trends

According to official news, Gate Live will launch the second issue of "Lucas Global Stock Observation" on September 24 at 20:00 (UTC+8). This session will be hosted by Lucas Sum, the head of stock market development at Gate, focusing on the core question, "With the Federal Reserve's decision finalized, what will be the next trading moves for U.S. stocks?" It will analyze the changes in market expectations after the FOMC and the subsequent trends in U.S. stocks.This live broadcast will focus on interest rate expectations, technology and AI, industry rotation, and other directions. It will combine the performance of U.S. stocks, U.S. Treasury yields, and the U.S. dollar after the FOMC to dissect how Federal Reserve policies affect stock valuations and capital flows, and share market signals that are worth continuous attention in the future.

Renowned trader Killa posted about the potential impact of the upcoming FOMC meeting on the cryptocurrency market this week. He stated that many people are very focused on macroeconomics, policies, and economic data to predict the next moves of assets, but Killa believes that "most macro narratives are just distractions." Killa noted that BTC often starts moving before the reasons become clear. By the time the macro environment shifts and the herd realizes it, Bitcoin has usually already completed its move. Correlation is often lagging. The market does not move because most people understand it. Most people understand it because the market has already moved.As a quantitative trader focused on BTC, Killa predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at $74,688 and switched to long during the market-wide decline on June 5.

According to official social media news, Huobi HTX will hold a themed live broadcast titled "BTC Soars 30% in Four Days: Is the Bull Market Restarting or the Last Carnival?" today at 20:00. At that time, crypto KOLs such as 0xMoon, Xiao Zhi, Ye Feng, HiSeven, and YIYI will be invited to attend, discussing the recent rapid rise of Bitcoin, focusing on analyzing the market driving factors behind this round of increase, and conducting an in-depth discussion on market sentiment, capital trends, and future market trends.

"White-haired stock god" Serenity stated that AI investment may be simpler than the market imagines, as Nvidia and its CEO Jensen Huang have actually been releasing signals of future industry trends in advance, but the market often chooses to ignore these trends before they truly explode. Serenity noted that when Nvidia heavily locked in EML (Electrically Modulated Laser) and laser production capacity in 2025, the market questioned the photonics sector, believing that related companies had issues with speculation or even management. However, a year later, the stock prices of related optical communication companies surged significantly. Among them, LITE rose by 678%, and AAOI rose by 475.12%.Serenity believes that the market is currently repeating a similar pattern. In 2026, Nvidia locked in continuous wave (CW) laser and EML production capacity through long-term agreements, while clearly promoting the transition to an 800V power architecture and repeatedly emphasizing that co-packaged optics (CPO) and "Physical AI" will become important trends in the next phase. The market may once again underestimate the industry signals released by Nvidia, but Nvidia and Jensen Huang's judgments often serve as leading indicators of AI industry trends.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "Non-Farm Payrolls Surprise Ignites Rate Cut Trading: Which Will Break Through First Among U.S. Stocks, Gold, and BTC?" At that time, crypto KOLs such as Pump Pump Superman, Xiao Zhi, 77, and Grace will be invited to attend, discussing the unexpected changes in non-farm data, the rising expectations for rate cuts in the market, and the interlinked trends of the three major assets: U.S. stocks, gold, and BTC. They will analyze market trading opportunities and potential risks under changes in macro liquidity.

According to Jinshi, as the market's focus shifts to this week's intensive earnings reports, U.S. stock index futures opened higher on the first trading day of the month. In addition, the decline in oil prices on Monday also boosted market sentiment. Matt Orton, Chief Market Strategist at RJF Financial, stated that about 15% of the companies in the S&P 500 index are about to announce their earnings, with the energy, healthcare, utilities, and industrial sectors being noteworthy.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 20:00 titled "FOMC Tonight Determines the Future------ The 20% Interest Rate Hike Probability: Can BTC's $70 Options Bet Still Pay Off?" At that time, crypto KOLs such as Sister Maomao, Genuine Little Taoist, 0xJoker, and Mr. Mis will be invited to attend, focusing on the core variables that the market is concerned about on the eve of the FOMC meeting, analyzing the macro signals behind the 20% interest rate hike probability, discussing the impact of changes in US dollar liquidity on the crypto market, and combining BTC's key options positions to find short-term market breakthroughs and risk turning points.

According to TickerTrends tracking data, as of July, Anthropic's Annual Recurring Revenue (ARR) is approximately 74.1 billion dollars, while OpenAI is about 41.3 billion dollars, with a gap of approximately 32.8 billion dollars. Since the last reporting period, Anthropic has grown by 57.7%, and OpenAI has grown by 65.2%, with the latter's growth rate slightly faster.From the timeline perspective, Anthropic's tracked ARR rose from 10.2 billion dollars in January to 35.6 billion dollars in April, 69.6 billion dollars in June, and 74.1 billion dollars in July; OpenAI increased from 21.4 billion dollars in January to 33.0 billion dollars in May and 41.3 billion dollars in July. Anthropic still significantly leads in absolute revenue scale, but OpenAI's recent growth momentum is stronger.

The global stablecoin payment infrastructure platform WasabiCard, in collaboration with WIDTH, held the CCO Leadership Edition compliance high-end exchange event in Hong Kong. WasabiCard CMO Jack Derong gathered with executives and experts from the fields of digital assets, payments, fintech, and regulatory compliance in Hong Kong to engage in in-depth discussions on topics such as the evolution of global regulations, the development of stablecoin payments, and corporate compliance practices.As Hong Kong's Web3 ecosystem continues to develop and the digital asset regulatory framework becomes increasingly refined, stablecoin payments are ushering in new development opportunities. With the continuous improvement of compliance requirements surrounding the HKMA stablecoin licensing system, Travel Rule, AML, KYT, and others, companies are increasingly focused on how to build payment infrastructure that combines global payment capabilities, risk management capabilities, and compliance capabilities to achieve the scalable implementation of stablecoin payments.WasabiCard believes that the future competition in stablecoin payments will hinge on whether companies possess the infrastructure capabilities to cover global compliance, risk management, and cross-border payment networks, rather than just payment efficiency.In the future, WasabiCard will continue to enhance global payment infrastructure based on the highest standards of compliance systems and risk management capabilities, helping clients confidently respond to the evolving global regulatory requirements and expand their international business more securely.

Today, Bitget CFD Chief Analyst Lewis Huang pointed out in an online live broadcast themed "Cooling Interest Rate Hike Expectations: Technical Analysis Takes Over Trends" that the current global financial market is at a critical juncture of alternating macro narratives and market trends. He emphasized that with the recent overall economic data being released, market concerns about the Federal Reserve maintaining an aggressive interest rate hike path have significantly cooled. Against the backdrop of weakening macro fundamental pressures, capital is seeking new directions, and market logic will gradually shift from "news-driven" to "technical-driven."Regarding the current market landscape, Lewis Huang stated that when macro expectations become consistent or stable, "technical analysis will reflect all market information." In the practical analysis segment of the live broadcast, he deeply dissected the latest chart structures of gold, U.S. stocks, and popular stock indices. He pointed out that due to the retreat of interest rate hike risks, non-yielding assets (such as gold) and risk assets (such as stock indices) are showing clearer technical boundaries. He suggested that CFD traders should temporarily reduce their reliance on macro data speculation at this stage and shift their trading focus to price action itself, leveraging key support and resistance levels and trend indicators to flexibly capture trading opportunities in swings and trends under changing market sentiments.

On June 25, WEEX announced that it has officially launched the "Stock-Coin Ecological Trading Zone" themed event. Users who trade any specified stock-coin (DELLON, NOKON, GLWON, LITEON, CBRSON, UMCON, AMKRON, AAOION) can participate in sharing a generous prize pool of 100,000 USDT. This event aims to assist users in strategically positioning themselves in the popular trends of the US stock market and seizing the AI ecological dividends. The specified stock-coins cover popular concept sectors such as globally renowned semiconductor foundries, AI chip packaging, and optical communication services. Event duration: 6/23 21:30 - 7/3 21:30 UTC+8.

According to Gate market data, at the opening of the US stock market, the Dow Jones Industrial Average rose by 0.1%, the S&P 500 index fell by 0.6%, and the Nasdaq Composite index fell by 1.2%. Most chip stocks declined, with Arm down more than 5%, Micron Technology down more than 4%, Marvell Technology down 6%, and Intel down more than 5%. Lululemon fell more than 10% after its earnings announcement.

According to CoinDesk, Bitcoin has continued to be under pressure after failing to break through $83,000, dropping to its lowest level since early April, currently reported at $73,526, with a 24-hour increase of only 0.07%. This pullback extends the downward trend of the past three weeks and forms a series of lower lows since October of last year, seen as a potential bear market signal.Ethereum has also weakened, briefly dropping to $1,965 before slightly rebounding above $2,000. Meanwhile, U.S. stocks continue to outperform the crypto market, with S&P 500 and Nasdaq 100 futures both rising 0.15%, approaching historical highs.