Powerpei

Tonight is the match I’m most looking forward to in this World Cup.
Portugal vs Spain, Ronaldo vs Yamal—23 years apart: 41 years old versus 18 years old.
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Let’s talk stats first.
In Spain’s group stage this edition, they didn’t concede a single goal: possession 68%, passing accuracy 91%. Oyarzabal scored 4 goals, and the whole team has been running very smoothly. In the 8 matches Yamal has played, Spain has won every one—100% win rate.
For Portugal: Ronaldo scored 3–4 goals, and at 41 years old he’s still scoring at the World Cup—this alone is already a legend. But the team stats aren’t as impressive: each match they get only 3.8 shots on target, which is clearly a gap versus their opponents.
In the odds: Spain -220, Portugal +295—a big difference.
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My take: Spain is overall stronger.
The last time these two teams met was the 2025 UEFA Nations League final. It ended 2–2, and Spain won on penalties to take the title. This time it will most likely be another low-scoring grind. In their last five head-to-head matches, there were four matches where the total goals were no more than 2.
But I can’t say Portugal has no chance. Ronaldo in the box is a completely different kind of logic. Spain hasn’t conceded a goal—when they face him, will those numbers be broken tonight? That’s the biggest suspense I want to see.
I’ll back Spain to win, but I won’t back a big goal margin.
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Come predict with Binance Wallet. New users can also claim an extra 10,000 USDT in体验金.
Entry path: Binance Wallet homepage → Prediction → claim in the pop-up
Event prediction:
https://web3.binance.com/prediction/detail/fifwc-prt-esp-2026-07-06
eMeme玩法:
https://web3.binance.com/en/event-meme/0x9f7d037bbe4fc1927a3f2e4c0a09991630074525?chain=bsc&ref=TIR6W2XV&utm_source=cn
The information above is for reference only and does not constitute investment advice. DORY #世界杯

The Binance USD1 Airdrop rules were updated yesterday.

There’s one detail worth saying a bit more about.

Effective from 00:00 UTC on July 3, and the event ends on July 10. Total rewards pool:
178 million WLFI

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The rule change is simple:
Previously, holding USD1 was enough to receive the rewards. This time, they added a new condition.

If you place USD1 into a contract account or a margin account, and your daily position size is kept at 300 USD1 or above, you’ll receive a 1.2x boost.

Binance takes an hourly snapshot and uses the lowest value within the day to calculate, so
you need to keep it up the whole day—you can’t leave it on and off.

Even if you don’t reach 300, as long as your account holds more than 0.01 USD1, you can still get the 1x base reward.

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Let me point out what I think is especially worth注意.

300 USD1 is roughly equivalent to about $300, so the threshold isn’t that high.

Binance designed it this way to bring USD1 into the contract market, improving liquidity—platforms benefit, users get more rewards, and in theory it’s a win-win.

But there’s one thing many people haven’t mentioned:
Contract positions have a funding rate.
Funding rate is the fee paid back and forth between long and short sides every few hours. Both the direction and the amount change day by day—they aren’t fixed.

If the funding rate happens to be in the wrong direction, this cost could eat into part of the extra WLFI rewards, or even all of them.

In the community, people are discussing how to use hedging to get around this issue, but the operational complexity isn’t low. Some also complained that Binance customer support is slow—the rule details weren’t confirmed until days later.

My view:
If you already hold USD1—and you’re already using a contract account—this boost is definitely worth taking.

If you’re considering opening a contract position specifically for the 1.2x boost, first calculate the cost of the funding rate, then decide whether it’s worth doing. Don’t focus only on the rewards.

The above is for reference only and does not constitute investment advice. DYOR

After last night’s Non-Farm Payroll data was released, I took a close look.

In June, the U.S. added 57,000 jobs, while expectations were 10,000.

Not only was it low—also, the previous two months were revised downward by a total of 74,000.
This data is quite ugly.

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The market reacted immediately.
Rate-cut expectations bounced back.
Money moved out of high-valuation growth stocks and rotated into traditional blue chips. The Dow hit a record high, but the Nasdaq and the semiconductor sector clearly pulled back. Memory stocks like Micron (MU) and SanDisk (SNDK) fell by a sizable amount.

The logic is straightforward:
Sectors that had risen too much earlier, once macro uncertainty shows up, are the first to be taken for profit-taking.

━━━━━ ∘ ━━━━━

But my view is that the medium- to long-term logic hasn’t been broken.

There are no signals of weakening on the demand side.

NVIDIA’s orders are still there, data-center expansion plans are still in place, and AI demand for high-bandwidth memory continues to grow. This pullback in memory stocks is more about the prior rally running too far and expansion expectations getting priced in early—not that demand is the problem.

When rate-cut expectations heat up, it’s actually a long-term positive for AI. Building data centers costs a lot, and with the cost of capital lower, big tech companies’ willingness to expand should only get stronger—not weaker.

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My current trading/portfolio approach

AI and tech infrastructure remain the core position (50–60%).

If storage and semiconductors show a clear oversold move, I’ll consider adding in batches—not chasing, but using the pullback to get a better entry.

Defensive allocations to energy, utilities, and defense will be kept.
I’ll hold some cash and wait for clearer buying opportunities.

━━━━━ ★ ━━━━━

Key things to watch next week
➢ Follow-up comments from Federal Reserve officials
➢ Capital expenditure guidance from big tech’s earnings season
➢ Whether the real balance between demand and supply for memory stocks shifts in the short term
Temporary volatility won’t change the direction. The pullback is a gift from the market—provided you understand clearly why it’s pulling back.

For reference only—this does not constitute investment advice. DYOR #美股 #非农

Tonight’s match—based on the data, there’s likely no suspense.
Argentina is ranked No. 1 in the world. They won all three group-stage matches, and Messi alone scored 6 goals.

Cabo Verde is ranked 68th in the world. In three group matches they didn’t win a single one, scraping into the knockout stage by drawing their way through.

But honestly, Cabo Verde is a team worth paying close attention to.

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Cabo Verde are making their World Cup debut. With a national population of only 540,000.
Their goalkeeper, Vozzinia, is 40 years old. Before the tournament began, he had just been released and was unemployed; his monthly salary was about €5,000.

In the three group games, he made 16 saves, forcing draws against Spain and Uruguay. That’s genuinely impressive.

For Argentina, this tie will likely see Cabo Verde set up a 5-4-1 “iron bucket” formation, relying on Vozzinia’s heroic performances to drag the game into extra time or even a penalty shootout.
That’s their only chance.

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My prediction: Argentina win.

Big data gives Argentina a win probability of 93%–99%.
Messi’s form this tournament is phenomenal. Their attacking options are also varied, and it’s unlikely Cabo Verde’s defense can hold them back.

But I won’t bet on a big goal margin.
Argentina can win, but whether it’s an easy win isn’t certain.
Cabo Verde’s defense has already proven itself in the group stage—this is very likely to be a tough battle.

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Predict this match on the Binance wallet and see whether your judgment matches mine.
Match prediction: https://web3.binance.com/zh-CN/prediction/detail/fifwc-arg-cvi-2026-07-03

eMeme gameplay:
https://web3.binance.com/zh-CN/event-meme/0xce263162852c42991432ec17a73b69ab42dea29a?chain=bsc&ref=TIR6W2XV&utm_source=cn

The content above is for informational reference only and does not constitute any investment advice. DORY

I wonder if anyone has noticed that recently the order book for BTCUSD1 is kind of interesting.

In the past few days while placing orders, I found that at key price levels, the USD1 pair often shows multiple large orders resting on the book—both on the buy and sell sides are relatively well-supported. In contrast, for the USDC pair, at most price levels the book is mostly smaller scattered orders, and the continuity is a bit weaker.

This difference can definitely be felt in real trading.

USD1 has a very low spread, plus a Maker fee of 0.

From my personal experience of having my orders filled, it’s already comparable to mainstream settlement exchanges—

and in some time periods, it’s even more cost-effective.

I understand WLFI’s approach to doing USD1 isn’t just about keeping the pegging stable.

It’s also about giving users tangible benefits on the trading side—low fees, sufficient depth, and small slippage.

It looks like liquidity is indeed gradually improving now.

This trading pair is something I’ll continue to watch closely going forward.

Purely trading observations, not investment advice. DORY

July 1 storage stocks collectively plunge: Micron falls nearly 9% at one point, while SanDisk drops more than 10%

On the same day, SK Hynix confirmed that it will list on Nasdaq in July

One side is a pullback, the other is a listing
They seem contradictory, but I think these two things point to the same underlying issue

The AI memory supply chain is moving from a stage of technical validation into a phase of “massive capital spending to expand production”

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First, why does Hynix want to go public in the US stock market?

It is a major global supplier of HBM
HBM is the most critical companion storage for AI GPUs right now. Every time Nvidia releases a new generation of cards, it depends on this technology

But expanding HBM capacity is extremely costly
Relying only on South Korea’s domestic capital markets isn’t enough. Listing on Nasdaq is to broaden financing channels so that global capital can invest directly

Put simply: if capacity needs to expand, the money has to keep up
Going public is how you get the money

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So why are storage stocks falling on the very same day?

From what I’ve seen, there are mainly two reasons:

One is profit-taking
Storage stocks have surged far too much over the past year or more. Some funds choose to lock in gains before the event officially lands
This is very normal—when stocks have run up a lot, someone always wants to exit

The other is the supply outlook being priced in early
Hynix’s listing is certainly good news in itself, but the market is also digesting another piece of information at the same time

The expansion plans that South Korean manufacturers will carry out next mean that supply in the longer term will increase

This combination of “confirmation of demand + concerns about supply” often shows up in storage stocks as a phase of adjustment
It’s not the first time

→ → →

So my judgment is:

This pullback looks more like an emotion release driven by the event, not a denial of demand for AI memory

Demand is still there
Nvidia’s cards are still selling, data centers are still being built, and HBM orders are lined up

Hynix’s Nasdaq listing could even become a medium- to long-term anchor
Pulling the market’s attention away from short-term stock price fluctuations and back to the main theme: HBM capacity expansion and the capitalization of the industry chain

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As for me personally, I’m watching these things:

In the short term: the pace at which market sentiment in storage stocks is being digested; volatility may not be over yet
In the long term: the actual progress of HBM capacity landing, as well as Hynix’s capital expenditure direction after its Nasdaq listing

I think the day Hynix truly lands on Nasdaq will be a signal

HBM is turning from “something great in the laboratory” into “a big business recognized by global capital markets”

This turning point is worth remembering

The above content is for personal analysis only DORY

The recent hot topics in the prediction circles are all about the World Cup.

But actually, Binance Wallet’s prediction events cover everything.

Today I saw an NBA one and couldn’t resist—just tried it a little, haha.

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James officially announced that he has left the Lakers and entered the free agent market.
Now the market prediction data looks like this:

▸ Golden State Warriors 46%
▸ Cleveland Cavaliers 29%
▸ Miami Heat 12%
▸ Los Angeles Lakers 0%

I’ve already placed my order—I’m betting on the Warriors.

Buying 15 USDT at an average price of 0.47, current price is 0.46. A small loss of 2%.
No worries. The event doesn’t end until November 1, 2026—there’s still plenty of time.

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Let me explain why I’m betting on the Warriors. It wasn’t a random pick.

For the Cavaliers, I can understand it. James won championships there—sentiment is real.
But with the current roster, plus James’s age, it’s hard for me to call this a team that can win the title. What would he even go there to do?

The Heat story is the most beautiful: three straight trips to the Finals in three years, and two championships.
But the Heat’s resources today are nowhere near what they were back then, so it’s difficult to replicate that lineup.

The Warriors are different.
Curry is still there, and the system is still there.
The Warriors have won four championships. In my view, if James combines with this system, that’s a real winning combination.
At his current age, he should be chasing his last championship—not just chasing nostalgia.

With 46% of the market backing the Warriors, I choose to stand on this side.

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eMeme isn’t just sports predictions—there are also crypto-circle hot topics, macro events, and all kinds of ideas you can think of.

When I’m free, I’ll buy a few orders to play with, and as a bonus, I can watch the games. Pretty good.

Direct: 币安钱包预测市场
The above content is purely my personal opinion and not any investment advice. DYOR @Binance Wallet

Recently, a noteworthy phenomenon has emerged within the semiconductor equipment sector.

For some time now, I’ve been keeping an eye on information related to this.

Stocks like Applied Materials (AMAT) and Lam Research (LRCX) that make equipment.

Their recent performance has clearly outpaced memory-focused companies such as Micron (MU) and SanDisk (SNDK).

I don’t think this is simply a rotation within the sector—there’s a clearer logic behind it.

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Why did equipment stocks rise recently?
The main South Korean memory manufacturers announced large-scale capacity expansions.

With expansion comes the expectation of equipment orders, which directly boosts equipment companies’ order outlooks. Analysts then begin raising their price targets. In addition, since equipment stocks hadn’t risen much before, investors piled into them.

The advantage for equipment is that once the expansion news breaks, order visibility becomes very high and the near-term upside is strong.

This logic is clear—it isn’t just trading a theme.

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So why are memory stocks correcting?
With the same expansion news, the impact on memory stocks is two-sided:

‣ The expansion shows that demand is indeed strong—that’s a good thing.

‣ With more capacity added, will future supply turn into a surplus?—the market is worrying about this in advance.

As a result, in the short term, funds tilt toward the equipment side. This doesn’t mean the long-term logic for memory has worsened—it just means the timing of repricing is different.

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Looking from a medium- to long-term perspective, I’m more bullish on memory.

The profit margins for equipment companies are usually around 45%-55%. Even with more orders, the room for growth is limited.

Memory is different.

When prices enter an upcycle, profit improvements happen very quickly.

Micron’s profit margin is already at a very high level, and its guidance for the next few quarters still indicates room for further increases in both revenue and profit.

Demand for high-bandwidth memory from AI continues to grow.

As long as this demand doesn’t clearly weaken, memory’s ability to make money should be stronger than equipment’s.

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My own portfolio approach
➤ Equipment stocks still have near-term (1–3 months) upside, so I plan to participate in a limited way.
➤ Memory stocks are the mainline for the medium to long term (6–12 months). They have stronger “profit explosion” potential. My approximate allocation is:
Memory as the primary holding (about 70–80%), with equipment and materials as supplements (about 20–30%).

This isn’t chasing momentum.

Going forward, what I’ll focus on is the balance between demand strength and supply expansion, not checking day-to-day short-term price movements. DYOR #USstocks

Today, some data came out—something I’d been watching for a long time →→ PCE

The result: 4.1%, versus the prior 3.8%, higher than expected.

Inflation pressure isn’t easing; it’s actually moving upward.

This is normally a factor that weighs on tech and semiconductor valuations. Once rate expectations rise again, the overvalued segments typically get hit first.

But today the Philadelphia Semiconductor Index jumped 3.59%.

Against the backdrop of the PCE coming in hotter than expected, semiconductors didn’t fall—they rose.

That’s not a normal reaction. It suggests there’s a force offsetting the macro pressure.

And that force is the real strength of HBM demand.

MU’s earnings report and guidance make it very clear: this isn’t a short-term hype—there are real orders and pricing power.

The reality of supply not meeting demand affects where capital goes more directly than rate expectations.

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But I won’t relax just because it’s up today.

PCE at 4.1% is a signal.

If inflation keeps running hot, the Fed’s room to cut rates will keep shrinking—possibly even prompting renewed discussion of rate hikes.

At that point, even the strongest demand story will be dragged down by valuation pressure.

This isn’t a problem for today, but it could be next quarter.

Right now, the logic is: HBM’s supply-demand fundamentals are holding the line, but the macro backdrop is quietly tightening. When these two forces overlap, the sector can rise—but it will be volatile, not a smooth ride.

Make that psychological preparation more important than guessing how much it will rise today.

The above is for reference only and does not constitute investment advice. DYOR

#美股 #HBM