比特币橙子Trader
比特币橙子Trader|Aug 25, 2026 12:24
In the next 30 days, the real big market trend of Crypto will depend on these events: Watch PCE+Nvidia 24 hours, Jackson Hole 7 days, CLARITY Act 30 days! The next 24 hours will be the easiest window this week to directly bring up the volatility of Crypto. On August 26th at 20:30 Beijing time, the United States simultaneously released the revised PCE and Q2 GDP values for July; In June, the core PCE remained at 3.3% year-on-year. If inflation continues to persist, the market will reprice the Fed's hawkish path. Following the close of the same US stock trading day, Nvidia released its Q2 financial report, with Wall Street expecting revenue of approximately $92.18 billion. The options market has already experienced a market value fluctuation of approximately $280 billion after pricing the report. Don't think Nvidia has nothing to do with Crypto. Now that BTC has regained its position at $80000, high beta assets such as SOL, HYPE, and AAVE are consuming the same global risk appetite: If Nvidia verifies that AI Capex continues to explode, Nasdaq is expected to rise, and Crypto's high Beta is likely to continue to amplify. If the financial report or guidance brings down AI trading, the first to test will also be this batch of coins that have risen the fastest. PCE manages interest rates, Nvidia manages risk appetite, and the collision between these two within 24 hours is the key. Jackson Hole from August 27th to 29th is a bit special this year, with the official theme directly called Financial Innovation: Implications for Payments and Policy. Previously, Crypto was more about betting on Fed hawks outside the venue, but this year payment and financial innovation itself has been put on the table. On August 28th, B2 had about 7.64% unlocked liquidity, and on August 31st, EIGEN was about 4.21%. The stronger the market, the more likely this Supply Shock is to be overlooked by the market. The CLARITY Act on September 15th will truly determine whether the Crypto narrative can be further elevated in the next month. The Senate has scheduled a procedural vote on cloning at 14:15 Eastern Time, requiring 60 votes to limit debate and proceed, but this is not the final passage of the bill. In the next 30 days, Crypto will face four variables simultaneously: the Fed decides whether money is expensive, Nvidia decides whether the market dares to take risks, unlocking decides who is throwing chips into the market, and Washington decides whether the rules of US Crypto can continue to move forward.
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