Odaily星球日报讯 Arthur Hayes 在 X 平台发文表示，其文章《Yen-quake》将介绍 Buffalo Bill Bessent 计划如何操纵美元兑日元汇率，并重新启动货币印钞机。 Arthur Hayes 称，过去十年，日元持续走弱推动全球资产市场上涨，但这种情况终将结束。日元是全球估值最低的货币，同时也是美国、中国这两个主要大国以及日本普通选民争议的焦点。解决日元问题有三种方式，但美国财政部和日本政界人士只倾向于其中一种。 他将解释每种日元升值方式的运行机制，并说明为何最后一种方式是首选方案；随后还将讨论如何在政治层面执行第三种方案。他表示，随着美元流动性大幅上升，比特币和加密货币将上涨。 三种方案包括：。 1. 日本央行大幅加息，使美元兑日元利率差至少在短端消失。 2. 政府劝说 GPIF 等国内机构和公共机构改变投资授权，卖出海外资产并买入本地资产。 3. 首选方案：日本财务省将其持有的美国国债通过回购交易交给美联储，以换取美元；随后在外汇市场卖出美元、买入日元。 Arthur Hayes 表示，在展开细节前，投机者应思考为何现在讨论日元升值。过去几十年，许多人曾声称日元即将升值并导致全球套息交易平仓。两周前，美国和日本的货币政策官员实施了一次联合汇率操纵行动，只是委婉地称其为干预。美国财政部长 Buffalo Bill Bessent 表示，希望提高 FIMA 回购机制的交易对手方限额，以便日本财务省利用其庞大资产储备捍卫日元。日本财务省也表示，正与美国密切合作，推动美元兑日元汇率下跌。相关官员正在向市场传达其支持全球货币关系发生变化，因此市场必须对此予以关注。
Odaily星球日报讯 트레이더 Ansem(@blknoiz06)이 X 플랫폼에 글을 올려, 현재 체인 상에 수십억 달러 규모의 스테이블코인 자금이 관망 상태에 있으며 위험 자산 시장 재진입을 기다리고 있다고 밝혔다.
Ansem은 앞으로 몇 주 안에 시장 참여자들이 점차 주류 암호화폐 자산(Majors)이 사상 최고치를 경신할 필요가 없다는 점을 인식하게 될 것이며, 자금 순환(로테이션)이 예상보다 일찍 발생할 수도 있다고 생각한다.
그는 스테이블코인 자금이 위험 자산 시장으로 다시 유입됨에 따라 시장이 더 강력한 상승 흐름을 맞이할 수 있다고 전했다.
Odaily News: Nvidia CEO Jensen Huang announced that the company has partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to establish an independent financing platform, planning to mobilize more than $500 billion in third-party capital over the long term to support AI infrastructure construction.
Huang stated that the AI industry is transitioning from a phase where "enterprises buy chips and build data centers project by project" to a new stage where AI factories are treated as financeable, productive infrastructure. AI computing power is becoming an investable asset, characterized by long-term institutional capital support, repeatable construction, and usage by diverse customers.
Nvidia noted that AI factories include not only GPUs but also high-speed networking, system software, AI frameworks, and the CUDA ecosystem. Because they are built on widely adopted architectures, AI factories can serve different customers, cloud providers, and application scenarios, and possess strong asset liquidity and residual value.
In this collaboration, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR will independently evaluate specific projects, including customer demand, computing utilization, cash flow, and asset value. Nvidia will provide the AI factory platform, while the financial institutions will handle long-term capital and financing capabilities.
Huang indicated that in some projects, Nvidia may provide up to 25% residual value support, but this will be carefully assessed on a project-by-project basis. The mechanism is designed to complement, not replace, the independent judgment of institutional investors.
He believes that AI factories will become "the infrastructure of the intelligent era," much like how electricity, transportation, and communication infrastructure drove the previous industrial revolutions. In the future, growing demand for AI computing will form a cycle where "more computing power drives stronger AI, stronger AI creates more revenue, and more revenue further fuels demand for computing power."
Odaily Planet Daily News: Trader "Set Ten Big Goals First" Jason (@Jason60704294) stated that the medium- to long-term trend has not changed and he still believes the current area is a temporary bottom. Without an extreme structural collapse, he believes the area around $58,000 for Bitcoin will be the bottom zone for this cycle.
Jason stated that his previous reduction of two-thirds of his position at a cost basis of around $64,000 was not a change in his bullish outlook, but rather an active effort to lower position risk and reserve room for extreme market conditions. If the subsequent price action aligns with expectations, he will look for opportunities to gradually buy back the positions he reduced.
He cautioned that Bitcoin has recently been in a range-bound market, and position management is key to controlling risk. He mentioned that he typically uses 3x to 5x leverage for trading, while 10x, 20x, or even higher leverage may face a greater risk of liquidation.
Odaily星球日报讯 特朗普媒体科技集团 (DJT) 周一发布的财报显示，其面向交易员提供快速获取 "真相社交 "热门账号帖子的 Truth API 服务，目前已签约 "超过 10 家 "客户，并开始产生收入。该服务允许用户更快获取「真相社交」顶级账户（包括特朗普账号）的信息。美国政府监督机构和国会民主党人士此前批评该服务，认为该公司是在向投资者出售获取可能影响市场信息的渠道。 特朗普媒体科技集团二季度营收 170 万美元，净亏损 2.38 亿美元，但由于 Truth API 于 8 月 1 日上线，该季度业绩并未计入该业务收入。此前有报道称，Truth API 订阅费用为每月 10 万美元；若签订多年合约，价格可降至每月 6 万美元。特朗普媒体公布二季度财报后，美股盘后股价下跌 0.7%。(金十)
