$RKLB In a single day it surged 5%. The current price is 84.96, and the funding rate is actually zero—neither long nor short is paying the other “protection fee.” OI 74676.80, stuck there without running. Even the leveraged brothers are waiting for policy to give direction.

Semiconductors now depend entirely on political sentiment. If the tariff/“customs duty” throat is cleared and they call it out, it can lift the whole board. A zero funding rate means the market has no faith: longs have no cost-edge, and shorts can’t crush it either. It all hinges on breaking through with news. This structure is exactly what I know best. Once there’s a clear breeze, either you get a single big green candle that drives straight up, or it collapses outright.

Trump’s tech talk/idle blustering will continue, but semiconductor manufacturing returning home is one of the few points of consensus across both parties. Next week, if news about tariff exemptions comes out, hitting 90 from this level shouldn’t be surprising. On the flip side, keep adding.

Trading tag: #TradFi #链上美股 #RKLB

How long do you think this policy-driven positive news can last?