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$ETH 【What the market is truly worried about is not that the market already knows CPI will surge, but that oil prices, PPI, and US Treasury yields have already suppressed risk appetite significantly】 So tonight, if CPI is slightly hotter, it is easily amplified; however, mainstream models still point to core CPI around 0.2%, showing no indication that core inflation is necessarily out of control.
Currently, the market consensus expects: The US Bureau of Labor Statistics will confirm that August CPI will be released on September 11 at 8:30 ET, which is 20:30 Beijing time. July's data were: Overall CPI monthly +0.1%, year-over-year 3.4%; Core CPI monthly +0.2%, year-over-year 2.5%
Data Expectation Previous
Overall CPI MoM 0.4% 0.1%
Core CPI MoM 0.2% 0.2%
Overall CPI YoY 3.4% 3.4%
Core CPI YoY 2.4% 2.5%
Most important new information: The Cleveland Fed model still does not warn of a core spike. The latest Cleveland Fed Inflation Nowcast estimate for August is:
Overall CPI MoM 0.36%
Core CPI MoM 0.20%
Overall YoY 3.38%
Core YoY 2.38%
In other words, the official regional Fed's high-frequency model still basically aligns with market consensus because it indicates: the daytime decline in ETH now is not new evidence that core CPI will change to 0.4%. #PPI and CPI released consecutively, the Federal Reserve faces two critical days #Iran allows BTC and USDT for foreign trade settlement #BTC spot ETF large inflows turn negative
On the eve of tonight's CPI showdown, the crypto market enters a quiet standoff. BTC spot and ETH funds have shifted from large inflows to net outflows, with institutions taking profits during the rebound. The market lacks long-term capital support, and the bulls inside are mainly leveraged retail investors, resulting in weak stability. Data releases are prone to sharp spikes and shakeouts.
BTC is currently fluctuating around 76,900, slightly recovering after dipping to 76,464 in the early morning. Trading is sluggish, and neither bulls nor bears dare to take heavy positions in advance. Resistance is at 77,500, with core support at 76,400. Oil prices remain high, maintaining pressure on the energy sector. CPI exceeding expectations has heated up September rate hike expectations, putting BTC under pressure to test lower levels; only when inflation recedes will there be a chance for a rebound.
My personal feeling is that this kind of quiet before the data is the most dangerous—not because there is no volatility, but because the volatility is being suppressed and hasn't been released yet. A high proportion of retail leverage means that regardless of which way the data leans, the first move is often a fake-out, with stop losses being triggered before the real direction takes hold. Don't bet on a one-sided move tonight; wait for the data to come out and let the market run for a while. It's not too late to act after seeing clearly. If the 76,400 level breaks, the downside space will open; if it holds, the rebound will have solid footing. Cross-chain funds are buying wildly! $RAY surges 26% against the trend: How strong are the fundamentals of Solana's ecosystem leader?
While the market is under pressure, smart money on-chain is initiating a rapid rotation.
Data shows nearly $48 million recently exited the Robinhood ecosystem, while Solana's cross-chain funds increased by nearly $19 million.
The market may be exchanging Meme profits for a more certain trading infrastructure narrative.
Driven by this, Raydium's token $RAY saw 24-hour trading volume exceed $280 million, with turnover rate breaking 64%, showing a very strong independent catch-up rally.
The core support for this breakout is a turning point in revenue generation.
Raydium's single-day protocol revenue surged to $440,000, a new high in over a year.
Combined with LaunchLab's full support for any token pairing, it firmly secures low-fee positions in Meme issuance and trading liquidity accumulation.
The ecosystem moat is further widened.
However, short-term euphoria hides risks.
A turnover rate exceeding 60% directly approaches strong resistance at $1.63, with a revenue structure highly dependent on low-quality meme token issuance.
If subsequent pullbacks can stabilize between $1.45 and $1.60, supported by solid data, Raydium will become the most resilient leading asset in this round of the Solana ecosystem.Solana minted over 263,000 new SPL tokens in a single day, setting a new record
On September 9, Solana minted more than 263,000 new SPL tokens in one day, marking a network all-time high, far surpassing the 40,000 to 50,000 tokens minted during the meme coin cycle peak in December 2024. On that day, 40,360 tokens were created through launchpads, with 34,184 of them coming from Pump.fun.
As issuing tokens becomes easier, scarcity may no longer lie in "tradable assets" but in discovery, selection, and liquidity. Coinbase Wallet has recently refocused on multi-chain trading, and its product lead mentioned that Robinhood Chain is "currently very hot," indicating that asset distribution and trading entry points are becoming increasingly important.
Reports indicate that Pump.fun earned about $1.8 million in 24 hours at that time, but issuance volume does not equal new demand. Ultimately, it depends on whether these assets can sustain real trading and continuous liquidity.
#SOL #Solana 🚫BTC Today's Trend: After the dump, take a break, don't rush to buy the dip
BTC is around 76,800 today. Yesterday it dropped sharply from 78,900 to 76,500, closing at 77,300. Today, the Asian session opened at 77,300, touched 77,500 but couldn't break through, then pulled back to 76,500, now hovering around 76,800.
This drop isn't a sudden glitch. Spot ETFs have had net outflows for two consecutive days, totaling about $150 to $170 million, with institutional buying clearly slowing down. Crude oil is surging, interest rate expectations are tightening, and risk assets are being drained together. Bulls have also been shaken out, with over $100 million liquidated in a single day. Leverage first lifts people up, then throws them down.
The risk is already on the table. The floating supply at 79,800, 80,500, and 82,300 is still there; if it can't break through, that's resistance overhead. The 76,500 support held, but not cleanly—there was a wick down and then a lift back up, indicating buyers below and that selling pressure above hasn't been fully absorbed. Volume expanded yesterday but shrank today. After the dump, take a breather; liquidity will be thinner over the weekend, so there will be more false breakouts.
Looking ahead, two things matter: whether ETF outflows can stop, and whether 76,500 can hold. If outflows stop and 76,500 holds, there's a chance to gradually reclaim 77,500 and 78,900; if outflows continue and 76,500 breaks, the next supports are 76,300 and lower. Those chasing longs at the top are suffering the most now. It's more reliable to wait for the position to clear than to catch falling knives right now. $BTC Robinhood Chain launchpad's wildest is $PONS.
This coin is the native token of the top launchpad Pons. It once surged to a new high of $0.98 in early September. Today, CoinGecko shows about $0.49, up 14.5% daily, nearly halving from the peak but the hype remains.
Scary data: Pons accounts for 82.5% share of Robinhood Chain launchpad, hitting a record; 36,400 new coins listed in a single day, trading volume $622 million; Robinhood Chain's daily fees hit $6 million, $25 million weekly, a 17x week-on-week increase. The platform puts 80% of revenue into a buyback wallet (currently a historical high of $3.4 million), has burned over 28% of supply, with daily income steady above $1.3 million. Bybit, OKX, KuCoin all listed it, expanding the buy pool.
But the 14-day RSI once hit 95+, seriously overbought; the 90-day gas fee discount expires at the end of the month, momentum will be at risk once costs rise. Crypto Patel has a short position: breaking below 0.6258 confirms bearish, targets 0.3786, even down to 0.155 to 0.10.
0.70 is support; if it doesn't hold, watch 0.3786. Launchpad tokens are crazier than meme coins, play small and don't treat it as faith.Tonight, the CPI is highly likely to meet expectations, so I personally believe the probability of a rate hike can reach about 90%. Historically, whenever the probability of a rate hike exceeded 60%, the Federal Reserve raised rates without exception. For gold, this is actually a good thing. Since the start of the US-Iran war this year, rate hike expectations have been suppressing gold. After the rate hike in September, I don't think the Federal Reserve will raise rates consecutively. Because October is the midterm election, the Federal Reserve generally does not take action during midterms due to political considerations. As for December, the working group report on the Volcker Rule will be released, and before the new standards come out, the probability of action is also very low. Therefore, I believe the rate hike expectations have run their course, and next year the market can start pricing in new rate cut expectations. #PPI高于预期，今晚CPI定方向 #FinancialReportObserver: Oracle AI Cloud Revenue Up 121%
Oracle's latest financial report (FY2027 Q1, ending August 2026) shows cloud infrastructure (IaaS) revenue surged 121% year-over-year to $7.4 billion, marking the third consecutive quarter of accelerating growth (previous two quarters were 84% and 93%, respectively). The core narrative of this report is: AI computing power demand is translating into solid revenue, but at the cost of aggressive capital expenditures and negative free cash flow.
Underlying Drivers of AI Cloud Growth
Supply side: Rapid ramp-up in computing power delivery capacity
Demand side: RPO continues to expand, order mix is optimizing
Before the earnings release, Oracle's stock closed down 5.38% on the day, wiping out about $25 billion in market value in a single session. After hours, the stock briefly rebounded over 8%, eventually narrowing gains to about 4%. This sharp volatility reflects Wall Street's divided views.
In summary: Oracle's earnings report, characterized by “accelerating revenue, record-breaking orders, and tight cash flow,” puts the core contradiction of the AI infrastructure race on the table — the certainty of growth is increasing, but the cost of realizing that growth is also rising. #PPI高于预期，今晚CPI定方向 #BTC现货ETF连续流出 $BTC $ETH