Bitcoin Tops $67K, Nearing Silver's $1.38T Market Cap

Deutsche Bank pointed out that there are two key aspects to this survey: first, whether the expansion of long-term U.S. Treasury repo operations will become permanent; second, whether there will be a direct discussion about "eliminating 20-year U.S. Treasuries." Among them, the possible abolition of 20-year U.S. Treasuries is an extremely impactful potential topic. If this is explicitly addressed, it would be seen as a major policy signal from the Treasury Department in response to high yields, and is expected to trigger significant turbulence in the bond market.

Waller’s series of speeches at the IMF reinforced the view that cutting-edge AI technology will fundamentally reshape the economy in the long term, but he did not commit to a pause in rate hikes in October. For global semiconductor stocks, which have recently experienced heavy sell-offs and entered a correction phase, the positive aspect is that he did not further intensify short-term rate hike expectations.

Tesla's second-generation Roadster was unveiled at the SpaceX test site, marking a significant debut nine years after pre-orders first began in 2017. Mass production is scheduled for 2028. The new vehicle features a fan suction system and compressed air thrusters, enabling genuine "flight." Elon Musk confirmed that this will be Tesla's last model to support manual driving. Analysts predict that sales of 7,000 units in the first year could generate nearly $2 billion in revenue, with extremely high profit margins being its core commercial value.