加密贝姐
3.2k Posts
加密贝姐
Square Verified+币圈自媒体人，web3私募创始人，推特号：加密贝姐LK。注册邀请码V98P7AP4
Traders League Badge Beginner
707 Following
78.2K+ Followers
179.6K+ Liked
2 Badges
Posts
All
Quotes
Videos
Live
PINNED
I wondered why so many people are following me—turns out it's because my elder brother reposted my tweet. Clearly, my elder brother still has influence. It's crucial to follow the right people. Binance truly has impact. My dear ones, what are you still hesitating about? Just keep working hard on the Binance Square. The true talent will always shine. Look, here comes my elder brother. @CZ
$DASH $黑马 $我踏马来了 #Strategy增持比特币 #美国民主党BlueVault #美国CPI数据即将公布 #美国非农数据低于预期 #币安上线币安人生
$DASH $黑马 $我踏马来了 #Strategy增持比特币 #美国民主党BlueVault #美国CPI数据即将公布 #美国非农数据低于预期 #币安上线币安人生
PINNED
At the Binance Chinese community meetup, attendees experienced the profound wisdom and carefree demeanor of the big sister. Even now, it is still unforgettable, and some thoughts are truly beneficial for a lifetime. After a series of ups and downs in the afternoon, I finally met the big cousin, so warm and friendly! Successfully checked in to meet my idol, dream come true! As Wukong said, combined with the big cousin, we are as rich as a country 🤭🤭
$BTC $ETH $BNB #比特币VS代币化黄金 #美SEC推动加密创新监管 #美联储重启降息步伐 #ETH走势分析 #加密市场观察
$BTC $ETH $BNB #比特币VS代币化黄金 #美SEC推动加密创新监管 #美联储重启降息步伐 #ETH走势分析 #加密市场观察
加密贝姐
·
--
Thanks to every one of my voters, because of your affirmation, Sister Bei has finally realized her dream in Dubai. This is the most wonderful night, I met many esteemed predecessors I've admired for a long time, so happy! ❤!
$BNB $BTC $ETH #ETH走势分析 #币安区块链周 #加密市场观察 #美SEC推动加密创新监管 #美联储重启降息步伐
$BNB $BTC $ETH #ETH走势分析 #币安区块链周 #加密市场观察 #美SEC推动加密创新监管 #美联储重启降息步伐
Now the big BTC coin is being blocked at 79,000 and consolidating sideways. Since it’s the weekend, the funds are rotating into mainstream altcoins to pull them up. Whether it can break through still depends on BTC—if BTC continues to break out, other sectors will likely follow and rotate up as well.
We still can’t be sure where the top is; we can only say it’s starting to get close to the top. The market has started to show some divergence, with some taking profits and others continuing to board. The key is still to watch the competition over BTC’s 82,800. A valid breakout could trigger a reversal; if it fails to break out, the market may see a top in the short term.
$BTC $SOL $ETH
We still can’t be sure where the top is; we can only say it’s starting to get close to the top. The market has started to show some divergence, with some taking profits and others continuing to board. The key is still to watch the competition over BTC’s 82,800. A valid breakout could trigger a reversal; if it fails to break out, the market may see a top in the short term.
$BTC $SOL $ETH
Trump calls out trades, big pie surges up
Believes Trump is calling you to buy the dip—big pie bottoms and then reverses
Believes Trump is calling you to take the bag—big pie rebounds, then there’s one ultimate last drop
Tell Sister Bei which one you trust, and which one you choose?
$BTC $HYPE $ETH
Believes Trump is calling you to buy the dip—big pie bottoms and then reverses
Believes Trump is calling you to take the bag—big pie rebounds, then there’s one ultimate last drop
Tell Sister Bei which one you trust, and which one you choose?
$BTC $HYPE $ETH
Dreaming never thought it possible—Chuanzi came forward to call the trades out, saying they will fully push forward the development of the crypto industry. TrumpCoin surged 30% in one night, and mainstream altcoins followed suit with a catch-up rally. The market is just starting to get hot—this is the Trump-led artificial mini bull market.
Last night, the Air Force was ambushed, and liquidations hit 1.7 billion!
With news that Trump is pushing forward the Clear Act, plus the triple-buff of the U.S. Treasury stepping in to rescue the market, the Treasury plans to inject liquidity to buy back long-term government bonds. The long-term bond yields immediately plunged. Big BTC followed gold in a major rally, breaking through 70,000 with increased volume.
This favorable policy hasn’t been implemented in practice yet—the execution window is from September 9 to November 4. The intent is obvious: first, to scare the market and keep yields steady; second, to give Trump a boost for the midterm elections in November by effectively cutting rates, ensuring a prosperous stock market.
But this is the Treasury using short-term debt to rescue long-term debt—not the Fed doing QE. The debt problem hasn’t been fundamentally solved. So the upside is only short-term; later it will likely be pressured back down. Watch out for the risk of a short-term pullback.
$TRUMP $BTC $HYPE
Last night, the Air Force was ambushed, and liquidations hit 1.7 billion!
With news that Trump is pushing forward the Clear Act, plus the triple-buff of the U.S. Treasury stepping in to rescue the market, the Treasury plans to inject liquidity to buy back long-term government bonds. The long-term bond yields immediately plunged. Big BTC followed gold in a major rally, breaking through 70,000 with increased volume.
This favorable policy hasn’t been implemented in practice yet—the execution window is from September 9 to November 4. The intent is obvious: first, to scare the market and keep yields steady; second, to give Trump a boost for the midterm elections in November by effectively cutting rates, ensuring a prosperous stock market.
But this is the Treasury using short-term debt to rescue long-term debt—not the Fed doing QE. The debt problem hasn’t been fundamentally solved. So the upside is only short-term; later it will likely be pressured back down. Watch out for the risk of a short-term pullback.
$TRUMP $BTC $HYPE
加密贝姐
·
--
Position management is of interest to many people, so I’ll start by focusing on medium- to long-term investing and then discuss position management together with short-term investing. Sister Bei previously said that her key investing experience for making money comes down to getting it right, being willing to hold a heavy position, holding on firmly, and knowing when to sell well.
Of course, the crypto world is full of experts. Here I only share a bit of my own experience to discuss with everyone. The crypto market is inherently high-risk and highly volatile, so the investment style I choose is a conservative type—not too aggressive. It’s okay to make money more slowly; with lower risk, steady gains matter most. Make friends with the power of time-based compounding.
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Trump’s “call-and-pump” effect: in one night, Trump Coin rose 30%. The mainstream altcoins are playing catch-up too—and they still have to rise. At this point, it’s likely no one would dare come out and short. This marks the arrival of a Trump-made mini bull market.
$TRUMP $BTC $ETH
$TRUMP $BTC $ETH
Verified
This good news from the U.S. Treasury hasn’t been put into real effect yet. The implementation window is from September 9 to November 4. The intent is clear: first, to scare the market and stabilize interest rates; second, to help Trump’s November midterm election campaign by effectively cutting rates and ensuring the stock market stays buoyant.
The members’ group is also updated in real time
$BTC $ETH $SOL
The members’ group is also updated in real time
$BTC $ETH $SOL
加密贝姐
·
--
Position management is of interest to many people, so I’ll start by focusing on medium- to long-term investing and then discuss position management together with short-term investing. Sister Bei previously said that her key investing experience for making money comes down to getting it right, being willing to hold a heavy position, holding on firmly, and knowing when to sell well.
Of course, the crypto world is full of experts. Here I only share a bit of my own experience to discuss with everyone. The crypto market is inherently high-risk and highly volatile, so the investment style I choose is a conservative type—not too aggressive. It’s okay to make money more slowly; with lower risk, steady gains matter most. Make friends with the power of time-based compounding.
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
It’s all a huge bearish candle. It drops down hard. Weren’t people saying the crypto market lacks liquidity? Looks like everyone’s switched to SanDisk, gone to Hynix and Micron, and is疯狂做空
$SNDK $SKHYNIX $MUB
$SNDK $SKHYNIX $MUB
加密贝姐
·
--
Position management is of interest to many people, so I’ll start by focusing on medium- to long-term investing and then discuss position management together with short-term investing. Sister Bei previously said that her key investing experience for making money comes down to getting it right, being willing to hold a heavy position, holding on firmly, and knowing when to sell well.
Of course, the crypto world is full of experts. Here I only share a bit of my own experience to discuss with everyone. The crypto market is inherently high-risk and highly volatile, so the investment style I choose is a conservative type—not too aggressive. It’s okay to make money more slowly; with lower risk, steady gains matter most. Make friends with the power of time-based compounding.
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Look what a mess this is—I've got no boyfriend! That's my brother-in-law, not a boyfriend.
$BTC $MUB $SNDK
$BTC $MUB $SNDK
加密贝姐
·
--
Position management is of interest to many people, so I’ll start by focusing on medium- to long-term investing and then discuss position management together with short-term investing. Sister Bei previously said that her key investing experience for making money comes down to getting it right, being willing to hold a heavy position, holding on firmly, and knowing when to sell well.
Of course, the crypto world is full of experts. Here I only share a bit of my own experience to discuss with everyone. The crypto market is inherently high-risk and highly volatile, so the investment style I choose is a conservative type—not too aggressive. It’s okay to make money more slowly; with lower risk, steady gains matter most. Make friends with the power of time-based compounding.
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Position dynamic management also determines an investment’s risk exposure and returns. When risk is high, you need to reduce your position; when opportunity is strong, you increase your position and fill it. Position management determines how long you can stay in the game and how much you can make. Let’s take the recent bottom-fishing layout as an example and get into the practical details—here we go!
Who bought me flowers, and for cash on delivery 1800? Are you trying to drive me to death? Have a bit of humanity—I'm not even done with my loans yet
$SNDK $SKHYNIX $MUB
$SNDK $SKHYNIX $MUB
加密贝姐
·
--
The market for “buying the dip” has been sluggish; this week I’ll come by a few times to talk about the whole issue of buying the dip. Sister Bei’s specialty is working with large-cycle spot markets, and her track record—no need to say more—you can go check the past recap post series. After all, a cycle comes around about every four years, and soon we’ll reach the historical major bottom. So how exactly should you go about buying the dip? Considering that some fans have only recently entered the crypto圈, here I’ll lay out several key dimensions: how to judge the big cycle, how to choose investment targets, position sizing and management, mid- to long-term versus short-term trading, how to use leverage reasonably, and trading strategies and risk control. If you can learn to do all these things, you can build a complete and stable trading system that can generate long-term profits! Come to the comments section and leave a message—see which topic everyone wants to learn first, and Sister Bei will arrange it for you first.
$SNDK $MUB $SKHYNIX
$SNDK $MUB $SKHYNIX
The market for “buying the dip” has been sluggish; this week I’ll come by a few times to talk about the whole issue of buying the dip. Sister Bei’s specialty is working with large-cycle spot markets, and her track record—no need to say more—you can go check the past recap post series. After all, a cycle comes around about every four years, and soon we’ll reach the historical major bottom. So how exactly should you go about buying the dip? Considering that some fans have only recently entered the crypto圈, here I’ll lay out several key dimensions: how to judge the big cycle, how to choose investment targets, position sizing and management, mid- to long-term versus short-term trading, how to use leverage reasonably, and trading strategies and risk control. If you can learn to do all these things, you can build a complete and stable trading system that can generate long-term profits! Come to the comments section and leave a message—see which topic everyone wants to learn first, and Sister Bei will arrange it for you first.
$SNDK $MUB $SKHYNIX
$SNDK $MUB $SKHYNIX
加密贝姐
·
--
Making money in the crypto bull market isn’t hard—making the right bottom call is the key. But once you’ve made money, chasing everywhere is easier, while stepping into traps and losing it all is even easier. Join Sister Bei’s private community group: spend a small amount to do big things. Get macroeconomic insights, on-chain data, and learn to trade spot and manage open/close positions and even avoid scam “short-term dog coins.” Crypto, U.S. stocks, gold, and oil—everything is covered. They share firsthand information and strategies from successful private placements. A 100,000-follower KOL guides you to avoid pitfalls without unnecessary hassle—follow the right people and win steadily!
$BTC $SKHYNIX $MUB
$BTC $SKHYNIX $MUB
State media reported that “Athena” was originally lured to the Philippines under a fake socialite’s scheme and then kidnapped; her whereabouts remain unknown to this day. In the first half of this year alone, there were 7 kidnapping cases targeting Chinese people, and the Philippines is becoming a new “hideout” for kidnappers targeting Chinese nationals.
“Yadina” was originally named Kong Lime. She was striking in appearance, once won third place in the Macau regional competition of Miss World, had one million followers, and earned a substantial income. In 2022, “a rich second-generation heiress” Li Yifei took the initiative to get close to Kong Lime, infiltrating her life through invitations to travel, and other means. Ultimately, in June 2023, Li Yifei lured Kong Lime to the Philippines for kidnapping and extortion.
According to related reports, after Kong Lime’s family sold their property and borrowed money to raise a ransom of 800,000 US dollars, and then transferred it in installments, they completely lost contact with her. To this day, the case is still under investigation. This case reflects the local kidnapping gang’s sophisticated methods: first, they screen targets by relying on acquaintances; then they lure the victims abroad and detain them; finally, they carry out cross-border extortion. Even if the victims are socially well known and the family pays the ransom in full, personal safety cannot be guaranteed.
Shocking and alarming—kidnapping for extortion is increasingly frequent and has a high incidence. On July 7, the Chinese Embassy in the Philippines reported that in just the first half of 2026, there were 7 cases involving the kidnapping of Chinese citizens in the Philippines. All of them were concentrated in the Manila metropolitan area. The victims were all Chinese citizens, and the crimes have fully permeated everyday life.
$SNDK $MUB $SKHYNIX
“Yadina” was originally named Kong Lime. She was striking in appearance, once won third place in the Macau regional competition of Miss World, had one million followers, and earned a substantial income. In 2022, “a rich second-generation heiress” Li Yifei took the initiative to get close to Kong Lime, infiltrating her life through invitations to travel, and other means. Ultimately, in June 2023, Li Yifei lured Kong Lime to the Philippines for kidnapping and extortion.
According to related reports, after Kong Lime’s family sold their property and borrowed money to raise a ransom of 800,000 US dollars, and then transferred it in installments, they completely lost contact with her. To this day, the case is still under investigation. This case reflects the local kidnapping gang’s sophisticated methods: first, they screen targets by relying on acquaintances; then they lure the victims abroad and detain them; finally, they carry out cross-border extortion. Even if the victims are socially well known and the family pays the ransom in full, personal safety cannot be guaranteed.
Shocking and alarming—kidnapping for extortion is increasingly frequent and has a high incidence. On July 7, the Chinese Embassy in the Philippines reported that in just the first half of 2026, there were 7 cases involving the kidnapping of Chinese citizens in the Philippines. All of them were concentrated in the Manila metropolitan area. The victims were all Chinese citizens, and the crimes have fully permeated everyday life.
$SNDK $MUB $SKHYNIX
加密贝姐
·
--
Making money in the crypto bull market isn’t hard—making the right bottom call is the key. But once you’ve made money, chasing everywhere is easier, while stepping into traps and losing it all is even easier. Join Sister Bei’s private community group: spend a small amount to do big things. Get macroeconomic insights, on-chain data, and learn to trade spot and manage open/close positions and even avoid scam “short-term dog coins.” Crypto, U.S. stocks, gold, and oil—everything is covered. They share firsthand information and strategies from successful private placements. A 100,000-follower KOL guides you to avoid pitfalls without unnecessary hassle—follow the right people and win steadily!
$BTC $SKHYNIX $MUB
$BTC $SKHYNIX $MUB
Crumbling as I heal myself,
Trying my best to live
This is what being an adult really looks like"
$SNDK $MUB $SKHYNIX
Trying my best to live
This is what being an adult really looks like"
$SNDK $MUB $SKHYNIX
加密贝姐
·
--
Making money in the crypto bull market isn’t hard—making the right bottom call is the key. But once you’ve made money, chasing everywhere is easier, while stepping into traps and losing it all is even easier. Join Sister Bei’s private community group: spend a small amount to do big things. Get macroeconomic insights, on-chain data, and learn to trade spot and manage open/close positions and even avoid scam “short-term dog coins.” Crypto, U.S. stocks, gold, and oil—everything is covered. They share firsthand information and strategies from successful private placements. A 100,000-follower KOL guides you to avoid pitfalls without unnecessary hassle—follow the right people and win steadily!
$BTC $SKHYNIX $MUB
$BTC $SKHYNIX $MUB
Reached a 300M market cap. Spend a little to buy a few movie tickets, keep trending on hot searches, the coin price keeps rising—then later list it on Binance. A miracle is born. Pour it over the harvesters, and it turns into a mess everywhere!
$BTC $SOL $ETH
$BTC $SOL $ETH
加密贝姐
·
--
Two major negative surprises sweep through Moutai. Last night, Guizhou Moutai released its Q2 financial report, which was severely below expectations. Revenue year on year rose only 1.47%, attributable net profit fell 1.95% year on year, and the sequential (quarter-over-quarter) decline was even in the double digits.
What really went viral is that both Central Huijin and China Securities Finance Corporation—representing the national team—have disappeared from the top 10 shareholder lists, but the latest data shows that the number of Moutai shareholders has actually surged by more than 50,000. In other words, retail investors are bargain-hunting while major shareholders are retreating. This kind of situation happening with Moutai is honestly a bit amusing.
As for the stock price, Moutai has risen nearly 15% from its intra-year low, but it remains down for the year. Investors who bought at the start of the year are still not back to break-even.
At present, the combination of underwhelming performance versus expectations and the national team’s withdrawal puts significant pressure on Moutai come Monday. Even other liquor brands can’t hold up—if even the leader can’t take it, the younger ones are trembling.
That said, Moutai still has over one hundred billion yuan in cash flow on its books. Also, liquor companies don’t need to pour large amounts into major capital construction or R&D. The best approach would be to promptly repurchase shares and cancel them.
Next door, SanDisk has already provided the script. The day before yesterday, at their investor meeting, after SanDisk and others completed a series of required investments, they returned 100% of the remaining cash flow to shareholders. At that time, they will repurchase shares and cancel them. (The cap is $20 billion—actually still not more than Moutai’s cash flow.) Influenced by this, SanDisk’s stock price jumped more than 35% over two days.
For SanDisk, a “storage cycle” stock, cash flow is a double-edged sword. On the good side, they don’t worry that life will get hard when the cycle ends. On the bad side, shareholders worry that once they have the money, the company will use it to expand production capacity, ultimately dragging them into a deadly loop within the cycle. So they directly returned all the money to shareholders.
For Moutai, there’s arguably no real “cycle” at all. Since it’s essentially harvest-and-drought-proof, what’s the point of keeping so much cash? Given Moutai’s special status in Guizhou, large-scale share repurchase and cancellation is unlikely. Then the best option would be to pay large dividends—because once the money is gone, they can still earn again, but if shareholder faith is gone, it’s truly gone.
$SNDK $SKHYNIX $MUB
What really went viral is that both Central Huijin and China Securities Finance Corporation—representing the national team—have disappeared from the top 10 shareholder lists, but the latest data shows that the number of Moutai shareholders has actually surged by more than 50,000. In other words, retail investors are bargain-hunting while major shareholders are retreating. This kind of situation happening with Moutai is honestly a bit amusing.
As for the stock price, Moutai has risen nearly 15% from its intra-year low, but it remains down for the year. Investors who bought at the start of the year are still not back to break-even.
At present, the combination of underwhelming performance versus expectations and the national team’s withdrawal puts significant pressure on Moutai come Monday. Even other liquor brands can’t hold up—if even the leader can’t take it, the younger ones are trembling.
That said, Moutai still has over one hundred billion yuan in cash flow on its books. Also, liquor companies don’t need to pour large amounts into major capital construction or R&D. The best approach would be to promptly repurchase shares and cancel them.
Next door, SanDisk has already provided the script. The day before yesterday, at their investor meeting, after SanDisk and others completed a series of required investments, they returned 100% of the remaining cash flow to shareholders. At that time, they will repurchase shares and cancel them. (The cap is $20 billion—actually still not more than Moutai’s cash flow.) Influenced by this, SanDisk’s stock price jumped more than 35% over two days.
For SanDisk, a “storage cycle” stock, cash flow is a double-edged sword. On the good side, they don’t worry that life will get hard when the cycle ends. On the bad side, shareholders worry that once they have the money, the company will use it to expand production capacity, ultimately dragging them into a deadly loop within the cycle. So they directly returned all the money to shareholders.
For Moutai, there’s arguably no real “cycle” at all. Since it’s essentially harvest-and-drought-proof, what’s the point of keeping so much cash? Given Moutai’s special status in Guizhou, large-scale share repurchase and cancellation is unlikely. Then the best option would be to pay large dividends—because once the money is gone, they can still earn again, but if shareholder faith is gone, it’s truly gone.
$SNDK $SKHYNIX $MUB
Partly True
Two major negative surprises sweep through Moutai. Last night, Guizhou Moutai released its Q2 financial report, which was severely below expectations. Revenue year on year rose only 1.47%, attributable net profit fell 1.95% year on year, and the sequential (quarter-over-quarter) decline was even in the double digits.
What really went viral is that both Central Huijin and China Securities Finance Corporation—representing the national team—have disappeared from the top 10 shareholder lists, but the latest data shows that the number of Moutai shareholders has actually surged by more than 50,000. In other words, retail investors are bargain-hunting while major shareholders are retreating. This kind of situation happening with Moutai is honestly a bit amusing.
As for the stock price, Moutai has risen nearly 15% from its intra-year low, but it remains down for the year. Investors who bought at the start of the year are still not back to break-even.
At present, the combination of underwhelming performance versus expectations and the national team’s withdrawal puts significant pressure on Moutai come Monday. Even other liquor brands can’t hold up—if even the leader can’t take it, the younger ones are trembling.
That said, Moutai still has over one hundred billion yuan in cash flow on its books. Also, liquor companies don’t need to pour large amounts into major capital construction or R&D. The best approach would be to promptly repurchase shares and cancel them.
Next door, SanDisk has already provided the script. The day before yesterday, at their investor meeting, after SanDisk and others completed a series of required investments, they returned 100% of the remaining cash flow to shareholders. At that time, they will repurchase shares and cancel them. (The cap is $20 billion—actually still not more than Moutai’s cash flow.) Influenced by this, SanDisk’s stock price jumped more than 35% over two days.
For SanDisk, a “storage cycle” stock, cash flow is a double-edged sword. On the good side, they don’t worry that life will get hard when the cycle ends. On the bad side, shareholders worry that once they have the money, the company will use it to expand production capacity, ultimately dragging them into a deadly loop within the cycle. So they directly returned all the money to shareholders.
For Moutai, there’s arguably no real “cycle” at all. Since it’s essentially harvest-and-drought-proof, what’s the point of keeping so much cash? Given Moutai’s special status in Guizhou, large-scale share repurchase and cancellation is unlikely. Then the best option would be to pay large dividends—because once the money is gone, they can still earn again, but if shareholder faith is gone, it’s truly gone.
$SNDK $SKHYNIX $MUB
What really went viral is that both Central Huijin and China Securities Finance Corporation—representing the national team—have disappeared from the top 10 shareholder lists, but the latest data shows that the number of Moutai shareholders has actually surged by more than 50,000. In other words, retail investors are bargain-hunting while major shareholders are retreating. This kind of situation happening with Moutai is honestly a bit amusing.
As for the stock price, Moutai has risen nearly 15% from its intra-year low, but it remains down for the year. Investors who bought at the start of the year are still not back to break-even.
At present, the combination of underwhelming performance versus expectations and the national team’s withdrawal puts significant pressure on Moutai come Monday. Even other liquor brands can’t hold up—if even the leader can’t take it, the younger ones are trembling.
That said, Moutai still has over one hundred billion yuan in cash flow on its books. Also, liquor companies don’t need to pour large amounts into major capital construction or R&D. The best approach would be to promptly repurchase shares and cancel them.
Next door, SanDisk has already provided the script. The day before yesterday, at their investor meeting, after SanDisk and others completed a series of required investments, they returned 100% of the remaining cash flow to shareholders. At that time, they will repurchase shares and cancel them. (The cap is $20 billion—actually still not more than Moutai’s cash flow.) Influenced by this, SanDisk’s stock price jumped more than 35% over two days.
For SanDisk, a “storage cycle” stock, cash flow is a double-edged sword. On the good side, they don’t worry that life will get hard when the cycle ends. On the bad side, shareholders worry that once they have the money, the company will use it to expand production capacity, ultimately dragging them into a deadly loop within the cycle. So they directly returned all the money to shareholders.
For Moutai, there’s arguably no real “cycle” at all. Since it’s essentially harvest-and-drought-proof, what’s the point of keeping so much cash? Given Moutai’s special status in Guizhou, large-scale share repurchase and cancellation is unlikely. Then the best option would be to pay large dividends—because once the money is gone, they can still earn again, but if shareholder faith is gone, it’s truly gone.
$SNDK $SKHYNIX $MUB
加密贝姐
·
--
67000 turning point reconfirmed: in a long-term downtrend, the bearish flag patterns formed are meant to be broken. Based on the currently measured upward channel spacing, after a breakdown, in theory the lowest it could reach is the prior low of 57,000. Our previous take-profit strategy basically can be achieved!
Of course, the decline isn’t a one-step process. After the breakdown, there’s usually an accelerated drop. During the pullback test to validate the breakdown, once it’s confirmed, it then finally transitions into consolidation and continued decline. If you still don’t have any short position, you can open one around 64,000 on the pullback.
$BTC $SNDK $SKHYNIX
Of course, the decline isn’t a one-step process. After the breakdown, there’s usually an accelerated drop. During the pullback test to validate the breakdown, once it’s confirmed, it then finally transitions into consolidation and continued decline. If you still don’t have any short position, you can open one around 64,000 on the pullback.
$BTC $SNDK $SKHYNIX
To be honest, I think this world has gotten used to eating fast food. If you let it take two hours to make three dishes, the delivery arrives so early that it’s already in your stomach. So do humans still need to spend time falling in love?
$BTC $SNDK $SKHYNIX
$BTC $SNDK $SKHYNIX
加密贝姐
·
--
67000 turning point reconfirmed: in a long-term downtrend, the bearish flag patterns formed are meant to be broken. Based on the currently measured upward channel spacing, after a breakdown, in theory the lowest it could reach is the prior low of 57,000. Our previous take-profit strategy basically can be achieved!
Of course, the decline isn’t a one-step process. After the breakdown, there’s usually an accelerated drop. During the pullback test to validate the breakdown, once it’s confirmed, it then finally transitions into consolidation and continued decline. If you still don’t have any short position, you can open one around 64,000 on the pullback.
$BTC $SNDK $SKHYNIX
Of course, the decline isn’t a one-step process. After the breakdown, there’s usually an accelerated drop. During the pullback test to validate the breakdown, once it’s confirmed, it then finally transitions into consolidation and continued decline. If you still don’t have any short position, you can open one around 64,000 on the pullback.
$BTC $SNDK $SKHYNIX
67000 turning point reconfirmed: in a long-term downtrend, the bearish flag patterns formed are meant to be broken. Based on the currently measured upward channel spacing, after a breakdown, in theory the lowest it could reach is the prior low of 57,000. Our previous take-profit strategy basically can be achieved!
Of course, the decline isn’t a one-step process. After the breakdown, there’s usually an accelerated drop. During the pullback test to validate the breakdown, once it’s confirmed, it then finally transitions into consolidation and continued decline. If you still don’t have any short position, you can open one around 64,000 on the pullback.
$BTC $SNDK $SKHYNIX
Of course, the decline isn’t a one-step process. After the breakdown, there’s usually an accelerated drop. During the pullback test to validate the breakdown, once it’s confirmed, it then finally transitions into consolidation and continued decline. If you still don’t have any short position, you can open one around 64,000 on the pullback.
$BTC $SNDK $SKHYNIX
加密贝姐
·
--
Making money in the crypto bull market isn’t hard—making the right bottom call is the key. But once you’ve made money, chasing everywhere is easier, while stepping into traps and losing it all is even easier. Join Sister Bei’s private community group: spend a small amount to do big things. Get macroeconomic insights, on-chain data, and learn to trade spot and manage open/close positions and even avoid scam “short-term dog coins.” Crypto, U.S. stocks, gold, and oil—everything is covered. They share firsthand information and strategies from successful private placements. A 100,000-follower KOL guides you to avoid pitfalls without unnecessary hassle—follow the right people and win steadily!
$BTC $SKHYNIX $MUB
$BTC $SKHYNIX $MUB
Log in to explore more content