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$LAB The price has dropped again, which is honestly a bit hard to hold on. How can this coin drop so much? It has been falling for a very, very long time. If we look at $BEAT's trend, this price level should be the bottom. Back in February this year, $BEAT dropped from several yuan to about the same price as $LAB now. If $BEAT's future trend continues, $LAB may continue to rise over the next month. —————————————————— Let's analyze its contract data. It can be seen that this time, the long-short ratio of $LAB's contract changes relatively quickly. Combined with changes in its open interest, we can infer that currently, relatively few people in the market believe it can continue to plummet. Currently, the sentiment is that most people believe it is consolidating sideways or will rebound. —————————————————— I believe $LAB will rise step by step next month, and I don't think it will crash again. There is no reason for further plunge. I still want to share my previous logic: the current market isn't doing well, so it's relatively difficult to pull back a new demon coin. Therefore, market makers tend to cherish coins that are now Chengyao, somewhat like the shells of listed companies in the past. Some say, isn't listing on an exchange basically like already having a shell? You can't say that—listing on an exchange is not very difficult for many project teams. The most difficult part is,There's an interesting phenomenon in the recent market: Bitcoin inscriptions are booming, and various new projects on Layer 2 networks are taking turns performing. The profit-making effect in the BTC ecosystem is spreading out like ripples. And the first to receive this wave of benefits were not those flashy new public chains, but two familiar faces that many have almost forgotten—$LTC (Litecoin) and $BCH (BitCash). These two guys are truly 'living fossils' in the crypto world. One is called "BitGold, Light Silver," and the other is a direct lineage derived from a hard fork of Bitcoin. In terms of lineage, it is purer than 99% of altcoins on the market. But for a long time, their prices have been flat like an electrocardiogram turning into a straight line, constantly sideways and crushed by various new narratives. But recently, the two brothers suddenly rebounded in volume simultaneously, forcibly climbing off the list of "washed-up stars." Why did the capital suddenly think of these two "antiques"? Simply put, the Bitcoin ecosystem has too much money and is starting to spill over. New things like inscriptions, BRC-20, and Layer 2 are hot but also have high entry barriers and risks. A group of profitable funds, or those who missed out and didn't dare chase highs, will instinctively look for those "same source but cheap" assets to catch up on the rally. At this point, LTC and BCH came into view—after all, one is a Bitcoin code clone, the other is Bitcoin's own son, sharing the same technical roots and solid community consensus. These two established mainstream brands have an unmatched advantage that countercoins can't match: ample liquidity, stable consensus, and extremely low risk of a collapse. Buy$ETH just confirmed it. Structural breakout is in. 🚨 The market’s been waiting on this for months. Here’s how I see it playing out: 1. Downtrend broken + retest done ✅ 2. Now we’re chopping in the green demand zone, stacking 3. First target: $2,200 – $2,400 4. Next: impulse move toward $3,000 5. Then: parabolic push past $4,000 History says when $ETH breaks structure like this, liquidity spins into majors and alts next. Could be the key chart to watch over the coming weeks. I’ll traThis wave of oil price plungement is purely a "stampede scene" where the geopolitical premium has been instantly drained. Suddenly, the US and Iran pressed the pause button, and the safe-haven funds that had priced in the worst-case scenario immediately turned and fled, mercilessly dumping the market.
Essentially, it was a mismatch in expectations. Previously, the market overestimated tight supply and demand and the risk of supply cutouts. In reality, ships in the Strait of Hormuz are still moving, and the bubble bursts with a single injection. After sentiment faded, high oil prices lacked fundamental consolidation support, directly wiping out all the accumulated profit-taking.
On the market, the sharp drop not only cleared out floating chips but also completely disrupted the original long trading rhythm. Bears are riding the wave of news, while bulls don't even have room to resist. When panic selling turns into consensus, the price drop itself becomes the biggest bearish driver.
However, the market has always been forgetful. Once the shock from the news is fully absorbed, funds will eventually return to the true logic of the fundamental supply and demand base. This sudden plunge was, frankly, just cooling down an overheated market and squeezing out all the moisture.
#原油下跌约6%
#原油一度跌破90美元
#布伦特原油跌约6%
#WTI原油期货跌8% $
$BZ $CLThis week may determine your earnings in the second half of the year.
On Wednesday, the Federal Reserve, on Thursday Apple and Amazon, combined with tariffs and soaring oil prices, four consecutive coins triggered a weekly explosion.
Let me lay out this week's timeline for you.
On Wednesday afternoon, the Federal Reserve FOMC decision. Hawkish Chairman Warsh met against the backdrop of a rebound in inflation, noting that while the probability of a rate hike is not high, it is not zero. This is the master switch for emotions.
After Thursday's market hours, Apple and Amazon released earnings reports. The final battle among the seven giants will be used by the market to judge whether the entire AI capital expenditure story can continue.
There are also two lines in the background music. Global tariffs have been pushed to 15%, inflationary pressures have increased, the situation in Iran has not settled down, and oil prices remain high.
Four events are crammed into one week, and the outcome of any one could trigger dramatic fluctuations.
During this week of extreme uncertainty, I didn't make any aggressive moves, kept my positions at a level I could fully handle, and kept enough cash.
No guessing about the Fed, no betting on earnings, no short-term trading.
Because the biggest feature of this type of week is its huge volatility but random direction.
The odds of guessing the right direction are about the same as flipping a coin, but once you guess wrong and use leverage, the losses are real. #长鑫科技上市, global storage competition adds variables $BTC These are my insights and reflections from reading and studying Abu's "Price Behavior," recorded for my review and reflections in crypto trading. The writing is somewhat jumpy and colloquial, suitable for friends with some knowledge of price behavior to discuss and learn together. Please do not repost. Definition: If breakouts and channels reflect the dominant forces of either bull or bear, then trading ranges are where neither the bulls nor bears can gain an advantage when they reach equilibrium. Breakouts and channels are ranges with angled angles at a glance, while trading channels are basically horizontal ranges. It's just that simple. Why is Abu called the trading range? Why not just call it a consolidation range or central zone? In fact, in relation to the concept of breakout and channel, this range is the price recognized by both bulls and bears for full trading here, while breakout and channel are the process of finding this price. Abu's entire set of price actions is essentially a careful explanation of the basic rules of price movement. Example Figure 1 shows Bitcoin's price movement over the past month, with the orange blocks representing the trading range. You can see the prices overlap extremely and suddenly reverse, with prices rising and falling sharply. I have no interest in trading; if it weren't for professional traders scalping themselves, most people would have forced trades here and inevitably incurred losses. Reflection 1: How to define the start of a trading range? In other words, how does the "breakout" and channel evolve into a trading range? At its core, it's about to identify the momentum driving price changes that is about to reach a balanced tipping point. As shown in Figure 2, the trading ranges are all based on a breakout followed by a slowdown in trend. Switching to the 1-hour or minute level to view the candlesticks is all the sameOn-chain RWA and tokenized stock perpetual contract monthly trading volume has surpassed $470 billion, with capital accelerating into derivative pools that possess real risk pricing capabilities, though front-end liquidity remains highly concentrated on leading platforms.
Monthly trading volume climbed from $85 billion to $470 billion within six months, demonstrating a nonlinear expansion of derivative liquidity. Among these, token stock perpetual contracts grew at seven times the rate of token commodities, with SPCX alone contributing $66 billion, indicating that cross-sector equity targets are driving major capital accumulation.
The top three platforms hold 80% of the trading share, showing that capital depth is gravitating toward centralized clearing layers. Unlike BTC maintaining a narrow range around $65,200 amid geopolitical turmoil, on-chain physical asset derivatives are independently reconstructing risk pricing channels.
The bullish scenario requires the buy-side depth of the three major platforms to continue expanding and SPCX trading to remain at the $66 billion high level. If FOMC rate cut expectations materialize and market funds do not flow out of traditional stock markets, the on-chain derivative pools will further absorb macro hedging demand, pushing the market beyond the $67,000 resistance zone. This logic fails if the leading platforms’ share falls below 70%.
The bearish scenario is triggered by excessive concentration of high-leverage positions causing liquidity shortages. If a leverage cascade occurs or concentration leads to insufficient clearing pool capacity, it can easily induce a chain of on-chain liquidation cascades. At that point, capital may rapidly withdraw to spot for risk aversion, dragging overall liquidity back down to the $85 billion baseline from six months ago.
In the next 7 days, key observations include whether the 80% trading volume concentration on the top three platforms loosens, and the real-time changes in on-chain RWA derivative clearing depth following the FOMC decision.
#贝莱德等九机构组建安全联盟 #参议院CLARITY法案下周或表决：通过利好还是夭折？ #美军暂停对伊空袭，国际油价开盘大幅下跌This is data that excites all "cyclical traders."
As of July 2026, the holdings of Faith Buyers (CBs) have reached 4.02 million BTC; This figure has already far surpassed the previous peak of 3.46 million bear stocks.
This means that although a large number of ancient chips awaken and cash out during the cycle, even more chips are taken away by believer buyers, especially when prices fall.
Although BTC has long been criticized by pessimistic investors, including: low bull market multiples, unattractive earnings-loss ratios, and expectations of dropping to 40,000, 30,000, etc.;
But none of this can shake the confidence and pace of buying and hoarding coins in the faith buyers.
Every time I see CB holdings hit new highs, I know we're one step closer to 'spring.'Google's stock price plunged—what exactly is the market worried about?
The core points boil down to two points:
First, free cash flow turned negative for the first time;
Second, the company will sharply raise its full-year capital expenditure for 2026 to $195–205 billion, raising market concerns that AI investment is too aggressive and returns may be delayed.
My view is: short-term market concerns are reasonable, and stock prices may continue to come under pressure.
But in the medium to long term, this may be the necessary and even the right radical move.
1. This is a defensive investment, not an optional "gamble."
If Google lags behind in computing power, its moat in search and advertising will be directly eroded by AI-native companies. This money is essentially "buying insurance + buying offensive options." When the technology is shifting paradigms, leaders must first overcome heavy capital stages, and cloud computing is a precedent.
2. Early indicators are already more aggressive than market pricing.
The 82% growth in cloud business, combined with a $514 billion backlog of orders, shows that demand is not unreal. As these orders gradually convert into high-margin income, free cash flow will turn positive again, and the elasticity may be quite significant. Buffett's $10 billion increase in June also shows that long-term capital does not view this investment as blindly burning cash.
So, the market is currently trading discounts due to "uncertain return pace."
This discount is reasonable in the short term, but if cloud business and AI monetization data continue to exceed expectations over the next 3 to 4 quarters, then today's sharp drop may just be a discount for the ultimate winner.
$GOOGETH running nearly 4x BTC's daily gain is worth noting. With oil retreating on ceasefire signals and the FOMC watch shifting toward a more dovish lean, the risk-on rotation is finding its way into alt-layer assets before macro fully commits. That is not random positioning. The security pressure narrative around ETH has not gone away, but the market is pricing around it rather than through it. Institutional flows tend to front-run clarity, not wait for it. Whether this holds into FOMC week dependWatch this one closely: CXMT, China's top memory chipmaker, lists July 27 in Shanghai, aiming to raise around $8.6B in Asia's biggest IPO of 2026. It arrives in the middle of a violent memory-chip cycle, days after Samsung and SK Hynix whipsawed, and it's as much a geopolitics story as a markets one.
The subtext is chip sovereignty. China floating its largest semiconductor offering in years, into a tight-memory market, is a bet that domestic supply becomes strategically essential regardless of the price cycle. For crypto the connection is oblique but real: the same AI-compute demand driving memory also drives the infrastructure narrative crypto-AI leans on. A mega-IPO priced into volatility says conviction in the secular story hasn't broken, even as the tape swings. Watching the debut and the demand.
Just my read, not advice.
#CXMTMemoryIPO #OKXOrbit$ADA Market Outlook
Current Price: $0.1649
$ADA is consolidating above horizontal base support, with lower-timeframe seller volume tapering off as spot order book absorption builds a local floor.
Support: $0.1550 – $0.1620
Resistance: $0.1820 – $0.2050
Targets: $0.1820 ➔ $0.2050 ➔ $0.2350
Holding above $0.1550 keeps the upside recovery structure active. PUMP thesis + trade setup from stream last week $1M a day with worst onchain conditions is notable, one of the few stories in crypto where the issue is actually the narrative & sentiment instead of the actual fundamentals of the business if $SOL onchain picks back up this hits all time highs relatively easily, $HYPE currently trades at a 15x higher valuation & they have the same two year revenue numbers #CXMTMemoryIPO #FOMCRateWatch #AIEarningsWatch On-chain “casino” opens early! Changxin surges 471% hit precisely, where is the trader’s next goldmine?
Retail investors in A-shares are still lining up for IPO subscriptions, while on-chain whales have already "opened the market" two weeks in advance. CXMT’s opening price was ¥49.50, less than 5% off Hyperliquid perpetual contract’s prediction of ¥52 — this is no coincidence, it’s a power shift in pricing happening right now.
1. What happened?
Changxin Technology was listed on the STAR Market today, soaring 471% at open, with market cap briefly surpassing ¥3.3 trillion and turnover exceeding ¥100 billion, setting a record in A-share history.
But what really keeps institutional traders awake is another fact: Hyperliquid’s on-chain contract had already "set" the price at about ¥52/share on July 14, almost identical to today’s opening price.
This is not Hyperliquid’s first accurate prediction. Previously, for Cerebras’ listing, the on-chain prediction differed from Nasdaq’s opening price by only 1.3%; on SpaceX’s listing day, on-chain contracts traded $1.38 billion in a single day.
On-chain perpetual contracts are becoming the "price oracle" for IPOs.
2. Why is it so accurate?
Three keywords: 24/7, no barriers, real money.
A-shares have T+1 settlement, a ¥500,000 threshold, and no short selling — a large amount of capital cannot express views during the two-week "window" from subscription to listing.
On Hyperliquid, anyone can trade long and short, around the clock, voting with real money. Overseas funds can’t access the STAR Market? No problem, on-chain contracts give you synthetic exposure, allowing you to bet on direction without buying shares.
The result: global capital completes pricing two weeks in advance, and A-share opening is just a "formality."
3. What will happen next?
The door is already open.
Hyperliquid’s HIP-3 framework allows anyone to stake 500,000 HYPE (about $28 million) to launch perpetual contracts on any asset. Currently, pre-market contracts for SpaceX, OpenAI, Cerebras, Anthropic, etc., are live, with cumulative trading volume exceeding $1.46 billion and U.S. stock-related contract open interest surpassing $2.25 billion.
What can be foreseen:
· The next A-share giant’s listing will also be "opened early" on-chain
· The next SpaceX, Stripe, Databricks listing will also be priced first on-chain
· CME and ICE have begun worrying about "manipulation risks" — traditional exchanges are panicking
4. How can traders seize the opportunity?
First, treat on-chain pre-market contracts as an "emotion thermometer." Watch price deviations and open interest changes before listing — that’s smart money voting with their feet.
Second, watch basis and fees. Extreme deviations between on-chain prices and institutional valuation ranges may signal arbitrage windows — but first clarify if it’s due to illiquidity or a real opportunity.
Third, use contracts for hedging. If you hold A-share positions and worry about overnight risk, opening opposite positions on-chain is one tool to hedge T+1 restrictions.
Fourth, and most importantly: beware liquidity traps. When CXMT contracts just launched, 24-hour turnover was only $1.32 million, two orders of magnitude less than SpaceX’s $1.38 billion. Where there’s no liquidity, slippage and liquidation can leave you with nothing.
5. Summary in one sentence
Traditional IPO pricing power is being "snatched" by on-chain markets.
It’s not a question of whether to participate, but when you start studying these rules.
⚠️ Risk warning: The above content is only market phenomenon analysis and does not constitute any investment advice. On-chain perpetual contracts have limited liquidity and volatile prices; leveraged trading carries the risk of total principal loss. Please make independent judgments and bear your own profits and losses. Talking about Changxin
Changxin’s listing isn’t just another chip IPO. It’s a re-rating signal for the whole memory sector.
When people hear “AI” they think $NVDA, GPUs, and data centers. But AI is starving for more than compute. It needs memory, bandwidth, and reliable supply. That’s why Changxin matters.
Globally DRAM has been a 3-player game: Samsung, SK Hynix, Micron. $MU is the classic US storage cycle name. Changxin becoming the world’s 4th largest DRAM maker doesn’t flip the market share overnight, but it does put China at the table. It changes what “domestic memory” can mean.
The bigger shift isn’t just “domestic substitution.” It’s AI rewriting how we value storage.
Memory used to be pure cycles: up, overbuild, down, destock. Now AI eats the high-end first — HBM, server DRAM, enterprise SSDs. That squeezes supply for mainstream DRAM/NAND. Tailwind for $MU, $WDC, $SNDK. For Changxin, it’s an opening to fill gaps.
But the real test isn’t day-1 pop.
1. Can it keep expanding capacity?
2. Can it close the gap on DDR5, LPDDR, HBM?
3. Can it stay stable on equipment, materials, and customer quals with US export controls and supply chain pressure?
My take: Changxin marks storage moving from “cyclical” to “strategic asset” because of AI.
For US comps: watching $MU as the direct DRAM/HBM read. $WDC + $SNDK for NAND/enterprise. $NVDA still the upstream demand anchor.
#DailyOrbit 🇰🇷 The South Korean stock market fell more than 4% in a supplemental drop, with memory chip stocks continuing their decline
When the global semiconductor sector plunged sharply last Friday, the related decline was not reflected in time due to the suspension of the Korean stock market. After today's opening, the Korea Composite Stock Price Index (KOSPI) opened more than 4% lower, while Samsung Electronics and SK Hynix both fell more than 5% intraday, further cooling market sentiment.
At present, what truly determines the future trajectory of the AI industry chain is not the Korean stock market, but the financial reports that the American tech giant is about to release.
Next, I will focus more on the performance of **Microsoft and Google**.
The current market focus is no longer just on profit, but on AI capital expenditure (AI CapEx). If tech giants like Microsoft, Google, and Meta continue to expand their data center investments and keep purchasing GPUs and HBM (High Bandwidth Memory), then this round of adjustments in storage chip stocks is more likely to be a deep correction within a bull market, with market sentiment expected to gradually recover.
However, if these tech giants begin to cut capital expenditures or AI business growth falls short of market expectations, the semiconductor sector may still face further valuation downgrades in the short term.
📉 In the short term, I remain cautiously bearish.
Over the past two years, the semiconductor sector has seen huge cumulative gains; Combined with geopolitical tensions between the US and Iran, ongoing rate hike expectations in the Korean market, and a decline in overall risk appetite, the market still has the potential to continue testing the bottom during earnings season.
🚀 But in the long run, I remain firmly optimistic about the AI industry.
At the core of AI competition is essentially a competition in computing power. As long as global tech giants continue to invest in building data centers, the demand for GPUs, HBMs, and advanced packaging will not disappear. Therefore, I prefer to view this adjustment as a reshuffling in a bull market rather than the end of the AI rally.
⚠️ The above content represents personal views only and does not constitute any investment advice. $BTC $ETH #美联储周四凌晨公布利率决议
Dovish oil prices hit hawkish jobs: FOMC decision early Thursday morning Why I view hawkish defense
Early Thursday morning, the Federal Reserve's July interest rate decision is about to be announced. Currently, the market is engaged in a fierce contest between two forces: on one side is the dovish rate cut expectation triggered by the decline in crude oil prices following the easing of geopolitical tensions; On the other hand, the resilience of the job market and the services sector has maintained a hawkish tone, with Treasury yields fluctuating around 4.7%.
Which side will the wording lean toward the resolution and the subsequent Fed Chairman's press conference?
As a trader managing positions in the market and monitoring Treasury yields and funding rates daily, my judgment is that the July decision to hold steady has been fully priced in by the market, but the subsequent press conference language will be marked by a "hawkish hold." Don't let short-term oil price drops cloud your judgment and make high-leverage buys.
Combining data and market competition, let's talk about three layers of underlying logic.
First, the drop in oil prices only squeezed out a premium, without addressing the stickiness of core inflation. The recent drop in crude oil prices has indeed eased short-term CPI pressure, which is the doves' favorite argument. But what the Fed is really targeting is core PCE after removing energy and food, especially labor cost-driven services inflation. Current nonfarm payroll data and wage growth remain resilient, giving the Fed plenty of confidence to "not rush into large, consecutive rate cuts."
Second, what the Fed fears most is market front-running, and must tighten financial conditions in a hawkish tone. If the statements show some leniency, the US stock market and crypto markets will immediately be unable to hold back a strong rebound in estimated easing, and such a sharp easing of financial conditions can easily trigger a double inflation. The classic tactic of the Federal Reserve chair in history is that even when pausing rate hikes, he must use extremely harsh language at press conferences to suppress bullish sentiment.
Third, the true transmission path to the crypto market. The moment the decision is announced (holding steady), algorithmic trading often triggers a short-term upward surge, but as soon as the subsequent press conference signals that "high interest rates need to be maintained longer" or "extreme caution toward rate cuts," the 10-year U.S. Treasury yield will quickly climb, precisely harvesting short-term gains in the crypto market.
Finally, let me share my personal position and response strategies.
Before the decision was made early Thursday morning, my approach was simple: clear all high-leverage contract positions and maintain a spot position defensive at around 40%. Never bet on the so-called "big doves speaking" out of luck; instead, patiently wait for the resolution and press conference boots to land, then observe the breakout confirmation points between US Treasury yields and the $BTC market before making right-side positions.
Do you prefer to maintain a cash defense early Thursday morning, or bet on a dovish rebound? Feel free to share your practical plans in the comments section.
The above content represents personal views only and does not constitute any investment advice. DYOR，NFA。$CORE CORE持续阴跌、靠大饼维稳暗藏6大类致命风险，直白拆解
一、代币抛压永久释放风险（最大核心风险）
1、团队、国库合计7亿枚零成本筹码，2026年处于36个月解锁高峰期，每月上千万枚持续流入市场，供给永远大于买盘，阴跌是长期常态，每一轮利好反弹都是出货窗口。
2、国库代币早已批量抵押借贷稳定币，后续必然分批抛售还债；原本Gas销毁机制取消，手续费全部划入基金会，流通盘只会不断扩容，无通缩托底。
3、大饼宣传的回购完全落空，SatPay无商用零营收，链上无持续性回购买单，没有任何机制对冲海量解锁抛压，价格重心会不断下移、持续创新低。
二、量化操纵与流动性陷阱风险
1、盘口长期固定等额量化对倒刷虚假成交量，真实买盘极少，放量不涨、缩量暴跌是常态，人为压制所有上涨空间，不存在趋势性反转行情。
2、流动性分层风险：深度套牢盘只会小幅抄底，场外资金集体避雷，一旦项目方放缓做市，会出现插针暴跌、滑点极大，想止损都卖不出去。
3、质押锁仓套路风险：B14G、节点质押诱导散户锁死筹码，二级市场只剩项目方单向抛售；质押每日增发CORE持续通胀，进一步稀释持仓价值，锁仓期间币价腰斩也无法减仓避险。
三、生态空心化、叙事兑现失败风险
1、所有大饼全是炒冷饭营销概念：比特币电网只是自家产品线打包更名，并非外部重磅合作；SatPay、BTC支付、机构资管全线跳票，仅停留在预约内测，无商户、无手续费现金流，生态零造血能力。
2、BTCFi赛道竞品（Stacks、Babylon）技术、机构资源全面领先，CORE无独家核心壁垒，资金持续分流，生态很难新增真实用户与增量资金。
3、项目运营全靠变卖代币维持，没有营收支撑，一旦代币失去流动性，整个生态宣传、节点补贴、团队运营都会直接停摆。
四、高度中心化、项目方跑路、拔网线风险
1、名义DAO去中心化，实际国库调配、量化做市、战略规划全部由核心团队单方面掌控，社区无任何话语权，大额筹码处置完全不受监督。
2、团队筹码零成本，只要抛售完成大部分份额，随时可以缩减运营、停止更新生态、放弃市值管理，最后留下海量套牢散户。
3、无高额生态营收绑定团队利益，项目方没有长期经营动力，套现离场是最终目标，所有宏大叙事只是延缓出货的工具。
五、交易所下架、归零风险
1、持续操纵盘面、虚假刷量、叙事造假，长期会触发交易所风控核查，一旦定性市场操纵，会逐步关闭交易对、停止提币、直接下架代币。
2、增量资金彻底断层后，流动性会持续枯竭，最后沦为无量空气币，价格无限趋近归零，高点入场投资者亏损95%以上，几乎没有回本可能性。
3、部分中小交易所已经缩减CORE交易深度，后续流动性只会越来越差。
六、国内政策与维权无门风险
1、我国明确禁止虚拟货币交易炒作，不受法律保护，本金亏损、被操纵割韭菜后，报警、投诉很难立案，资金损失无法追回。
2、项目主体、服务器全部离岸部署，操盘团队信息不透明，跨境取证、追责难度极大，即便收集操纵证据，维权周期漫长且成功率极低。
3、换汇买卖稳定币容易触发银行风控，银行卡被冻结，额外增加财产损失。
⚠️风险提示：虚拟货币交易炒作在我国属于非法金融活动，以上内容仅客观拆解项目风险，绝不构成任何投资、抄底建议。💡 A Neglected Macro Variable In late July, what seemed like a "tech civil war" news quietly trended: the White House is considering cutting off U.S. companies' access to Chinese open-weight (open-source) AI models, while nearly 200 Silicon Valley startups jointly wrote a letter pleading with the president to "stop acting." For crypto players, is this just gossip? Wrong. This is a heavy blow behind the AI narrative that is reshaping the computing power and capital landscape—only by understanding it can you see where the next round of AI tokens and safe-haven funds will flow. 🔍 Break down four questions for you Q1: What exactly does the White House want to seal? A: What is sealed is a "channel," not a specific company. Typical examples include DeepSeek V4, Kimi K3, Qwen3-Max, and GLM-5.2—these are China's open weighting models. The trigger was the release of the Kimi K3 on July 16 by the dark side of the moon—2.8 trillion parameters, currently the largest open-source weight model, with full weights released on July 27; Its performance is second only to Claude Fable 5 and GPT-5.6, but its price is only one-third that of the former. After 48 hours of launch, the GPU was maxed out, and the Dark Side of the Moon immediately suspended new user subscriptions. Now Washington couldn't sit still. Q2: Why did 200 Silicon Valley companies jointly oppose it? A: The leader is the Little Tech Association ("Little Tech Camp"), which was just established on July 13.ETH running nearly 4x BTC's daily gain is worth noting. With oil retreating on ceasefire signals and the FOMC watch shifting toward a more dovish lean, the risk-on rotation is finding its way into alt-layer assets before macro fully commits. That is not random positioning. The security pressure narrative around ETH has not gone away, but the market is pricing around it rather than through it. Institutional flows tend to front-run clarity, not wait for it. Whether this holds into FOMC week dependPUMP thesis + trade setup from stream last week
$1M a day with worst onchain conditions is notable, one of the few stories in crypto where the issue is actually the narrative & sentiment instead of the actual fundamentals of the business
if $SOL onchain picks back up this hits all time highs relatively easily, $HYPE currently trades at a 15x higher valuation & they have the same two year revenue numbers刚看到消息，Payward Europe在立陶宛拿了EMI牌照。Kraken的母公司，直接打通了欧元区法币通道。这种感觉就像，你以为大家还在等监管，其实人家早就把合规接口一个一个焊死了。欧元出入金，以后像呼吸一样自然。不是说今天马上就拉盘，但这种事，才是真家伙。那些大所永远在你看不见的地方，砌墙、铺路、埋管道。等我们反应过来，水已经灌满了。我盯着这条消息看了五分钟。突然觉得，那些天天吵着牛市熊市的人，根本没看懂牌桌。真正的局，是在监管土壤里生根的。Kraken这种老牌玩家，动作不快，但每一步都踩在关节上。去年MiCA还在讨论阶段，他们就提前蹲点了。这一手，不是激进，是稳扎稳打到让人觉得可怕。欧元区，全球第三大法币池子。谁先拿到合规枢纽，谁就捏住了下一轮的命脉。$ETH、$USDC这些在欧元对加密交易里占比高的资产，长期看，流动性只会更厚。不是说现在就要冲进去，但格局已经变了。那些还在纠结今晚某机构放什么屁的人，醒醒吧。大钱进场，从来不是靠一根针。Kraken这步棋，我觉得比任何ETF通过都更有信号意义。因为这是机构自己在建桥，而不是等别人修路。后面只会越来越多传统资本，顺着这种合规水道ETH running nearly 4x BTC's daily gain is worth noting. With oil retreating on ceasefire signals and the FOMC watch shifting toward a more dovish lean, the risk-on rotation is finding its way into alt-layer assets before macro fully commits. That is not random positioning.
The security pressure narrative around ETH has not gone away, but the market is pricing around it rather than through it. Institutional flows tend to front-run clarity, not wait for it. Whether this holds into FOMC week depends on how AI earnings land, but the structure reads more like accumulation than a relief pop.
Not advice, just analysis.
#OKXOrbitThe foundation of this building—poured just half a year ago, the main structure is soaring upward at a rate of 450%. From 85 billion cubic meters of earthwork in January to 470 billion tower crane capacity in June, the trading volume of tokenized real asset perpetual contracts is rewriting the construction limits in architectural history.
The most striking is the tokenized stock perpetual layer—growing sevenfold, like the express elevator in the building that goes straight to the clouds. SpaceX (SPCX) with a monthly volume of 66 billion has already supported the highest main beam in the entire skyline, yet it is just a door and window hanging on one wall. OKX and two other platforms—the three main load-bearing walls—carry over 80% of the RWA perpetual volume in June, while all other components combined are merely decorative strips on the facade.
The most common misconception on the construction site: treating the whitepaper as the blueprint, and the marketing model as the structural calculation book. What truly determines how long a building can stand are the geological surveys beneath the foundation, the yield strength of the rebar, and the curing cycle of the concrete. When a project scales from 85B to 470B in six months, its node load capacity, redundancy factor of the liquidation engine, and settlement rate of cross-chain anchoring—these hidden engineering acceptance reports are more important than the trading volume curve.
Market depth linkage of the US stock token $XNFLX? That’s just vortex-induced vibration of a high-rise in strong winds. What really matters is the wind tunnel test data: when the share of load-bearing walls (integrated platforms) exceeds 80%, any microcrack in a wall can cause a sudden change in the building’s overturning moment. I’m staring at the construction log showing 470B of concrete poured in June—then looking at the 660B cantilever length of the single SpaceX column—this is not a plan that a structural engineer would sign off on. # #rwaperpshit470b With Changxin Technology successfully completing its IPO fundraising, domestic DRAM has officially entered a new phase of large-scale expansion, fundamentally changing the competitive logic of the global storage industry, directly putting pressure on valuations and performance of US-listed storage companies. Previously, the global GM DRAM market was long controlled by the three major overseas manufacturers, maintaining a high boom cycle and stable profitability through capacity barriers. After Changxin Technology gains ample capital support from its listing, it will rapidly unleash mature process DRAM capacity, continuously enter the mainstream consumer electronics and server general-purpose storage markets, directly diverting market share from overseas manufacturers, and breaking the original supply monopoly. Market trading sentiment has shifted significantly to pessimism, with funds pricing in expectations of "oversupply and falling prices" in advance, causing continued pressure on US storage stocks like Micron. Analysts believe that compared to the highly competitive high-end HBM, competition in the general-purpose DRAM sector will enter a white-hot phase. The traditional core of U.S. storage companies continues to shrink, the industry's gross margin center may systematically shift downward, weakening the sector's medium- to long-term upward logic. #长鑫科技上市, global storage competition adds variables $MU $SNDK $SKHYNIX #美联储周四凌晨公布利率决议 Increase your position!
Here it comes!
C2C launch!
Continue to add 20,000 USD!
My fate is mine, not heaven's
Dog farm, you can't wash mine
——
$ETH has been pulled to around 1960
But from 1975 to 2000, it was still a critical pressure zone
Only by holding 2000 can you truly open up space
It fell back below 1900
This breakout is likely to turn into a bullish incentive
Moreover, on July 24, Ethereum spot ETFs saw a net outflow of about $70.7 million
Institutional funds have not yet entered continuously
——
$LAB Current price is 0.1464
15-minute MA5, MA10, and MA20 are all above the price
The short-term structure remains weak
0.1448 is the first support
0.1418 is the pin low
Holding the line still gives a chance to rebound to 0.1503
Only by regaining above 0.1548 can the downward trend be eased
However, LAB had previously experienced an extreme crash
The project team explained that large players and independent trading institutions were selling in concentrated fashion
On July 14, about 16.23 million tokens began to be released
Market selling pressure has not completely disappeared
Adding positions at this level only reduces costs
Weak structures cannot be directly changed
Dog farms can indeed suddenly pull the needle
But it could continue until the bulls hand over their chips
——
$SNDK SanDisk was about $1,436 before trading
Down about 10.8% from the previous close.
Last Friday, the storage sector collectively plunged
Both Micron and SanDisk have seen their funds cashed out
It is more like loosening of chips at high levels and sector valuation cuts
It's not that the company's fundamentals suddenly collapsed
SanDisk's revenue in the last quarter was $5.95 billion
Month-on-month growth of 97%
Data center business grew 233% quarter-over-quarter
Next quarter revenue guidance is between $7.75 billion and $8.25 billion
There will be a new earnings report on August 5
The fundamentals are solid
However, fluctuations before the earnings report will not be small
#长鑫科技上市, global storage competition adds new variables
#美联储周四凌晨公布利率决议 Is Nvidia's success really due to its AI strategy, or just being in the right place at the right time? $NVDA
Nowadays, many people looking back at Nvidia say:
Jensen Huang understood AI more than a decade ago.
But if you analyze it carefully, this statement is a bit simplistic.
In 2006, Nvidia launched CUDA.
What it did back then was not predicting today's large model revolution.
Because at that time, AI had not yet developed into the industry form it is today.
What Nvidia truly bet on was:
GPUs could be used for more than just gaming.
They could also become an important tool in broader computing fields.
This was a judgment about computing architecture.
Not a precise gamble predicting the future AI explosion.
What happened afterward is well known.
With the development of machine learning and large-scale model training, GPUs gradually became one of the most important infrastructures in the AI era.
Nvidia's early establishment of a software ecosystem also gave it a huge advantage in this wave.
So, is Nvidia's success due to vision or luck?
I think the answer might be:
Both.
It did not know in advance that ChatGPT would appear.
Nor did it accurately predict AI would become the world's biggest investment theme in a certain year.
But it bet early on one direction:
Future computing demands would increasingly rely on parallel computing.
And AI happened to become the most powerful application scenario in this direction.
Many business opportunities are like this.
It's not that someone really saw the answer ten years ahead.
But rather, in an uncertain future, they stood early in the right position.
Of course, Nvidia now also faces new questions:
How long can AI investment continue?
Can the high market valuation be realized in the future?
These will become new tests.
So what do you think:
Is Nvidia's success today more from Jensen Huang's judgment?
Or from the AI era just happening to choose it?
#英伟达拟为OpenAI提供2500亿美元担保 Over the past 7 days, Binance's reserve assets have seen a net outflow of over $738 million; Bybit's BTC wallet balance has dropped by 4.08%.
These two numbers only indicate that the asset is leaving the exchange address; they cannot be directly equated with user panic or translated as long-term positive news.
Afterwards, two things need to be considered: whether the outflow is continuous; Funds go to cold wallets, on-chain protocols, or other platforms. Looking at the weekly net outflow alone, the information is still insufficient.I am Cige. Brent and WTI crude oil prices plunged 8% intraday, with WTI falling below $82 and Brent below $86. From above $100 last week to $82 now, it has dropped nearly 20% in a week. The geopolitical risk premium is clearing out at the fastest pace.
The US military has paused airstrikes, Oman and Iran have made progress in negotiations, and navigation through the Strait of Hormuz is expected to resume. The market is pricing in a scenario where the Middle East conflict will not escalate further and oil supply will not face substantial disruption. The oil price crash directly alleviates inflation concerns, US Treasury yields have retreated from 4.7%, and the probability of rate hikes has been repriced from 38%. Risk assets are getting a breather.
BTC rebounded from around 64,000 to 65,195. The short position at 66,100 is temporarily under pressure, but the macro logic is turning favorable. The oil price decline means the urgency for Federal Reserve rate hikes is reduced, reopening policy space for PCE and FOMC meetings. This is positive for all risk assets.
However, do not blindly chase BTC longs just because oil prices have crashed. The oil price drop only eases rate hike pressure; it does not resolve core issues like the stalled CLARITY Act, uncertainty in tech earnings reports, or liquidity tightening. The technical resistance in the 66,100 short position logic still exists, and the resistance zone between 65,900 and 66,900 has not been effectively broken.
Strategically, continue holding the 66,100 short position with a stop loss set above 67,000. If BTC breaks above 66,200 with volume and holds, exit the short and reverse. If the price repeatedly tests but fails to break through between 65,500 and 66,000, continue holding the short, targeting 64,500 to 64,000. The oil price crash is positive, but technical resistance requires real capital to break through, not just news-driven moves.
Cige has finished speaking. Ponder it carefully. #美军暂停对伊空袭，国际油价开盘大幅下跌 $BTC $ETH $DOGE The Bitcoin rally attempts keep failing for the same reason.
Real spot demand is still contracting.
Futures occasionally pump things up, but without spot following, it fades.
Combined demand right now: -127,000 $BTC .
This looks like seller exhaustion, not a recovery. The real trend needs both sides to agree.#交易之声：你的经验值得被听到
我认为在短线交易中最难克服的挑战是自我认知的盲区与动态修正。
这些年的币圈经历让我深刻意识到，比市场更复杂的，是你对自己的误解。很多人都陷入过一个致命幻觉：把偶尔盈利当成系统优势，把运气爆棚误读为实力碾压。币圈尤其擅长制造这种幻觉——牛市里随便买都能涨，杠杆一开利润翻倍，你会真心觉得自己是天才。但这种虚假的自我认知，会在市场风格切换时让你付出惨重代价。
第一个盲区是归因错误。赚了钱，归因于自己的判断力；亏了钱，归因于市场操纵、黑天鹅、流动性不足。币圈7×24小时的交易特性，让这种选择性归因变得极其隐蔽。你可能连续三周盈利，觉得自己摸透了某个币种的脾气，但第四周同样的策略却连续爆仓。问题出在哪？很可能前三周只是恰好匹配了那段行情的节奏，而非你真的掌握了什么规律。短线交易的反馈周期太短，短到你没有足够样本去区分能力和运气，而币圈的高波动性进一步模糊了这条边界。
第二个盲区是策略与性格的错配。我见过太多人，明明性格急躁、受不了持仓过夜，却硬要模仿价值投资的长线逻辑；或者内心厌恶高频决策，却被币圈的快节奏逼着不断操作。更常见的是策略漂移——今天看到某人用突破策略赚了，明天学；后天看到网格交易稳，又换。十年里我逐渐明白，没有最好的策略，只有最适合你的策略。而这个适合，需要你对自己有近乎残酷的诚实：你的风险承受能力到底是多少？你能接受的最大连续亏损次数是几次？你真正享受的是分析的过程，还是交易的刺激？这些问题的答案，往往藏在你爆仓后的深夜反思里，而不是盈利时的欢呼中。
第三个盲区，也是最难的，是认知的时效性。币圈这些年，市场结构发生了天翻地覆的变化。2017年的ICO狂潮、2020年的DeFi Summer、2021年的NFT泡沫、2024年的ETF机构化——每一波行情的逻辑内核都在演变。你十年前验证有效的盘感，在今天可能完全失效。最难的不是学习新东西，而是承认自己过去引以为傲的经验，可能已经变成了负担。很多老交易员倒在这里：他们曾经是对的，所以坚信自己永远是对的。
所以我认为短线交易最难克服的挑战，不是某个具体的技术难点，而是持续地、诚实地、动态地认识自己——在盈利时不膨胀，在亏损时不逃避，在市场变化时不固执。这听起来像鸡汤，但是币圈血与泪的教训告诉我：能活下来的，从来不是最聪明的，而是最清楚自己边界在哪的人。Recently, tokenized stocks like XIBM and XHOOD have been launched. Some people ask: If you buy them with USDT, is that equivalent to holding IBM or Robinhood shares? The answer is: don't rush to equate them. OKX's announcement clearly states that these assets provide price exposure to the underlying stock or ETF, can be traded 24/7×, and also support deposits and withdrawals via Solana and X Layer; But it does not mean you own shares in the corresponding company, nor does it carry shareholder voting rights. This is interesting: it brings traditional asset prices into on-chain trading hours but does not bring full shareholder identities over. However, for beginners, its advantages are also obvious: no need to open a traditional brokerage account or complicated overseas account procedures; USDT can directly participate in US stock price fluctuations, with a lower entry barrier and faster entry. So, when a newcomer sees a "stock token," they should first ask three questions: Do I get ownership or price exposure? How should company actions be handled? Is it available in your area? Once you figure this out, let's discuss whether it's convenient or not. This is for knowledge sharing only and does not constitute investment advice.Gold breaks through $4100.
Many people think:
Gold rising is bad for tech stocks.
But this time, it's not.
Because the core reasons driving gold up are:
✔ Geopolitical risk aversion
✔ Rising expectations of rate cuts
At the same time,
oil prices are plummeting.
This means:
the market is repricing future interest rates.
If the Federal Reserve signals dovishness,
tech growth stocks will actually be the biggest beneficiaries.
So:
Gold rising ≠ AI ending.
In the coming days,
the real determinants of the AI market are:
Microsoft,
Meta,
Apple,
and the Federal Reserve.
The importance of this week
may surpass the past month.
$XAU $SNDK AI capital has come back again, but this time, the script has completely changed. If you still expect this wave of returning to flow to be chaos, or that just an AI concept coin will bring chaos, then you'll most likely be educated by the market. This time, capital has clearly gotten smarter—no longer blindly throwing money into small-cap, miscellaneous projects, but instead targeting AI blue chips with physical projects and offline implementation scenarios to aggressively pursue them. The most typical example is $WLD (Worldcoin). This project, endorsed by OpenAI founder Sam Altman, has been pushing the "eye scanning + digital identity" system head-on, but recently faced widespread skepticism and the token price has undergone a deep correction. But as soon as this AI narrative restarted, it immediately took the lead as the sector vanguard. Why? Because when market sentiment shifts from FOMO to rational scrutiny, funds instinctively move toward those "visible and tangible" targets. WLD's physical scanner Orbs, once criticized for being cumbersome and cumbersome, have now become proof that "we're really working"—this shift in style is quite ironic. The tide recedes, the naked swimmers drown, and the underwear swim afloat. The underlying logic of this AI narrative hasn't changed: AI Agents and human-machine identity recognition—these two long-term directions remain the most certain tracks. AI agents address the issue of "in the future, AI will trade and handle matters for you," while human-machine identity recognition addresses "how to prove online that you are a real person, not AI." These two demands will only grow stronger as AI technology expands. The placeThe "River's Edge" Effect: Where Market Frenzy Meets Reality The $ONDO and $AAVE showstoppers may have flashed green, but on-chain data reveals the faint whispers of a different narrative. Liquidity is not being sprayed across the board; it's being funneled through select channels, leaving the rest in the dust. $BCH and $VIRTUAL are riding the coattails of the winners, while $ALLO's losing streak shows the true weight of the market's sentiment. We're not in an "altseason" just yet; we're still rMy best friend told me something yesterday
She said her husband deals in crude oil futures
This week, I lost $450,000
At first, I thought she was joking
The result is real
A crude oil arbitrage whale worth tens of millions
Beauty Oil and Boil opened positions in the opposite direction
Both sides suffer losses
I spent 450,000 yuan straight on it
Then guess what
This matter actually has something to do with our crypto community
Yesterday, Iran intercepted six ships attempting to pass through the Strait of Hormuz
Oil prices immediately jumped
But what about BTC?
65200 remains completely motionless
You say BTC is desensitized, right?
Not really
When the US and Iran had just calmed down, BTC also rose
But now, the market's response to geopolitical news has become increasingly sluggish
The first missile flight dropped by 2%.
Second drop by 0. 09%
The third time oil prices rose, BTC stopped following
This is a typical desensitization process
When everyone anticipates geopolitical risks
Risk itself is worthless
Oil price fluctuations persist
However, the transmission effect on encryption is weakening
Instead, it was Changxin Technology on the A-share side
A single day's turnover reached 130 billion yuan
It attracted the attention of a large amount of capital
So my judgment is
In the short term, the linkage between crypto and traditional energy is weakening
Crypto is following its own independent logic
Geographic news is fine for short-term trading
But do not place heavy granaries or gamble them
The biggest opportunity is still in tracks you can understand
By the way, I also took a look at recent developments, which are in several directions:
#美联储周四凌晨公布利率决议
The FOMC is the biggest event of the week. After the unexpected nonfarm payroll shock, expectations for rate cuts have risen, but inflation has not yet reached target. BTC's rise from 58K to 65K has already exceeded many expectations ahead of time. After the FOMC is implemented, if the hawkish side is hawkish, there may be a short-term pullback, but if the dovish side is dovish, it could be the catalyst for breaking through 67K.
#英伟达拟为OpenAI提供2500亿美元担保
This figure is outrageous—$250 billion is equivalent to the GDP of a small and medium-sized country. NVIDIA endorsed OpenAI, SoftBank added 21 bank lenders, and the scale of AI infrastructure investment has now surpassed the scope of an entire industry, turning into a national-level infrastructure race.
#RWA永续月交易量4700亿美元
The market size of on-chain derivatives has grown so large that it cannot be ignored. A monthly trading volume of $470 billion means institutions are investing real money in on-chain products. RWA is transforming from a concept into a pillar of the entire DeFi ecosystem, and this trend will not be reversed by short-term market trends.
#地缘 #脱敏ETH Real Market Analysis for Late July 2026 (Condensed Version)
First, the premise: this is not a prediction, but an objective listing of current bullish and bearish logic. No analysis guarantees profit; the key is how you respond.
1. Current Core Background
Macro: The Federal Reserve's interest rates have been high for a long time, and market focus has shifted from "when to cut rates" to "whether a rate cut will result in a soft landing or recession." Risk assets are in a highly sensitive period.
Ethereum itself: Spot ETFs have been running for some time, but incremental funds have fallen short of expectations. Layer2 is experiencing severe diversion, mainnet gas consumption has sharply decreased, the deflation narrative has weakened, and recent supply has shown slight inflation.
On-chain data: Exchange stock remains low (holders are reluctant to sell), but new address growth is slow, and signals from retail investors entering the market are weak.
2. Recent Core Operating Periods
$2,800-4,200
This is the current large box. Only when the upper limit is effectively broken or the lower limit is considered a confirmation of a new round of one-sided market movement. Before that, operate using interval thinking.
3. Bullish Reasoning
Whale cost zone support: The $2,800–$3,100 range is the cost line for a large number of institution-managed addresses and whales. If the price drops to this point, strong buying is likely to support the bottom.
Weekly chart structure intact: The weekly EMA55 remains upward, indicating a complete upward trend structure. Currently, it is near the middle band of the weekly channel, which is a benign correction rather than a trend reversal.
The hard logic behind rate cut expectations: The world's major central banks entering a rate-cutting cycle is a clear sign. Once liquidity substantially improves, ETH as a "tech-savvy crypto asset" will be the first to benefit.
ETH/BTC exchange rate stabilizes: After a prolonged decline, signs of weekly bottoming divergence have appeared in the 0.055-0.06 range. If the exchange rate pair is confirmed to reverse, ETH will start a catch-up rally against BTC.
4. Bearish risk
Massive volume trapped above 4200: This is the resistance zone at the historical high, with significant accumulation of chips above. With current trading volume, a breakout in one go is extremely difficult; the first time it touches the market, it is highly likely to be subjected to violent sell-offs.
L2 drains mainnet value: More and more activities run on L2, blob data fees are extremely low, and ETH burn volume drops sharply. Persistent inflation weakens the narrative of "ultrasonic money," affecting long-term valuations.
Macro Black Swan Risk: If U.S. economic data shows signals of a recession beyond expectations (such as a sharp rise in unemployment), it could trigger a liquidity crisis with indiscriminate sell-offs, and ETH could instantly break through technical support.
Imbalance between contract long-short ratios: When funding rates remain high, it indicates crowding of bulls, making it easy for the market to push downward and surge in longs. Only after clearing leverage can you move forward lightly.
5. Key Game Points for Contract Players
1. Lock on $3,100
This is the iron bottom of the current cabinet. The daily close effectively broke below this level, with 2800 visible below. At that point, the bullish mindset must be temporarily abandoned.
2. Watch the breakout pattern between 3800 and 4000
You must see a consecutive, high-volume bullish candlestick above 3800 to have the momentum to challenge 4200. A small, small rise with shrinking volume to this area is highly likely to be a bullish trigger.
3. Replace directional thinking with interval thinking
Within the 2800-4200 range, near the lower boundary to find stop-drop signals, buy on dips; near the upper boundary look for stagnation signals to sell high. The biggest taboo is to change your faith in the middle of a box just because of a single candlestick, or to heavily invest in buying highs and selling lows.
Finally, for small-capital contract players,
All analyses may fail in the face of extreme market conditions. Your advantage isn't accuracy, but flexibility. At the most critical positions, use extremely light positions and extremely narrow stop-losses to test the market. By the way, push protection to let profits slip away; Wrong, turn off the phone and rest.
Only by surviving can you be qualified to talk about the future. $ETH #以太坊验证者退出队列已降至零 Recently, something quite abstract happened to Hyperliquid:
A crypto perpetual platform, with over half of its transactions already coming from stocks, crude oil, and index $HYPE
RWA weekly turnover: approximately $26 billion
Accounts for about 54% of total transactions
For the first time, it surpassed crypto perpetual
Many people used to talk about RWA, and the image was always like: buying tokenized government bonds; Long-term holding of stock tokens; Collect a bit of stable income on-chain.
In the end, the first to generate volume were the leveraged players 😈, who did not suddenly become long-term value investors
It's just that after the US stock market closes, you can still continue trading stocks, oil, and indices 😂 on-chain
This also shows one thing: for RWA to truly explode, it doesn't have to start with the grand story of "asset on-chain."
Maybe start with a very small need: I want to trade now, but the traditional market has closed, but here you can still trade, 24/7✖️ Not about A-shares
It refers to AI storytelling
Previously, rumors spread in the market that the U.S. would ban open-source AI
Many AI tokens have dropped so much that even their mom doesn't recognize them
I didn't move at the time
Because I think it's unlikely that this will actually happen
Then guess what
The news came out today
Expectations for a U.S. ban on open-source AI have sharply declined
I wasn't wrong before
The potential for open source is enormous
Meta's Llama and Google's Gemma
These models have already taken the global stage
It's not something the government can just ban at will
ETH rose 4.55% today
BTC rose 1.85%
But I think the most noteworthy things aren't Bitcoins and ether
Instead, it is a token related to the AI sector
Those who had previously been suppressed by panic
Now the negative news has been resolved
Funds are very likely to flow back
There's another piece of news worth checking out together
NVIDIA was the first to launch an open letter on open source AI
Jensen Huang personally took the stage
An industry leader at Boss Huang's level
Openly support open source
This is a strong boost for the entire AI + crypto ecosystem
So my judgment is
AI narratives will once again become the main theme in August and September
AI tokens are a pit created by panic
It's the golden pit
Family, don't panic when everyone else is panicking
Looking through today's plate, there are a few interesting points:
#长鑫科技上市, global storage competition adds new variables
On its first day of listing, Changxin recorded 130 billion yuan in transaction volume, with a turnover rate of 61%, making it a classic scenario in the storage sector. The Bitcoin whale opened 3.53 million short positions and crossed over to Changxin, indicating that crypto funds are starting to look beyond crypto. If this trend continues, it is positive for cross-market arbitrageurs.
#美军暂停对伊空袭, international oil prices opened sharply lower
The largest geopolitical black swan is fading. When oil prices fall, risk appetite returns; BTC rose 1.85% and ETH rose 4.55% today, both extending this logic. However, Iran intercepted six ships, and the situation has not fully settled down; short-term back-and-forth tug-of-war is the norm.
#多数党领袖称CLARITY休会前难通过
If the CLARITY Act fails to pass before the recess, it means the crypto regulatory framework will have to wait until the next Congress. This suppresses short-term sentiment, but in the long run, crypto regulation will inevitably be implemented. Aave's founder said the bill is in its final stage, and the game is still ongoing.
#AI监管 #美国禁止开源AI的预期大幅回落 📊 $HYPE Liquidation Overview
Liquidation Scale
· 1 hour: $3,173.49
· 4 hours: $343,400
· 12 hours: $1,076,900
· 24 hours: $1,226,600
Long and Short Distribution
Period Long Liquidation Short Liquidation Long Ratio
1h $1,838.95 $1,334.54 58.0%
4h $152,800 $190,700 44.5%
12h $498,500 $578,300 46.3%
24h $518,900 $707,700 42.3%
Note: The 1-hour period long ratio is above 50% (long liquidation accounts for 58.0%), indicating a short-term price drop, which is contrary to the overall trend.
Long and Short Interpretation
In the 1-hour period, long liquidations slightly dominate, causing a short-term short squeeze; however, from 4 hours onward, short liquidations continuously overwhelm longs (accounting for 53.7%~57.7%), triggering a full-scale short squeeze rally; the short ratio continues to expand at 12 and 24 hours, with 24-hour short liquidations of $707,700 being 1.36 times that of longs, indicating large-scale short liquidations. The ultimate winner: longs — showing a pattern of “short-term killing longs → sustained extreme short squeeze.”
Time Distribution
· 1 hour accounts for 0.26% of 24 hours
· 4 hours accounts for 28.0% of 24 hours
· 12 hours accounts for 87.8% of 24 hours
Liquidations are extremely concentrated in the 12-hour period (nearly 90%), indicating the main short squeeze rally concentrated and basically completed within 12 hours; the 24-hour total volume shows limited increase compared to 12 hours, signaling the short squeeze rally is entering its final stage after 12 hours. Currently, the short squeeze rally is at a high-level ending phase, with short forces basically cleared, but after extreme gains, beware of sharp pullback risks.
One-sentence Summary
$HYPE 24-hour short liquidations of $707,700 account for 57.7% of total volume, with the main short squeeze rally concentrated in 12 hours, resulting in a complete victory for longs.
🔥 Market Indicator | July 27
Today's three hot topics point to the same theme: AI narrative entering the "validation season" — from the valuation frenzy of domestic storage, to the Federal Reserve's interest rate decision, to the tech giants' earnings tests, the market is re-examining whether the high investment model in AI can deliver high returns.
📈 ChangXin Technology IPO: The 3.66 trillion yuan "domestic substitution" frenzy
On July 27, domestic DRAM leader ChangXin Technology officially listed on the STAR Market, with an issue price of 8.66 yuan/share, opening with a surge of 471.59%, and a market cap briefly exceeding 3.66 trillion yuan, surpassing ICBC to become the largest A-share market cap. The IPO raised 66.6 billion yuan, the largest since the STAR Market's inception.
ChangXin Technology is the world's fourth-largest DRAM manufacturer, expected to net over 50 billion yuan in the first half of 2026, with global market share rising from 3% to 8%. Nomura Securities set a target price of 116 yuan, corresponding to a market cap of about 7.76 trillion yuan, roughly 30% higher than current SK Hynix.
However, controversy is also huge: SK Hynix's quarterly revenue is already more than three times ChangXin's half-year revenue; ChangXin still lags behind US and Korean giants by about two generations and three years technologically. Whether the 3.66 trillion yuan market cap marks the start of a super cycle or a peak moment is sharply debated.
🏛️ Federal Reserve's early Thursday interest rate decision: rate hike expectations simmering
The biggest macro variable this week — the Federal Reserve will hold its policy meeting from July 28 to 29. Economists almost unanimously expect no change (all 104 surveyed economists predict rates will remain unchanged), but interest rate futures market prices in a 36% chance of a rate hike.
The divergence stems from oil prices — Brent crude has surpassed $100/barrel, and ongoing US-Iran conflicts continue to push up geopolitical risk premiums; combined with tariffs and massive AI spending, inflation pressures are rising again. This is Fed Chair Powell's second meeting in office, and whether it will be the stage for a "surprise rate hike" will be revealed early Thursday.
📊 Microsoft, Meta, Amazon earnings: AI "burn money" model put to the test
This week Microsoft, Meta, and Amazon release earnings, with market focus highly aligned: can massive AI capital expenditures translate into real revenue?
Microsoft expects revenue around $87.4 billion; whether Azure growth can maintain about 40% is key. Meta raised its 2026 capital expenditure guidance to $125-145 billion; Q2 earnings will test if AI investments erode ad profits. Amazon AWS growth is expected to exceed 30% for the first time since 2022, but the market worries about negative free cash flow.
Google and Tesla have already sounded alarms with their first-ever negative cash flow — AI is burning faster than expected. This week's three earnings reports will decide if the "AI narrative" can continue to support tech stock valuations.
💎 Summary
Three events outline the core market contradictions: ChangXin Technology's 3.66 trillion yuan market cap is an extreme valuation of "domestic substitution + AI demand"; the Fed's rate decision is a tense game over "whether inflation will return"; tech giants' earnings are the ultimate test of "whether AI spending can be profitable." When valuation frenzy, policy shifts, and earnings validation converge in the same week, the AI narrative is moving from "storytelling" to "answering the test." #长鑫科技上市，全球存储竞争添变量
#美联储周四凌晨公布利率决议
#财报观察员：微软Meta亚马逊能稳住AI叙事吗？ 😱 $SNDK Real-time battle reports (based on Nasdaq and pre-market data). 😱
As of pre-market trading on July 27, SNDK was trading at about $1,508 (up about 4.74%), reversing the -10.79% plunge on July 24. The previous close was $1,436.56, with a 52-week range of $40.10 - $2,354.39. Year-to-date, the increase is still as high as 505%, and at one point it surged over 858% within the year. The options market bet on a 25% fluctuation after betting on earnings reports±.
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📊 Resistance and support levels
Resistance Level (Resistance Above)
· $1550 - $1600: The first short-term resistance zone, followed by a sharp drop in tightly stranded positions after the July 23 high of 1696
· $1800 - $1900: This area was tested multiple times in mid-July, with strong resistance near the July 14 high of 1812
· $2000 - $2354: Near previous historical highs; a breakout would require earnings reports exceeding expectations + massive capital supply
Support Level (Lower Defensive Line)
· 1400 - $1436: Key short-term support, with funds supporting near the previous closing price
· $1300 - $1350: Strong medium-term support, repeatedly held near the July 17 low near 1325
· $1000 - $1100: The last line of defense in extreme scenarios
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📈 Positive factors (three points)
Third-quarter revenue was $5.95 billion, far exceeding expectations, with adjusted earnings per share at $23.41 and gross margin soaring to 78.4%. The company has signed multiple long-term supply agreements lasting three to five years.
Micron's earnings have far exceeded expectations, and historical patterns show SNDK usually follows suit. Alphabet has raised its capital expenditure target to $205 billion, and AI infrastructure spending continues to accelerate.
23 analysts consensus rating is "Buy," with an average target price of $2,188, implying a 52% upside.
📉 Negative factors (three points)
The year-to-date increase once exceeded 858%, but recently it has corrected about 31% from its high. On July 24, it plunged 10.79% in a single day, with significant technical pressure for a breakout.
The memory chip industry is highly cyclical. Although Susquehanna maintained a buy rating, she lowered her target price from $3,250 to $3,050.
Wells Fargo only gave a $1,620 target price and maintained a "hold" rating, with a gap of $1,430 from the highest target.
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💰 Performance guidance
The Q4 FY2026 financial report will be released after the market closed on Wednesday, August 5. The company previously indicated Q4 revenue of $7.75 billion to $8.25 billion, with non-GAAP earnings per share of $30 to $33. The market expects earnings per share for this quarter to be $3.54. Full-year 2026 revenue is expected to surge from $7.36 billion in 2025 to $19.84 billion (+169.7%), with earnings per share soaring from $2.99 to $66.68. Investor Day will be held on August 13.
🎯 Wall Street's target price expectations
Twenty-three S&P Global analysts have reached a consensus of a "Buy," with an average target price of $2,188. Target price range is $1000 - $3169. Susquehanna offers $3,050 (buy); Evercore ISI offers $3,100; Bernstein offered $3,000; Goldman Sachs offered $2,200; Wells Fargo holds only $1,620.
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⚠️ The above analysis is based on public market data and does not constitute investment advice. The August 5th financial report is the biggest catalyst, but the volatility risk is extremely high. Please make rational decisions. 🚀 $SNDK $XSNDK #长鑫科技上市, global storage competition adds variables #美联储周四凌晨公布利率决议 #财报观察员: Can Microsoft, Meta, and Amazon hold the AI narrative? It took me only 7 days to go from losing 50% to breaking even
Sounds like a joke
But that was last week's event
BTC has risen from 58K all the way up to 65K
My unrealized loss shrank directly from 50% to almost break even
To be honest, I was a bit confused myself
What engine is behind this wave of rebound?
Not ETF inflows
It's not a rate cut that has been implemented
It's SoftBank's $40 billion loan to OpenAI
Then guess what
Today, 21 more banks have joined as lenders
Simply put, it's the smartest money in the world
They're desperately feeding AI into it
SoftBank, Microsoft, Nvidia, OpenAI
The scale of financing in this circle is no longer something traditional lending can comprehend
40 billion USD
Enough to buy 15 SOL in circulating market capitalization
Enough to buy the whole AAVE plus UNI plus LDO and still find it
But these giants just threw themselves out
He threw it without hesitation
At first, I wondered what AI narratives had to do with crypto
But seeing more and more money enter this track
You have to face it head-on
The Prosperity of AI Infrastructure
It will definitely spill over into decentralized computing power and decentralized data
RWA's perpetual monthly trading volume has already reached $470 billion
This is no longer a concept
It's real, tangible data
So my judgment is
The synergy of AI + crypto is turning from storytelling into real money
In the short term, this rebound may fluctuate around the FOMC
But in the medium term,
As long as AI financing does not slow down
Crypto is very difficult to truly switch to bear markets
And by the way, let's take a look at what everyone has been talking about lately:
#多数党领袖称CLARITY休会前难通过
The CLARITY Act is a milestone in crypto regulation; if it can't pass before the recess, you'll have to wait until the next session. Aave's founder said the bill is in its final critical stage, but majority party leaders say it's difficult. This game will continue, suppressing market sentiment in the short term but unlikely to change the trend.
#RWA永续月交易量4700亿美元
This figure indicates that on-chain derivatives have already reached a real market scale. RWA is no longer just a concept speculation; behind the 470 billion monthly transaction volume is institutions genuinely using on-chain perpetual products. This has a profound impact on the valuation reshaping of the entire DeFi ecosystem.
#以太坊验证者退出队列已降至零
The previous panic of stakers queuing to exit has completely dissipated, and combined with ETH's 4.55% rise leading the market today, the signal is very clear. After Lido fixed stETH yields, the staking line came back to life, and retail investors' confidence was restored.
#AI叙事 #RWACan't sleep at 3 a.m., keep thinking about this
The Fed is going to announce the interest rate decision early Thursday morning
After the nonfarm payrolls surprised on the downside, market expectations for a rate cut suddenly heated up
But thinking carefully
Has inflation really been suppressed?
And then guess what
BTC rose another 1.85% today
Breaking above 65567
ETH was even stronger, surging 4.55%
I'm wondering if this rally is pricing in a rate cut early
Or just momentum driven by sentiment
From 58K rebounding to now 65K
Within this 7,000-point increase
How much is real liquidity improvement
How much is everyone betting the FOMC will be dovish
I've experienced this several times before
Market hype before FOMC
Then the news drops and it crashes right back down
This script is too familiar
But this time it’s a bit different
BTC ETF saw another $240 million outflow last Friday
That's the second consecutive day of net outflows
But the price didn't fall, it actually rose
This is what I mentioned before
Real spot buying is absorbing the ETF selling pressure
As long as this divergence continues
BTC won't easily drop deeply
ETH's rally this time is much stronger than BTC's
4.55% vs. 1.85%
Funds are clearly shifting from BTC to ETH
Lido fixed stETH and validator exits reset to zero
The staking line is alive
Retail investors are coming back
So my judgment is
Before the FOMC decision, the market will maintain a mildly bullish oscillation
But if the Fed is hawkish
A BTC pullback to 63K-64K is healthy
A pullback is a buying opportunity
Don't be scared by short-term volatility
Also, there are a few hot topics worth mentioning today:
#美军暂停对伊空袭，国际油价开盘大幅下跌
The biggest geopolitical risk variable is easing, oil prices fell and funds started flowing back into risk assets. BTC and ETH rising together is an extension of this logic. But Iran just intercepted 6 ships, the situation is not fully stable yet, oil prices may fluctuate in the short term.
#英伟达拟为OpenAI提供2500亿美元担保
This number is outrageous, $250 billion, which is higher than the GDP of many countries. Nvidia acting as guarantor for OpenAI shows that AI infrastructure investment scale has exceeded traditional financing scope. SoftBank’s $40 billion loan added 21 banks, everyone is pouring money into AI.
#美国禁止开源AI的预期大幅回落
The market was very nervous before, fearing open-source AI would be banned. Now expectations have dropped significantly, which is a direct positive for the AI track in the crypto market. AI tokens that were previously suppressed may see a rebound, worth paying attention to.
#FOMC #降息预期I'm really going crazy!!! Help me, sisters
The moment I opened the market software this afternoon, I thought I was seeing things
Changxin Technology's first day on the STAR Market today
The turnover directly hit 130 billion
Turnover rate 61.5%
What does 130 billion mean?
More than 60% of the chips changed hands in one day
There are very few new stocks in A-shares history that look like this on the first day
And then guess what
The 4-hour contract liquidation amount ranks third across the entire network
Just less than BTC and ETH
A stock that has been listed for only half a day
Contract liquidations exceed all other altcoins
I have never written about A-shares before
But today's scene is really worth mentioning
Changxin is engaged in storage chips
Ranked third globally in DRAM
The Korean storage giants have monopolized for so many years
Finally, a Chinese player has entered
Anthropic just signed a big order with Samsung Hynix
Meanwhile, Changxin just got listed
The storage track suddenly became a tripartite contest
A big whale focused on Bitcoin on BTC also made a move
Opened a $3.53 million short position
This was really unexpected
Bitcoin veterans are starting to play in A-shares
This signal itself is interesting
It shows that money from the crypto market
Is starting to spill over into traditional tech stocks
Not a panic sell-off
But a belief that there are opportunities on both sides
So my judgment is
Changxin's listing has opened a new capital channel
The correlation between tech stocks and crypto is strengthening
In the short term, the heat in A-shares may divert some crypto liquidity
But in the long term
The price gap repair between the two markets is the bigger opportunity
Next, let's take a look at some recent hot topics and casually chat:
#长鑫科技上市，全球存储竞争添变量
Changxin's first-day market value directly reached 31st in the world, and the 130 billion turnover shows high market recognition. The storage track has changed from a duopoly to a tripartite contest, which is a structural change for the entire semiconductor industry chain. The short-term core of the game is how long the turnover rate can be maintained.
#美联储周四凌晨公布利率决议
The biggest macro event this week. After the non-farm payrolls surprise, market expectations for rate cuts have warmed up again, but inflation has not yet returned to the target range. BTC's rebound from 58K to 65K is largely priced in anticipation of easing. If the FOMC releases a hawkish signal, there will be short-term correction pressure.
#财报观察员：微软Meta亚马逊能稳住AI叙事吗？
Last week Google and Tesla have reported, this week it's the turn of the three tech giants. Meta's capital expenditure guidance, Microsoft's cloud growth, Amazon's AI revenue breakdown, each can influence the direction of the AI narrative. The crypto market is now highly correlated with tech stocks, and earnings results will indirectly affect BTC trends.
#长鑫科技 #存储Bitcoin miners are passively deleveraging, but the market has not fully priced in the differentiated impact of this transmission path
The market appears to be a wave of miner shutdowns pushing up BTC's hard bottom, but has the actual pricing factored in the structural pressure on liquidity caused by miners being forced to sell?
Key facts from the original text: Total network hash rate dropped to 908 EH/s, a new low for the year; Currently, BTC mining costs are about $78,000, with a spot price of about $65,000, resulting in losses of over $10,000 per coin; High electricity prices and outdated S19 mining machines have crossed the shutdown line, forcing miners to halt operations to cut losses and accelerate inventory sales to maintain fiat currency operations and equipment debt repayment.
Market structure changes: Miner shutdowns essentially signal the market clearing of high-cost marginal computing power, but selling pressure is not evenly distributed. BTC, as miners mainly sell assets, is under direct selling pressure in the spot market; ETH has relatively stronger acceptance quality due to low miner participation (no mining selling pressure after PoS); Altcoins, on the other hand, rely entirely on independent narratives and capital competition, discoupling from miner behavior, forming a three-tier structure of BTC weakness, ETH stability, and altcoin differentiation.
- Bullish path: If hash power continues to decline and difficulty is reduced, miners' breakeven points move down (cost lines may drop to around $70,000), reducing BTC selling pressure marginally. If ETH also benefits from safe-haven inflows, it may stabilize first and trigger a local rebound in altcoins. Condition: BTC needs to show signs of volume shrinking and stabilization near $65,000, and outflows on miners' chains (such as miner wallets transferring to exchanges) must decline for three consecutive days.
- Bearish risk: If miners are forced to liquidate inventory faster, BTC could fall below $65,000 and test the $60,000–$62,000 range (historical miner cost support zone). If this scenario occurs, ETH will fall due to its high correlation with BTC (beta around 0.8-0.9), while altcoins will face even greater declines due to shrinking liquidity and reduced risk appetite. Condition: Total network hash rate has not further dropped below 850 EH/s, or miner selling volume has not significantly declined.
Conclusion: Miner deleveraging is an anchor for BTC's short-term pressure, but ETH's independence from altcoins is strengthening. Currently, the focus should be on observing the degree of decoupling between miners' on-chain behavior and price, rather than simply judging the bottom. If BTC's volume increases near $65,000 but the price remains sideways, it may signal that selling pressure is being digested; Conversely, beware of accelerated downward movement.
Has BTC miner selling pressure been fully priced in, or is the market underestimating the cumulative effect of delayed liquidations?Don't talk to me about the future, let's see if AI can make money this week!
Brothers, this week is the real "do or die" moment. The earnings reports from Microsoft, Meta, and Amazon are basically the watershed that will decide whether this AI bull run keeps dancing to the music or ends up "meeting on the rooftop."
Honestly, the market is super anxious right now, emotions as fragile as potato chips. What is everyone afraid of? They're afraid the tech giants will "just date and never marry," only busy buying GPUs for an arms race, but the money they make won't even cover the electricity bills. Look at Alphabet before—just saying they would spend more on data centers got their stock hammered; Tesla was even worse, hitting its biggest weekly drop since 2022. This is a clear warning: the market bigwigs don’t want to hear stories anymore; they want to see real cash flow!
Focus on one thing: Has Capex (capital expenditure) turned into revenue?
Whether these three cloud giants are "powering up for love" or quietly "making big money" depends entirely on this round of data.
· Microsoft: Don’t hype Azure to me, I just want to see how many people are actually paying for that Copilot office suite?
· Meta: Forget about the overall ad market for now, I want to see if your AI recommendation engine really makes the advertisers’ money count.
· Amazon: If AWS growth stays weak, are you planning to keep all those chips as family heirlooms?
If the data shows a "spend 100 and only earn 10 back" rhythm, believe me, capital will vote with its feet and crush the stock price out of the hole.
My move: Don’t bet on earnings, just hold tight
On the eve of earnings Wednesday and Thursday, I absolutely refuse to bet on direction. For those holding the stocks, don’t just sit there dumbly—quickly sell a Covered Call to collect some premium, treat it as "accident insurance" for your position to hedge against the post-market monkey business.
One more reminder: OKX now offers tokenized US stocks, allowing 24/7 USDT trading of XMSTF, XMETA, and others. Sounds great, right? But I advise you to be cautious. Liquidity during off-hours is painfully thin; if earnings disappoint and you try to jump ahead, your orders won’t get filled, and you could get liquidated in a flash. If you play, set your stop loss tight—don’t be stubborn.
To put it bluntly:
This week is AI’s "truth mirror." The days of OpenAI painting rosy pictures and Huang Renxun selling shovels are over. Microsoft, Meta, and Amazon are the pillars of this rally. If even they can’t hold the stage and deliver solid commercialization results, this AI show will cool off sharply in the short term. If you need to run, run—don’t get attached to the fight. Reality is harsh: if the money doesn’t go into your pocket, everything is just an illusion! #长鑫科技上市, global storage competition adds new variables
For a long time, the global DRAM market has been monopolized by Samsung, SK Hynix, and Micron, with these three companies together holding over 90% of the market share and controlling pricing power and advanced technology. With Changxin Technology listing on the STAR Market, the global storage landscape has entered a key shift, shifting the market from a "three-way standoff" to a four-way competition.
The funds raised from this IPO will support Changxin's capacity expansion, process iteration, and high-end memory R&D, continuously releasing production capacity and solidifying its position as the world's fourth-largest DRAM manufacturer. As the only domestic IDM company to achieve large-scale mass production of DRAM, Changxin fills gaps in its domestic supply chain, weakens overseas suppliers' monopoly, and provides domestic cloud computing and consumer electronics companies with stable domestic options, reducing supply disruption risks caused by geopolitical environments.
On the competitive front, Changxin leverages DDR5 and LPDDR5 products to capture the general-purpose storage market, filling the market space left by overseas giants shifting to the high-end HBM track, and curbing the oligopoly's ability to coordinate price control. However, the challenges are equally prominent: in advanced processes and AI core HBM products, Changxin still has a significant generation gap compared to international leaders; The storage industry is highly cyclical, and overseas giants may squeeze new entrants through capacity expansion and price wars.
In the long run, Changxin's listing does not mean a short-term disruption of the existing landscape, but it represents China's official and deep participation in the global storage landscape, promoting diversification of the global storage supply chain, and opening up long-term space for the growth of the domestic semiconductor industry chain. $ESPORTS The regular gainers on the gainers list in the past two days have already been halved by more than 50%.
Originally, I didn't want to open any more deals over the weekend and just spent it peacefully. Unable to resist the brothers' itch to get hands, they insisted on seeing if there were any knockoffs to do, treating it as a lucky bet, but I wanted something with a higher probability. I checked $BANK$ake but these two chips were too similar and showed no signs of selling. Instead, I saw that esports had already broken above resistance above 0.06788, so I waited for on-chain addresses to move before bringing the brothers in.
This wave seized the opportunity of on-chain address movements, opening at the highest point and triggering a cliff-like waterfall drop. Those still holding short positions don't need to panic and hold onto it. Many whales have already sold off, so retail investors won't be allowed to take in soon. $BTC The cryptocurrency market this week is expected to face many short-term price fluctuations as more than $636.4 million worth of tokens are officially unlocked (Token Unlocks).
The focus of attention will be on 3 major projects: Sui (SUI), EigenCloud (EIGEN) and Kamino (KMNO).
Details of Notable Token Unlock Schedules
1. Sui (SUI) – Unlocked on 01/08
The Sui project will issue 13.72 million SUI (worth about $9.91 million, equivalent to 0.34% of the circulating supply). This amount of tokens is specifically allocated to:
• Investors Monday Market Update: $BTC & $ETH Strategy Last week’s plan worked. We faded the bounces. BTC tagged ∼67,000 and ETH ∼1,960, then both dropped to 63,600 and 1,840. Riding that trend was the play. About this weekend’s bounce — reversal? I don’t see it. Markets priced in US-Iran escalation and an oil/inflation spike. By Friday that fear faded, so we got a sentiment relief rally. Nothing changed fundamentally. What’s actually happening: ETF outflows are still on. Institutions aren’t buying yet.