For investors, rather than betting on whether the "hawkish stance is genuine," it is better to focus on more honest indicators—non-farm payrolls and CPI. Speeches can manage expectations, but data does not cooperate with the performance. Before September.

What truly deserves attention in the future may not just be how much capital is within Crypto itself, but rather how much new capital and participants the traditional financial system can bring in.

Hotcoin Research | August 24-28, 2026

Hotcoin Research ｜ Trump Media & Technology Group (DJTB) Project Report

Is the depreciation of the dollar a long-term unchanging narrative? Then appropriately allocate gold and Bitcoin as a long-term hedge.

SK Hynix, Samsung, and Micron's HBM pricing directly affects Nvidia's product costs. If HBM prices soften at all, it will directly benefit Nvidia's gross margin.

NVIDIA's revenue reached $96.2 billion, and net profit was $59.7 billion, both exceeding expectations; AI demand remains strong, but the market is starting to focus on capital expenditure returns and supply chain bottlenecks.

The simultaneous frenzy buying of gold and Bitcoin indicates that a significant portion of funds has begun to prepare for a new world.

The U.S. Securities and Exchange Commission (SEC) has officially proposed the rule called "Regulation Crypto Assets."

The answer given by the market is not simple.

The intersection of the two re-evaluations is this Friday's Jackson Hole. A single word from Walsh may simultaneously determine the valuation anchor for AI stocks and the interest rate anchor for U.S. Treasuries.

The total market value of global cryptocurrencies is 2.7 trillion dollars, up from 2.24 trillion dollars last week, an increase of approximately 20.54% this week.

If you want to invest in Circle right now, the correct mindset is not to bet on it doubling next month, but to treat it as a long-term infrastructure option for allocation.