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加密贝姐
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加密贝姐

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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
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707 Following
77.9K+ Followers
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PINNED
加密贝姐
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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
It’s a pity about the earlier big drop from Micron; Big Sister Bei was cautious. Her limit order at 650 didn’t get filled, and even when it rebounded she didn’t get on board—she missed the golden dip. At the moment, the stock price has already broken through the descending channel and started moving sideways. Let’s see whether there will be another chance to probe lower. Around 770, I think it’s a relatively good entry point—this is the low of the second dip, and also the bottom of the gap that was previously filled. But this current one-direction rally in AI memory has already ended, and a phase top has also appeared. So over the next few months, I believe it’ll be mostly a period of consolidation and oscillation. If you want a big move, you’ll have to wait for the market’s new narrative to open up new expectations and upside room—after all, AI has one major technical breakthrough every six months, which will trigger a new valuation reset. For those who haven’t joined the members-only group yet, remember to DM Big Sister Bei. The strategies will be posted in the members-only group as soon as they’re available. $MUB $SKHYNIX $SAMSUNG
It’s a pity about the earlier big drop from Micron; Big Sister Bei was cautious. Her limit order at 650 didn’t get filled, and even when it rebounded she didn’t get on board—she missed the golden dip. At the moment, the stock price has already broken through the descending channel and started moving sideways. Let’s see whether there will be another chance to probe lower. Around 770, I think it’s a relatively good entry point—this is the low of the second dip, and also the bottom of the gap that was previously filled.

But this current one-direction rally in AI memory has already ended, and a phase top has also appeared. So over the next few months, I believe it’ll be mostly a period of consolidation and oscillation. If you want a big move, you’ll have to wait for the market’s new narrative to open up new expectations and upside room—after all, AI has one major technical breakthrough every six months, which will trigger a new valuation reset.

For those who haven’t joined the members-only group yet, remember to DM Big Sister Bei. The strategies will be posted in the members-only group as soon as they’re available.

$MUB $SKHYNIX $SAMSUNG
In today’s crypto market, nobody plays anymore—even dogs don’t touch it. The行情 is boring, and with us feeling utterly bored as well, the market has no vitality at all 😂😂. Personally, I believe BTC still has one last drop left in it; the market is not desperate enough yet. I just don’t know how the drop will happen—will it be “rally first, then fall,” or a straight drop? According to the usual tricks of dog syndicates, the more thoroughly they accumulate and absorb liquidity, the deeper the “sinkhole” they throw down will be. The longer they drag time out, the harder it falls. And when it finally drops to the point where you doubt life itself—when you think it’s bottomless and the death spiral begins—that’s when the true bottom arrives. $BTC $SOL $SPCX
In today’s crypto market, nobody plays anymore—even dogs don’t touch it. The行情 is boring, and with us feeling utterly bored as well, the market has no vitality at all 😂😂. Personally, I believe BTC still has one last drop left in it; the market is not desperate enough yet. I just don’t know how the drop will happen—will it be “rally first, then fall,” or a straight drop?

According to the usual tricks of dog syndicates, the more thoroughly they accumulate and absorb liquidity, the deeper the “sinkhole” they throw down will be. The longer they drag time out, the harder it falls. And when it finally drops to the point where you doubt life itself—when you think it’s bottomless and the death spiral begins—that’s when the true bottom arrives.
$BTC $SOL $SPCX
加密贝姐
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The group is finally open! The die-hard fans have been waiting so long—it's all because Sis Bei wasn't diligent enough. After long preparations, our private domain investment research group is officially here! It’s the right time to bottom-fish and plan in a bull market. Let’s work together to get through the next bull-bear cycle, achieve financial freedom. Don’t just feel moved—act fast and join now! (Scan the QR code to join the group, then DM Sis Bei.)

But before you big spenders and top-tier lords show up, Sis Bei still needs to clarify the basic requirements for this private domain investment research group. Everyone please check whether it suits you—don’t waste each other’s time and energy.

First, we need values alignment. If we can’t talk, we won’t. We hope to build a group of like-minded people who learn from each other, improve our understanding, and strengthen our ability to make money.

What this private group provides is the knowledge and experience to carry a private placement strategy across two bull-bear cycles; firsthand analysis and judgments on the macro economy, the crypto market, and U.S. stocks; various “avoid getting trapped” guides. Of course, there are also wealth codes for switching between bull and bear markets, trading strategies, and emotional value! Therefore, forming this private group is a two-way selection process.

Who it’s for: low-risk spot investors who plan for the long term; low-leverage, low-frequency contract traders; friends who are interested in operating media accounts and also do investing.

Permanent membership is 888U at full price. The early-bird group-joining offer for August is 488U. Or you can register via Sis Bei’s Binance link and pay +188U to become a permanent member. If you’re interested, please DM Sis Bei directly in the public square, or scan the QR code to join and become a member.

There are many scammers online—stay alert to avoid getting tricked. Sis Bei will never proactively DM anyone for private conversations!

Sis Bei’s exclusive encrypted referral/commission link:

Binance registration invitation link 贝姐邀请链接
Invitation code V98P7AP4
$BTC $SPCX $SKHYNIX
Reasons for staying single until now: it's hard to make a move on people you know, and even harder to speak up to strangers. $币安人生 $BTC $TUT
Reasons for staying single until now: it's hard to make a move on people you know, and even harder to speak up to strangers.
$币安人生 $BTC $TUT
加密贝姐
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The group is finally open! The die-hard fans have been waiting so long—it's all because Sis Bei wasn't diligent enough. After long preparations, our private domain investment research group is officially here! It’s the right time to bottom-fish and plan in a bull market. Let’s work together to get through the next bull-bear cycle, achieve financial freedom. Don’t just feel moved—act fast and join now! (Scan the QR code to join the group, then DM Sis Bei.)

But before you big spenders and top-tier lords show up, Sis Bei still needs to clarify the basic requirements for this private domain investment research group. Everyone please check whether it suits you—don’t waste each other’s time and energy.

First, we need values alignment. If we can’t talk, we won’t. We hope to build a group of like-minded people who learn from each other, improve our understanding, and strengthen our ability to make money.

What this private group provides is the knowledge and experience to carry a private placement strategy across two bull-bear cycles; firsthand analysis and judgments on the macro economy, the crypto market, and U.S. stocks; various “avoid getting trapped” guides. Of course, there are also wealth codes for switching between bull and bear markets, trading strategies, and emotional value! Therefore, forming this private group is a two-way selection process.

Who it’s for: low-risk spot investors who plan for the long term; low-leverage, low-frequency contract traders; friends who are interested in operating media accounts and also do investing.

Permanent membership is 888U at full price. The early-bird group-joining offer for August is 488U. Or you can register via Sis Bei’s Binance link and pay +188U to become a permanent member. If you’re interested, please DM Sis Bei directly in the public square, or scan the QR code to join and become a member.

There are many scammers online—stay alert to avoid getting tricked. Sis Bei will never proactively DM anyone for private conversations!

Sis Bei’s exclusive encrypted referral/commission link:

Binance registration invitation link 贝姐邀请链接
Invitation code V98P7AP4
$BTC $SPCX $SKHYNIX
In the last bull market, I was lucky. SOL, BGB, RAY, OM, PEPE, BOME—these all delivered 5x, 10x or even higher returns, and several spot positions also reached single-coin A7. But now, the crypto market is very cold. Most people haven’t made any money, and a lot of capital has gone to trade AI. Overall traffic is also pretty poor. If you set up a private community group at a time like this, anyone with a clear mind knows you probably won’t be able to attract many members. To be honest, last year I basically didn’t think much about private communities at all. Almost all my effort went into offline private placement business. By the end of last year, I had already completed the dividend distribution on schedule for everyone. Objectively speaking, if I had opened the group at the peak of market enthusiasm last year, riding on the tailwind of market gains, it would have been much easier to build a sizable membership base. But looking back, at the beginning of last year Bitcoin was already above 100,000. We were right at a bull-to-bear transition point, and market operations were especially difficult. For ordinary people, entering at that level and still trying to make money is really hard. Being able to hold through it and avoid getting trapped in the bear market is already a big achievement. I don’t want to take advantage of the hype and lead everyone into a high-risk environment. In my view, it’s the end phase of the bear market that’s more suitable for ordinary people to plan and position themselves. Enter gradually now to bottom-fish, and the odds and certainty will be much better. You can guide everyone to learn step by step while gaining hands-on experience. When I chose this timing to open the group, the first thing I considered wasn’t how many members I could bring in, but whether my investors would have a better chance to make money. That’s my most basic responsibility to everyone. I’ve always believed in one thing: as long as I can truly deliver results and help everyone achieve outcomes, in the past few years my private fund has grown step by step, largely through word of mouth from long-time shareholders. This is the principle I’ve always followed. Let nature take its course. People with the same worldview, aligned investment philosophy, and friends who recognize and trust me will naturally come together. $SKHYNIX $MUB $SPCX
In the last bull market, I was lucky. SOL, BGB, RAY, OM, PEPE, BOME—these all delivered 5x, 10x or even higher returns, and several spot positions also reached single-coin A7.

But now, the crypto market is very cold. Most people haven’t made any money, and a lot of capital has gone to trade AI. Overall traffic is also pretty poor. If you set up a private community group at a time like this, anyone with a clear mind knows you probably won’t be able to attract many members.

To be honest, last year I basically didn’t think much about private communities at all. Almost all my effort went into offline private placement business. By the end of last year, I had already completed the dividend distribution on schedule for everyone. Objectively speaking, if I had opened the group at the peak of market enthusiasm last year, riding on the tailwind of market gains, it would have been much easier to build a sizable membership base.

But looking back, at the beginning of last year Bitcoin was already above 100,000. We were right at a bull-to-bear transition point, and market operations were especially difficult. For ordinary people, entering at that level and still trying to make money is really hard. Being able to hold through it and avoid getting trapped in the bear market is already a big achievement. I don’t want to take advantage of the hype and lead everyone into a high-risk environment.

In my view, it’s the end phase of the bear market that’s more suitable for ordinary people to plan and position themselves. Enter gradually now to bottom-fish, and the odds and certainty will be much better. You can guide everyone to learn step by step while gaining hands-on experience. When I chose this timing to open the group, the first thing I considered wasn’t how many members I could bring in, but whether my investors would have a better chance to make money. That’s my most basic responsibility to everyone.

I’ve always believed in one thing: as long as I can truly deliver results and help everyone achieve outcomes, in the past few years my private fund has grown step by step, largely through word of mouth from long-time shareholders. This is the principle I’ve always followed. Let nature take its course. People with the same worldview, aligned investment philosophy, and friends who recognize and trust me will naturally come together.
$SKHYNIX $MUB $SPCX
It seems, without realizing it, I’ve made so many meals! $TUT $BMT $SOL
It seems, without realizing it, I’ve made so many meals!
$TUT $BMT $SOL
加密贝姐
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The group is finally open! The die-hard fans have been waiting so long—it's all because Sis Bei wasn't diligent enough. After long preparations, our private domain investment research group is officially here! It’s the right time to bottom-fish and plan in a bull market. Let’s work together to get through the next bull-bear cycle, achieve financial freedom. Don’t just feel moved—act fast and join now! (Scan the QR code to join the group, then DM Sis Bei.)

But before you big spenders and top-tier lords show up, Sis Bei still needs to clarify the basic requirements for this private domain investment research group. Everyone please check whether it suits you—don’t waste each other’s time and energy.

First, we need values alignment. If we can’t talk, we won’t. We hope to build a group of like-minded people who learn from each other, improve our understanding, and strengthen our ability to make money.

What this private group provides is the knowledge and experience to carry a private placement strategy across two bull-bear cycles; firsthand analysis and judgments on the macro economy, the crypto market, and U.S. stocks; various “avoid getting trapped” guides. Of course, there are also wealth codes for switching between bull and bear markets, trading strategies, and emotional value! Therefore, forming this private group is a two-way selection process.

Who it’s for: low-risk spot investors who plan for the long term; low-leverage, low-frequency contract traders; friends who are interested in operating media accounts and also do investing.

Permanent membership is 888U at full price. The early-bird group-joining offer for August is 488U. Or you can register via Sis Bei’s Binance link and pay +188U to become a permanent member. If you’re interested, please DM Sis Bei directly in the public square, or scan the QR code to join and become a member.

There are many scammers online—stay alert to avoid getting tricked. Sis Bei will never proactively DM anyone for private conversations!

Sis Bei’s exclusive encrypted referral/commission link:

Binance registration invitation link 贝姐邀请链接
Invitation code V98P7AP4
$BTC $SPCX $SKHYNIX
In just 1 hour, 34 million U exploded—if it were Sister Bei, I definitely wouldn’t let you all rush in 😂😂. After all, you can’t all be fighting to volunteer as cannon fodder. $TUT
In just 1 hour, 34 million U exploded—if it were Sister Bei, I definitely wouldn’t let you all rush in 😂😂. After all, you can’t all be fighting to volunteer as cannon fodder.
$TUT
加密贝姐
·
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The group is finally open! The die-hard fans have been waiting so long—it's all because Sis Bei wasn't diligent enough. After long preparations, our private domain investment research group is officially here! It’s the right time to bottom-fish and plan in a bull market. Let’s work together to get through the next bull-bear cycle, achieve financial freedom. Don’t just feel moved—act fast and join now! (Scan the QR code to join the group, then DM Sis Bei.)

But before you big spenders and top-tier lords show up, Sis Bei still needs to clarify the basic requirements for this private domain investment research group. Everyone please check whether it suits you—don’t waste each other’s time and energy.

First, we need values alignment. If we can’t talk, we won’t. We hope to build a group of like-minded people who learn from each other, improve our understanding, and strengthen our ability to make money.

What this private group provides is the knowledge and experience to carry a private placement strategy across two bull-bear cycles; firsthand analysis and judgments on the macro economy, the crypto market, and U.S. stocks; various “avoid getting trapped” guides. Of course, there are also wealth codes for switching between bull and bear markets, trading strategies, and emotional value! Therefore, forming this private group is a two-way selection process.

Who it’s for: low-risk spot investors who plan for the long term; low-leverage, low-frequency contract traders; friends who are interested in operating media accounts and also do investing.

Permanent membership is 888U at full price. The early-bird group-joining offer for August is 488U. Or you can register via Sis Bei’s Binance link and pay +188U to become a permanent member. If you’re interested, please DM Sis Bei directly in the public square, or scan the QR code to join and become a member.

There are many scammers online—stay alert to avoid getting tricked. Sis Bei will never proactively DM anyone for private conversations!

Sis Bei’s exclusive encrypted referral/commission link:

Binance registration invitation link 贝姐邀请链接
Invitation code V98P7AP4
$BTC $SPCX $SKHYNIX
Verified
Once again, buying expectations and selling facts—this Sandisk earnings report looks like a feel-good fiction script: revenue soars, gross margin spikes to the absurd… and then the funds turn around and dump the stock. The share price gets hit hard with a single blow.This scene feels ridiculously familiar in the crypto world: the project team posts an explosive earnings report, the community goes wild, and the secondary market immediately dumps and runs 😂 Inner market musings: is all the prosperity propped up by rising prices? Revenue jumped 51% quarter-on-quarter—two-thirds of the credit comes from price hikes, while the portion that comes from genuinely selling more goods is only 1/3. On one side, storage for data centers is surging; on the other, consumer storage drops 32% quarter-on-quarter. It’s just like a crypto bull market—only AI hot sectors go crazy upward, while ordinary segments just lie flat. It’s not a broad-based rebound in demand; it’s a purely localized hype rally. The company touts 10 long-term key-customer price-locking agreements. Before, 3 agreements locked in 420 billion—sounds great. But the critical details are kept under wraps: how the total scale is calculated, how prices are adjusted, and whether customers can cut orders—none of it is clearly explained.

Once again, buying expectations and selling facts—this Sandisk earnings report looks like a feel-good fiction script: revenue soars, gross margin spikes to the absurd… and then the funds turn around and dump the stock. The share price gets hit hard with a single blow.

This scene feels ridiculously familiar in the crypto world: the project team posts an explosive earnings report, the community goes wild, and the secondary market immediately dumps and runs 😂
Inner market musings: is all the prosperity propped up by rising prices? Revenue jumped 51% quarter-on-quarter—two-thirds of the credit comes from price hikes, while the portion that comes from genuinely selling more goods is only 1/3.
On one side, storage for data centers is surging; on the other, consumer storage drops 32% quarter-on-quarter. It’s just like a crypto bull market—only AI hot sectors go crazy upward, while ordinary segments just lie flat. It’s not a broad-based rebound in demand; it’s a purely localized hype rally.
The company touts 10 long-term key-customer price-locking agreements. Before, 3 agreements locked in 420 billion—sounds great. But the critical details are kept under wraps: how the total scale is calculated, how prices are adjusted, and whether customers can cut orders—none of it is clearly explained.
The group is finally open! The die-hard fans have been waiting so long—it's all because Sis Bei wasn't diligent enough. After long preparations, our private domain investment research group is officially here! It’s the right time to bottom-fish and plan in a bull market. Let’s work together to get through the next bull-bear cycle, achieve financial freedom. Don’t just feel moved—act fast and join now! (Scan the QR code to join the group, then DM Sis Bei.) But before you big spenders and top-tier lords show up, Sis Bei still needs to clarify the basic requirements for this private domain investment research group. Everyone please check whether it suits you—don’t waste each other’s time and energy. First, we need values alignment. If we can’t talk, we won’t. We hope to build a group of like-minded people who learn from each other, improve our understanding, and strengthen our ability to make money. What this private group provides is the knowledge and experience to carry a private placement strategy across two bull-bear cycles; firsthand analysis and judgments on the macro economy, the crypto market, and U.S. stocks; various “avoid getting trapped” guides. Of course, there are also wealth codes for switching between bull and bear markets, trading strategies, and emotional value! Therefore, forming this private group is a two-way selection process. Who it’s for: low-risk spot investors who plan for the long term; low-leverage, low-frequency contract traders; friends who are interested in operating media accounts and also do investing. Permanent membership is 888U at full price. The early-bird group-joining offer for August is 488U. Or you can register via Sis Bei’s Binance link and pay +188U to become a permanent member. If you’re interested, please DM Sis Bei directly in the public square, or scan the QR code to join and become a member. There are many scammers online—stay alert to avoid getting tricked. Sis Bei will never proactively DM anyone for private conversations! Sis Bei’s exclusive encrypted referral/commission link: Binance registration invitation link [贝姐邀请链接](https://www.bsmkweb.cc/join?ref=V98P7AP4) Invitation code V98P7AP4 $BTC $SPCX $SKHYNIX
The group is finally open! The die-hard fans have been waiting so long—it's all because Sis Bei wasn't diligent enough. After long preparations, our private domain investment research group is officially here! It’s the right time to bottom-fish and plan in a bull market. Let’s work together to get through the next bull-bear cycle, achieve financial freedom. Don’t just feel moved—act fast and join now! (Scan the QR code to join the group, then DM Sis Bei.)

But before you big spenders and top-tier lords show up, Sis Bei still needs to clarify the basic requirements for this private domain investment research group. Everyone please check whether it suits you—don’t waste each other’s time and energy.

First, we need values alignment. If we can’t talk, we won’t. We hope to build a group of like-minded people who learn from each other, improve our understanding, and strengthen our ability to make money.

What this private group provides is the knowledge and experience to carry a private placement strategy across two bull-bear cycles; firsthand analysis and judgments on the macro economy, the crypto market, and U.S. stocks; various “avoid getting trapped” guides. Of course, there are also wealth codes for switching between bull and bear markets, trading strategies, and emotional value! Therefore, forming this private group is a two-way selection process.

Who it’s for: low-risk spot investors who plan for the long term; low-leverage, low-frequency contract traders; friends who are interested in operating media accounts and also do investing.

Permanent membership is 888U at full price. The early-bird group-joining offer for August is 488U. Or you can register via Sis Bei’s Binance link and pay +188U to become a permanent member. If you’re interested, please DM Sis Bei directly in the public square, or scan the QR code to join and become a member.

There are many scammers online—stay alert to avoid getting tricked. Sis Bei will never proactively DM anyone for private conversations!

Sis Bei’s exclusive encrypted referral/commission link:

Binance registration invitation link 贝姐邀请链接
Invitation code V98P7AP4
$BTC $SPCX $SKHYNIX
Sun Yuchen’s ranking has surpassed Wang Jianlin’s—his net worth is over $8.5 billion. To be honest, it’s impressive that someone born in the 1990s can reach Sun Ge’s level of wealth. It truly is an altitude that most people can’t even begin to reach. Wang Sicong still thinks Sun Ge is an idiot. In real life, how many idiots can actually own $8.5 billion? Can you find any? 😂😂 $SOL $BTC $SPCX
Sun Yuchen’s ranking has surpassed Wang Jianlin’s—his net worth is over $8.5 billion. To be honest, it’s impressive that someone born in the 1990s can reach Sun Ge’s level of wealth. It truly is an altitude that most people can’t even begin to reach. Wang Sicong still thinks Sun Ge is an idiot. In real life, how many idiots can actually own $8.5 billion? Can you find any? 😂😂
$SOL $BTC $SPCX
Post-95 couple “pounded out” an AI-produced hit webcomic drama, released 534 episodes across eight straight seasons. Views topped 4.1 billion—and more and more actors are facing unemployment and layoffs, because they’re simply never going to be hired with money. Back in the days of short dramas: everyone flocked to Zhengzhou’s “vertical-screen studio” to shoot real-person vertical phone dramas, burning money to assemble crews—working hard, producing a bunch of them—but hit content was purely a matter of luck. Out of ten, only two could actually survive. They even lost money to the point of doubting life. They did experiment with AI comic dramas in the meantime. They managed to avoid the uncanny valley horror effect caused by AI faces, but the audience was too small, so it never caught fire—just a small circle cheering themselves on. Then in March 2026, the ByteDance Seedance model made its appearance and basically smashed the industry gate wide open. Now, with just a regular person’s computer, you can tinker with AI to produce short, realistic dramas—achieving real production equality. The biggest ace up AI short dramas’ sleeve: stacking sheer volume and gambling on luck. For urban-themed real-person shoots, it’s still “okay.” But for fantasy and sci-fi—where effects are expensive—traditional filming burns millions on special effects, while with just tens of thousands you can directly generate spells everywhere and grand fantasy worlds. The cost-effectiveness crushes the old approach. In a single day, they can turn out 800–1000 minutes of footage, producing hundreds of episodes per month. They don’t rely on any one episode becoming a masterpiece; they cast a wide net with massive volume—there’s always going to be something that hits. A full AI short drama costs about 60,000–70,000 yuan to complete. The biggest expense is compute power, plus writing the scripts and post-editing. By making money from revenue-splitting ads for free short dramas, there’s a player called “Soy Sauce Culture” who hauled in a staggering 300 million yuan in revenue in half a year, with net profit exceeding 100 million. That’s eating a whole lot of meat for real. Now, 80% of people entering the industry aren’t even film-and-TV trained. Whether you can shoot or not doesn’t matter as much—what’s essential is picking the right content and understanding aesthetics. The platforms are also extremely laid-back in attitude: whether you shoot it yourself or generate it with AI, as long as you label it as AI, it’s fine. They only care whether audiences are willing to stay and binge. If the data looks good, then it’s good content. Of course, there are pitfalls: mass production doesn’t equal hit-making. Lots of low-quality, factory-style short dramas will eventually bore viewers too—and the dividend won’t last forever. $SPCX
Post-95 couple “pounded out” an AI-produced hit webcomic drama, released 534 episodes across eight straight seasons. Views topped 4.1 billion—and more and more actors are facing unemployment and layoffs, because they’re simply never going to be hired with money. Back in the days of short dramas: everyone flocked to Zhengzhou’s “vertical-screen studio” to shoot real-person vertical phone dramas, burning money to assemble crews—working hard, producing a bunch of them—but hit content was purely a matter of luck. Out of ten, only two could actually survive. They even lost money to the point of doubting life.

They did experiment with AI comic dramas in the meantime. They managed to avoid the uncanny valley horror effect caused by AI faces, but the audience was too small, so it never caught fire—just a small circle cheering themselves on.

Then in March 2026, the ByteDance Seedance model made its appearance and basically smashed the industry gate wide open. Now, with just a regular person’s computer, you can tinker with AI to produce short, realistic dramas—achieving real production equality.

The biggest ace up AI short dramas’ sleeve: stacking sheer volume and gambling on luck. For urban-themed real-person shoots, it’s still “okay.” But for fantasy and sci-fi—where effects are expensive—traditional filming burns millions on special effects, while with just tens of thousands you can directly generate spells everywhere and grand fantasy worlds. The cost-effectiveness crushes the old approach.

In a single day, they can turn out 800–1000 minutes of footage, producing hundreds of episodes per month. They don’t rely on any one episode becoming a masterpiece; they cast a wide net with massive volume—there’s always going to be something that hits. A full AI short drama costs about 60,000–70,000 yuan to complete. The biggest expense is compute power, plus writing the scripts and post-editing.

By making money from revenue-splitting ads for free short dramas, there’s a player called “Soy Sauce Culture” who hauled in a staggering 300 million yuan in revenue in half a year, with net profit exceeding 100 million. That’s eating a whole lot of meat for real.

Now, 80% of people entering the industry aren’t even film-and-TV trained. Whether you can shoot or not doesn’t matter as much—what’s essential is picking the right content and understanding aesthetics. The platforms are also extremely laid-back in attitude: whether you shoot it yourself or generate it with AI, as long as you label it as AI, it’s fine. They only care whether audiences are willing to stay and binge. If the data looks good, then it’s good content.

Of course, there are pitfalls: mass production doesn’t equal hit-making. Lots of low-quality, factory-style short dramas will eventually bore viewers too—and the dividend won’t last forever.
$SPCX
The big Mercedes you can’t hold onto, Yufeng you can’t catch up to, Long beans you can’t cook through, And the youth you can’t go back to. In the end, it’s still better to just learn to trade coins with Sister Bei! $NVDAB $BTC $SPCX
The big Mercedes you can’t hold onto,

Yufeng you can’t catch up to,

Long beans you can’t cook through,

And the youth you can’t go back to.

In the end, it’s still better to just learn to trade coins with Sister Bei!
$NVDAB $BTC $SPCX
Everyone around the world knows Lee Zongsheng kept his pregnant wife in the dark and went to Canada to meet Sandy Lam but she didn’t pay him any attention spending a whole night out in the wind and thus came to be "for you and me, cold wind blows but what you don’t know is that on the return flight Lee Zongsheng fell head over heels for a flight attendant at first sight and wrote "鬼迷心窍" 😂😂 At last, this world has been turned into a form I no longer recognize $SPCX $BTC $MSTR
Everyone around the world knows

Lee Zongsheng kept his pregnant wife in the dark

and went to Canada to meet Sandy Lam

but she didn’t pay him any attention

spending a whole night out in the wind

and thus came to be "for you and me, cold wind blows

but what you don’t know is

that on the return flight

Lee Zongsheng fell head over heels

for a flight attendant at first sight

and wrote "鬼迷心窍" 😂😂

At last, this world has been turned into a form I no longer recognize
$SPCX $BTC $MSTR
Verified
SPCX’s earnings report massively exceeded expectations, yet the stock surged and then plunged 12%! SpaceX’s latest earnings are basically a grand “Schrödinger’s performance” story: on the surface, everyone’s supercharged, but behind the scenes things start falling apart wildly—capital markets are getting played hard. That contrast punch is a bit too savage 😂 First, let’s hype up the impressive stats: Q2 revenue hit $7.814 billion, up 92% year over year, smashing market expectations. Losses narrowed significantly. Starlink users doubled straight to 12 million. AI segment revenue jumped 247%. Adjusted EBITDA turned positive successfully. All three key metrics beat expectations—definitely a top-student answer sheet. Even bigger: just before the report, the company officially announced a partnership with Nvidia, unlocking top-tier “space computing”! Satellites are outfitted with a brand-new GPU chip, with compute power pushed to the max. At one point, the stock jumped more than 10%, and the whole internet was waiting for it to go down in history. But then the earnings came out, and the stock instantly tanked—down 8% after hours! Investors collectively bailed, and the reason is all too real. That hot AI revenue mainly depends on pure compute-capacity leasing to prop up the numbers—more of a pipeline business with little technical moat. Major customers are external firms like Google and Anthropic. Meanwhile, their own xAI has completely underperformed: monthly active users are still flashy, but the paying core user base is thin. Consumer-side revenue can’t even cover basic infrastructure costs. The more the company scales, the more outrageous the losses become, and profit margins keep deteriorating. What’s even more awkward is that both of Musk’s big promises are running into delays! The plan for a million “space data center” satellites has failed to materialize—still stuck at the licensing approval stage, facing resistance from all sides. The crewed moon-landing timeline has also been pushed back again and again. On top of that, the sell-off pressure from the unblocking of restricted shares worth over one trillion on August 6 is weighing heavily. Even brokers have rarely issued sell ratings. All those “great” numbers are just hot air, and real hard execution relies on pitching fantasies—no wonder the capital market isn’t buying it anymore! $SPCX $MUB $SKHYNIX
SPCX’s earnings report massively exceeded expectations, yet the stock surged and then plunged 12%!

SpaceX’s latest earnings are basically a grand “Schrödinger’s performance” story: on the surface, everyone’s supercharged, but behind the scenes things start falling apart wildly—capital markets are getting played hard. That contrast punch is a bit too savage 😂

First, let’s hype up the impressive stats: Q2 revenue hit $7.814 billion, up 92% year over year, smashing market expectations. Losses narrowed significantly. Starlink users doubled straight to 12 million. AI segment revenue jumped 247%. Adjusted EBITDA turned positive successfully. All three key metrics beat expectations—definitely a top-student answer sheet.

Even bigger: just before the report, the company officially announced a partnership with Nvidia, unlocking top-tier “space computing”! Satellites are outfitted with a brand-new GPU chip, with compute power pushed to the max. At one point, the stock jumped more than 10%, and the whole internet was waiting for it to go down in history.

But then the earnings came out, and the stock instantly tanked—down 8% after hours! Investors collectively bailed, and the reason is all too real. That hot AI revenue mainly depends on pure compute-capacity leasing to prop up the numbers—more of a pipeline business with little technical moat. Major customers are external firms like Google and Anthropic.

Meanwhile, their own xAI has completely underperformed: monthly active users are still flashy, but the paying core user base is thin. Consumer-side revenue can’t even cover basic infrastructure costs. The more the company scales, the more outrageous the losses become, and profit margins keep deteriorating.

What’s even more awkward is that both of Musk’s big promises are running into delays! The plan for a million “space data center” satellites has failed to materialize—still stuck at the licensing approval stage, facing resistance from all sides. The crewed moon-landing timeline has also been pushed back again and again. On top of that, the sell-off pressure from the unblocking of restricted shares worth over one trillion on August 6 is weighing heavily. Even brokers have rarely issued sell ratings.

All those “great” numbers are just hot air, and real hard execution relies on pitching fantasies—no wonder the capital market isn’t buying it anymore!
$SPCX $MUB $SKHYNIX
Is it possible? I’m also the one someone else At midnight, constantly thinking of you Unable to sleep Yet still, I love the person who can’t be had 🤔 $MSTR $SPCX $MUB
Is it possible?

I’m also the one someone else

At midnight, constantly thinking of you

Unable to sleep

Yet still, I love the person who can’t be had 🤔
$MSTR $SPCX $MUB
加密贝姐
·
--
2026, Issue 8: Recap—When will Bitcoin complete the final sell-off and base-building? AI storage stocks ride a roller coaster; crypto big shots get collectively harvested
The Fed held steady but faced a coup attempt from three votes. Meanwhile, U.S. Treasuries raised rates on their own. The USD/JPY exchange rate is caught in a tug-of-war, risks in the Iran–Israel conflict are continuing to expand—will August’s market be this exciting too? There’s also a pleasant surprise at the end of the post…

It’s been two months since I last posted a recap. First, I’m not in a rush to bottom-fish for the dip or hold a long-term short position. The price action of Bitcoin is exactly the same as my early-June estimate. It broke through 60,000 and kept sliding until the end of June before rebounding—timing was spot on.

Second, Bitcoin’s rebound lacks strength, and volatility has continued to decline. Underlying fundamental liquidity hasn’t improved at all, so there isn’t much significant change to write about. Right now, it’s basically the stage of finding a bottom and accumulating. Interestingly, it’s only about two months away from the historical major bottom. Have your ammo ready—don’t keep messing around.
Lao Ma shouted a trade for spcx last night, and it still seems to have some effect—the market still gives Lao Ma face. But MicroStrategy sold 1,638 bitcoins; however, this time the bearish impact is much weaker than the last time. Looks like the market is starting to develop immunity to these things. Maybe this round’s biggest black swan is MicroStrategy constantly selling coins to repay debts 😂 $SPCX $MSTR $BTC
Lao Ma shouted a trade for spcx last night, and it still seems to have some effect—the market still gives Lao Ma face. But MicroStrategy sold 1,638 bitcoins; however, this time the bearish impact is much weaker than the last time. Looks like the market is starting to develop immunity to these things. Maybe this round’s biggest black swan is MicroStrategy constantly selling coins to repay debts 😂
$SPCX $MSTR $BTC
2026, Issue 8: Recap—When will Bitcoin complete the final sell-off and base-building? AI storage stocks ride a roller coaster; crypto big shots get collectively harvestedThe Fed held steady but faced a coup attempt from three votes. Meanwhile, U.S. Treasuries raised rates on their own. The USD/JPY exchange rate is caught in a tug-of-war, risks in the Iran–Israel conflict are continuing to expand—will August’s market be this exciting too? There’s also a pleasant surprise at the end of the post… It’s been two months since I last posted a recap. First, I’m not in a rush to bottom-fish for the dip or hold a long-term short position. The price action of Bitcoin is exactly the same as my early-June estimate. It broke through 60,000 and kept sliding until the end of June before rebounding—timing was spot on. Second, Bitcoin’s rebound lacks strength, and volatility has continued to decline. Underlying fundamental liquidity hasn’t improved at all, so there isn’t much significant change to write about. Right now, it’s basically the stage of finding a bottom and accumulating. Interestingly, it’s only about two months away from the historical major bottom. Have your ammo ready—don’t keep messing around.

2026, Issue 8: Recap—When will Bitcoin complete the final sell-off and base-building? AI storage stocks ride a roller coaster; crypto big shots get collectively harvested

The Fed held steady but faced a coup attempt from three votes. Meanwhile, U.S. Treasuries raised rates on their own. The USD/JPY exchange rate is caught in a tug-of-war, risks in the Iran–Israel conflict are continuing to expand—will August’s market be this exciting too? There’s also a pleasant surprise at the end of the post…
It’s been two months since I last posted a recap. First, I’m not in a rush to bottom-fish for the dip or hold a long-term short position. The price action of Bitcoin is exactly the same as my early-June estimate. It broke through 60,000 and kept sliding until the end of June before rebounding—timing was spot on.
Second, Bitcoin’s rebound lacks strength, and volatility has continued to decline. Underlying fundamental liquidity hasn’t improved at all, so there isn’t much significant change to write about. Right now, it’s basically the stage of finding a bottom and accumulating. Interestingly, it’s only about two months away from the historical major bottom. Have your ammo ready—don’t keep messing around.
Sorry for any shortcomings in the arrangements; even so, we had the chance to meet a Twitter big-shot Bird Ge in person offline—it’s truly an honor. People who resonate will eventually meet beyond the screen. Wishing also that the Blue Bird’s influence will continue to grow and achieve even greater glory!@niaoge $SKHYNIX $MUB $SAMSUNG
Sorry for any shortcomings in the arrangements; even so, we had the chance to meet a Twitter big-shot Bird Ge in person offline—it’s truly an honor. People who resonate will eventually meet beyond the screen. Wishing also that the Blue Bird’s influence will continue to grow and achieve even greater glory!@鸟哥 Bluebird Labs $SKHYNIX $MUB $SAMSUNG
Verified
As quarterly earnings reports continue to be released, the four big U.S. tech giants are further ramping up AI capital expenditures. Storage orders and profits remain rock-solid—basics have only gotten better. This time, the storage stocks’ deep V rebound delivered a double blast for both bulls and bears—capital turned into a bloody massacre. Margin calls and liquidations have left too many bigwigs and funds unable to sleep, questioning their lives—the original sin was heavier leverage and bigger positions. If you bought spot—just like me—you’ll be as calm as can be. Every day, it’s still business as usual: eating well and sleeping well. Profits and losses share the same root—respect the market... At present, the core uncertainty of this AI cycle is shifting from “whether to spend money to build compute capacity” to “who can execute faster on capital expenditures and revenue delivery.” In the future, investors may no longer be satisfied with “AI narratives,” and will instead scrutinize each company’s input efficiency more strictly—who can turn compute power into high marginal-profit intelligent services at lower cost will be the true business winner. $NVDAB $SKHYNIX $MUB
As quarterly earnings reports continue to be released, the four big U.S. tech giants are further ramping up AI capital expenditures. Storage orders and profits remain rock-solid—basics have only gotten better.

This time, the storage stocks’ deep V rebound delivered a double blast for both bulls and bears—capital turned into a bloody massacre. Margin calls and liquidations have left too many bigwigs and funds unable to sleep, questioning their lives—the original sin was heavier leverage and bigger positions.

If you bought spot—just like me—you’ll be as calm as can be. Every day, it’s still business as usual: eating well and sleeping well. Profits and losses share the same root—respect the market...

At present, the core uncertainty of this AI cycle is shifting from “whether to spend money to build compute capacity” to “who can execute faster on capital expenditures and revenue delivery.”

In the future, investors may no longer be satisfied with “AI narratives,” and will instead scrutinize each company’s input efficiency more strictly—who can turn compute power into high marginal-profit intelligent services at lower cost will be the true business winner.
$NVDAB $SKHYNIX $MUB
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