green light for risk assets. Below are key takes from analysts, translated and edited for clarity.
---
Tom Lee: “Rate-Cut Rally” Could Echo 1998 and 2024
Bitmine CEO Tom Lee expects the Fed to begin cutting in September. In both 1998 (LTCM bailout) and 2024 (regional-bank scare), equities and crypto ripped into year-end once the first cut landed. Lee’s contraintuitive call: September 2025 marks the start of a similar “policy-relief” up-move rather than the final top.
---
@0xENAS: Bitcoin Re-Claims $110K—Alt Rotation Next
Proprietary trader @0xENAS stopped out of a long SOL position but notes BTC is the strongest large-cap after retaking $110K. ETH momentum is fading (mNAR < 1.1, SBET < 1). Flow is drifting toward newer, lower-positioned coins. If BTC loses $110K the rotation thesis is void and cash is king.
---
@qinbafrank: Weak Jobs ≠ Recession—It’s Productivity
PMI new-orders indices (both manufacturing and services) surprised sharply to the upside this week. Firms are filling record orders with fewer workers—an AI-driven productivity wave, not a demand cliff. The labour market is being re-engineered, not destroyed.
---
@Phyrex_Ni: Bad Data Is Still Bad Data
Markets first cheered, then chilled. Equities rolled over because the reason for the cut matters: easing born of growth panic is not bullish. Strategy remains unchanged—trim small-caps, keep BTC/ETH plus cash, wait for a wash-out. BTC velocity has collapsed; most wallets are sidelined until the Trump-vs-Fed tug-of-war resolves.
---
@Cato_CryptoM: 50 bp Cut Could Be Poison
Payrolls fell because supply of labour is shrinking—companies simply aren’t expanding. If the Fed goes 50 bp in September the market will read it as “we’re scared,” turning stimulus into toxin. Confidence, not basis-points, is the missing ingredient.
---
@biupa: Alts Range-Bound; Big Dip at $93-98K If $100K Breaks
Ethereum’s refusal to break lower is keeping total alt-cap pinned between $280-310B. Stats-based seasonality points to a September equity pullback. If BTC tags along and slices below $100K, the ultimate floor is $93-98K. If stocks hold, $107K was the low. Watch the $110K pivot into October—historically the month that kicks off Q4 crypto fireworks.
---
Rachael Lucas: $113,400 Is the Line in the Sand
BTC Markets’ Rachael Lucas notes the weak jobs print is largely priced in. Institutional sellers are active above $113K while ETF flows stay flat. A daily close through $113,400—and then $115,400—would signal supply has been absorbed and a re-test of the highs ($120-122K) is open. Until then, chop and slop rules.
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