Americans Feel Better About Jobs, Worse About Finances In Latest NY Fed Survey Amid Subdued Inflation Expectations https://www.zerohedge.com/economics/americans-feel-better-about-jobs-worse-about-finances-latest-ny-fed-survey-inflation
25·CLong
t
twitter9/8meme
Americans Feel Better About Jobs, Worse About Finances In Latest NY Fed Survey Amid Subdued Inflation Expectations https://www.zerohedge.com/economics/americans-feel-better-about-jobs-worse-about-finances-latest-ny-fed-survey-inflation
Bitcoin slips under $79,000, Zcash leads losses as Fed hike odds hold near 60%
75·AShort
n
news9/8news
Bitcoin slips under $79,000, Zcash leads losses as Fed hike odds hold near 60%. Every major token fell on Tuesday, though most keep weekly gains, with traders pricing a 60% chance of a Fed hike next week.
75·AShort
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news9/8news
Arthur Hayes: Does Bitcoin Need the CLARITY Act to Go Up?
In an August 2026 video interview with Altcoin Daily @AltcoinDaily , BitMEX co-founder Arthur Hayes @CryptoHayes said he doesn't hate the CLARITY Act — but it's a moat-building tool for projects that spend more on lawyers, and it's terrible for real creativity and builders of useful products in US crypto. Bitcoin never needed the CLARITY Act since 2009; what it needs is Bessent expanding Treasury buybacks overnight or the Fed printing money to help Japan swap Treasuries for cash. The biggest rally in recent history came because the market finally realized the US debt problem is real and yield curve control is coming. His advice to Trump: just veto it.
35·CShort
n
news9/8news
Arthur Hayes: Does Bitcoin Need the CLARITY Act to Go Up?
In an August 2026 video interview with Altcoin Daily @AltcoinDaily , BitMEX co-founder Arthur Hayes @CryptoHayes said he doesn't hate the CLARITY Act — but it's a moat-building tool for projects that spend more on lawyers, and it's terrible for real creativity and builders of useful products in US crypto. Bitcoin never needed the CLARITY Act since 2009; what it needs is Bessent expanding Treasury buybacks overnight or the Fed printing money to help Japan swap Treasuries for cash. The biggest rally in recent history came because the market finally realized the US debt problem is real and yield curve control is coming. His advice to Trump: just veto it.
"$7 trillion of Treasury bills are currently outstanding, the vast majority of which mature within one year. Assuming the Fed hikes rates by 75bp this year as we expect, annual interest costs on outstanding T-bills alone could increase by roughly $50 Bn or ~15bps of GDP" - BofA
70·B+Short
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news9/8news
"$7 trillion of Treasury bills are currently outstanding, the vast majority of which mature within one year. Assuming the Fed hikes rates by 75bp this year as we expect, annual interest costs on outstanding T-bills could increase by roughly $50 bn or ~15bp of GDP" - BofA
Live: ‘Australians are fed up’ Haines blasts community fund Independent MP Helen Haines has added her voice to the list of MPs angry over reports of Labor using a com
0·-Neutral
n
news9/7news
Crypto + Macro Stuff I'm Looking At Today
...
- Tradfi markets closed today for Labor Day
- CPI and PPI inflation data coming out this week
- EIP-8141 may allow Ethereum users to pay for gas with stablecoins by sometime next year (very interesting - link below)
- $QQQ at $718.96
- Oil at $92.72 and lots of attention on crack spreads
- Gold at $4,405.40
- Total crypto market cap at $2.765T
- My beloved $FXN up almost 200% from spring lows - to $28.19(!) (still insanely undervalued though!)
- Hunter Biden to apparently release a memecoin on Wednesday called $LAPTOP, with part of supply airdropped to wallets that lost money on $TRUMP and 30% of supply to be burned if Democrats win the 2028 election
- Also... odds of Democrat sweep in November have risen to 52%
- $PONS, $ZEC, and $ENA all getting lots of positive attention on the TL (link below)
- Copper hits ATH
- Variational still most anticipated airdrop (link below)
- Stacks $STX to launch self-custodial Bitcoin staking
- Biggest bond bear market in US history continues... with $TLT (long-duration US bond ETF) averaging -7.65% per year the last 5 years, while conversely $QQQ (stonks) averaged +13.82% per year during that time
- (Related) 30 year fixed rate mortgages in the US are averaging 6.71% right now, down from high of 7.79% and up from 2.65% in 2021
- Above issue (yields and thus mortgages at record highs - since mortgage rates track long-duration US bond rates) is a very bullish setup for US real estate imho, at least residential (definitely not office) and at least in states people want to move to... As a result I still have significant exposure to $JOE (FL landholding + development company with huge holdings in the Panhandle/Bend section of FL) as my main RE exposure
- Also re: the above... I think the odds on Polymarket re: the Fed raising vs cutting rates are WAY WAY off (and thus asymmetric) and therefore I am seriously considering throwing a bit of money on bets that they somehow actually cut rates by EOY. The payoffs are absolutely insane proportionally and I can still 100% see it happening depending on how things go. Consensus is the opposite though with the bond market pricing in an 88% chance they RAISE by end-of-year...
- Also re: the above... I thought Trump's post on Truth Social over the weekend was quite shocking, where he seemed to openly threaten the Fed... saying (again, directed toward the Fed): "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT..." - which is quite startling and perhaps blackpilling to consider the President and Fed are openly at war to this degree... but it seems like Powell and his ilk who are still on the board are refusing to lower rates as Trump (and presumably Warsh) want... very fascinating situation that really brings up a lot of questions about how much control over the Fed the Executive Branch is supposed to have in the US...
- Also lots of talk about security and OpSec after Bold losing all his on-chain funds... tbh I remain a huge fan of just having all your on-chain crypto on a dedicated $200 Chromebook (or several) with multiple handwritten seed phrases cut in half and kept in multiple secure locations. Then if you are managing a defi protocol or something and need to sign all the time create a multi-sig. Or if you're degening on-chain and doing lots of transactions just separate your long-term holdings from that wallet. And if you have serious wealth in crypto diversify between on-chain and off-chain and various chains/counterparties/etc.
Conclusion
That is everything lads!
Remember to get jacked and tan for the $ETH $10k party! 💪
-and lift weights while watching the sun set! see pic below :)
75·ALong
m
meme9/7meme
Crypto + Macro Stuff I'm Looking At Today
...
- Tradfi markets closed today for Labor Day
- CPI and PPI inflation data coming out this week
- EIP-8141 may allow Ethereum users to pay for gas with stablecoins by sometime next year (very interesting - link below)
- $QQQ at $718.96
- Oil at $92.72 and lots of attention on crack spreads
- Gold at $4,405.40
- Total crypto market cap at $2.765T
- My beloved $FXN up almost 200% from spring lows - to $28.19(!) (still insanely undervalued though!)
- Hunter Biden to apparently release a memecoin on Wednesday called $LAPTOP, with part of supply airdropped to wallets that lost money on $TRUMP and 30% of supply to be burned if Democrats win the 2028 election
- Also... odds of Democrat sweep in November have risen to 52%
- $PONS, $ZEC, and $ENA all getting lots of positive attention on the TL (link below)
- Copper hits ATH
- Variational still most anticipated airdrop (link below)
- Stacks $STX to launch self-custodial Bitcoin staking
- Biggest bond bear market in US history continues... with $TLT (long-duration US bond ETF) averaging -7.65% per year the last 5 years, while conversely $QQQ (stonks) averaged +13.82% per year during that time
- (Related) 30 year fixed rate mortgages in the US are averaging 6.71% right now, down from high of 7.79% and up from 2.65% in 2021
- Above issue (yields and thus mortgages at record highs - since mortgage rates track long-duration US bond rates) is a very bullish setup for US real estate imho, at least residential (definitely not office) and at least in states people want to move to... As a result I still have significant exposure to $JOE (FL landholding + development company with huge holdings in the Panhandle/Bend section of FL) as my main RE exposure
- Also re: the above... I think the odds on Polymarket re: the Fed raising vs cutting rates are WAY WAY off (and thus asymmetric) and therefore I am seriously considering throwing a bit of money on bets that they somehow actually cut rates by EOY. The payoffs are absolutely insane proportionally and I can still 100% see it happening depending on how things go. Consensus is the opposite though with the bond market pricing in an 88% chance they RAISE by end-of-year...
- Also re: the above... I thought Trump's post on Truth Social over the weekend was quite shocking, where he seemed to openly threaten the Fed... saying (again, directed toward the Fed): "LOWER THE RATE OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT..." - which is quite startling and perhaps blackpilling to consider the President and Fed are openly at war to this degree... but it seems like Powell and his ilk who are still on the board are refusing to lower rates as Trump (and presumably Warsh) want... very fascinating situation that really brings up a lot of questions about how much control over the Fed the Executive Branch is supposed to have in the US...
- Also lots of talk about security and OpSec after Bold losing all his on-chain funds... tbh I remain a huge fan of just having all your on-chain crypto on a dedicated $200 Chromebook (or several) with multiple handwritten seed phrases cut in half and kept in multiple secure locations. Then if you are managing a defi protocol or something and need to sign all the time create a multi-sig. Or if you're degening on-chain and doing lots of transactions just separate your long-term holdings from that wallet. And if you have serious wealth in crypto diversify between on-chain and off-chain and various chains/counterparties/etc.
Conclusion
That is everything lads!
Remember to get jacked and tan for the $ETH $10k party! 💪
-and lift weights while watching the sun set! see pic below :)
0·-Neutral
n
news9/7news
FED RATE HIKE ODDS CLIMB AS TRUMP TURNS UP PRESSURE
Markets are leaning toward a 25bps Fed rate hike in September, with Kalshi pricing the probability at 52%, versus 48% for no change.
The shift comes as President Trump ramps up pressure on Fed Chair Kevin Warsh to cut rates, arguing higher borrowing costs threaten growth.
With the decision approaching, inflation data could be the deciding factor. https://kalshi.com/markets/kxfeddecision/fed-meeting/kxfeddecision-26sep?utm_source=walterbloomberg
75·ALong
n
news9/7news
Bitcoin fund flows show investors trading Fed rate path, not exiting market: CoinShares