Cohen: Federal Reserve Chairman Kevin Walsh changes policy logic, rate hike becomes default option

According to the PRO main order list, the total transaction data of BTC and ETH main players in the past 24 hours is as follows: BTC: Accumulated transaction volume of 314 million US dollars, of which 186 million US dollars were bought and 129 million US dollars were sold, with a transaction difference of 57.12 million US dollars ETH: Accumulated transaction volume of 632 million US dollars, of which 299 million US dollars were bought and 334 million US dollars were sold, with a transaction difference of -35.08 million US dollars The latest data shows that the main players still have a layout in key price points: the net pending difference of BTC is 3.206 billion US dollars; The net spread of ETH pending orders is 2.82 billion US dollars. The main pending orders may withdraw or close at any time, and non PRO versions of the K-line cannot see its changes in real time. The PRO 'Main Large Order Tracking' indicator monitors every large pending order in real-time, helping you determine if this' wall 'is still there. Note: If the difference between pending orders is positive, it indicates that the main force is placing more limit orders than sell orders on the currency, and there are active takeover orders below the current price; If it is negative, the opposite is true, as there is a reserve of selling pressure above. The data is for reference only and does not constitute any investment advice.

Former Vice Chairman of the Federal Reserve, Cohen, stated that the speech by Federal Reserve Chairman Kevin Walsh has changed the policy logic of the Fed. The default choice now is to raise interest rates, unless the data shows it is unnecessary. The final decision depends on the August CPI data released on September 11th. AI interpretation: This statement directly anchors the focus of monetary policy to the upcoming inflation data, clarifying that CPI performance is the core variable determining the path of interest rates. The repricing of market expectations for interest rate hikes is entirely dependent on the actual direction of inflation data, making subsequent CPI reports a key indicator of the Federal Reserve's decision-making. The current policy logic has shifted from a game of interest rate cuts to a strict defense against inflation stickiness, and any signs of inflation rebound will directly trigger the implementation of tightening policies. This statement significantly raised the market's risk premium for maintaining high interest rates, completely ending the illusion of short-term loose policies.

Tether CEO Paolo Ardoino stated on the X platform that Natural Assets is one of Tether's core pillar businesses and holds a majority stake in Adecoagro ($AGRO).

According to the heat ranking, ZEC's popularity has increased by 50000 followers compared to yesterday, ranking second. The heat ranking is as follows: ① ZEC （$808.33，4.41%） ② BTR （$0.1790，3.41%） ③ TRUMP （$2.56，-6.57%） ④ ETH （$2453.59，0.80%） ⑤ SOL （$104.56，1.16%） ZEC's main funds have strong buying power, with a net inflow of $31.849 million in 24 hours and a transaction volume of $2.403 billion in 24 hours, of which the main funds had a net inflow of $105.587 million.

Serenity analyzes the growth logic of SIVE in the fields of optical interconnection and CPO, and believes that SIVE should be repositioned as a next-generation laser global high growth optical company targeting ultra large scale cloud merchants to cope with the market volume in 2027-2028.