The most important meeting in August - the Jackson Hole meeting will be held this Friday. Unlike the FOMC, it is not a formal process but a barometer for global markets. Therefore, I initiated a divination based on Powell's speaking time to see the impact on the market:
1️⃣ The tone is hawkish; 2️⃣ No early interest rate cuts; 3️⃣ BTC under short-term pressure, U.S. stocks experiencing fluctuations and corrections; 4️⃣ For detailed analysis, please refer to the chart, with the estimated time being 9 PM on August 19, 2025, at which point BTC price is around 115,500.
PS: The calculations are purely for entertainment, please do not take them seriously 🙏 #杰克逊霍尔会议 #加密市场回调#山寨季何时到来?$BTC $ETH $SOL
Silicon Valley's Immortal Chronicles: The Crazy Chinese Peptide Party
In the mansion of the Frontiner building in San Francisco, the party under the night is changing flavor.
There is no champagne tower and no drugs here. Accompanied by low-key party music, a group of tech elites is gathered around the table, skillfully mixing a white powder from China with sterile water, then injecting the needle into their abdomen.
This is not a drug use scene; this is Silicon Valley's latest social totem: the Peptide Party. Extreme regulatory arbitrage: 1/10 of the price
Why are Silicon Valley elites scrambling for Chinese peptides? The core lies in extreme calculations of efficiency and cost. In the United States, legitimate GLP-1 drugs (glucagon-like peptide-1, such as Wegovy) are hard to come by and can cost over a thousand dollars a month. However, if purchased directly from Chinese factories through gray channels, the research-grade raw materials only cost between 10 to 100 dollars, a tenth of the legitimate price. Customs data corroborates this frenzy: in the first three quarters of 2025, the amount of such compounds imported by the United States from China doubled to 328 million dollars. Although it is labeled strictly forbidden for human use, it is precisely this that they see as a delicacy.
Another big news in the bear market! Neynar acquires Farcaster!
Neynar (a tool provider focusing on Farcaster infrastructure, raised $14 million) is taking over the Farcaster protocol, Warpcast client, and Clanker.
Despite Farcaster's parent company Merkle raising $180 million, with a valuation of $1 billion, PMF challenges and ecosystem fragmentation prompted this strategic merger. Overlapping investors: a16zcrypto, coinbase, usv, HaunVentures are driving the integration, and the Neynar team will unify development to enhance decentralized social.
xAI's Wartime Blueprint and the Final Battle of Silicon Valley
Preface Sulaiman has been fired. This former core engineer of xAI touched Musk's sore spot by saying too much in an interview. 👉 The interview video is as follows, please watch it as soon as possible to avoid deletion: https://www.youtube.com/watch?v=8jN60eJr4Ps&t=41s But thanks to his unfiltered speech, we finally saw the trump card of xAI. This is not a step-by-step product roadmap, but a war plan filled with violent aesthetics, gray areas, and wartime logic. Musk did not intend to roll model parameters within the established rules with OpenAI and Google; he wanted to flip the table directly.
Due to the understanding of the European tariff reasons, just now $BTC plummeted, simply put:
🔹️ The downward momentum has not been fully released, the bottom has not yet been confirmed, and the subsequent trend will mainly be a consolidation with weak rebound strength.
🔹️ There is considerable room for negotiation and maneuvering on the European tariff issue, which will be gradually announced around the end of February.
🔹️ The market is relatively weak before the Spring Festival: capital is constrained, profit-making effects are poor, news disturbances are present, and it is easy to test the bottom a second time.