Elon Musk endorsed Amodei's position on X, writing simply "Dario is right"

According to Wallstreetcn, the secured overnight financing rate (SOFR) was 3.62% on the previous trading day, September 11, unchanged from 3.62% the day before, while the effective federal funds rate was 3.63%, also unchanged from 3.63% the day before.

According to Wallstreetcn, Ark Investment Management head Cathie Wood bought $27.9 million of Meta shares last week, betting that the company will continue to deepen its artificial intelligence business. Wood focuses on high-tech companies in artificial intelligence, blockchain, biotechnology, and robotics, and said such companies have strong growth potential but also high share-price volatility that can cause sharp swings in Ark funds' net asset value.

International crude prices rose sharply Monday, with Brent surging 4.00% intraday to $105.81 a barrel, according to Bitget data.WTI spot climbed above $100, up 3.60% on the day, with WTI futures breaking through $104 for a 4.01% gain.The Constraint Is Structural, Not SentimentThis leg is not being driven by risk premium alone.Saudi Arabia closed the East-West pipeline, which runs from the Eastern Province oil fields to the Red Sea port of Yanbu and exists specifically to provide an export route bypassing the Strait of Hormuz.With Hormuz shipping disrupted and the bypass shut, Saudi crude has no unconstrained path to market. Production fell 1.9 million barrels per day to 6.238 million — the lowest since 1990. A producer that cannot export cannot sustain output.That distinction matters for how long the price holds. A geopolitical risk premium unwinds when tensions ease. A physical export bottleneck unwinds only when a route reopens.Diplomacy Stalled Over the WeekendA meeting between Iran and other Gulf powers was postponed heading into Monday.That removal matters more than an incremental strike. A scheduled negotiation provided a visible path toward resolution, and its absence extends the timeline on the constraint.New strikes hit Saudi energy and civilian infrastructure, with Iranian attacks on ships in the Gulf adding to shipping risk.The Fed Decides in 48 HoursThe timing is what makes this move consequential beyond energy markets.Traders price roughly 89% odds of a Federal Reserve hike Wednesday, up from about 67% before Friday's CPI showed core at 0.3% against the 0.2% forecast. Goldman Sachs and HSBC have both moved to expecting 25 basis points.UBS analyst Giovanni Staunovo linked the two directly: "The renewed rise in oil prices could reinforce inflation concerns and keep the Fed on a hawkish footing."Jefferies global economist Mohit Kumar drew the sharper conclusion on the path beyond September. The first hike may be necessary from a credibility standpoint, but subsequent moves depend on how long the war lasts and the trend of oil prices.That makes a pipeline closure an input to monetary policy — a variable no central bank can model.Yields Eased While Crude ClimbedThe bond market did not follow oil higher Monday.Longer-dated Treasury yields edged lower, with the 10-year just below 5% and the 30-year at 5.355%. That breaks the pattern of the past fortnight, when oil strength and yield strength moved together and the energy shock fed directly into rate expectations.Yields easing against rising crude suggests the market is reading this leg as demand destruction rather than inflation impulse — prices high enough to constrain growth rather than to embed inflation.Brent at $105 is roughly 30% above where it traded in late February, and diesel sits near record highs around 90% above pre-war levels. At some point an energy shock stops being inflationary and starts being contractionary. The bond market appears to be testing where that line sits.Gold Fell, Bitcoin RoseThe cross-asset reaction split.Spot gold fell 1.2% to $4,296.68, a third straight weekly decline, with silver down 2.2% to $63.11. Bitcoin gained about 1% to $77,800.Gold's 90-day correlation with the 10-year Treasury yield sits at −0.41 against Bitcoin's −0.17, which explains why a rate-driven session separates them. It does not explain Bitcoin rising while gold falls on an energy shock, since both have traded as inflation hedges through this conflict.The Philadelphia Semiconductor Index fell 5.9% in its worst session since July 1, with the Nasdaq 100 at a six-week low.The Fed decides Wednesday at 2:00 p.m. ET, with the Bank of England Thursday and the Bank of Japan Friday.

Brent crude briefly rose about 5% to near $110 a barrel before giving back some gains, after reports said Saudi Arabia may need weeks to restart a key oil pipeline. According to Sina Finance, the Saudi east-west pipeline was shut after an attack and is expected to remain offline for several weeks. U.S. Energy Secretary Chris Wright said on Monday that he expected the pipeline to resume operations "soon" and that shipments through the Strait of Hormuz would increase in the coming weeks. The pipeline can carry about 7 million barrels of oil a day to Yanbu on Saudi Arabia's Red Sea coast. Brent crude futures for November delivery rose 4.5% to $109.34 a barrel at 9:04 a.m. in New York, while WTI crude futures for October delivery gained 4.4% to $104.49 a barrel.

The US estimated-tax deadline on Tuesday is expected to shift cash toward the Treasury and create a conditional test for Bitcoin liquidity. According to NS3.AI, the IRS calendar sets September 15, 2026 as the third installment deadline for individuals and corporations subject to estimated-tax payments. The deadline also falls on the opening day of the Federal Reserve meeting.

奥特曼宣布OpenAI放弃2026年上市计划。营收130亿、净亏385亿的现金黑洞背后，是一场关于估值、监管与算力军备的三重博弈。

零息可转债、溢价转股，智谱再融50亿美元。烧钱无底洞之后，它把新故事押在了自训练模型上，资本市场还愿意买账吗？

48小时连发四条帖子，马斯克罕见对AGI亮出警惕底色，直言AI失控比核武器更可怕。但同一时间，他的xAI仍在全速推进训练与算力扩张。

Robinhood Chain 已跑出高交易量与收入，代币化股票、Launchpad 与 DEX 生态加速成型，而真正的零售用户红利尚未释放。

AI连破数学难题，陶哲轩与斯特罗加茨等数学家直面"失去人类理解能力"的边缘。

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周一开门就来了个下马威。大饼一度跌破7.7万刀，回踩76k一线，压在市场头上的，是本周三那场议息会议。

"祝你穷得开心"的嘲讽已成过去式。本文用三个范畴给加密资产画地图：看现金流的加密业务、凭共识的诚实Meme、纯属空气的炒作盘，并给出周期性持有与短期博弈的操作框架。

人工智能,曾经拼命加速的AI巨头 终于开始怕AI了 金色财经,AI 可能会在十年内杀死我们所有人。