#FedMeetsNVIDIAMay20

🚨 #FedMeetsNVIDIAMay20 is shaping up to be one of the biggest market catalysts this month. NVIDIA reports Q1 FY2027 earnings on May 20, with Wall Street expecting nearly $79B in revenue and another strong AI-driven quarter. On the same day, the Fed releases the final Powell-era FOMC minutes, giving markets fresh clues on inflation and rate policy. AI tokens like $TAO, $RENDER, and broader tech/crypto markets could see major volatility depending on: • NVIDIA’s earnings beat or miss • Fed’s tone on inflation and rates Bulls want strong AI growth + dovish Fed signals. Bears are watching for higher yields and tighter liquidity. May 20 could decide the next big move for AI and crypto markets 👀📈 $NVDA $TAO $RENDER

🚀‍🔥Breaking news!! Is there a power shift? Wash storms into the White House on Friday to be sworn in😱😱😱, will the Fed + Treasury "twin stars" join forces to reshape the crypto market $BTC 🏓? Latest update! On Friday, Trump personally presided over Kevin Wash's official appointment as Fed Chair. This is not an ordinary personnel change; it's Wall Street's pragmatic faction taking control of the core power. Who is Wash? He made his name shorting the pound and yen alongside Druckenmiller. Later, he helped the Bank of England reform, pushing them to adopt Fed-style transparent meetings. His core belief: central banks must never lag behind inflation. He and Treasury Secretary Yellen come from the same school, known as the "Wall Street twin stars." What does their collaboration mean? · Firmly fight inflation, no massive money printing · Balance sheet reduction is okay, but communicate early to prevent crashes · Possibly "verbal rate hikes" to cool the economy Most importantly: to unite the previously bickering Fed and Treasury into one cohesive force. Goal—low volatility, predictability, and high growth. They also want to use stablecoins to reinforce the dollar's dominance and treat swap quotas as diplomatic tools. --- 🔥 Speaking plainly about the coins we hold $LAB Current price 4.9387, 24h +13.47% Hourly BOLL widening, price near upper band, but MACD red bars shrinking, short-term rally losing steam. Support at 4.6410, resistance at 5.0609. If Wash signals hawkishness after taking office, it may cause a market pullback, but as long as 4.6 holds, the bullish structure remains. LAB's move seems driven by speculative sentiment. BTC Current price 76399, 24h -1.31% Daily MACD death cross continues, RSI6 down to 27.53, heavily oversold. BOLL lower band at 75673; if broken, could drop to 73000. But is this a bear market? Nearly 70 Trump administration officials hold crypto assets totaling at least $193 million, the most crypto-friendly cabinet ever. The CLARITY Act passed Senate committee 15:9, just one step away. Long term, this is not a bear market but a calm before the Super Bowl. $ETH Current price 2100, 24h -1.4% RSI6 only 16.84, worse than BTC. Ethereum Foundation researchers are resigning en masse, short-term sentiment suppressed. But technical oversold rebound demand is strong; below 2100 is a zone for phased observation. --- 🧠 Three major events in the Wash era crypto circle 1. Fed leadership change Wash calls Bitcoin "digital gold," supports private stablecoins, cautious on CBDC. This is like a "structural recognition certificate" for the industry. Don't expect rate cuts soon; liquidity remains tight, but long-term institutional benefits are brewing. 2. CLARITY Act takes a small step Passed committee 15:9, controversy over officials' holdings clause. If implemented, regulatory fog will clear, and institutions will truly enter. 3. THORChain suffers another vulnerability Loss about $10 million, RUNE down 15%. Cross-chain bridges remain DeFi's Achilles' heel. Security upgrades are urgent. --- 🐶 A quiet tip Recently, an address 0xcf91b70017eabde82c9671e30e5502d312ea6eb2 showed activity in the Ethereum primary market. The community is digging; no big explosion yet, watch closely. --- 💬 One last question Do you think after Wash takes office, Bitcoin will break below 70k first or rise above 80k first? Write your answer in the comments and hit follow; I will keep analyzing the real impact of every Wash statement on the market. Don't wait until the market moves to regret. #沃什接掌Fed：权力交接现分歧 #波动雷达：币种异动观察 #星球日报 (The above content is for information sharing only and does not constitute any advice. Crypto markets carry risks; please make decisions cautiously.)

Why Does Every FOMC Release Shake the Crypto Market? Almost every FOMC meeting pushes the entire crypto market into a period of extreme volatility. Many beginners think Bitcoin is only influenced by on-chain data, ETF inflows, or the halving cycle. But in reality, the biggest driver behind short-term market swings is often the Federal Reserve. Crypto is no longer an isolated market. It has become part of the global liquidity game and is now treated as a high-risk asset class. When the FOMC releases its interest rate decision, dot plot, and Powell’s speech, the market is essentially focused on one question: “Will dollar liquidity continue tightening, or is easing about to begin?” If the Fed delivers a dovish signal: * Rate-cut expectations rise * Treasury yields decline * The U.S. dollar weakens * Capital flows back into risk assets At that point, Bitcoin usually moves first, followed by Ethereum and altcoins with even stronger rebounds. The reason is simple: BTC has increasingly become a speculative vehicle tied to global liquidity and expectations around fiat currency debasement. But if the FOMC takes a hawkish stance: * Interest rates remain elevated * Powell emphasizes fighting inflation * Fewer rate cuts are expected * Market risk appetite declines Then the crypto market quickly enters deleveraging mode. You’ll often see: * Sharp BTC liquidations * Altcoin liquidity disappearing * Massive futures liquidations * Market sentiment shifting from FOMO to panic within hours Especially now, institutional participation in crypto is growing rapidly. Wall Street no longer views Bitcoin purely as an ideological asset. Instead, it is increasingly treated as: “A high-beta risk asset driven by global liquidity conditions.” That’s why the FOMC is far more than just another economic event. It determines whether capital will continue flowing into the U.S. dollar — or rotate back into risk markets over the coming months. Experienced traders don’t just stare at candlestick charts. They pay close attention to:

Every time it comes to a critical moment, Trump always TACO Once again, he tacoed The planned restart of the US-Iran war today Before it even began, unsurprisingly, it was canceled again The great man once said, America is just a paper tiger Looks scary but isn't After the King of Understanding announced the restart of the war The US stock market bled heavily, crushing the bulls After the cancellation, a slight rebound began But the market outlook is still bearish No signs of a bottom yet You can short on rallies, focus on short positions There will be a Federal Reserve meeting at 2 AM on Thursday Everyone knows, the market always falls after the meeting You can start looking for high points to position Today during the day, it will most likely be mainly volatile Anyway, just short and you're done $BTC $ETH $SOL #美联储会议纪要+英伟达财报：5月20同日公布 #高盛清仓，机构持仓分化 #在OKX交易美股：AI双雄押哪边？

📊 Cryptocurrency Market Report — May 19, 2026 Current Prices Bitcoin: approx. $76,773 | Ethereum: approx. $2,128 | SOL: approx. $85 | XRP: approx. $1.38 Total market capitalization reached $2.65 trillion, with a slight 0.1% decline in 24 hours. Trading volume hit $98.3 billion. Bitcoin dominance remains at 58.1%. Market Sentiment The Fear and Greed Index plunged 8 points in one day to 34 (Fear zone), with a 13-point drop over 7 days. Sentiment is cooling much faster than the actual price movement. 🤖 #OpenAIvsAnthropic According to the Ramp AI Index on May 2026, Anthropic surpassed OpenAI in enterprise adoption for the first time (34.4% vs. 32.3%). Anthropic’s valuation reached $930 billion (exceeding OpenAI’s $852 billion), with significantly higher capital efficiency. Claude Code accounts for 4% of global public GitHub commits. Anthropic’s Q1 revenue and usage grew 80-fold. Impact on Cryptocurrency: The AI competition accelerates explosive growth in computing power demand, benefiting AI crypto narratives, GPU/DePIN tokens, and RWA tokenization sectors. 📅 #FedMeetsNVIDIAMay20 — Key Events from the Fed and NVIDIA On May 20 (tomorrow), two major events will occur: the Fed releases the latest FOMC minutes, and NVIDIA announces its Q1 FY2027 earnings (market expects revenue around $78-79 billion). This meeting is highly anticipated as it is the last under Powell’s era, with new chair Kevin Warsh’s appointment possibly signaling policy shifts. Meanwhile, NVIDIA, as the core of AI computing power, will directly reflect AI demand intensity and impact the entire GPU/DePIN ecosystem. Impact on Cryptocurrency: If NVIDIA’s results exceed expectations and the Fed minutes lean dovish, it will favor risk assets, providing a short-term boost to AI narratives and Bitcoin; otherwise, it may intensify current risk-off sentiment. 💼 #GoldmanCryptoPivot — Goldman Sachs’ Crypto Shift Goldman Sachs recently showed significant adjustments in its crypto holdings via 13F filings: substantial reductions in some Bitcoin and Ethereum ETFs, while previously holding XRP and Solana ETF positions (approx. $153 million and $108 million), shifting towards other crypto infrastructure and derivatives strategies. This move is interpreted by the market as Goldman’s strategic pivot from early “skeptic” to active participant in crypto, reflecting Wall Street institutions increasingly viewing crypto as a manageable asset class rather than pure speculation. Despite short-term position rotations, it shows growing institutional confidence in the crypto market long-term, especially with clearer regulatory expectations. Impact on Cryptocurrency: Strengthens institutional adoption narratives, benefits XRP, SOL, and other tokens previously favored by Goldman, and injects long-term confidence into the market, especially alongside the advancement of the "Clarification Act." Top 15 Largest Market Cap Tokens and Their Impact Levels (May 19, 2026) 1. Bitcoin (BTC) – Market cap approx. $1.54 trillion: Mainly influenced by macro and geopolitical factors but maintains a relative safe-haven status. 2. Ethereum (ETH) – Market cap approx. $255-258 billion: Neutral impact, indirectly affected by gas fees and DePIN/AI trends. 3. Tether (USDT) – Market cap approx. $189 billion: Stablecoin with low volatility. 4. BNB – Market cap approx. $86 billion: Low impact. 5. XRP – Market cap approx. $86 billion: Outstanding performance with strong capital inflows. 6. USDC – Market cap approx. $77 billion: Stablecoin, stable performance. 7. Solana (SOL) – Market cap approx. $49-52 billion: Positive performance, benefiting from DePIN and AI narratives. 8. TRON (TRX) – Low impact. 9-15: DOGE, ADA, AVAX, TON, SHIB, LINK, etc., follow market fluctuations. Currently most affected token groups: • DePIN & GPU-related (RNDR, TAO, ICP, AKASH, IO.NET, etc.): Short-term pressure from chip costs, long-term benefit from surging demand. • AI narrative tokens: Benefit from the computing power race. • BTC & ETH: Bear pressure from oil prices and geopolitical tensions but expected to gain catalysts from Fed/NVIDIA events. Market Summary The market currently faces four major pressures and catalysts simultaneously: geopolitical issues, chip supply chain, AI capital competition, and upcoming policy and institutional signals from #FedMeetsNVIDIAMay20 and #GoldmanCryptoPivot. Bitcoin holds the $76,000-77,000 range with strong support at $74,000-76,000. Short-term pressure remains, but tomorrow’s events may bring a turning point. Highlights: Advancement of the US "Clarification Act" + institutional pivots like Goldman Sachs provide support for long-term regulation and adoption. $HYPE $BSB $BSB

#美联储会议纪要+英伟达财报：5月20同日公布 Chat on May 20 This day is very likely to be the day when tech stocks and the crypto market are both put on trial On one side, there is Nvidia's earnings report. The market's AI expectations are already very high; people are not waiting to see if it's good, but whether it can continue to exceed expectations On the other side, there is the Federal Reserve meeting minutes, which is Powell's last meeting minutes before stepping down. The market will closely watch the wording regarding inflation, employment, and the path of rate cuts Having these two events on the same day is very exciting If Nvidia continues to explode, the AI narrative will revive risk assets If the meeting minutes are hawkish, liquidity expectations will take a hit and slap the market So this is not a simple earnings trade, nor a simple macro trade This is a direct clash between AI faith and interest rate reality US stocks feast, crypto drinks soup US stocks get hit, crypto most likely can't escape either $BTC $NVDA $QQQ

Tomorrow's market faces a rare collision: on one side is the report card of a $600 billion computing power empire, and on the other is the final internal struggle record left at the moment of the Federal Reserve's power transition. Each of these events alone can stir up huge waves, yet they are scheduled to land on the same trading day. The underlying tug-of-war in expectations is far more profound than the surface-level numbers game. #美联储会议纪要+英伟达财报：5月20同日公布 Regarding Nvidia, the publicly available consensus data is just a facade. What the market is truly betting on is the tacit expectation—that revenue must reach $80 billion or even $81 billion to be considered passing. If this real expectation falls short, even if the year-over-year growth rate bounces to around 80%, the stock may still not escape a round of sell-off after hours. After last quarter's revenue grew over 70% year-over-year yet the stock price still turned down, this risk of "good news fully priced in" has already been demonstrated in advance. The core issue is that the entire market has pinned almost all its faith in AI growth on Jensen Huang, compressing the margin for error to the extreme. Whether growth has peaked or is just normal convergence is not something Nvidia itself can define; it depends on whether the global capital's already stretched-to-breaking-point nerves are willing to grant tolerance once more. The drama of the Fed's minutes lies more in its timing. This meeting chaired by Powell saw four dissenting votes, with doves demanding immediate rate cuts and hawks outright opposing any easing hints in the statement. Such intensity of division is rare in Fed history and requires looking back many years to find. By the time the minutes are released, the chair will be Wash. When the market reviews this document, it is less about making a historical judgment on Powell and more about scrutinizing the table Wash will face next—who stands behind each faction, how strong the resistance is to each policy path, all written within. Moreover, Wash has already stated his intention to end the Fed's "over-communication," so this detailed minutes may well be the last time for a long period that such transparent internal divisions are displayed. Traders who treat it as old news already digested and brush past it are truly misreading its value. When these two signals land on the same day, the market's directional choice essentially becomes a battle between two fears. If Nvidia's performance is strong enough to silence everyone, with revenue significantly surpassing the upper bound of buy-side expectations, then even if the minutes lean hawkish, the entire tech sector could still be propelled upward by AI faith. After all, even Powell himself admitted that the demand for data centers across the U.S. seems endless. Conversely, if Nvidia just barely meets the line and gives a vague guidance, the hawkish minutes will become a catalyst amplifying panic—"high interest rates are finally killing growth stock valuations, even the toughest AI can't withstand it." Once this narrative forms, tech stocks and rate-sensitive assets will both take a hit. There is an even deeper relationship often overlooked: the stronger the AI productivity represented by Nvidia, the more valid Wash's logic of "suppressing inflation through technological revolution" becomes, weakening the necessity for rate hikes. On the surface, these two signals seem to be fighting independently, but in reality, they are choking each other's logical lifelines. The market's final direction tomorrow will not depend on how explosive a single news item is, but on which side's faith cracks first after these two forces collide. $BTC $ETH $SOL

Storage Sector Review: US Stocks Feast, Crypto Sector Sips Soup, How Much Longer Do We Have to Wait? Recently, when I opened the market software, I felt an indescribable emotion. 📈 US stock storage sector exploded in May: • Micron Technology (MU): surged 15.49% in one day on May 8, market cap broke $840 billion • SanDisk (SNDK): rose 16.60% in the same period, hitting a record high • Western Digital (WDC): up over 3-6%, continuously hitting new highs • Seagate (STX): followed the rise, institutions unanimously raised target prices The reason is clear—AI training requires massive data storage, HBM, DRAM, NAND are all in short supply, and the Q1 earnings reports of the three storage giants (Samsung, SK Hynix, Micron) all exceeded expectations. Institutions are voting with real money: storage is the most certain beneficiary sector in this AI rally. --- 🪙 Now look at the crypto storage sector: • FIL (Filecoin): ~ $0.92, rebounded about 35% from the low at the beginning of the year, but still far from the all-time high of $237, a gap of two Pacific Oceans • AR (Arweave): ~ $2.05, down 5.5% in 24 hours, the permanent storage story has been told for years, the ecosystem is still developing • STORJ, SIA, etc.: basically ignored, liquidity is worrying The same storage narrative, institutions are scrambling for chips on the US stock side, while retail investors in crypto are still figuring out the playbook. --- 🔍 Where is the problem? First, real-world application. Micron sells tangible chips, with Nvidia, Microsoft, Google as its customers, revenue and profits are clear. FIL and AR’s storage demand is mostly crypto-native NFT and on-chain data backup; real commercial demand has yet to emerge. Second, cycle mismatch. US stock storage has already gone through a round of earnings realization, crypto storage is still in the "narrative stage" without data support for large-scale commercial adoption. Third, tokenomics design. FIL’s release mechanism causes long-term selling pressure, AR’s permanent storage cost model has no obvious advantage in small data volume scenarios. --- 💡 So, can you still buy now? If you believe in the long-term logic of AI + decentralized storage, AR is more worth watching than FIL—Arweave’s permanent storage is more suitable for archiving AI training data, and its token release is relatively restrained. But honestly, if you can open a US stock account, buying Micron or Western Digital might be a much more comfortable experience than holding FIL/AR—at least you don’t have to watch the market every day to see when it will return to your cost basis. The storage narrative is not wrong; what’s wrong is our patience and time cost. The above is just a personal opinion and not any investment advice. #美联储会议纪要+英伟达财报：5月20同日公布 #在OKX交易美股：AI双雄押哪边？ $MU $FIL

Breaking news! Breaking news! 🚨 #美联储会议纪要+英伟达财报：5月20同日公布 May 20th, have you ever celebrated Valentine's Day? You don't deserve it! 520, a "double royal flush" lands on the same day: the Federal Reserve + Nvidia, The global market may face a super turning point night! The global market is about to experience an extremely rare "super overlap event": On one side, the Federal Reserve meeting minutes are released; On the other side, Nvidia's earnings report is out. What is the most sensitive question in the market right now? 👉 When will the interest rate cut actually happen? But if the meeting minutes release a hawkish signal, such as: * Inflation pressure remains high * No rush to cut rates * High interest rates will last longer Then market sentiment is very likely to cool down instantly. Now, look at Nvidia's earnings report. Nvidia is no longer an ordinary company. It is almost equivalent to: 👉 the "overall leader" of the global AI market. Many tech stocks, AI concepts, and even crypto AI Agents can continue to rise, The core logic is: "AI demand is still exploding." And Nvidia's earnings report is the ultimate validation of this logic. More importantly, the crypto market is already showing warning signs. Recently: * BTC can barely maintain strength * ETH clearly follows the decline, not the rise * Altcoin liquidity is starting to weaken So what really deserves caution on May 20th is not a single piece of news. But: 👉 Will macro liquidity + AI faith be simultaneously re-priced by the market? If: * The Fed is hawkish * Nvidia's results are not explosive enough Then the global market is very likely to face a: 👉 collective stress test of high valuation assets. Including: * US AI stocks * BTC * ETH * Highly leveraged altcoins All will be affected.

After the market closes tomorrow, Nvidia will release its quarterly earnings report—this could be the most important earnings report of 2026, bar none. Timing locked: After the market closes on May 20 Eastern Time (this Wednesday), Nvidia will release its Q1 FY2027 earnings report, with the conference call starting promptly at 5 PM ET. Let's lay out Wall Street's cards: Analyst consensus expects Q1 revenue around $79.2 billion, up 79.5% year-over-year; non-GAAP EPS about $1.78, up 120%. In the past five quarters, NVDA has beaten expectations every time, and the market has fully priced in "beats"—what can truly drive a new round of gains is guidance that exceeds the market's current most optimistic expectations. The Q1 numbers themselves are not the key; Q2 guidance is. Wall Street consensus for Q2 FY27 is between $85 billion and $87 billion, with whisper numbers approaching $90 billion. Above $87 billion, the Blackwell accelerated ramp narrative holds; below $85 billion, bears immediately get the narrative weapon of "growth rate starting to slow," and downward pressure on the stock price is almost inevitable. U.S. News & World Report Beyond the three numbers, there are three variables worth listening to word for word: First, can the gross margin hold above 75%? Nvidia’s own Q1 gross margin guidance is 75%, which directly reflects Blackwell platform pricing power. Below this line means the bargaining power for high-end chips is being squeezed. Second, the specific timeline from testing to mass production of the GB300 Ultra. The Rubin platform is expected to start contributing revenue next quarter, with full-year consensus at $38.2 billion—but every detail of the mass production pace determines the revenue ceiling for 2027. Third, the latest stance on the China market. Nvidia clearly stated in Q1 guidance: it does not assume any data center compute revenue from China—after the $4.5 billion inventory write-down due to H20 restrictions, any signals of policy easing or new risk exposures in the conference call will be more decisive for the post-earnings direction than the EPS number itself. Latest data shows 66 hedge funds newly established NVDA positions in Q1, and 402 increased holdings—institutions have already taken their positions. Beating expectations is the baseline; the real test has only three questions: gross margin, GB300 timeline, China policy. Answers revealed tomorrow at 5 PM. $NVDA $BTC $QQQ #美联储会议纪要+英伟达财报：5月20同日公布 #在OKX交易美股：AI双雄押哪边？

#Fed Meeting Minutes + Nvidia Earnings: Both Released on May 20 Super explosive day! Fed minutes + Nvidia earnings both drop on 5.20｜Crypto world life-or-death moment 🔥5.20 Global countdown to market watch Two major events collide in the early hours of the same day: Fed April meeting minutes + Nvidia Q1 earnings! One sets liquidity tone, the other decides AI’s fate. Crypto won’t sleep tonight, volatility will skyrocket! 1. Fed Minutes: Are rate cut expectations hawkish or dovish? • Key points: Was the April meeting hawkish or dovish? Will the timing of rate cuts be pushed back from September? How strong is the internal opposition to rate cuts? • Impact on crypto: ◦ Hawkish → USD strengthens, BTC under pressure, high-leverage tokens get hit first. ◦ Dovish → Rate cut expectations rise, liquidity loosens, BTC/ETH take off, AI tokens surge. ◦ Biggest risk: Officials collectively turn hawkish, market reprices rate cut expectations, sharp short-term drop. 2. Nvidia Earnings: AI bull market’s life test, deciding crypto AI sector’s fate • Key points: 1. Can data center revenue surpass 90 billion? A 13% QoQ increase is the passing line; below 87 billion means trouble. 2. Can Blackwell capacity + gross margin hold above 73%? This determines the sustainability of the AI compute supercycle. 3. China market and export restrictions: Will there be worse-than-expected negative impact? • Impact on crypto: ◦ Exceeding expectations → AI narrative explodes: RNDR, FET, TAO, GRT and other AI compute tokens rally 10%+ collectively. ◦ Below expectations → AI bubble bursts: Tech stocks drag down the market, BTC retraces, AI tokens plunge 20%+. ◦ Historical pattern: Around Nvidia earnings, BTC volatility spikes 38%, AI tokens’ volatility is 2-5 times that of mainstream coins. 3. Double explosion: Three scenarios, where does crypto go? 1. Double positive (dovish minutes + Nvidia beats? No, both exceed expectations) Loose liquidity + strong AI outlook → BTC pushes above 70k, AI tokens party hard, bull market accelerates. 2. Double negative (hawkish minutes + Nvidia disappoints) USD strengthens + AI bubble bursts → BTC crashes to 65k, AI tokens avalanche, safe-haven funds flow back to stablecoins. 3. Hawkish + strong Nvidia (hawkish minutes + Nvidia beats) Liquidity tightens but AI shows resilience → BTC oscillates, AI tokens diverge, compute leaders strong, weaker tokens lag. 4. My view: 5.20 is a watershed, prepare for high volatility • Liquidity sets the floor, AI sets the ceiling: Fed controls the big picture, Nvidia controls theme heat. Tonight there’s no neutral—only big rallies or big drops. • Trading advice: ✅ Keep light BTC/ETH core positions to guard against black swans. ✅ For AI tokens, focus only on leaders like RNDR, TAO; avoid weaker tokens. ✅ Futures traders reduce leverage and set stop losses; volatility will be epic. $BTC $ETH $DOGE @OKX中文 @OKX成长学院 @OKX星球 @米妮Minnie_OKX @可乐Cola_OKX @妍妍Eleven_OKX @八喜Zora_OKX

#Fed Meeting Minutes + Nvidia Earnings: Both Released on May 20 Brothers, on May 20, two "bombs" are counting down simultaneously: Nvidia earnings + Fed meeting minutes 💣$BTC $ETH $SOL Not trying to scare you. On this day, tech stocks and macro interest rate expectations will be tested at the same time—the former decides how long the AI narrative can keep running wild, the latter decides how long the world can still enjoy "cheap money." --- 📅【Two Events】 1. Nvidia Q1 Earnings (after market close on May 20) Wall Street expects revenue of $78.8 billion**, Nvidia’s own guidance midpoint is **$78 billion. The market generally expects another beat. 2. Fed April FOMC Meeting Minutes (released the same day) This is the last minutes chaired by Powell before Waller takes over. The market is focused on one word: inflation. They look at how the minutes characterize "whether inflation is stubborn" to judge how long until rate cuts. --- 🧠【In-depth Analysis: Why Should Crypto Care?】 1️⃣ Nvidia: The "Ballast" of the AI Narrative Over the past year, BTC and AI tokens (RNDR, FET, NEAR, etc.) have shown highly correlated price movements. Not because they have business ties, but because the "AI bubble" has supported the entire tech stock risk appetite. If Nvidia earnings beat expectations → tech stocks rally → risk capital stays in the market → BTC and altcoins benefit. If they miss → "AI peak" narrative explodes → capital exits risk assets → crypto market gets hit. Key point: It’s not about the numbers themselves, but how the market interprets them. Even if earnings beat, if guidance is weak, prices can still fall. 2️⃣ Fed Meeting Minutes: The "Main Switch" of Liquidity Waller hasn’t taken office yet, but the market is already pricing in expectations that "Waller will be more hawkish than Powell." If the minutes lean dovish (acknowledging inflation is easing), June rate cut expectations rise → bullish for BTC; if hawkish (emphasizing stubborn inflation), rate cuts delayed to Q3/Q4 → bearish for BTC. More subtle logic: Two events on the same day create a "resonance effect." If Nvidia beats (bullish) but minutes are hawkish (bearish), which will the market react to first? Most likely hawkish first then dovish—fall then rise. If both are bearish? Then expect a drop first. --- 🎯【Trading Reference】 · Before May 20: Reduce high-leverage positions, avoid betting on one-sided moves. The combination of two events will cause high volatility. · After release: · Nvidia beats + minutes dovish → go long BTC/AI tokens · Nvidia misses + minutes hawkish → stay flat or hedge · One good, one bad → wait for the market to digest the first news before reacting to the second --- 😂【Chat Quote】 "May 20, others celebrate holidays, crypto faces trials. Get your popcorn and stop-loss orders ready." --- "Two bombs counting down simultaneously, don’t stand in the middle." 💣 If this gets over 20 likes, I’ll post a "response checklist for two scenarios." 📋

Pharaoh Market Watch: Pharaoh is here, today let's talk about: Nvidia's earnings report on May 20th, the US stock market says it's a rebound, can it lead Bitcoin to a last-ditch counterattack? Why did Bitcoin suddenly crash after just flying down from 80,000 to 76,000? This isn't due to a single reason, it's a full-scale, all-around resonance collapse: macroeconomic pressure on one side, capital dumping on another, and technical analysis delivering the finishing blow. 1️⃣ Macro: The Fed is unhappy, no one is having a good time • Inflation + rate cut dreams shattered: After the April CPI data came out, rate cuts in 2026 turned into "don’t even dream about it," some even started pricing in rate hikes. • US Treasury yields soaring: Reached a nearly 10-month high, the dollar strengthened, and all risk assets got crushed. Bitcoin’s "digital gold" filter instantly shattered by half. • Hawkish chair incoming: Kevin Walsh—known in the market as the "rate hike maniac"—is set to take over. The market understands immediately: high interest rates are here to stay, leveraged traders are trembling. • Geopolitical buff: Trump’s tough talk on Iran has intensified Middle East tensions, crude oil and inflation rise, capital rushes out of high-risk assets back to safe havens, and Bitcoin obviously can’t escape. 2️⃣ Capital side: Institutions and retail investors both fleeing • ETF continuous outflows: Spot ETF withdrawals hit a three-month high in one week, institutions taking profits at highs, buying demand abruptly cut off. • Leveraged liquidations chain reaction: From 80,000 to 76,000, within just over ten minutes, nearly $500 million long positions were forcibly liquidated, a scene comparable to Pharaoh’s tomb clearing operation—"once you go in, don’t expect to come out alive." 3️⃣ Technical side: Key levels lost, bears take over • The 80,000 psychological barrier broken: The initial breakout was a one-time push, no follow-through, all good news priced in, profit-taking frenzy. • Moving averages all betray: MA5, MA10, MA20 all pointing down, Bollinger Bands opening downward, the middle band pressing down like the top of a pyramid, no one can break through. Pharaoh’s summary: This wave of decline is a triple attack from macro, capital, and technicals, with geopolitical tensions adding fuel to the fire. In crypto, this kind of multi-factor resonance usually isn’t just a correction, it’s a lesson to start over. Don’t rush to bottom-fish yet, first see if 76k can hold, otherwise the next lesson is coming. Follow Pharaoh, wealth won’t get lost. Follow me for the next update on today’s market outlook! $ETH $DOGE $SOL #美联储会议纪要+英伟达财报：5月20同日公布

#美联储会议纪要+英伟达财报：5月20同日公布 Double blast on May 20! Nvidia earnings + Fed minutes released the same day On May 20, the market will face two major key events: Nvidia will release its FY2027 Q1 earnings after market close, and the Fed will publish the April FOMC meeting minutes on the same day. Nvidia officially guides revenue at $78 billion, Wall Street expects about $78.8 billion, likely to beat expectations again. This earnings report is an important indicator for the AI sector and directly impacts tech stock trends. The Fed minutes are Powell's last before stepping down, with the market focusing on inflation wording and interest rate path signals, which will directly affect macro liquidity expectations. With both tech and macro tests landing the same day, market volatility is inevitable; focus closely on data direction. #美联储会议纪要+英伟达财报：5月20同日公布 $BTC @OKX成长学院

The sky is falling 😦 Double nuclear blast on May 20! Fed meeting + Nvidia earnings, is BTC dead or alive? On the same day, the Fed pulls out the knife, Nvidia drops the report card. One controls the money bag, the other controls the computing power lifeline. BTC is caught in the middle, will it shake? 🤔 May 20, two major events collide: 🔥 Fed meeting minutes: see how much they really want to raise rates. CPI has already exploded, if the minutes turn hawkish, risk assets will dive straight down. 🔥 Nvidia earnings: AI leader’s report card. If it beats expectations, the AI sector will soar; if it misses, computing power concept coins will get hit hard. ⚠️ Bullish combo: Fed dovish + Nvidia blows it out → BTC surges to 80K ⚠️ Bearish combo: Fed hawkish + Nvidia disappoints → BTC falls back to 75K or even lower May 20, either double joy or double kill. You can bet on one side, but better fasten your seatbelt. Don’t guess the rise or fall, guessing right once isn’t hard, the hard part is keeping your principal. May 20, the eye of the storm only leaves a way out for those prepared. $BTC #美联储会议纪要+英伟达财报：5月20同日公布

Trump suddenly pushes forward the Fed chair nomination, and the crypto world instantly gets nervous Because the market had been betting: Trump in office = crazy rate cuts = dollar flooding = BTC continuing to surge But the nominee this time, Walsh, is not a pure "flood-the-market" type He comes from traditional Wall Street finance, leans hawkish, and cares more about inflation and dollar stability. This means the pace of future rate cuts might not be as aggressive as the market expects After the news broke, the first reaction of funds was not celebration, but risk repricing In the short term: BTC volatility will increase significantly High-leverage altcoins and MEME coins will face the most pressure The dollar index might rebound While gold and BTC, as "anti-dollar depreciation assets," are more likely to continue attracting funds in the medium to long term Simply put: if rate cuts slow down later, air coins will die first If Trump continues to pressure the Fed, and the market worries about dollar credit, BTC might actually show a stronger trend Next, focus on three things: 1. The speed of Fed rate cuts 2. Whether QT (quantitative tightening) continues 3. Whether Trump will continue to intervene with the Fed This round, the market is no longer about: "Which coin is most valuable" But about: "Who can withstand the uncertainty of the dollar system"

🚨 The first crypto-friendly Fed Chair is about to take office 🚨 🇺🇸 Kevin Warsh will officially succeed Jerome Powell on Friday. A Fed Chair who previously called Bitcoin the "new gold" is now about to control U.S. monetary policy. Wall Street, Bitcoin, and global markets are all watching closely. This could mark a historic shift in the cryptocurrency space.

Stop hyping cloud disruption! DePIN computing power has really made money this time Today I was struck by a set of data: xAI has accumulated 550,000 NVIDIA GPUs, but utilization is only 11%; meanwhile, small and medium AI teams have to wait over half a year to get H100s, and cloud bills easily run into millions of dollars. This absurd supply-demand mismatch has actually allowed the decentralized computing power, long criticized as "concept hype," to truly complete a commercial loop! I was previously skeptical about DePIN, but this data is solid: by early 2026, the entire sector’s annualized protocol revenue will exceed $200 million, earning real money from non-crypto-native customers for the first time—this is a critical threshold that all previous crypto narratives failed to cross. Aethir’s quarterly revenue is nearly $40 million, io.net has partnered with Dell and Nike, and even Akash’s token has risen 72% this year. Honestly, don’t believe the nonsense about "90% cheaper than AWS" or "completely disrupting cloud computing." It can’t handle cutting-edge large model pretraining, but in scenarios like AI inference, LoRA fine-tuning, batch rendering of text-to-image, and continuous Agent operation, H100 hourly rental is indeed 60% cheaper than AWS. Of course, a word of caution: node stability is poor, requiring redundant deployment, and hidden costs will eat into some of the advantages. My personal judgment: there’s no chance left to do general GPU aggregation now. The golden window for the next year lies in computing power orchestration, verification tools, and integration with AI Agents—after all, traditional cloud KYC systems inherently cannot accommodate the future mass of autonomous Agents. Any brothers already running computing nodes or using related services? What pitfalls have you encountered? Which project do you think is the strongest? Let’s chat in the comments! $BTC $NVDA #AI重构行业格局进行时

🚨Nvidia locks production with a $500 million investment! $GLW Corning perpetual just launched—is it the “AI water seller” or a valuation trap?🚨 OKX just launched the $GLW (Corning Inc.) perpetual contract, with pre-market prices hovering around 195.5. Many might think this is just a "glass company," but that’s a big mistake! In today’s AI computing power boom, it’s actually the "gatekeeper" choking Nvidia’s neck. 🔥 Bullish clear signal: The "water seller" personally endorsed by Jensen Huang - Real money backing: Nvidia not only spent big on options (strike price 180) but also invested billions to support Corning’s factory construction. - Capacity surge: Optical connector capacity is set to increase tenfold! Master Huang even said AI is the biggest infrastructure of the era, and Corning is the hardworking laborer laying down the fiber. - Performance delivery: Optical communications took off in Q1, with Wall Street investment banks unanimously bullish (Citibank targets 225, UBS 223). ⚠️ Fatal hidden risks: Sky-high valuation, insiders rushing to sell - Too expensive: P/E ratio hit 91.8, far exceeding historical averages. Institutional fair value estimates are only $59, so 195 is practically flying in the sky. - Executive sell-off: Insiders sold $47.6 million worth in the past three months, not a single share bought! Those who understand the signal know what it means. 📊 Market review and outlook Yesterday saw an 8% single-day plunge, falling significantly from the 211 high. Although the AI narrative is strong, the short-term premium is indeed overextended. With the contract just launched today, volatility will definitely be maxed out! 🎯 Experienced trader’s approach (for discussion only) - Aggressive: Use high volatility for short-term swings, but absolutely avoid holding overnight. - Conservative: With a P/E over 90 and insiders still exiting, better to miss out than be the bag holder. Consider long-term positions only after valuation drops below 60x. ⚠️ Risk reminder: The above is only a personal analysis of the market and fundamentals, not investment advice. The contract is newly launched with high volatility, so please strictly control your position size and manage your funds carefully! @OKX中文 @OKX成长学院 @BTC 星辰 GLW #康宁 #在OKX交易美股：AI双雄押哪边？ #SpaceX上市倒计时：纳指新规下的抢跑机会 #嘉信理财开放加密交易

The sky is falling!!! 😭😭😭 $ETH was hovering around 2200 last night, but when I woke up today, it was pressed down near 2100!! Many think the project teams are dumping, but this move looks more like a double whammy of "macro + sentiment." The Middle East situation is fluctuating again, with negotiations and preparations for war alternating, causing risk appetite to plummet instantly; plus, the market is starting to worry that the Fed minutes will be hawkish, draining all risk assets. US tech stocks are weakening, so naturally crypto is the first to get hit. On the charts, it’s obvious too—ETH couldn’t break above 2200 for days, with heavy resistance above. Once it broke below 2160 last night, quant and leveraged positions triggered stop losses in a chain reaction, causing a short-term stampede that crushed the price down to 2080. The worst part is many thought it couldn’t fall further after such a drop, but the more they tried to buy the dip, the worse it got. The real killer is never the drop itself, but the high leverage. But don’t rush to call the bull market over just yet. This move in ETH looks more like a high-level deleveraging, breaking short-term sentiment. As long as no more macro shocks come, there’s a high chance funds will step in around 2100. Crypto is no longer just about technicals; it’s about reading the global news sentiment. You think you’re trading ETH, but you’re actually trading the mood of the entire world. #韩国三星劳资谈判破裂 #沃什接掌Fed：权力交接现分歧 #以色列备战：谈判陷入僵局 $BTC $SOL