CME Federal Reserve observation shows a 62.3% probability of a 25 basis point rate hike in September

According to Bloomberg ETF analyst Eric Balchunas, the Fundstrat Granny Shots US Large Cap ETF (GRNY) managed by BitMine Chairman Tom Lee has significantly increased its holdings of Strategy (MSTR) since mid August, rising from its lowest weight to its largest position within two weeks. As of September 3rd, the MSTR weight is approximately 3.02%, surpassing Robinhood's 2.99%. Eric Balchunas pointed out that the increase in holdings occurred before the subsequent 46% rise in MSTR.

According to CME Federal Reserve observations, the probability of the Fed keeping interest rates unchanged until September is 37.7%, and the probability of a cumulative 25 basis point rate hike is 62.3%; The probability of keeping interest rates unchanged until October is 27.2%, the probability of a cumulative increase of 25 basis points is 55.5%, and the probability of a cumulative increase of 50 basis points is 17.2%.

US President Trump stated that the ongoing conflict between the US and Iran, which has lasted for over six months, is insignificant and that the US is currently only conducting intermittent strikes, not a major war. Trump compared the death toll of 18 US military personnel in this conflict with the situation of tens of thousands of US military personnel killed in the Vietnam War and Afghanistan War, saying that losing one person is too much. Trump stated that the United States has achieved significant results on the Iran issue.

AI cloud computing company Nscale plans to raise up to $3.5 billion before its IPO, including $1.5 billion in convertible bonds and $2 billion in financing support from Nvidia. Third Point will invest in convertible bonds, with Goldman Sachs participating in fundraising arrangements. Nscale plans to conduct an IPO after financing, with an expected fundraising of $3 billion. The total contract value of the company is approximately $10.3 billion, including a $45 billion computing power agreement with Anthropic. The company expects future annual revenue to be approximately $18.1 billion and adjusted earnings before interest, tax, depreciation, and amortization to be approximately $13.6 billion. Nscale is building data centers in Norway and West Virginia, USA, and has purchased approximately 194000 NVIDIA Vera Rubin GPUs.

Jack Dorsey's $50 billion company Square announced that millions of merchants can now accept Bitcoin payments with zero transaction fees. （The Bitcoin Historian）