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大K_dak6688
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大K_dak6688

web3 人物故事 | 穿越大周期OG | ALC 加速人生俱乐部 | 撸毛养家 | BTC生态打新 | 二级交易| 分享但不仅限于web3 的个人思考与牢骚 | 让跟大K做朋友的人先富起来
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Uncle Sun has been able to hold on to his wealth all the way until today Honestly, there’s still something there This $TRX is as solid as a stablecoin $TRX
Uncle Sun has been able to hold on to his wealth all the way until today
Honestly, there’s still something there

This $TRX is as solid as a stablecoin
$TRX
U.S. stock market’s three major indexes are mixed at the open Have to say, the U.S. stock market is the real meme Every day there’s 10%-20% volatility Dow Jones Industrial Average up 0.24% S&P 500 up 0.05% NASDAQ Composite down 0.31% Philadelphia Semiconductor Index down 1.52% Micron Technology down 5.93% SK Hynix down 8.08% SanDisk down 12.54% Western Digital down 20% Seagate Technology down 7.44% $SNDK
U.S. stock market’s three major indexes are mixed at the open
Have to say, the U.S. stock market is the real meme
Every day there’s 10%-20% volatility

Dow Jones Industrial Average up 0.24%
S&P 500 up 0.05%
NASDAQ Composite down 0.31%
Philadelphia Semiconductor Index down 1.52%
Micron Technology down 5.93%
SK Hynix down 8.08%
SanDisk down 12.54%
Western Digital down 20%
Seagate Technology down 7.44%
$SNDK
Long-term U.S. stock index cannot be shorted. Why? Just look at the chart. $QQQ
Long-term U.S. stock index cannot be shorted.
Why? Just look at the chart.
$QQQ
People don’t need to constantly push themselves to work hard. Especially when investing—otherwise it’s easy to end up in a situation where the harder you try, the more you lose. What you should do is repeatedly filter and choose the right environment: leave places that make you doubt yourself and where you’re stuck in daily mental overthinking, and find a community, work, and lifestyle that match your own pace. Once you pick the right environment, you’ll gradually relax—because yeah, you end up making money.
People don’t need to constantly push themselves to work hard.
Especially when investing—otherwise it’s easy to end up in a situation where the harder you try, the more you lose.

What you should do is repeatedly filter and choose the right environment: leave places that make you doubt yourself and where you’re stuck in daily mental overthinking, and find a community, work, and lifestyle that match your own pace.

Once you pick the right environment, you’ll gradually relax—because yeah, you end up making money.
A few buddies who entered in June around me all said they cleared out their positions and storage feels like the current stage’s washout is about done after washing for another one or two months, we can start the new phase $DRAM
A few buddies who entered in June around me
all said they cleared out their positions and storage
feels like the current stage’s washout is about done

after washing for another one or two months, we can start the new phase
$DRAM
A month of astonishing thrills for an AI stock god! On July 1, Leopold’s Situational Awareness Fund is reportedly at a scale of $45 billion, with a return of about 450% year-to-date and using up to roughly 4x leverage. From July 10 to 20, AI-related stocks began to plunge collectively, with many names dropping more than 30% within two weeks. Leopold’s long positions include SK hynix, SNDK, BE, and Nebius, among others—whose declines were far worse than the broader market. The trouble is that he’s also shorted software stocks such as Adobe. When AI hardware stocks crashed, some software stocks started to rebound, and the fund likely fell into a classic lose-both-sides scenario for both long and short positions. On July 24, Leopold sent a letter to investors admitting that the fund had suffered massive losses, but still described this round of selloff as the best AI buying opportunity since the start of 2025. From July 28 to 29, the fund began urgently raising additional financing from investors and lending institutions, and was then hit by banks demanding margin. On July 30, the fund was forced to sell all its publicly traded stock positions, and Citadel took away most of them.
A month of astonishing thrills for an AI stock god!

On July 1, Leopold’s Situational Awareness Fund is reportedly at a scale of $45 billion, with a return of about 450% year-to-date and using up to roughly 4x leverage.
From July 10 to 20, AI-related stocks began to plunge collectively, with many names dropping more than 30% within two weeks.
Leopold’s long positions include SK hynix, SNDK, BE, and Nebius, among others—whose declines were far worse than the broader market. The trouble is that he’s also shorted software stocks such as Adobe.
When AI hardware stocks crashed, some software stocks started to rebound, and the fund likely fell into a classic lose-both-sides scenario for both long and short positions.
On July 24, Leopold sent a letter to investors admitting that the fund had suffered massive losses, but still described this round of selloff as the best AI buying opportunity since the start of 2025.
From July 28 to 29, the fund began urgently raising additional financing from investors and lending institutions, and was then hit by banks demanding margin.
On July 30, the fund was forced to sell all its publicly traded stock positions, and Citadel took away most of them.
SNDKB0.00%
ADBEUS+1.89%
BEB0.00%
Will Old Te give Iran fireworks? Gas prices have been going through the roof these days! $CL
Will Old Te give Iran fireworks?
Gas prices have been going through the roof these days!
$CL
Where to go and where to come from $BANK
Where to go and where to come from
$BANK
These past two days, both on the trending page and in the plaza, everyone has been posting about losses. Even if a big bull in the crypto world goes cross over into U.S. stocks, you still have to pay tuition. A few friends around me have all been hit so hard that they’ve lost their drive and confidence. Every industry has its own detours to take, but strong people will eventually stand back up. As for me, I bought $DRAM for storage. Also, I have another position in Mavier: $MRVL . Because I’m not familiar with the cross-over space, I was being fairly cautious, so I didn’t buy much—and now I’m stuck. I can wait. This adjustment will take at least 3 months to half a year. Wait patiently for the next wave of hype. $MRVL {future}(MRVLUSDT)
These past two days, both on the trending page and in the plaza, everyone has been posting about losses.

Even if a big bull in the crypto world goes cross over into U.S. stocks,
you still have to pay tuition.

A few friends around me have all been hit so hard that they’ve lost their drive and confidence.

Every industry has its own detours to take,
but strong people will eventually stand back up.

As for me, I bought $DRAM for storage.
Also, I have another position in Mavier: $MRVL .

Because I’m not familiar with the cross-over space, I was being fairly cautious,
so I didn’t buy much—and now I’m stuck.

I can wait. This adjustment will take at least 3 months to half a year.

Wait patiently for the next wave of hype.
$MRVL
Work's done! $RE Won't be going down in the short term!
Work's done!
$RE

Won't be going down in the short term!
Should you stand in awe at this old man’s stock You’re not always short of storage You’re always short of the Coca-Cola that Buffett loves most $KOon {alpha}(560x405f38b90bebf1259062cf29da299f3398662bcb)
Should you stand in awe at this old man’s stock
You’re not always short of storage
You’re always short of the Coca-Cola that Buffett loves most
$KOon
When you look at it this way, the Big Cake is more humanized. It gives everyone some time to adjust. $BTC {future}(BTCUSDT)
When you look at it this way, the Big Cake is more humanized.
It gives everyone some time to adjust.
$BTC
Clear Bill temporarily shelved This grand plan might be a bit hard to pull off in the next couple of months Get ready for travel in August Come back and fight again in September, brothers $BTC {future}(BTCUSDT)
Clear Bill temporarily shelved
This grand plan might be a bit hard to pull off in the next couple of months

Get ready for travel in August
Come back and fight again in September, brothers
$BTC
Always be ready to contribute to the country All my teammates helped me get in!! $MU
Always be ready to contribute to the country
All my teammates helped me get in!!
$MU
The wildest monkey has already successfully split in half Is the next one Micron? bro First set up a research observation bay $MU
The wildest monkey has already successfully split in half
Is the next one Micron?
bro
First set up a research observation bay

$MU
BitMEX was once the biggest derivatives exchange in the crypto world. In 2016, BitMEX launched perpetual contracts, and in 2020 I also paid it tuition by sending it some fees. Now it has announced that it will close on September 23. Legendary trader “Lao Hei” Arthur Hayes, as a co-founder, also enjoyed it for years—but running an exchange still takes Chinese people’s awesomeness! Besides Coinbase, most of the leading exchanges are basically operated by Chinese people. Many think the exchange shutting down is the bottom at last, and it’s time to get in. But this exchange’s influence in today’s era is far too small. It can’t compare to FTX back then. I don’t think this is a black-swan type of bottoming. Back then, Huobi Fu also went under without much of a ripple—its scale was too small to serve as a core variable. $BTC {future}(BTCUSDT)
BitMEX was once the biggest derivatives exchange in the crypto world. In 2016, BitMEX launched perpetual contracts, and in 2020 I also paid it tuition by sending it some fees. Now it has announced that it will close on September 23.

Legendary trader “Lao Hei” Arthur Hayes, as a co-founder, also enjoyed it for years—but running an exchange still takes Chinese people’s awesomeness!

Besides Coinbase, most of the leading exchanges are basically operated by Chinese people.
Many think the exchange shutting down is the bottom at last, and it’s time to get in.

But this exchange’s influence in today’s era is far too small. It can’t compare to FTX back then. I don’t think this is a black-swan type of bottoming.

Back then, Huobi Fu also went under without much of a ripple—its scale was too small to serve as a core variable.

$BTC
In December 2024, Country Garden Venture Capital plans to cash out the equity it holds in Changxin Technology for an amount of 2 billion yuan, transferring it at a price of 2.22 yuan per share. If you put it in today’s terms, that’s hundreds of billions. Originally, they could have relied on Changxin to generate cash flow, since the real estate pit is just too big. Didn’t expect that—this is probably the end of an era.
In December 2024, Country Garden Venture Capital plans to cash out the equity it holds in Changxin Technology for an amount of 2 billion yuan, transferring it at a price of 2.22 yuan per share.
If you put it in today’s terms, that’s hundreds of billions.

Originally, they could have relied on Changxin to generate cash flow, since the real estate pit is just too big.
Didn’t expect that—this is probably the end of an era.
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