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Regarding TSMC's news, I think what truly deserves attention is not what new technologies it develops, but its start to solve the growing problems of AI chips.
You can think of an AI chip as a computer.
Chip manufacturing means producing components like the CPU, GPU, and memory.
Chip packaging is about assembling these components together to enable high-speed communication.
Previously, AI chips weren't that large, so this assembly method was more than sufficient.
But now the situation has changed.
To boost computing power, NVIDIA keeps making GPUs bigger and bigger, and they need to add more and more HBM memory on the side.
Just like before, a small truck could carry all the cargo, but now it suddenly becomes an extra-long truck, and the original parking spaces are no longer available.
So the problem is that chips can't be made anymore.
It's about how to combine such a large GPU with so many HBMs after making it.
This is why TSMC is now developing new technologies.
I think what will truly limit AI chip development in the future may not be the GPU itself, but how to assemble increasingly larger chips, and that the cost cannot get higher.
Whoever solves this problem first will have a better advantage in the future.🚨 JUST IN: US GDP came in at 1.5%, below the 2.1% consensus forecast.
A weaker-than-expected GDP reading would often put pressure on risk assets.
But so far, $BTC isn't showing signs of panic.
Instead of a sharp selloff, Bitcoin is holding relatively steady as traders digest the macro data.
What does that mean?
📊 It suggests much of the weaker economic outlook may have already been priced in, or that market participants are focusing on what slower growth could mean for future monetary policy.
If softer economic data increases expectations that the Fed could ease policy later, that may become a supportive narrative for crypto. But markets will still depend on upcoming inflation, employment, and Fed data.
For now, the key takeaway is simple:
The data missed expectations, yet Bitcoin remains resilient. Whether that resilience continues will depend on how buyers and sellers respond in the sessions ahead.
#BTC #Crypto #Macro #GDP #DailyOrbit#DailyOrbit DeFi lending has finally stopped falling, but don't rush to shout "full recovery" just yet.
After five consecutive months of decline, active loan balances rebounded from $20.7 billion to $22.2 billion in July, a 7.2% increase in a single month, marking the first real rebound this year.
However, looking closely at the data, funds are clearly grouping around leading agreements:
Aave's active loan balance reached $11 billion, with a single protocol accounting for 46.2% of the market; Aave and Morpho together took nearly two-thirds of the market share.
This indicates that capital has indeed started flowing back into DeFi, but risk appetite remains cautious, preferring to return to familiar and more liquid leading platforms first.
What truly matters next is not how much growth has been in a month, but whether this rebound can be sustained and whether funds will gradually spread from leading protocols to other projects.
If growth continues in August, the DeFi lending market may truly be starting to recover.
$AAVE $MORPHO #美联储三票主张加息, PCE becomes a new highlight tonight. $BTC #微软逆势下调资本开支, up 8.5% in after-hours trading. #财报观察员: Microsoft's cloud revenue surpasses 100 billion, but Meta's guidance is disappointing—Is the AI story diverging? Gold breaks through $4100—why hasn't BTC surged together?
Gold prices broke through $4,100, up about 1.9% in 24 hours, while Bitcoin continued to fluctuate around $63,000
Both are often called inflation hedges, but when funds are tight, gold is usually chosen first, with a longer history and lower volatility
In the short term, Bitcoin is more like a tech stock, and when the market fears risk, it's easy to be sold off together
Therefore, a rise in gold does not mean BTC must immediately follow suit
If geopolitical conflicts ease and the US dollar falls, capital may flow back into the crypto space
If gold remains strong and BTC remains weak, it indicates that the current market is more focused on safe-haven assets rather than pursuing high volatility returns
$BTC $XAU 📉 $SNDK remains under pressure, and the recent price action suggests caution.
The stock is still down roughly 42% from its local high, while its strongest rebound since listing has been only +14%. That highlights how fragile sentiment remains.
Despite supportive AI capex commentary from $META and $MSFT, memory-related names showed little positive follow-through. That lack of buying interest suggests the sector may still need more time to stabilize.
My view:
🔹 Another leg lower wouldn't be surprising if market conditions continue to weaken.
🔹 At the same time, a 20%+ relief rally is still possible once selling pressure begins to ease.
The key is not trying to perfectly time the bottom—especially with leverage.
Long term, my outlook on the memory sector remains constructive. But after a selloff of this magnitude, markets typically need time to rebuild confidence. Sharp V-shaped recoveries are the exception, not the rule.
Have a plan. Manage your risk. Let price confirm the trend before increasing exposure.
#DailyOrbit #SNDK #AI #Semiconductors #RiskManagement#DailyOrbit The market you're waiting for doesn't exist anymore.
Many people still believe BTC hovering around 58k is just a shakeout before it rips to 100k and kicks off another altseason.
But that playbook belongs to a different era.
The days when narratives and VC hype alone could push prices are fading. The market is no longer just a speculative playground.
Institutional capital is becoming far more selective. It flows toward sectors with proven product-market fit and real revenue—like stablecoins, RWA tokenization, and perp exchanges such as Hyperliquid.
BTC is also facing significant macro pressure and no longer moves independently like it once did. Holding on to the old cycle thesis and expecting history to repeat may end up being an expensive illusion.
At this stage, the protocols that generate real cash flow and build sustainable businesses are the ones most likely to thrive.
#DailyOrbit ₿ Market Watch: BTC, SOL, and ZEC are showing divergent trends, with key nodes about to emerge
📉 A few months ago, mainstream coins often rose and fell with BTC, but now this linkage has collapsed. Each coin has taken a very different rhythm, which is both a challenge and a signal for traders.
🟠 BTC remains the anchor. The price is oscillating around $64,000, and although it rebounded from the bottom, it has never managed to break above the 50-day and 200-day moving averages. However, the 100-day moving average (around $63,300) has provided effective support for several consecutive days, with $65,500 above forming the most obvious resistance zone in recent times. More importantly, trading volume has shrunk sharply—neither the panic selling seen in June nor the strong chasing of the rally. Right now, there is only one word for BTC: wait. Waiting for it to pick a direction is smarter than blindly guessing it.
🔷 SOL's situation is less optimistic. The price has fallen below the 100-day moving average again (currently around $73), and the recent rebound highs are getting lower, which is not a signal to rush to bottom-fish. Above, the moving averages at $74.5, $75.7, and $79.6 are suppressing the market, making it extremely difficult to fully recover them in the short term. Below, watch $72; if it falls, the $68-70 range is likely to be tested again.
🔄 ZEC is weaker. The price has retreated from nearly $570 to $462, after most of the gains have been swallowed up, and trading volume has clearly declined compared to before. No rush to guess the bottom; if the decline continues, focus on the $410 area — near the 200-day moving average, which is an important long-term support zone for this round.
📊 Recently, when watching the market, I no longer care how much has risen or fallen today. I pay more attention to real data like ETF fund flows, exchange balances, and contract open interest. Often, before the price moves, funds are already quietly being positioned. So these days, I still choose to observe and wait until the trend becomes clearer before following up.🚨 Bitcoin Market Analysis | July 30, 2026 (Day Session)
🌍 Macro Outlook: The Biggest Driver of Today's Market
The U.S. Federal Reserve left interest rates unchanged at its latest meeting, a decision that was widely expected and largely priced into the market.
However, the real story isn't the pause itself—it's the Fed's tone.
Policymakers maintained a cautious, hawkish stance, signaling that another rate hike as early as September remains on the table if inflation and economic data warrant it.
That shift in expectations is creating today's strongest source of selling pressure across risk assets, including $BTC and $ETH, as traders reassess the outlook for liquidity and interest rates.
In the short term, Bitcoin's direction will likely depend on incoming economic data, Treasury yields, and whether investors continue rotating capital away from risk assets.
$BTC $ETH $SNDK
#Fed3Dissents #MSFTCutsCapex #KoreaETFApology Last night, Walsh's speech was the same old trick: he talked about focusing on inflation, but kept real interest rates unchanged, maintaining the 3.50% to 3.75% range. But this time, three votes called for rate hikes, signaling a hawkish tone and not daring to act. The market had long dismissed expectations for rate cuts, and when negative news was put on the table, it couldn't be pushed down. The US launched a new round of strikes on Iran lasting two hours, with dozens of targets bombed. Oil prices, inflation, and war risks all piled up, $ETH can still hold firmly around 1900, indicating strong buying power below. 1900 is the first line of defense, 1880 is the second. To move up, we need to watch the 1930 to 1950 range. Only by holding 1950 can we challenge 2000 again. Contract positions are still around $26 billion, with over $65 million liquidated in 24 hours, and leverage remains crowded. I have 50 $ETH long positions with a strong flat line at 1833, which makes me feel uneasy, but as long as it doesn't break 1900, there's no rush to close out. $BEAT In the past 7 days, it has risen 22%, with a 24-hour drawdown of about 5.7%. Futures turnover is close to 600 million, while spot trading is less than 9 million, clearly indicating that contract funds are gambling. If you can hold near 3.20, there's still a chance to rebound; if it breaks, it's easy to stamp. $SNDK After a high of 1124, it crashed to 970, with the latest at 1016, showing an extremely large single-day swing. Concerns over valuations in China's memory chips are high, but Seagate's performance proves that AI storage demand hasn't disappeared. The 970 is a short-term support, and a return to 1060 will be considered stabilizing. Now that the negative side is all the same, Walsh dares not move, and the market is unwilling to keep selling. #微软逆势下调资本开The Fed hasn't raised rates, but I shorted a BTC account.
Many people, seeing the Fed hold back, have the following initial reaction:
BTC is about to take off.
But the first thing I did after reading the market wasn't to chase the long position, but to open a short position to observe the opposite direction.
It's not because I think BTC will definitely fall, but because I discovered a very interesting contradiction.
The Fed's decision to keep rates unchanged this time was a result widely expected by the market. What is truly noteworthy is that **BTC did not experience a genuine breakthrough due to this positive news. **After the news was announced, the price only fluctuated repeatedly around $64,000, without sustained rally.
What does that mean?
If a well-known positive news only brings a slight increase, it means that the positive factor has most likely been priced in in early.
What warns me even more is that BTC futures open interest has now reached a nearly two-month high.
Many people interpret this as increasing funds.
But I prefer to understand it as something else:
Market chips are becoming increasingly crowded.
A higher open interest does not necessarily mean a rise; it may also mean more people are betting at the same position. Once the direction is wrong, closing positions and stop-losses can trigger a chain reaction, amplifying volatility.
Combined with this Fed meeting, it wasn't as dovish as people imagined.
Although the rate was ultimately kept unchanged, the vote was 9 to 3, and three officials still advocated for further rate hikes. This shows that concerns about inflation within the Federal Reserve have not completely disappeared.
So BTC now seems to be in a very awkward position.
The good news has already been realized.
No new positive news has arrived yet.
No new negative news has emerged.
At this point, the biggest fear is that everyone thinks "prices should rise."
Because when the market truly kills people, it's never bad news that comes out, but when good news comes out, prices just can't be pushed up.
So I shorted this position, not betting on BTC crashing immediately.
I just want to see whether, when everyone is expecting a rise, there is still enough new capital in the market to catch those who have already entered early.
If BTC can break out with increased volume and turn the breakout into new support, then it means I misjudged, and I admit it.
But if the price continues to fluctuate around the current level and even starts to fall below the low point after the news was released, then those chasing the "Fed positive news" today are very likely to become the biggest selling pressure in the next pullback.
The truly dangerous thing is never bad news.
Rather, all the good news has been delivered, yet the market has started to stall.
$BTC The semiconductor sector rebounded collectively—is the logic behind AI hardware still holding?
Guys, tonight the US semiconductor sector surged collectively. SNDK rose 21%, SKHYNIX rose 7%, MU rose 10%, and the entire sector experienced a long-awaited rebound. The direct driver of this rebound was Microsoft's earnings report far exceeding expectations, which boosted risk appetite across the technology sector.
But I want to address a core question: Is the long-term logic of AI hardware still in place? The answer is yes. AI computing power demand remains strong, with Samsung's chip business profits increasing more than 250 times year-on-year, and SK Hynix's profits increasing by 557%. These figures all indicate that the industry's fundamentals are sound.
The problem is that market expectations are too high. After SK Hynix's profits grew by 557%, its stock price instead plunged 17%, indicating that the market has priced in these positive factors in advance. The current semiconductor sector is not about performance, but about valuation.
So my judgment is: the semiconductor sector has short-term oversold and room for a rebound, but a reversal will take time. SNDK rebounded from 972 to 1265, indicating a short-term position, and a pullback is needed to digest profit-taking. In the medium to long term, demand for AI hardware remains strong, while overall valuations in the semiconductor sector remain low, but long-term allocation value remains.
In terms of trading, wait for short-term pullbacks before going long; for medium- to long-term trading, build positions in batches. Don't chase too high, don't go all-in, take it slow.
#半导体 #AI硬件 #SNDK #SKHYNIX #板块分析"Market is a Casino, Except the Chips are Worth Millions"
In this game, players don't count their chips – they count their chips' value. Today's snapshot reveals $PAXG, the gold-backed token, quietly rising 2.46% on a single day. This isn't an anomaly. Other value-backed assets like $PUMP and $FIL are joining the party.
Notice, however, that the $ACH debacle serves as a stark reminder: when fundamentals fail, liquidity turns into an exit strategy. Loser's list is short, with $ACH plummeting by 7.23%, a rare occurrence in an otherwise stable market.
But what about the whales? Top PnL address is quietly adding margin to shorts – a chilling sign that even with a rising tide, the ocean is still vast and unforgiving. Meanwhile, $BTC and $ETH continue to anchor, absorbing market flows with ease. $BTC: the value anchor, $ETH: the insto magnet.
Market pays for substance, not stories. What's your game?这轮美股科技财报，最值得关注的是谁做到了把AI变成收入、利润和现金流。 微软这次给了市场一个很强的样本：季度收入900亿美元，同比增18%；净利润358亿美元，同比增31%；微软云收入593亿美元，同比增27%；Azure及其他云服务收入同比增43%。这组数据说明什么？说明AI不是只停留在概念，而是已经通过云、Copilot、企业软件订阅进入真实账单。企业客户买算力、买工具、买效率，最后都沉淀到了微软的云和Office生态里。 Meta的情况就更有意思。它的收入其实不差，Q2收入608亿美元，同比增28%，广告展示量和广告价格也都在增长。但市场并没有只看收入，因为成本和现金流压力太显眼：总成本费用同比增55%，净利润同比下降14%，自由现金流只有7.84亿美元，同时公司把全年资本开支预期收窄到1300亿-1450亿美元。换句话说，Meta的AI故事不是没有价值，而是市场开始追问：这些服务器、数据中心、模型和人才投入，什么时候能稳定变成利润？ 这就是AI行情进入第二阶段的标志。第一阶段，市场买的是“谁离AI最近”；第二阶段，市场买的是“谁能把AI商业化”；第三阶段，市场会更残酷，只看投入"July 30th US Stock Market and $SNDK Full Day Review"
On July 30th, the US stock market was an extreme emotional roller coaster from start to finish.
At the morning open, riding the momentum of the Federal Reserve's interest rate decision, the Nasdaq surged all the way.
The storage sector immediately ignited the entire market, with $SNDK rising more than ten points within half an hour of opening.
The whole venue was electric, everyone shouting for Niu to return quickly.
But by afternoon, the market gradually changed.
The gains of the three major indices continued to narrow, with high-level fluctuations weakening and weakening.
Although SanDisk is still maintaining a gain of around 20 points, it's clear that its momentum is weak.
In the closing phase, profit-taking began to be concentrated, and the Nasdaq fell further.
In the end, the Nasdaq closed up less than two points, far below its early trading high.
A typical case of opening high but then closing low, then surging high and then retreating.
Let me first share my judgment on SanDisk.
SanDisk surged twenty points throughout the day, closing near $1,222.
It looks strong, but it's all thanks to a quick rally in the early session, and after that, it's basically a sideways move.
The trading volume is very large, and the turnover rate is extremely high.
What does that mean?
This indicates that chips are trading heavily at high levels.
Short positions are closed buys, trapped positions are uneven, and short-term bottom-fishing funds are available.
All of them traded chips at this spot.
This kind of surging rally on high volume is not a signal of a trend reversal.
A trend reversal should be a stabilization with reduced volume, followed by a gradual rally with increased volume.
Instead of venting all your emotions in one day.
Rising twenty points in one day, it looks great.
But it also means that the bulls' strength is almost depleted within a single day.
If prices want to continue rising, new funds need to enter and take over.
But the question is, will long-term institutions chase the rally at this level?
I don't think so.
Institutions have always built positions slowly, buying more and more as prices fall.
They won't rush in to buy after a major bullish candlestick that has surged twenty points.
So this rebound is essentially driven by short-term funds and short covering.
The characteristic of short-term capital is that it comes quickly and goes out just as fast.
Make a quick profit and leave, never lingering in battle.
When they take profits, the pressure on the stock price will come.
Now, let's talk about the overall situation in the US stock market.
On July 30th, the stock market was deeply divided.
The storage sector surged wildly, with the Philadelphia Semiconductor Index jumping seven points.
But what about other sectors?
The Dow Jones rose by just a fraction of a point, while traditional blue chips barely moved.
Meta also bucked the trend and plunged 9 points, while Apple and Google saw only modest gains.
Funds clearly emerge from high-level clustered stocks, crowding to bottom-buy oversold small stocks.
This is a track switch, not a full-blown bull market.
A real bull market should be a broad-based rally, with all sectors rising together.
It's not just one sector rising while others are just watching.
Now, let's look at the macro level.
The Federal Reserve's policy meeting was held, with nine votes in favor of holding rates and three in favor of raising rates.
This statement is actually somewhat hawkish.
Three committee members believe the interest rate is still not high enough and should continue to be raised.
A rate cut within the year is completely out of reach. $BTC
But why is the market still rising?
Because it has fallen too much, it's oversold, and a rebound is needed.
Every negative news is positive—this is a logic that applies to both A-shares and US stocks.
But just because all the negative news has been released doesn't mean the good news has truly arrived.
It's just that there is no worse news in the short term.
The high interest rate environment remains, and tightening remains.
None of these core negative factors have been resolved.
Finally, let me share my judgment on what comes next.
The big bullish candlestick on July 30 felt more like a violent rebound during the downtrend.
Not a trend reversal.
SanDisk is around 1200 points, with heavy trapped prices above.
It's very hard to break through in one go.
Next, it is highly likely to fluctuate between 1100 and 1300 for a while.
Digest profit-taking and uneven trades.
Then choose the direction.
If there is no fundamental support going forward, no incremental funds will enter the market.
After the consolidation, it is highly likely that the market will continue to decline.
The true bottom is never something that pops out.
It is forged by grinding.
It was when everyone was in despair and no longer discussed where the bottom was.
Slowly coming through it.
Calling for the bottom now is too early.
Be patient, the market will never lack opportunities.
What is lacking are those who live and wait for opportunities. #美联储三票主张加息, PCE becomes a new highlight tonight. #微软逆势下调资本开支, up 8.5% in after-hours trading. #财报观察员: Microsoft Cloud revenue surpasses 100 billion, but Meta's guidance is disappointing—Is the AI story diverging? When a hand shovel peels away the soil from the second quarter of 2026, the "sheepskin scroll" that records the bloodline of BTC and US stocks shows incredible crack marks under the carbon-14 dating instrument.
Deep within the cold tomb, the two extremely faint correlation values of 0.12 and 0.21 were like strange symbols carved into ancient broken walls. Once upon a time, by the end of 2025, a high-frequency resonance of 0.58 was still shining brightly in the strata of the Old Era. Today, Wall Street's institutional capital is like a group of greedy 'tomb raiders,' wielding ETF chisels that have dug through the soil of traditional finance, loudly claiming that their massive asset allocation has redefined the value core of sacred relics—'US stocks are US stocks, crypto is crypto.' A brand-new, independent temple seems to be rising from the ruins of digital technology.
However, the alternation of bull and bear markets has its own historical rhythm; they always rhyme the same tune.
When the seismic wave of the collapse of Silicon Valley chip giants' stock prices swept through the world this week, BTC plummeted nearly $3,000 overnight. At that moment, the ancient and cold [curse] crossed a millennium of heavy yin and descended once again: as humanity's risk appetite was forced to shrink, the so-called 'decoupling myth' shattered like a high-quality imitation porcelain with exquisite glaze but a hollow interior, crushed by the hammer of macro liquidation. Those schools that frantically clamor for "structural decoupling" are merely treating a new edict that has not yet been tested by morality as an eternal "forged antique."
Looking at the strange interactions shown by the US stock token $XDELL in the secondary market, it's like a double-faced gold coin buried at the intersection of two different [Civilization Collapse] sites. It holds the physical assets of traditional tech giants in one hand and the soul of native on-chain liquidity in the other. Do you think hiding in the safe haven of ETFs will break free from macro gravity? Even in ancient Rome, when the catastrophe of inflation struck, not a single silver coin was spared.
History never repeats itself, but it always hums the same nursery rhyme. The entry of institutions only changes who is ringing the altar bell, but it has never changed the blood type of capital greed and fear. When the hurricane of the risk-averse wave lifts the canopy, all assets are pulled back into the same fate, the Nile.
There has never been a miracle independent of the grand temple, only the collapse of the chain that has yet to come.
#BTCNasdaqDecouples Look at technicals when the market is crazy, and fundamentals when the market is panicking.
Is the market panicking? Definitely panicking. How are the fundamentals of storage or semiconductors? Definitely fine.
So, it's not advisable to short anymore; the $MU $SNDK market will most likely enter a consolidation phase.$BTC Watcher Guru data shows that after the FOMC meeting, the probability that the market expects the Fed to keep rates unchanged throughout 2026 and not start cutting rates soared to 89%. Behind the high-probability pricing lies widespread concern that inflation will be sticky. The market has reached a consensus: tight monetary policy will persist for a long time, with high funding costs and persistently suppressing valuations of global risk assets. Funds are gradually accepting a reality: high interest rates will become the medium- to long-term benchmark environment, and the easing window has been significantly delayed. 1. Explanation of Macro Logic in Simple Ways 1. What Does a High Interest Rate Environment Mean? U.S. Treasury risk-free yields remain consistently high, so funds will prioritize principal-protected fixed income products. Crypto assets are high-risk, non-yielding assets, with rising opportunity costs and a continued weakening of incremental capital entrance. With the rising cost of leveraged funds, it is difficult for the market to replicate the sustained one-sided bull market seen in the easing cycle. 2. Expectations shift from "waiting for rate cuts" to "adapting to high interest rates" For a long time, the market relied on "rate cut expectations" to support valuations; Now expectations are being repriced, and fantasies are gradually being cleared out. Don't underestimate the impact of a reversal in expectations: once the easing catalyst bulls relied on is delayed, it will be difficult for a sustained large-scale rally to occur in the short term. 3. Inflation is the core shackle. The reason for delaying rate cuts stems from the recurring and sticky nature of inflation. As long as prices fall and do not reach the target, it will be difficult for the Fed to easily switch to easing. Continue to focus on tracking CPI and PCE inflation data. SpaceX's performance after opening was very independent, reaching a high of 118.93 and never breaking above 120. After all, it had already fallen first, so its storage stocks didn't follow suit. Micron, SK Hynix, and SanDisk naturally couldn't keep up after rebounding due to South Korea's flight ban
Now, besides betting on financial reports, there are no short-term fundamentals left. As mentioned before, Musk can only rely on short-term stories to survive until the fundamentals improve. No one knows exactly how long this will take. If you haven't entered and want to play safe, it might be better to wait until the year-end unlock and bottom out before entering $SPCX Don't be blinded by Meta's doubling stock price over the past year. When free cash flow was plunged to a four-year low, leaving only $784 million, a classic capital stranglement signal was already circling above the credit bond market. Over the past year or so, Meta's shareholders have undoubtedly been the happiest group in the market. Since Zack announced the 80/20 law of mass layoffs, the stock price has soared, with market value repeatedly hitting new highs. Bulls have countless reasons to justify this surge: the AI-driven Advantage+ automation suite generated $60 billion in annualized operating revenue, with total second-quarter revenue reaching $60.8 billion, a record high. In the eyes of many tech analysts, current valuations are nothing more than a reasonable overdraft for the future. They firmly believe that Zuckerberg is building the same traffic dominance in the AI era as it did in the smartphone era by buying graphics cards. But when I calmed down and flipped through its cash flow statement, I felt a chill down my spine. Because the $784 million free cash flow, which plunged 91% year-on-year and hit a four-year low, was not a reasonable overdraw, but an extremely dangerous signal. 1. The hidden depreciation black hole is gathering under the income statement. To recognize this danger, we must understand the depreciation traps in the financial statements. Meta spent a record $31.078 billion in capital expenditures this quarter, almost entirely on card purchases and data center construction. But the depreciation and amortization expenses you see in its income statement are only $6.356 billion. There is a certain charm in betweenMany people saw $SNDK surge, thought the downtrend had completely reversed, and planned to follow the trend to buy long, only for the market to start a correction. Many traders are confused—what logic is behind this surge and pullback? 1. A brief review of this market: Stimulated by pre-market rallies in US semiconductor and memory chip stocks, $SNDK saw a rapid short-term rally, with prices surging from around 1,000 points straight above 1260. After a brief rally, bullish momentum quickly faded, with no sustained inflow of new funds taking over, causing prices to quickly stall and begin a volatile correction. Looking back at recent trends, SNDK remains in a major downward channel with a high-level pullback. The previous high was 1518, and it fell all the way, with a low of 972. This rebound is a recovery triggered by news after overselling, not a trend reversal. 2. The multi-layered core logic of pullbacks immediately after a rally 1. The driving force behind the rise comes from external news, not from endogenous funds in the currency to actively build positions. The trigger for this round of rally was the pre-market rally in the US storage chip sector, which is a passive follow-up driven by news. This kind of rally driven by external positive news naturally has a weakness: funds digest expectations in advance, and after the positive news is realized, no new narrative continues to drive prices. As the buzz from the news fades, selling offers naturally emerge quickly. Historically, many track concept coins have shown similar trends: positive news from external sectors stimulated short-term impulses, and after news was released, funds took profits and exited, leading to a rally and pullback. 2. Layers of trapped trading above are suppressing the market, with huge selling pressure during the rebound range. This can be directly seen from the candlestick chart过去两小时BTC冲高后又回到64742附近，24小时高点仍是65180；ETH约1919，BNB约587.7。BTC永续资金费率约0.0066%，多头成本不算极端，但6.5万上方的卖压依旧明显。
Unity Academy这一轮很有代表性：先在64763附近做空，硬止损65608、目标63552；随后判断现货买盘太强，空单两次都及时撤掉，SOL多单则继续保留。方向来回切换不算漂亮，但至少每次都有明确失效条件，没有为了证明自己硬扛。
Yekoi把582附近的BNB多单推了保护，止损提到574.4；同时用0.2倍仓位试空ETH，止损1930.7。相的思路更偏组合管理：长线现货分批买，短线空单与63800附近的BTC对冲多单独立处理，不把“看长线反弹”和“做短线回撤”混成一件事。
机会方面，BNB这笔已有浮盈，当前更适合继续保护而不是追高。Unity Academy的SOL多单没有给出新入场和失效位，本轮只做跟踪；舒琴的ETH分批空虽然给了目标，但缺少明确硬止损，三马哥的100倍BTC方案杠杆过高，都不纳入公开机会。现在最值得看的还是BTC能否真正站稳65180，以及ETH能否收回1930。#BTC #ETH #BNB 仅作观点与信息整理，不构成投资建议🚨 $SNDK has taken a heavy hit—but that doesn't automatically make it a bargain.
After a sharp decline, it's tempting to expect an immediate V-shaped recovery. Markets don't always work that way.
Even positive AI capex headlines weren't enough to trigger sustained buying, suggesting investors are still waiting for stronger confirmation before stepping back in.
That doesn't necessarily change the longer-term outlook for the memory sector—but it does highlight how cautious sentiment remains in the short term.
My view:
📉 Short term: Volatility is likely to remain elevated, and further downside can't be ruled out.
📈 Long term: The memory theme is still worth watching, but patience and disciplined position sizing matter more than trying to catch the exact bottom.
The biggest mistake after a large selloff is assuming every bounce marks the start of a new trend.
Have a plan. Manage your risk. Let price confirm the recovery before increasing exposure.
#DailyOrbit #Fed3Dissents #MSFTCutsCapex @OKXOrbit#DailyOrbit SPCXUSDT (Aerospace-themed dip buying with volatility)
- Entry section: 108~110
- Stop-loss level: 104
- Take profit tier 1: 122
- Take-profit second tier: 130
AEONUSDT (Small Cap Rebound Long)
- Entry range: 0.086~0.088
- Stop loss: 0.082
- Take profit tier 1: 0.098
- Take profit level 2: 0.106
KAITOUSDT (AI Theme Pullback Buy Low)
- Entry interval: 1.06~1.09
- Stop-loss level: 1.01
- Take-profit tier 1: 1.22
- Take profit in second tier: 1.32
ESPUSDT (Oversold Recovery Rebound)
- Entry range: 0.070~0.0715
- Stop loss level: 0.067
- Take profit level 1: 0.081
- Take profit level 2: 0.088Standard Chartered set a long-term target of 100U for 2030, but the historical high is only 44.97U. For this bull market, let's first look at the 8-12U range. The 100U requires a full explosion of the RWA sector and a super bull market resonance, which is a long-term, low-probability expectation. Do not heavily bet on long-term stories."Philadelphia Semiconductor Surges by 7 Points: Behind the Memory Frenzy"
I stared at this gains list for a long time, feeling an indescribable complexity in my heart.
$SNDK
The Philadelphia Semiconductor Index surged seven points, with the storage sector in the overall gains.
Silicon Motion 24.87, SanDisk 2.31, Seagate 17.73.
Western Digital 15.6%, Micron 12.97, Hynix 11.71.
A neat red flick, with the lowest increase being six percentage points.
The last time I saw such a spectacle was during the craziest time of the storage bull market.
But deep down, I knew this time and that time were fundamentally different.
That was when industry prosperity was rising, demand exploded, and earnings paid off—a genuine bull market.
This time.
$SKHYNIX
It is an oversold rebound after consecutive sharp declines, a violent rally triggered by short covering and pedaling.
Different driving logics naturally lead to different market persistence.
Let me break it down for you from a data perspective.
The storage sector's gains tonight were truly astonishing.
The entire sector's market value increased by hundreds of billions of dollars overnight.
But if you look closely at the volume,
The trading volume of each stock has increased several times compared to usual.
What does a surge in volume and rally indicate?
This indicates that chips are trading heavily at high levels.
$XMU
Some are buying, while others are selling.
Who is it that you buy?
Short-term funds bottom-fishing, and forced short positions to close out.
Who are they selling?
After holding onto chips for more than half a month, the rebound finally arrived, and those who broke even or reduced losses took the opportunity to exit.
This kind of high-volume rally is not a healthy upward pattern.
A healthy rally should be stabilizing with reduced volume, then gradually increasing volume to rally.
Instead of pulling ten or twenty points in one go, releasing all your emotions in a single day.
The faster emotions are vented, the sooner the market will end.
Now, let's talk about the industry fundamentals.
What is the core reason behind this round of decline in memory chips?
It's the supply-demand imbalance, high inventories, and demand falling short of expectations.
Will a bullish candlestick solve these problems tonight?
Not a single cent was resolved.
Inventory remains the same stock, and production capacity remains the same capacity.
The demand increase brought by AI still cannot absorb the excess supply.
The turning point of an industry cycle cannot be achieved by a single surge in a single day.
The cycle of the storage industry is measured in quarters.
The upward cycle rises for a year, while the downward cycle takes more than half a year to fall.
It's impossible for a bottom to reverse after two months of decline.
That's just too childish.
Many people say AI will change everything, bringing massive storage demands.
In the long term, I am optimistic about AI's drive in storage.
But how long is the long run?
Two years, three years, or five years.
Many people use long-term logic and engage in short-term trading.
The result is, before the long-term logic materializes, short-term fluctuations have already washed you out.
Or worse, trapped at the high level, forced to become a long-term shareholder.
Now, let's talk about the macro level.
Tonight's surge was triggered by the Federal Reserve's interest rate meeting.
The market interprets this as all negative factors being exhausted, the US dollar plunging, and risk assets collectively recovering.
But if you look closely at the Fed's statements,
Nine votes in favor of holding the rate unchanged, and three in favor of raising interest rates.
Three committee members believe the interest rate is still not high enough and needs to be raised further.
This is a very hawkish signal.
Rate cuts within the year are completely out of reach, and even the possibility of further hikes cannot be ruled out.
A high interest rate environment is the biggest negative for high-valuation tech growth stocks.
As a typical cyclical growth stock, memory chips are especially sensitive to interest rates.
The longer interest rates remain high, the more cautious corporate capital spending becomes.
When capital expenditure contracts, storage demand will decline further.
This is a negative cycle.
A short-term rebound in sentiment cannot change the long-term tightening environment.
Now, let's talk about the trading experience.
I've seen too many people stumble in this kind of surging market.
One big bullish candlestick changed faith, two big bullish candles went all-in.
I feel the bottom is confirmed, and the bull market is back.
And what happened?
After the rebound ended, it continued to fall, but was stuck halfway up the mountain.
Rebounds in a bear market are the easiest to harm.
Because it creates the illusion that you can't fall, or that a reversal is coming.
Then as soon as you enter, it starts to drop.
It's always like this, and people always fall for it.
Why?
Because human nature hasn't changed.
Greed and fear are always the greatest enemies of trading.
If prices rise, they get greedy, thinking they can go even higher.
When it falls, it becomes fearful, thinking it will fall even further.
Always cycling between chasing gains and selling losses.
Finally, let me share my judgment on the future trend.
In the short term, this rebound may last for another day or two.
After all, when emotions rise, capital attention has increased.
But the height is limited.
There is a large amount of trapped interest above every stock.
When it rebounds to key resistance levels, selling pressure will emerge.
In the medium term, I still lean toward this is just a rebound during a downtrend.
Not a trend reversal.
Fundamentals haven't improved, and the macro environment hasn't shifted.
Relying solely on oversold conditions and sentiment cannot reverse the overall trend.
It is highly likely that further declines will follow.
The true bottom still needs time to refine.
The real bottom must appear when everyone is in despair.
Not like now, when a bullish candlestick appears, the whole internet is calling for a bottom.
The bottom is polished, not popped out.
Patience is more important than rushing into the market.
Protecting your principal is more important than catching every rebound.
The market never lacks opportunities; what it lacks are those who live and wait for opportunities.The biggest feature of the capital market is that it likes to talk about the future when it rises, but re-examines reality when it falls. What truly determines the value of semiconductor companies in the future is not just the AI concept, but whether order growth, profitability, and technological advantages can be sustained.
I think this rebound in the Korean stock market feels more like an emotional recovery.
Previously, the market was worried: "Is AI a bubble?" ”
What we are rethinking now is: "Will the value of AI last longer than the market imagines?" ”
These two issues are completely different.
The tech cycle never rises continuously, nor does it end with a single correction. Internet, new energy, and smartphones have all gone through similar stages.
Truly valuable companies are often not those that always rise, but those that can still prove themselves even when the market is doubtful.
Samsung's financial report not only brought a rebound in stock prices but also a market repricing of the AI industry chain.
The key to future AI competition is not who tells the biggest story, but who can truly turn technological advantage into commercial value.TOMORROW'S BOJ DECISION COULD WIPE OUT BILLIONS FROM GLOBAL MARKETS.
Here's why:
The Fed's rate sits at 3.5-3.75% and the BOJ's sits at just 1%.
That gap is why the yen carry trade exists in the first place, borrow cheap yen, buy higher-yielding dollar assets.
Morgan Stanley estimates roughly $500 billion in yen-funded carry positions are still outstanding.
Japan's unemployment data comes out tomorrow too, expected at 2.5%.
If it comes in below that, it gives the BOJ room to hike more aggressively in its decision the same day. If it comes in as expected or higher, the BOJ has less reason to surprise anyone.
A bigger hike narrows that rate gap fast. That's the exact trigger that caused August 2024's carry trade unwind, when the Nikkei crashed 12.4% in a single session, its worst day since 1987, erasing about $790 billion.
If the BOJ hikes but sounds cautious instead, none of that pressure builds, and today's yen strength likely fades back to where it started.
This matters more than yesterday's FOMC decision.
$LAB $SNDK "Can SanDisk Stand Up to Represent U.S. Tech Stocks?"
In my view, $SNDK doesn't represent the entire US stock tech market.
But it is definitely the current mood indicator for the storage sector and the entire tech sector.
Let me clarify the conclusion first $SKHYNIX
The US stock tech sector is an enormous ecosystem.
From hardware to software, from cloud services to social platforms, from chips to terminal devices.
Each niche has its own operating logic and cycle.
SanDisk is just one stock in the memory chip segment.
Its rise and fall reflect changes in supply and demand and capital sentiment in the storage industry.
It doesn't represent Microsoft's cloud services, Nvidia's AI computing power, and even less Apple's consumer electronics.
But why do people always like to bring up SanDisk?
Because it is highly elastic and volatile, it best reflects extreme changes in market sentiment.
They rise most fiercely during the rise and fall the hardest when they fall.
A bullish candlestick has twenty points, and a bearish candlestick has a dozen points.
Such extreme fluctuations are the easiest to attract attention and become synonymous with market sentiment.
Just like tonight, SanDisk surged more than twenty points.
Everyone is saying the tech stock bull is back.
But look at Apple, Google, Meta.
How much has it increased?
Some are even falling.
Tech stocks have long been divided internally.
Not all tech stocks are rising.
The only sector that has risen is the storage sector, but only the group that fell the hardest in the early period.
Funds have emerged from high-end AI leaders, rushing to bottom-fish oversold small stocks.
This is a track switch, not a full-blown bull market.
Let me clarify it from the data perspective.
SanDisk's market value is only a little.
A scale of several hundred billion dollars.
Compared to giants like Apple, Microsoft, and Nvidia, which often earn two or three trillion yuan,
It's simply not on the same level.
Its rise and fall has very limited effect on the Nasdaq.
Whether the Nasdaq can hold steady ultimately depends on the stance of heavyweight stocks like Microsoft and Nvidia.
SanDisk rose 20 points, which may not even be as significant as Microsoft's 2-point gain.
The scale is there, the voice is there.
If it can't represent it, it simply can't represent it.
But then again,
Although SanDisk does not represent the entire U.S. stock tech market,
But it plays a very important role.
It is a leading indicator of risk appetite across the entire technology sector.
Why do I say this?
Because memory chips are typical cyclical growth stocks.
It is highly cyclical and most sensitive to changes in macro liquidity and industry prosperity.
When market risk appetite rises, funds first bottom-fish are the most elastic storage stocks.
When risk appetite declines, storage stocks are the first to sell.
Therefore, SanDisk's performance often outperforms the entire technology sector.
If it rises first, it means funds are starting to try to go long on risk assets.
If it falls first, it means funds are starting to retreat for risk.
From this perspective, although SanDisk does not represent U.S. tech stocks,
But it can serve as a window into the overall sentiment of the tech sector.
It is a very sensitive weather vane.
Now, let me share my assessment of the current market.
Tonight, storage stocks like SanDisk and Micron surged.
What does that mean?
This shows that risk appetite for funds is indeed increasing.
In oversold sectors, funds are starting to enter and bottom-fish.
This is a positive sign.
But a positive signal does not necessarily mean a trend reversal.
Rising risk appetite is only the first step in a rebound.
Can it continue, can it spread to other tracks?
It also depends on whether incremental funds enter the market and whether fundamentals support the market.
If only one storage sector is rising, the other sectors remain unchanged.
then the height and duration of this rally will be quite limited.
It was just a wave of oversold rebound.
Only when the rally spreads to Nvidia, Microsoft, and the entire tech sector.
That is the true meaning of a tech stock market.
Finally, let's talk about my insights from the trading side.
Many people tend to make a mistake.
When you see a stock soar, you assume the whole sector is going strong.
Then blindly chasing other stocks only to get stuck.
This is a classic example of using a dot instead of a big picture.
The rise or fall of a single stock does not represent the entire sector.
The rise and fall of a single sector does not represent the entire market.
When trading, you must have a global perspective.
Don't let the rise and fall of a single stock disrupt your rhythm.
SanDisk's rise doesn't mean all tech stocks can rise.
A rebound in the storage sector does not mean a full-scale bull market for tech stocks.
Distinguish between primary and secondary tasks, and see the structure clearly.
Only then can we maintain clear judgment amid complex market conditions.
To sum up.
SanDisk does not represent US tech stocks.
However, it is an important indicator for monitoring the sentiment of the technology sector.
Its sharp rise indicates that short-term risk appetite is increasing, and an oversold rebound is underway.
But whether it can spread and sustain remains to be seen.
Don't easily call for a bull market to return just because a stock surges.
The market is always more complex than you imagine.
Stay cautious, and you can never go wrong.
#美联储三票主张加息, PCE becomes a new highlight tonight. #微软逆势下调资本开支, up 8.5% in after-hours trading. #财报观察员: Microsoft Cloud revenue surpasses 100 billion, but Meta's guidance is disappointing—Is the AI story diverging? TokenScanSD Data Update — Today's Trending Coin Meme
This is only on-chain data, not recommendations 📌
🔹 GRVT (ETH) — LP status: unlocked (based on scan data)
🔹 macho (SOL) — total liquidity all pools: ~$30,395
🔹 Tesla mascot x ROBINHOOD (ETH) — GRVT-like LP status
Always check your own data and DYOR before interacting with any token. This content is purely data-driven education, not an invitation to investment.---
**Market Structure: 5 gains, 0 losses, average increase +12.32%, total turnover $138 million. **
This is not an ordinary Friday market; ** funds are reallocating bets. **
---
## Macro Tone: risk-off or risk-on? Neither, it's chaos-on
The two most important points in RSS headlines:
- "Iran jitters" and "oil surging"—geopolitical + inflationary pressures remain
- "Jim Cramer says this is a golden buying opportunity"—but who believes Cramer's contrarian indicator?
The structure of tokenized US stocks becomes clear:
**XSPY rose only 0.49%, but XSNDK rose 23% and XSOXL rose 20%. **
If the market is fully risk-on, XSPY should also rise by 2-3%.
If the market is risk-off, the short index and short ETFs should rise—but XSNDK is **3x short on NASDAQ**, and a 23% increase means someone is betting NASDAQ will fall another 7-8%.
Conclusion: **This is not a rebound in sentiment, but rather a split in the betting direction. **
Half of the people bet the AI correction is over (XSOXL is going long on semiconductors), and half are betting that NASDAQ will crash again (XSNDK is short).
If both sides bet simultaneously, the result is explosive volatility.
---
## Capital Flow: Who Is Paying the Bill? Who's running away?
**Volume Speaking:**
- XSPY traded 84 million, with a 2% swing—this is large institutions adjusting their positions, buying slowly
- XSNDK traded 26 million, with a volatility of 28.7%—this is retail + speculative investors betting fast, fast in and out
- XSOXL had a turnover of 8.8 million, with a 33.2% swing—this is the wildest gambler
**Where does the money flow? **
Not from crypto — BTC only fell 1% in 24 hours, with trading volume not expanding.
It flows out from the US stock index. **Those funds stunned by the Nasdaq shock have turned to tokenized ETFs to seek volatility. **
Because tokenized US stocks offer 24-hour trading, no circuit breakers, and leverage can be added—
**This is a mirror version of Wall Street casinos on the blockchain. **
---
## Crypto Positioning: BTC is playing dead, but that's not a bad thing
BTC 64,766, Fear Index 28, Trading Volume Shrinking.
**This is a typical 'wait for news' market. **
All the BTC-related threads on RSS headlines are 'squeeze,' 'coiled,' and 'key levels'—
This indicates the market is waiting for the Federal Reserve, Iran, and the next trigger.
But note: when XSOXL and XSNDK surged 20%+,
**BTC didn't jump along or crash. **
This shows that crypto is currently independent—
It's not a risk asset (it didn't crash like Wall Street),
Nor is it a safe-haven asset (it hasn't risen with gold),
**It's the third gaming table, waiting for your own cards. **
The news of soaring crypto trading volume in South Korea also confirms:
When the local stock market crashed, funds flowed into the crypto world. **This is not buying BTC; it is about finding liquidity outlets. **
---
## Resonance Conclusion: The Market Is Forcing You to Make a Choice
You're not choosing a direction, you're picking a gambling table.
The chips on the US gambling table are shifting toward tokenized ETFs,
People at the crypto gambling table are waiting for BTC to break 65k or 60k,
And the position you hold only has two outcomes:
or be left behind by a 33% volatility,
Or count the money within the 23% increase.
**The so-called smart money just saw through the market's crazy behavior five minutes earlier than others. **
Today's focus is:
Funds are defecting, volatility is expanding, and you're playing dead.
Stop pretending, move a bit.Recently, the market's attention has been on storage. Tonight, the core PCE fell as expected, with logic similar to the previous CPI, both benefiting from the continuously declining oil prices in June.
However, since oil prices rebounded sharply in July, combined with the just-concluded hawkish FOMC, the actual impact of this PCE is limited.
But in any case, it's good data, just in time to support today's rebound in storage stocks, increasing the probability of a bottom rebound by +1 again The wind direction has changed. But I had already lowered my breath; in the crosshairs was the pupil of the prey—the South Korean finance minister apologized in parliament, the 2x leveraged ETF shattered retail investors' bulletproof vests, SK Hynix's profits soared 557%, yet the marksman labeled it as "off target" on the trajectory map. The market is like a rice field disturbed by the wind, every swaying candlestick exposing coordinates.
During the incubation period, my anemometer and I waited together. The semiconductor industry chain's pulse never lies to the sniper: Samsung Electronics' net profit exceeded expectations, AI server demand was like a persistent north wind, stabilizing the trajectory; and SK Hynix's 557% surge should have been a perfect headshot, but before the earnings report landed, order backlogs had already been anticipated, and the rehearsal market adjusted profit expectations to lunar orbit. When the actual numbers only pierced thick clouds rather than breaking through the atmosphere, the paper profits immediately evaporated—retail investors' ETF positions were like campfires, their flames exposing themselves, inviting regulatory fire sweeps.
Leveraged ETFs are like putting your scope on 10x, but heartbeat tremors are also magnified tenfold. The South Korean finance minister's "tightening rules" are merely an arsenal review after a misfire. To me, this feels more like a textbook-level camouflage failure: when all shooters crowd the same firing window, the density of fire attracts counter-sniper rifle responses. The real-time pricing of XSKHY and KR200 has long been marked by the sniper position's data chain as "moving target correction value +3.2 mils."
Under the deep perspective of the $XLITE target, I see the entire flow of hot money in the Korean semiconductor wave: on one side, SK Hynix's performance landmine has had its fuse removed; on the other, Samsung's AI server orders act as bulletproof steel plates. But no matter the wind direction, the bullet belongs only to the finger lurking in the shadows—without a shooting window with over 70% win rate, I will never pull the trigger. The noise of high-frequency trading is bait; the real prey hides in the folds of earnings reports and regulations.
Now, the prey has turned around. The finance minister's apology is not a retreat but a recalibration of counter-trajectory. Retail investors' corpses still hang on the barbed wire, while the sniper position's coordinates have been exposed in the wind.
A true hunter never lingers on the smell of blood, only calculating the rhythm of the next breath. Before the barrel cools, the magazine has already been ejected.Brother Dog Farm, I've already figured through your little schemes,
I managed to pinpoint SNDK's bottom this time! Look at this order screenshot: at 3 a.m., I precisely bottomed out at 1116, now it has surged to 1256, took profit, and exited. Although I only made 0.53 USD (don't laugh!) The yield is 26.25%! ), but this isn't about money—it's the thrill of having your IQ crushing the dog farm! What do you think? Did I ride the dragon's head right on this round? 🐉
---
Panel Peeling Analysis (I Saw Through Dog Village's Underwear)
Let's look at the daily chart first. A few days ago, SNDK was hammered to 972, the lowest in 24 hours, and even the Bollinger Band was breached. Panic trading is selling in as if it's free. But have you noticed? As soon as news broke that the US chip and semiconductor sectors were collectively rising before the market opened, Gouzhuang immediately took advantage of the situation to rally the market, with a large bullish candlestick pushing it straight to 1264, a gain of 22.75%! What about capacity? 2.74 million tokens traded in 24 hours, with a turnover of 3.456 billion USDT—this is not something retail investors can pull off; it's clearly a dog farm secretly accumulating shares at the bottom, then using news to aggressively push up the market and blow up the bears.
Technically, MA5 (1178), MA10 (1098), and MA20 (1058) were all penetrated by a single bullish candlestick, a typical example of one bullish candlestick crossing three lines, establishing a bullish trend. But note, the previous high near 1518 is a heavy pressure zone. This wave pushed to 1264 is close to short-term overbought, and the 4-hour RSI is estimated to be close to 70. Dog dealers are pushing so quickly, most likely to trade off while oscillating at high levels and to clear out unstable profit-taking.
Why do I dare to bottom fish at 1116? At that time, the price was right around the previous platform support and MA60, and with the negative funding rate persisting, the cost of short positions was rising. Any positive sign would be like a rocket launch. The facts proved that the dog farm's little scheme—first selling to create panic, then using news to drive up sales—was completely under my control.
---
Trading directions and strategies that dogs won't do (but I want to do them)
Since you've already taken profits and exited, how do you play next? My strategy is clear: don't chase highs, wait for pullbacks, then make another move.
· Short-term direction: The bullish trend remains unchanged, but a pullback is needed for confirmation. Focus on MA5 (1178) and MA10 (1098). If it can pull back to the 1180-1200 range without breaking through, that would be a second entry point, with stop-loss set below 1150.
· If it directly breaks the previous high of 1518? Then don't hesitate—chase after him! But you must break through with high volume; breaking through with low volume is just a scam, and I won't fall for it.
· Leverage: still 3x, isolated positions, small positions testing the waters, don't go all-in. I don't have any positions right now, just waiting for the dog farm to send me a pullback.
Remember this saying: Don't be arrogant when prices rise, don't panic when prices fall. I made 26% and then ran away—not because I was timid, but because what went into my pocket was profit—the accounts were just empty clouds.
---
Trading Insights (All Bought with Real Money)
First, news is the trigger, while technology is the foundation. If I hadn't seen the US chip sector rise this time, I wouldn't have dared to hold a heavy position at the bottom (although I only bought 0.006 coins, haha). But technically I am oversold here, and the resonance of the two is an opportunity.
Second, take profits decisively. When I closed my position, the price was still rising, but I placed a market order and executed it directly. Many people always want to sell at the highest point, but end up giving back profits and getting stuck. I'd rather earn less than pull back.
Third, don't date a dog farm. This rally was fast and fierce, clearly speculative capital, not long-term capital. So I ran at 1256. Although I didn't reach the highest 1264, the 26% profit was enough for me to add a chicken leg tonight.
Finally, here's a saying: the market never lacks opportunities; what it lacks is your eyes to spot them and the discipline to control your actions. I guessed right this time, but not necessarily the next one, so I treat every trade seriously as if it's the last one.
#美联储三票主张加息, tonight's PCE is a new highlight
#微软逆势下调资本开支, up 8.5% in after-hours trading
#财报观察员: Microsoft's cloud revenue surpasses 100 billion, but Meta's guidance is disappointing—Is the AI story diverging?
$BTC
$SNDK "Micron surges 15 points—how far can the rebound in the storage sector go?"
I stared at Micron, this big bullish candlestick, for a long time, feeling a mix of emotions.
$MU $SNDK $SKHYNIX
At 850 yuan, the price rose by 15 points, with an intraday high of 868.
A single bullish candlestick swallowed up more than half a month's decline.
Half a month ago, it was still surging above 1,000, with everyone shouting that the memory chip cycle was just beginning.
Half a month later, it dropped to over 700 yuan, and the whole internet was in despair, saying the story of AI storage was over.
Tonight's strong bullish candlestick has once again pulled everyone's emotions back from the bottom.
This is the charm of cyclical stocks, and also their harshness.
When prices rise, it feels like the sky is the end; when it falls, it feels bottomless.
Let me first share my direct impressions of this rebound.
Micron's performance tonight was strikingly similar to SanDisk's.
All were previously oversold, all short covered, all surging on high volume.
It opened at 793, climbed all the way to 868, with almost no decent pullback in between.
This kind of trend is a typical bearish stampede market.
The previous decline continued, with more and more short sellers accumulating, and short margin balances hitting new highs every day.
Once the market shows signs of stabilizing, some funds enter to buy the dip.
Bears panicked, scrambling to close out positions and cut losses.
Closing a position is a buying order; buying pushes prices up, and rising prices force more short positions to close positions.
This forms a positive cycle, allowing gains of over ten points to be generated in just a few hours.
But the foundation for this rise is actually very fragile.
Because the driving force behind the rise is not fundamental improvement or new capital inflow.
Instead, it was passive buying caused by the forced liquidation of short positions.
Once the bears have mostly closed out, the buying power will quickly weaken.
At that point, profit-taking, trapping, and untying positions on the bull side will all emerge together.
Whether the stock price can hold up is uncertain.
I've traded for so many years and seen too many of these trends.
Nine out of ten times a violent rebound after a crash is a trap.
The last time is really at the bottom, and you'll keep grinding until you start doubting your life.
It won't let you comfortably buy the dip and then keep the price rising to make money.
The bottom is never a point, but an area.
It takes time to digest.
Trying to confirm the bottom with just a single bullish candlestick is too naive.
Now, let's talk about the fundamentals of the storage industry.
As a typical cyclical growth stock, memory chips are especially sensitive to interest rates.
The longer interest rates remain high, the more cautious corporate capital spending becomes.
When capital expenditure contracts, demand for memory chips will decline even further.
This is a negative cycle.
A short-term rebound in sentiment cannot change the long-term tightening environment.
Now, let's talk about trading mentality.
I know many people are starting to feel itchy again.
Look at Micron's 15-point gain, and SanDisk's 20-point gain.
I regret not buying at the lowest point.
Then I started thinking about whether it was still possible to enter the market now and how much more it could rise.
The anxiety of missing out is even more painful than being stuck.
But I want to remind you one thing.
Rebounds in a bear market are the easiest to harm.
It is highly likely that further declines will follow.
The true bottom still needs time to refine.
As for when the bottom will be realized.
No one can predict it precisely.
But one thing is certain.
The real bottom must appear when everyone is in despair.
It appeared when no one was discussing where the bottom was.
Not like now, when a bullish candlestick appears, the whole internet is calling for a bottom.
The bottom is polished, not popped out.
Patience is more important than rushing into the market.
Protecting your principal is more important than catching every rebound.
The market never lacks opportunities; what it lacks are those who live and wait for opportunities.
#财报观察员: Microsoft's cloud revenue surpasses 100 billion, but Meta's guidance is disappointing—Is the AI story diverging?
#财报观察员Microsoft's Q4 revenue rose 18% year-over-year, with Azure cloud business growth far exceeding expectations, and the FY2027 capital expenditure guidance was lowered from the market-fearing $190 billion to $175 billion — this means AI is not just a "money-burning story" but is starting to deliver profits and cash flow. Coupled with the US core PCE falling to 3.3% in June and Q2 GDP growth slowing to 1.5%, long-term US Treasury yields briefly retreated, giving high-valuation growth stocks a breathing room 📈. Last night, the Federal Reserve did not change interest rates, maintaining them at 3.50%-3.75%. But what really worries the market is not the "pause," but the voting result of 9:3: Hammack, Kashkari, and Logan all voted for a 25 basis point rate hike. In other words, the hawks are no longer just talking—they have started to put pressure into their votes. The reason remains inflation. The Middle East situation is disturbing energy prices, the US economy has not clearly slowed down, and employment remains stable. The hawks worry that if the market starts pricing in rate cuts early, financial conditions will loosen first, and inflation expectations might be reignited. Therefore, the PCE is the key indicator to watch. PCE is the Fed's most valued inflation gauge; they look not only at year-over-year but also at whether core PCE is cooling month-over-month. Simply put: if PCE is below expectations, US Treasury yields and the dollar may fall back, and BTC, ETH will breathe a sigh of relief; if PCE is hotter than expected, the expectation of a September rate hike will continue to rise, and risk assets will likely face short-term pressure. My judgment: we have now entered a "data trading mode." The focus going forward is on three lines: core PCE, US Treasury yields, and the dollar index. As long as inflation hasn't truly come down, every rebound will be met with the market asking: will the Fed hike rates again? In terms of operations, don't chase sentiment; waiting for the direction after data release is more important. In the short term, macro looks at volatility; in the long term, liquidity.Please note: $ON speculative coin structure review: entering a critical verification period
① Volume and price structure: In the past 96 hours, ON rose from around 0.12U to 0.3688U, then retraced to 0.220U before rebounding to 0.2778U. The trading volume in the last 3 hours was about 25.6 million U, a 33% increase compared to the previous 3 hours. The rebound has volume but has not yet formed a volume contraction consolidation.
② Leverage cleanup: Open Interest (OI) dropped from a peak of 72.6 million ON to about 54.4 million ON, funding rate fell back to 0.005%, significantly easing long crowding, but OI still accounts for about 20% of the real circulating supply.
③ Historical comparison: Among 21 historical speculative coins, 76.2% showed a significant pullback before a sharp rise, 38.1% formed volume contraction, and only 9.5% met all three conditions of "pullback, volume contraction, consolidation" simultaneously.
④ Capital structure: Contract 24-hour trading volume is about 196 million U, covering only 5.43 million U in spot, with contracts accounting for 97.3%. The current rise is still driven by leverage, and sustainability depends on whether Alpha and external spot markets can expand simultaneously.
💰 Conclusion: The speculative potential of ON has not been destroyed, but the main upward trend is not yet confirmed. Holding above 0.260U and breaking out with volume above 0.285U are signals of structural upgrade.
$onSanDisk rose 21% in one day, from 972 to 1264. Did you buy the bottom?
During the day they call SanDisk trash, but at night it teaches you how to be a decent person. SNDK's current price is 1245, surging 21.63% in 24 hours, hitting a low of 972 and a high of 1264. MA5 1236, MA10 1231, MA20 1158—prices all surpassed all short-term moving averages in one go. Bolling's upper band is 1273, and it's almost at the ceiling. The SuperTrend 1173 was left far behind. Trading volume was 2.74 million lots, with a turnover of 3.4 billion yuan—real money is being bought.
Why is it rising?
The chip and semiconductor sectors surged collectively before the market closed. The Philadelphia Semiconductor Index rose over 5% in pre-market trading, while SanDisk gained over 12%. There was only one trigger: Lam Research's earnings far exceeded expectations, surging over 20% in pre-market trading. Lam Research is a leader in semiconductor equipment, and its performance is like a thermometer of the overall chip industry's prosperity. Good data indicates that wafer fabs are still frantically ordering equipment, and demand for memory chips and logic chips remains strong.
Although SK Hynix's performance fell short of expectations, the earnings call confirmed one fact: demand for memory chips is still growing. ASML's financial report also confirmed that lithography machine orders are fully booked, with all production capacity sold out by 2026. With three layers of positive factors combined, the memory chip sector is launching a collective rebound.
Additionally, the market is also rebounding. Microsoft rose over 8% in after-hours trading, continuing its gains before market opening. Nasdaq futures rose more than 1.6%. Risk appetite is back.
Can you still chase it?
The short-term rebound is already strong, and overbought signals have begun to appear. The upper Bollinger band at 1273 is right overhead, and the MA20 is already at 1158. The price has deviated too far from the moving average, so chasing on the high in the short term is not cost-effective. The next resistance is at 1280-1300. If it breaks through with increased volume and holds steady, we can look at 1350-1400; If it fails to break through, it may pull back to 1200-1220. Support is at 1200; if it doesn't break, you can keep holding; if it does, the short-term rebound will end. $SNDK $CAP rose 25%, but both trading volume and market value are not disclosed, and the market is like a stagnant pool. Holdings are extremely concentrated: 93% of BSC top ten, 98.6% of ETH top ten, plus a $74,000 transfer, which feels more like a stock fund pulling backwards.
Don't rush to chase; first keep an eye on whether there are real buy orders to follow, or the price will drop with a single touch.#美光暴跌后：是底部还是半山腰？
美光暴跌近10%！是黄金坑还是崩盘前夜？
昨晚半导体集体扑街，美光直接暴跌近10%，盘后继续下探，较52周高点回撤超过30%。费城半导体指数同步暴跌5%，Arm、闪迪、英伟达全在挨打。
明面上是美联储按兵不动，但市场真正怕的是——存储周期要翻页了。
多头说基本面依然炸裂，Q3营收415亿，毛利率干到84.9%，长期协议锁到2028年，机构目标价还在1600。空头说DRAM合约价涨幅已经在收窄，中国长鑫市占率冲到8%，年底产能直逼美光，Michael Burry都来买put了。
最狠的博弈在华盛顿。苹果库克拼命游说白宫想放开非美市场用中国存储芯片，美光堵门死磕不让。美光现在80%+毛利躺着赚钱，这口子一开，定价权就没了。
底部还是半山腰？
估值13倍PE不贵，但股价已经涨了700%。供不应求还在，但Capex狂飙产能2027年逐步释放。连续beat六个季度，内部人减持却是2010年来最高。
短期恐慌盘杀出来可能会有反抽，但存储周期已经悄悄从“涨价”切到“扩产”了，这个阶段对股价向来不友好。想抄底的，控制仓位分批接，别一把梭。
评论区聊聊你的看法$MU $GRVT The GRVT project is quite ordinary. Key analysis: the project team's background is just a mid-level manager from Goldman Sachs Asia Pacific in Hong Kong, who has long since left Goldman Sachs, so there's no real prestige or value. The GRVT derivatives exchange is very inflated; the data looks good, and a large part of the TVL comes from negative fee rebates, points mining, and 10% annualized deposits. It is filled with a large number of bots manipulating the data. Once the project team stops subsidies, the data will be halved. Its foundation is far weaker than DYDY V4. Also, GRVT's ZK privacy has long been overused; many L2 projects have used it, and it offers no real advantage. The project is half-dead, so this cannot be considered an advantage. Overall, this project is very high risk because the mainnet has been online for over a year, yet the platform still has no revenue and relies on subsidies to attract market makers and players. Investment institutions are under pressure and want them to issue tokens quickly, or else they will lose everything.$TON suddenly dived. Because Telegram was targeted by Australia, a $38 million fine was thrown at them. They said their platform still had videos of Christchurch shootings and Buffalo supermarket massacres, which hadn't been detected or deleted. eSafety Commissioner sues directly, not fines, but lawsuits. What does this mean? This means it's not just a matter of money, but that regulators are starting to hold Telegram's weak spot. A few hours ago, I was still monitoring $TON's on-chain data. TVL steadily climbed, several new mini-games were added to the ecosystem, and the community's enthusiasm was still strong. But as soon as the news broke, the selling pressure crashed down. Don't panic yet. If I go short-selling now, I'm not following it, and I haven't touched the spot in my hand. Because you need to think about one thing—how much does Telegram's fine really have to do with the technical architecture of the $TON public chain itself? TG is TG, $TON is $TON. Legally, they have long been two independent entities. But the market doesn't care about that. When the market saw Telegram being sued, its first reaction was to dump, and panic spread like a virus. At times like this, it's all about who has the steady hands. Last year, when Telegram was investigated by France, $TON was like a needle being inserted. What happened next? Slowly climbing back, the community needs development, the ecosystem needs to expand. Although the Australian fine this time is substantial, $38 million is not a huge blow to Telegram. What really worries me isn't the fine itself. but global regulationSpaceX's performance after opening was very independent, reaching a high of 118.93 and never breaking above 120. After all, it had already fallen first, so its storage stocks didn't follow suit. Micron, SK Hynix, and SanDisk naturally couldn't keep up after rebounding due to South Korea's flight ban
Now, besides betting on financial reports, there are no short-term fundamentals left. As mentioned before, Musk can only rely on short-term stories to survive until the fundamentals improve. No one knows exactly how long this will take. If you haven't entered and want to play safe, it might be better to wait until the year-end unlock and bottom out before entering $SPCX 7.30 Dapan & Auntie midday strategy analysis
Panxian has bottomed out and rebounded, showing signs of rebound. Short-term bullish sentiment has warmed upward, prices are gradually recovering upward, and the key resistance zone above still exists. The battle between bulls and bears has yet to determine a clear direction.
Currently, it is in the technical rebound phase after a decline, and the continuity of the rebound still needs to be confirmed by trading volume, so a trend reversal cannot be established for now. Do not chase the rally; wait for a pullback to test key support and set up long positions, and keep monitoring whether the resistance above can be effectively broken.
Operational Advice:
Long on Bitcoin on a pullback near 64,200-64,500, stop loss near 63,800, target 65,000-65,500.
If Estex pulls back near 1900-1910, go long, stop loss near 1875, target 1940-1960 in order.
$BTC $ETH Tesla TSLA's stock price surged over 4.8% intraday, leading the large tech and automotive sectors.
The rise was mainly due to the better-than-expected delivery data for its Megapack energy storage business in Q2, and the high gross margin of the energy storage segment is becoming the company's second growth curve in earnings.
Additionally, positive progress in regulatory compliance reviews for autonomous taxis has significantly improved market risk appetite for its overvalued business.
As crude oil prices fall and the marginal effects of electric vehicle price reduction promotions stabilize, market expectations for Tesla's traditional car sales business to bottom out are gradually concentrating, and capital is beginning to reprice its AI and energy attributes.
#美军空袭伊朗, oil prices surged and then retreated Friends who are bottom-fishing in storage, pay close attention to OpenAI's revenue situation; this is the most critical data in this market cycle!
The surge in storage revenue this round almost entirely comes from price hikes caused by demand pressure from data centers.
OpenAI is the largest customer of data centers, and all related costs rely on the Ponzi-like funds generated by OpenAI's business growth.
I suggest everyone prepare cash and wait for Oracle's collapse, after which there will be gold everywhere~The reason for the explosive surge in Sndk is this!!!
I'm Ci Ge. I've gotten a long position of 1046.62 so far, and the daily floating profit is already very substantial. Today's big bullish candlestick has directly pulled the market from the ICU into the KTV. First, let's talk about why it is rising, and then how to handle it.
Today's aggressive rally data
SanDisk's gains expanded to 20%, following four consecutive days of sharp declines. The Philadelphia Semiconductor Index surged over 8%, SK Hynix gained over 16%, and Micron Technology gained over 16%. The memory chip index rose more than 17%. The entire storage sector surged collectively, with Seagate Technology rising over 16% and Western Digital up more than 15%.
Today's aggressive rally is due to five combined driving factors
First, Choi Tae-won's first personal purchase directly ignited the emotions. On July 30, SK Group Chairman Chey Tae-won bought 3,620 shares of SK Hynix, totaling about 4.8 billion KRW. This is the first time Choi Tae-won has directly held SK Hynix shares in his personal name; before this purchase, his holdings were zero. After the Financial Supervisory Service of Korea disclosed the documents, market confidence was directly ignited.
Second, expectations of a storage supply shortage have been reinforced. Samsung issued a warning, stating that the memory chip shortage in 2027 will be even more severe than this year. Morgan Stanley analyst Joseph Moore stated that the recent correction in storage stocks is a highly attractive buying opportunity, with NAND prices expected to rise at least 25% between Q2 and Q3 2026.
Third, Microsoft's earnings report exceeded expectations to restore the AI narrative. Microsoft's Azure cloud revenue grew 43% in Q4, surpassing $100 billion for the first time this fiscal year, with post-hours gains exceeding 8.5%. Microsoft and Meta's positive statements about computing power demand have directly catalyzed the storage sector.
Fourth, technical short squeezes after the sector is extremely oversold. SanDisk fell from its all-time high of $2,354 to around $1,046, a cumulative drop of over 55%. Seagate Technology rose against the trend after its financial report, with near-term hard drive capacity locked in through 2028. Extreme oversold combined with favorable industry earnings reports have led to a massive entry of value buyers.
Fifth, macro data strengthens expectations for rate cuts. U.S. Q2 GDP GROWTH WAS 1.5%, BELOW THE EXPECTED 2.1%. Core PCE annual rate of 3.3% met expectations, while initial jobless claims of 197,000 were below expectations. The economic slowdown combined with moderate inflation has heightened market expectations for rate cuts.
1046.62 Follow-up Handling Methods for Multiple Orders
The profit was taken in four installments. The first batch sold 20% near the current price (around 1180-1200 range), securing some profit. In the second batch, the 1250-1300 range is further flattened by 25%. In the third batch, the 1400-1450 area is flattened by another 25%. In the fourth batch, the remaining 30% above 1500 yuan was completely liquidated.
Moving stop is executed. The current stop loss has been moved up below 950, and for every 100-point increase, the price moves up by 50 points. At 1200, the stop loss was moved up from 950 to 1000; to 1300, moving up from 1000 to 1050; To 1450, move up from 1050 to 1100. If the price pulls back to the 1050-1100 range without breaking the moving stop loss, you can add positions in that area, with the overall stop loss consistently below 950.
Ci Ge finished speaking. This trade was a chip pulled out from the deepest panic, with Choi Tae-won personally stepping in. The sector collectively shorted and didn't let short-term fluctuations scare him off. Set your stop-loss and take profits in batches—hold on. Think carefully.
$BTC $ETH $SNDK #美联储三票主张加息, tonight's PCE becomes a new highlight. #英伟达. Google provides massive guarantees for AI data center debt. #微软逆势下调资本开支 rises 8.5% in after-hours trading. "Has SanDisk really said goodbye to triple-digit earnings and can never fall below 1,000 again?"
In my view, after this large bullish candlestick with high volume appeared tonight, the whole internet is discussing the same issue.
$SNDK
Has SanDisk completely bottomed out? The era of triple-digit earnings is gone forever.
Let me put my conclusion at the very beginning.
In the short term, it is indeed difficult for SanDisk to quickly fall below the $1,000 mark.
But to say goodbye to triple-digit gains and start a new bull market is pure self-deception.
Tonight, SanDisk surged more than 20 points from its low point, reaching an intraday high near $1,400.
$SKHYNIX
A single bullish candlestick swallowed the entire previous week's decline.
The market momentum was unstoppable, with the bears crushed with no chance to fight back.
Many people, upon seeing this trend, immediately think the bottom has been confirmed.
After all, from a historical high of over 2,300 yuan, it has been halved again and again, and now near the 1,000 mark, the drop is indeed quite steep.
The rebound from oversold prices is strong enough to easily create the illusion that the price can't fall.
Combined with tonight's collective upheaval in the storage sector, Micron and SK Hynix surged across the board, maximizing the sector's resonance effect.
Market sentiment instantly shifted from extreme pessimism to extreme optimism.
The slogan of 'Niu Hui and Hui Hui' began to spread everywhere again.
But after all these years of trading, the deepest insight is:
The fiercer the rebound in a bear market, the easier it is for people to let their guard down.
Inventory remains the same stock, and production capacity remains the same capacity.
The increased demand brought by AI computing power is far from absorbing the surplus supply.
Industry cycle turning points cannot be achieved by rebounding in just a few days.
The storage industry has its own operating patterns, with upcycles and downcycles calculated quarterly or even annually.
It's impossible for a single Fed policy meeting to directly reverse the supply-demand pattern across the industry.
This is a reality that all bulls must face.
Now, let's look at the data on the funding side.
$BTC
Tonight, SanDisk's single-day turnover exceeded $20 billion, with an extremely high turnover rate.
With such a large volume, who is buying and who is selling?
A large portion of the buying orders are passive buying that the bears are forced to close and cover their positions.
In the first half month, the market continued to decline, with many traders increasing their short positions and short selling balances climbing steadily.
Tonight, when the stock price surged, the bears collectively panicked, scrambling to buy back stocks to cut their losses.
This kind of squeeze to close out the buying market is extremely powerful but lacks sustainability.
Once the bears have mostly closed out, the buying power will quickly weaken.
As for the selling list,
Chips stuck at high levels for more than half a month are finally waiting for a rebound; those who break even or reduce losses will take the opportunity to exit.
When these two forces combine, you'll find out.
Behind the surging rally on high volume is actually a large amount of chips trading at high levels.
New capital entering the market takes on trapped positions, while short closing funds push prices higher.
However, there are no signs of long-term institutional funds building large positions at this level.
That's why I always say this is just a technical fix, not a trend reversal.
From a technical perspective,
The $1,000 level is indeed an important psychological threshold and a round-to-whole support level.
Previously, when it fell to this level, there were clear signs of stabilization and stabilization.
Combined with tonight's violent rebound, a short-term pattern of a double bottom or a temporary bottom has formed.
From a technical perspective, there are indeed signs of stabilization in the short term.
But you have to understand, the support level in a bear market is never meant to be held.
but rather for breaking down.
At the $1,000 level, the first drop was supported by support, and the second drop was still supported.
The third and fourth times it dropped.
The support strength will weaken each time.
Until one day, it broke down and caught everyone off guard.
This is the most fundamental rule in technical analysis.
Now, let's talk about macro-level linkages.
Tonight's rebound was triggered by the Federal Reserve's policy meeting.
The US dollar index plunged, US Treasury yields fell, and risk assets collectively rebounded.
But if you look closely at the Fed's statements, nine votes support holding the rate unchanged, while three support rate hikes.
What does that mean?
Three committee members believe that the current interest rates are not high enough and need to be raised further.
This is a very hawkish signal.
The market's previous expectations of a rate cut this year have been completely disproven.
There is even a possibility of further interest rate hikes in the near future.
In such a monetary environment, can the valuations of tech growth stocks hold up?
A high interest rate environment is the biggest negative for overvalued tech stocks.
As a cyclical growth stock, memory chips are especially sensitive to interest rates.
The longer interest rates remain high, the more cautious corporate capital spending becomes.
When capital expenditure contracts, demand for memory chips will decline even further.
This is a negative cycle.
Short-term liquidity easing expectations cannot change the long-term trend of tightening.
Back to the trading mindset.
I've seen too many people stumble during bear market rebounds.
I dare not buy when prices drop, but chase after when prices rise.
One big bullish candlestick changed faith, two big bullish candles went all-in.
And what happened?
After the rebound ended, it continued to fall, but was stuck halfway up the mountain.
Then the next rebound, cut losses, chase highers, and repeat the cycle.
That's how the principal is lost bit by bit.
SanDisk rose 20% tonight, and many people are starting to feel itchy again.
I feel like if I don't enter soon, I'll miss out, and I think the bottom is already confirmed.
But think about it.
When SanDisk reached 2,000 yuan half a month ago, did you also think it could go up?
A month ago, when it was 2,300, did you also feel the bull market was just beginning?
Human memory is always short.
When prices rise, they forget the pain of falling; when they fall, they forget the good of rising again.
Three-digit numbers may not be the bottom.
The real bottom often appears when everyone is desperate and no longer discusses where the bottom is.
Not like now, when a bullish candlestick appears, the whole internet is calling for a bottom.
The bottom is polished, not popped out.
The true bottom of SanDisk's cycle may still be waiting below.
As for the exact location, no one can predict it precisely.
But one thing is certain.
It is too early to say goodbye to three-digit numbers now.
The market always uses the most unexpected methods to slap the consensus of the vast majority.
This has never changed.In the long term, $ETH outperforms $BTC in all fundamental data overall, which I have analyzed repeatedly and my view remains unchanged.
However, the short-term rally has already reached its current rally, and even if there is a brief rebound, a deeper correction will follow. #交易之声: Your experience deserves to be heard JUST IN: JPMorgan warns that delays in passing the CLARITY Act pose a growing threat to crypto markets.
“The longer the approval of the CLARITY Act is postponed, the greater the threat to crypto markets.”
$BTC