Pork Knuckle Rice, Two Plates (Full Version) Grab the pork knuckle rice, two plates! Should I grab the airdrop or wait for the TGE, caught in a dilemma. Selling high always profits, the big players continue to drive the market, Points keep getting brushed down, I continue to grab two plates!
To those who are still persisting in brushing points and daily grabbing, a tune 🎵 #ALPHA
BTC breaks through $65K—could we see big volatility tonight?!
Trump is expected to attend a White House meeting with SEC Chair Paul Atkins and CFTC Chair Michael Selig.
People from Coinbase, Ripple, Kraken, Gemini, Chainlink, and a16z will be there—plus even the parent company of the NYSE, ICE, and Nasdaq are on the list.
This lineup isn’t just crypto people meeting anymore.
Crypto + Wall Street + Regulators + the White House
And BTC is giving face too—it already went up to $66K 😂
Next, we’ll see what they’re talking about tonight. Don’t let them price in the good news early again. $BTC
Yesterday the storage-sector block saw a collective pullback. SNDK was down more than 5% at one point at the open, and that small short from the day before was a smooth wrap.
All of SNDK’s short positions have been closed. Today I’ll look in a different direction instead.
Ahead of today’s session, tech stocks started to split:
Most semiconductors are weak—INTC, MRVL, QCOM, and AMD are all down; But storage hasn’t continued to get broadly hammered. SK Hynix is up +4.4%, SNDK is up +0.8%, while MU, STX, and WDC are only slightly choppy.
So today I actually don’t plan to keep chasing shorts on SNDK.
It rose too fast beforehand. After yesterday’s sell-off, I’d rather see whether there’s a more meaningful pullback after the open.
Around 1600 is the level I’m paying more attention to today.
If the stock can hold after the pullback and selling pressure starts to ease, I’ll consider flipping to take a small long position; If it breaks down immediately, then I’ll keep waiting—no rush to catch it.
The short from last night is done. Today I’ll wait for a long setup.
Both long and short are possible—position matters more than direction.$SNDK
BofA’s Hartnett warns about the pressure on U.S. Treasuries and the huge CapEx for AI, while also believing that capital is still betting on AI assets.
On the other side today, funds continue to spread upstream into AI: SanDisk +10%, Kaisa ADR +15%, and the storage sector collectively surged.
AI trades are no longer just about GPUs—Memory/Storage is also starting to be repriced.
SanDisk’s move here… so it’s a short squeeze, huh?!
Alright, let’s open a little short for you to force it. $SNDK
《I Don’t Understand Circuits, But I Finally Understand What TapeOut Is Doing》
From NAND, LATCH to wafer fabrication and POD—one article that explains it all to someone who knows nothing about circuits. First of all, I really don’t understand chips.😂 When things like NAND, LATCH, and logic gates were put in front of me a few days ago, I could barely look at them for three seconds before I just gave up and slid away. After TapeOut became popular, I also kept putting off writing about it. The reason is simple: I haven’t even figured it out myself yet—so how could I write it for other people to see? Over the past couple of days I’ve read a lot of people’s analysis and real playstyles, and I also talked with Blonskr about some ideas for what comes next. Only then did I slowly piece the whole thing together. And then I realized: TapeOut is actually not as hard to understand as you might think.
In the end, what’s being played isn’t a Meme anymore—it’s “CZ wallet address analysis.”
It’s better to hand the Meme back to the community to play with themselves.
Build the culture well, get the community going—retail traders can choose for themselves, play for themselves, and hype themselves up.
Whether it can survive or not should be decided by the market.
A Meme whose fate can be determined by a single transfer from CZ was always unlikely to go far.
CZ
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(Chinese version below) Too many people try to over-interpret “what does it mean?”
I was testing Trust Wallet today. And saw too many meme coins in the wallet clustering the interface, to the point it was hard for me to find BNB, so I tried to burn some tokens. Even that caused many community discussions.
Then I realized that I will never be able to “clean out” meme coins on the address. The more I burn them, the more people will send meme coins to the address.
The natural transparency of the blockchain means any interaction with this address will be over-interpreted by the community.
I even thought of requesting the Trust Wallet team to implement an “Ignore Coin” feature to avoid the clutter, but that feature will not be needed by 99.99% of people.
Here is the plan: I will donate/send the BNB and 币安人生 (that was bought using BNB) tokens to Giggle Academy. Then I will stop using this address. It will effectively be a burn address.
Too many people try to over-interpret “what does it mean?"
I was testing @TrustWallet today. I found that there were too many meme coins in the wallet—so many that it was even hard for me to find BNB—so I tried to burn some tokens. Even this action triggered a lot of community discussions.
I realized that I will never be able to “clean out” the meme coins on this address. The more I burn, the more people will send meme coins to the address.
The transparency of the blockchain means that any actions involving this address will be over-interpreted by the community.
I even considered asking the Trust Wallet team to add a feature called “Ignore Coin” to avoid the clutter in the interface, but this feature is something that 99.99% of people won’t need at all.
So the plan is as follows: I will donate/send the BNB and the “币安人生” tokens (bought with BNB) to Giggle Academy. After that, I will stop using this address, turning it into a burn address.
The next step for bStocks—more than just buying US stocks
I’ve been looking into Binance’s bStocks lately. When many people see it for the first time, they might understand it as: “Binance can finally buy US stocks.” But I think if all we do is move NVDA, TSLA, MU, and SNDK onto a crypto exchange for trading, then there isn’t that much room for imagination. After all, buying US stocks—traditional brokers have already done that very well. What I’m more interested in is: Once stocks become a Crypto Native Asset, what else can you do with them? This might be the real place where bStocks is truly worth paying attention to. 1. From “buying US stocks” to “managing all assets through one account”
Before its release, there was only one ink-wash style poster—pure art vibes, maxed out.
After release, seeing the real 3D visuals…
I started to wonder if this ink-wash poster is actually mocking AI.
In the first 10 days, the box office was only 7,705 RMB. Originally, there were almost no showtimes left—yet because the production was so “ahead of its time,” it instead went viral online.
Netizens began posting reverse five-star reviews, theaters added more screenings again, and on August 15, the single-day box office even surged to 46,000.
✨ And crypto circles didn’t miss this wave of hype—
The Niu Lai Meme token’s market value also broke 4 million. 🐂🚀
Movie box office: 1,00,000. Meme market value: 4,000,000.
Now I’m starting to not quite get it.
Right now, I’m more curious about two things:
What mindset did the reviewers have to approve it and let it be shown in cinemas?
And—
What mindset did the audience have when buying tickets, and still manage to watch the whole movie?
In the past, we laughed at the things AI makes for having no soul.
After watching “Niu Lai,” I realized:
Human creativity is limitless. AI may still need to keep learning.
He says there’s no need to apologize for military action against Iran—if oil prices go up, it’s worth it.
On the other hand, even harsher:
“After defeating Iran, we should declare the Strait of Hormuz as U.S. territory.”
Iran: Whether the strait is open or not is up to me.
The U.S.: After we’re done, it might be mine.
Now the real trouble isn’t just talk.
If shipping through the Strait of Hormuz is disrupted, oil supplies will be under pressure—then oil prices and inflation are set to start causing problems again.
And then the familiar script returns:
The U.S. is responsible for fighting,
the Middle East is responsible for stirring up chaos,
crude oil is responsible for rising,
gold is responsible for soaring,
and the crypto market is responsible for picking up the tab.
SanDisk (Western Digital) outlines strong growth expectations for fiscal years 2028–2030, and also states that after completing business investments, it plans to return excess cash to shareholders.
The market votes with its feet and keeps pushing higher.
This wave of SNDK has indeed risen quite aggressively; earnings haven’t broken down—stop-loss orders for short positions are taken out.
If you’re wrong, admit it. When the SL is hit, you exit—don’t fight the trend.