#降息预期 Damn, Oracle's earnings report exploded, fears of an AI bubble reignited, and the market was directly hammered down 😭 Bitcoin fell below 90,000, and Nasdaq futures are also in the same boat. The Federal Reserve cut interest rates by 25 basis points, but it still couldn't hold, this is the real hawkish signal.

Debt-driven AI infrastructure spending frenzy meets reality, the promised revenue and actual cash flow don't match, and this gap is becoming more and more obvious. Traditional software revenue is declining, new license sales are especially weak, it feels like the entire tech sector is overdrawing the future.

The rate cut expectation was originally a positive, but it was slapped awake by the fundamentals. At such times, risk assets suffer the most; the underlying logic remains—the prosperity without real earnings support is all bubbles. Brothers and sisters still HODLing, be careful, the feeling of a major risk asset linked to a fall through is uncomfortable. 🔴