Anthropic plans to spend $518 billion on AI infrastructure. Pre-IPO perps barely blink.

美国 9 月 ADP 就业数据将于 20:15（UTC+8）公布，预期新增 7 万人；8 月 PCE 数据将于 20:30（UTC+8）公布，核心年率预期为 3.3%。美联储威廉姆斯释放偏鸽信号，10 月加息预期降至五五开。（来源：金十）

Fundstrat co-founder Tom Lee predicts that the core PCE data for August will be dovish, with New York Fed President Williams holding the same expectation. The FOMC is expected to regain its hawkish tone and benefit the stock market, which Tom Lee calls a contrarian view.

[Axel Adler Jr.: Bitcoin Profit Supply Ratio Falls to 72%, Momentum Indicator Returns to Zero] CryptoQuant analyst Axel Adler Jr. stated that the Bitcoin profit supply ratio has fallen to 72%, below the long-term average of 76%. Bitcoin's price is fluctuating around $83,000, and the fast and slow lines of the momentum indicator have both returned to zero.

The police in Baotou, Inner Mongolia, China, have uncovered a virtual currency money laundering case using free credit card refunds as bait. Seven members of the involved gang were sentenced to one year and two months to two years and six months in prison and fined for illegal business operations. The police identified nearly a thousand accounts involved in the case, confiscated about 130 million yuan of illegal gains, and destroyed more than 10 money laundering and distribution centers. (Source: CCTV Finance)

Analyst MorenoDV pointed out that if delta stagnates and falls back at the current level, while prices continue to rise, this divergence indicates a lack of support for the rebound. （CryptoQuant）