Overview of Core Events in Global Financial Markets August 28, 2026 (Friday) Brothers and sisters, Nvidia's financial report has ignited the AI market. BTC has stabilized above 80000 and its current price is around 80400. But the real 'big test' will be in tonight's Jacksonvolvosh speech. First look at the data, then determine the direction. Macro fundamentals and information Walsh's speech tonight at 22:00, the most critical signal before the September FOMC Federal Reserve Chairman Walsh will deliver the Jackson Hole keynote speech tonight at 22:00 Beijing time. Bank of America's August fund manager survey: 53% expect neutral, 31% lean towards eagle, and only 7% lean towards dove. Three key questions: How does Walsh characterize the surge in long-term bond yields? Is raising interest rates still an option? Where is the boundary between fiscal and Federal Reserve responsibilities? The three major officials of the Federal Reserve collectively raised their hawks: the presidents of Cleveland, Kansas City, and Boston Federal Reserve have all stated that interest rates are not enough to suppress the economy, and inflation remains above the 2% target. The internal interest rate hike divergence continues. The US Iran agreement is facing renewed uncertainty: it is reported that the Trump administration has refused to return to the terms of the June memorandum of understanding. WTI crude oil closed up 1.87% at $82.95 per barrel. US Stock&Technology News Nvidia's market value surged by $442 billion in a single day Nvidia's Q2 revenue was 96.2 billion yuan (+106% year-on-year), with Q3 guidance exceeding expectations of 108 billion yuan. The revenue growth for the 2028 fiscal year is about 70% (far exceeding the expected 45%). Huang Renxun: "AI has reached a turning point, and computing power is income. ”On Thursday, Nvidia surged 8.7%, driving the Nasdaq up 1.57% and the S&P 500 up 0.72%. Quick Overview of the Cryptocurrency Market BTC is currently around 80400, hitting $80808 within 24 hours, with short positions selling out at $280 million. ETFs have had net inflows for 8 consecutive days, with a cumulative total of over 3 billion US dollars in August. Today's two key events: 1. $6.44 billion BTC option expiration: 75K and 80K are the most concentrated exercise prices, and market makers' hedging behavior may cause fluctuations; ’ 2. Walsh speech (22:00): Deviation pigeon → breakthrough 82000; Deviation from Eagle → Step back 77000-78000; Neutral → high oscillation. Xiaolong's perspective 80000 successfully stabilized, with an upward direction in the mid-term. But tonight, Walsh is the biggest variable, with 53% expected to be neutral. If unexpectedly biased towards hawks, there will be profit taking pressure. 82000 is the answer, but it won't be given for free. The key is how Walsh sets the tone.