The expectation of the Federal Reserve's interest rate hike remains the largest macro variable.

SanDisk (SNDKB) Tokenized Stock Project Report

The nature of this rebound is more akin to a phased repair at the expectation end, and the Federal Reserve has not released any signals about starting a rate-cutting cycle; the overall stance of monetary policy remains relatively tight.

If the passage through the Strait of Hormuz continues to be obstructed and oil prices continue to rise, inflation expectations will step up again, and long-term yields and interest rate hike expectations will continue to rise together.

The most notable change on the Robinhood chain is that Memes have started to form trading pools directly with stock tokens, also known as the Meme stock gameplay.

Robinhood Chain has recently become a new hotspot in the on-chain market.

If Friday's non-farm payrolls far exceed the expected 55,000, the recently restored sentiment may reverse again at any time.

In the future, whether the stock price can increase will no longer depend on "not being able to buy," but rather on the speed at which the fundamentals are realized and whether institutional funds can continuously absorb the newly added shares.

Coinbase announced that the first batch of tokenized U.S. stocks has been launched natively on Base, covering Apple, Nvidia, Meta, and Alphabet.

Federal Reserve Chairman Kevin Warsh delivered a keynote speech titled "In Our Time" at the annual economic policy symposium of the Kansas City Fed.

OpenAI is buying up Mac minis, and Nvidia has listed Apple as its number one local AI competitor. These signals indicate that Apple has actually been holding the ticket to the AI era all along.

The total market value of global cryptocurrencies is 2.7 trillion dollars, unchanged from last week's 2.7 trillion dollars, showing that this week's total market value of cryptocurrencies is almost flat.

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.