Solana & Treasury Companies - Solana 被认为是世界上性能最高的区块链，有望在全球范围内结算证券市场、商品、外汇、衍生品等 [6] - Ford Industries 完成了 16.5 亿美元的融资，旨在创建一个专注于 Solana 的最大 Treasury 公司 [3][4] - Altcoin Treasury 公司有可能变得比现在更大，它们通过固定收益和股票账户吸引资金进入加密货币领域 [25][26] - Ford Industries 将通过 staking Solana 获得约 7-8% 的收益，并积极寻求其他方式来增加股东价值，例如代币化股票 [20][14] Market Trends & Future Outlook - 市场正在从叙事驱动转向实用性驱动，稳定币将在区块链上运行，从银行存款中转移资金 [43][44] - 稳定币和代币化的私人信贷将取代银行，成为信贷创造的来源 [45] - 美国证券市场有望转移到链上，类似于 1996 年的电信法案为互联网发展奠定基础 [73][74] - 随着稳定币获得联邦政府的认可，预计 Apple 和 Google 将在其操作系统中添加对稳定币的原生支持 [75][76] Community & Ecosystem - 社区建设是关键，类似于 MicroStrategy 通过社区创造价值 [40][41] - Ford Industries 与 Solana 基金会建立了共生关系，旨在与美国资本市场和监管机构合作，进一步提升 Solana 的利益 [48] - 娱乐金融正在兴起，通过直播创建代币并与粉丝互动，Solana 非常适合这些用例 [88][91]

RT Bloomberg Opinion (@opinion)@JonathanJLevin @keds_economist @AllisonSchrager “How are we getting to 2% inflation in a couple of years when [the Fed] already started cutting?” asks @AllisonSchrager.“It seems like they’ve already declared victory.”https://t.co/gpI5tkEvOw ...

Inflation remains complex, but isn't enough to stop the Fed cutting rates this week, writes @johnauthers. But there are risks ahead (via @opinion) https://t.co/mRelLUkQWD ...

Morgan Stanley economists see the Fed cutting rates at four straight meetings through January amid slowing inflation and a weak labor market https://t.co/0ehkXIq4Nq ...

Market Trends & Investment Opportunities - Profit taking is normal after reaching all-time highs, with pullbacks expected to be shallow, similar to trends observed since April 2025 [2] - The market is potentially overconcentrated, but AI is considered an undervalued sector, highlighted by Oracle's 41% surge after earnings [3][4] - AI as a theme is continually underestimated, with investors potentially overlooking its future growth and return on investment [5] - Small caps (IWM ETF) are considered even more undervalued than AI, particularly with the anticipation of the Fed cutting rates [6][7] Monetary Policy & Economic Impact - The Fed is expected to cut rates in September, a pattern historically favorable for small cap stocks, similar to 1998 and 2024 [7] - The Fed's rate cut aims to stimulate economic growth, increase corporate hiring, and boost business confidence, which is bullish for small caps [9] - The Fed aims to increase the ISM above 50 through rate cuts [9]

⚡️ LATEST: $1.3T Morgan Stanley sees Fed cutting rates in all three 2025 meetings, Reuters reports. https://t.co/XFJiPSx3NV ...

Gold headed for a weekly loss, after traders pared bets on the Fed cutting rates next month following a pick-up in inflation https://t.co/IhCBKAo7K7 ...