白毛-涅槃
58 Posts
白毛-涅槃
市场分析，观点仅供参考
Open Trade
USD1 Holder
Frequent Trader
2.1 Years
38 Following
100 Followers
61 Liked
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感谢 Crypto !
感谢 Web3 ！
感谢 Web3 ！
The more it drops, the more you buy. $BTC has a successful DCA setup. Price is at 63k.
For the dual-currency win strategy set at 62k, 62.5k should also be taken care of.
Speed up the allocation of high-quality assets
For the dual-currency win strategy set at 62k, 62.5k should also be taken care of.
Speed up the allocation of high-quality assets
Primit has a big enough game plan—posting gets done, and the trading contest also made the leaderboard. Total: 32 AVAX in hand
($200)
In the last few days of the 14-day trading contest, I went the wrong way. I held the position, but the trading volume didn’t get boosted up—I slapped my thigh in regret.
Luckily, I still made a profit of 1100U. I was a bit hesitant about whether to add this capital to BTC or buy something else.
$AVAX
($200)
In the last few days of the 14-day trading contest, I went the wrong way. I held the position, but the trading volume didn’t get boosted up—I slapped my thigh in regret.
Luckily, I still made a profit of 1100U. I was a bit hesitant about whether to add this capital to BTC or buy something else.
$AVAX
Spent the whole weekend pushing through a “Chinese white dolphin” typhoon and held on. A PerpDEX platform with the ID $SPCX has finally turned a little profit
Need to keep grinding a bit more
Need to keep grinding a bit more
白毛-涅槃
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A piercing sky-arrow, star-arrow $SPCX fired.
I’m empty—during the restricted shares’ release period, once we take off I’ll go after him.
#SpaceX市值达1.613万亿美元超越Meta
I’m empty—during the restricted shares’ release period, once we take off I’ll go after him.
#SpaceX市值达1.613万亿美元超越Meta
The timelines from these past few days have both been discussing X’s incentive plan
Overall impression: there’s less total money, the thresholds are stricter, and fewer people get to share in it
This is the inevitable choice after a company’s IPO—to develop better performance, to reach for $SPCX ’s ascent (doesn’t stop me from going AFK to farm cash right now)
Why cling to just one tree? Come to Binance—I'll give you an entire cosmic plaza
#SpaceX市值达1.613万亿美元超越Meta
Overall impression: there’s less total money, the thresholds are stricter, and fewer people get to share in it
This is the inevitable choice after a company’s IPO—to develop better performance, to reach for $SPCX ’s ascent (doesn’t stop me from going AFK to farm cash right now)
Why cling to just one tree? Come to Binance—I'll give you an entire cosmic plaza
#SpaceX市值达1.613万亿美元超越Meta
Even on the weekend, it wasn’t calm—$BNB also used a piercing arrow to break through $600.
Unfortunately, it still hasn’t been bought enough, and I’m a bit anxious.
Still, we’ll stick to the established two-track plan: time-based and price-based DCA. We should be able to get a better price, then go all-in (HODL) after.
#美联储加息分歧加深
Unfortunately, it still hasn’t been bought enough, and I’m a bit anxious.
Still, we’ll stick to the established two-track plan: time-based and price-based DCA. We should be able to get a better price, then go all-in (HODL) after.
#美联储加息分歧加深
白毛-涅槃
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A piercing sky-arrow, star-arrow $SPCX fired.
I’m empty—during the restricted shares’ release period, once we take off I’ll go after him.
#SpaceX市值达1.613万亿美元超越Meta
I’m empty—during the restricted shares’ release period, once we take off I’ll go after him.
#SpaceX市值达1.613万亿美元超越Meta
A piercing sky-arrow, star-arrow $SPCX fired.
I’m empty—during the restricted shares’ release period, once we take off I’ll go after him.
#SpaceX市值达1.613万亿美元超越Meta
I’m empty—during the restricted shares’ release period, once we take off I’ll go after him.
#SpaceX市值达1.613万亿美元超越Meta
白毛-涅槃
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$SPCX When is the right time for value investing?
Right now it's a buzzing period, and the circulation is low (about 4.2%), the stock price is in a hot potato phase.
What we should really be watching is the end of this year.
According to the SpaceX lock-up expiration timeline, Elon has 42% that will unlock in a year, and the richest guy doesn’t lack cash or vision, so he won't dump his shares, no worries there.
The remaining 58% will start to unlock in batches from August, with 35.5% fully unlocked by December, and that's when the market will truly be tested.
By December 2026, how much will $SPCX actually be worth?
$80 or $200?
(This is personal opinion rambling, not to be taken as reference or advice)
#spacx
Right now it's a buzzing period, and the circulation is low (about 4.2%), the stock price is in a hot potato phase.
What we should really be watching is the end of this year.
According to the SpaceX lock-up expiration timeline, Elon has 42% that will unlock in a year, and the richest guy doesn’t lack cash or vision, so he won't dump his shares, no worries there.
The remaining 58% will start to unlock in batches from August, with 35.5% fully unlocked by December, and that's when the market will truly be tested.
By December 2026, how much will $SPCX actually be worth?
$80 or $200?
(This is personal opinion rambling, not to be taken as reference or advice)
#spacx
Youshu Technology’s order has been trapped
The issue price of 150 yuan: now on-chain it’s 83 USD. The price difference is about 3.7x. If you win the lottery for the new shares, one lot of 75,000 yuan turns into 280,000, earning 200,000
About ten days ago, Zhaoxin Technology’s issue price was 8.66 yuan. At that time, on-chain the highest it reached was also 8.6 USD—nearly a 7x premium
Conclusion: I who went short at 73 USD am just a complete idiot
The issue price of 150 yuan: now on-chain it’s 83 USD. The price difference is about 3.7x. If you win the lottery for the new shares, one lot of 75,000 yuan turns into 280,000, earning 200,000
About ten days ago, Zhaoxin Technology’s issue price was 8.66 yuan. At that time, on-chain the highest it reached was also 8.6 USD—nearly a 7x premium
Conclusion: I who went short at 73 USD am just a complete idiot
Used to scalping from the same time, placing orders across several platforms. After placing an order on Binance futures, I forgot—otherwise I really wouldn't be able to hold it. These candlesticks—if you say it's not a meme, no one will believe you
$XAU
$XAU
白毛-涅槃
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BearishAugust is a month for getting rich. While doing DCA, also do some trades
$XAU took off
#美ADP7月私营就业逊预期
$XAU took off
#美ADP7月私营就业逊预期
币安广场
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Quick look! July Square product updates—new experience now live
You browse the Square—we keep adding more features and functionality. In July, Binance Square continues to bring something new to enhance the trading, creation, chat, and live-streaming experiences. We recommend updating the Binance App to v3.18 or above to unlock the following new features:
1. If you’ve made gains, sharing your trades is even easier
When closing a contract or when your unrealized profit reaches the corresponding conditions, click “Share to the Square” to automatically take you to the Square posting page. No screenshots or repeated entries are required—publish in just a few steps. When other users view your post, they can instantly see details such as profit and loss, entry price, execution price, and more, making every real trading action easier to trace.
1. If you’ve made gains, sharing your trades is even easier
When closing a contract or when your unrealized profit reaches the corresponding conditions, click “Share to the Square” to automatically take you to the Square posting page. No screenshots or repeated entries are required—publish in just a few steps. When other users view your post, they can instantly see details such as profit and loss, entry price, execution price, and more, making every real trading action easier to trace.
Sold off, $XAU fell just before takeoff
What’s going to take off next? Tell me—this time I’m not selling
What’s going to take off next? Tell me—this time I’m not selling
白毛-涅槃
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Weekend @StandX placed orders; this has always been a good opportunity to earn market-making points.
Yesterday, on Saturday, we still opened $XAU long orders. During the night, the price fluctuated and the order was still sitting there—but luckily today it bounced back to V.
That made me break into a cold sweat 😓; large orders still can’t be left overnight.
#COMEX黄金跌1.41%至4107.2美元
Yesterday, on Saturday, we still opened $XAU long orders. During the night, the price fluctuated and the order was still sitting there—but luckily today it bounced back to V.
That made me break into a cold sweat 😓; large orders still can’t be left overnight.
#COMEX黄金跌1.41%至4107.2美元
Weekend @StandX placed orders; this has always been a good opportunity to earn market-making points.
Yesterday, on Saturday, we still opened $XAU long orders. During the night, the price fluctuated and the order was still sitting there—but luckily today it bounced back to V.
That made me break into a cold sweat 😓; large orders still can’t be left overnight.
#COMEX黄金跌1.41%至4107.2美元
Yesterday, on Saturday, we still opened $XAU long orders. During the night, the price fluctuated and the order was still sitting there—but luckily today it bounced back to V.
That made me break into a cold sweat 😓; large orders still can’t be left overnight.
#COMEX黄金跌1.41%至4107.2美元
Did you miss the subscription for Changxin Technology? Can you still make money with this?
Yes! And the win rate is extremely high (you can play it on-chain too)
Changxin’s epic-level IPO: for retail investors, winning 1 lot can earn as much as 23,000; even if you sell when panic hits, you can still lock in 15,000. Those who didn’t get the allocation are banging their heads in regret—can you still chase it now?
Putting aside FOMO emotions, let’s dig into the “33-trillion-yuan money-pumping machine” using real data and compare it with the world’s three biggest players (Samsung/SK/Micron, see the attached image):
1️⃣ You’ve got half a giant’s market cap, but only 1/8 of the revenue
Changxin’s 2026 estimated revenue is 300 billion, and net profit is less than 100 billion. Its scale is only half of Micron and just 1/8 of Samsung, yet its market cap has reached 3.3 trillion yuan—directly crushing SK Hynix and Micron.
2️⃣ Valuation hits you twice: PE and PS both overdraw
Assuming net profit of 90 billion, the dynamic PE is as high as 36x (Samsung is only around 20x). The price-to-sales (PS) is even more ridiculous—nearly 11x. The “big brother” with a larger scale and making more money has a PS far below this. With the current pricing, all the optimistic expectations for the future are already fully priced in.
3️⃣ What does 3.3 trillion yuan even mean?
It’s like two “Kweichow Moutai” dropping directly into the A-share market. With today’s sky-high price, it perfectly hits three extreme windfall fronts:
✅ The strongest story for domestic substitution
✅ The resonance of the storage + AI super cycle
✅ A-shares’ extremely abundant liquidity + in the early stage of listing, only <5% of the tradable float
There must be a scarcity premium—but you also need to be wary of emotional overextension. For true value to return, you have to wait until 6 months later when the first batch of restricted shares is released. Only after about 2/3 of the chips are in circulation will the market’s true pricing emerge.
Looking back at last month’s $SPCX : it was also on the third day after listing that market sentiment peaked. Will Changxin’s next few days follow the same script? There’s room to maneuver on-chain for shorting opportunities or swing-trading chances as prices run up and then fall back.
#SK海力士跌13%韩股KOSPI跌10% #美国存储股扩大跌幅
Yes! And the win rate is extremely high (you can play it on-chain too)
Changxin’s epic-level IPO: for retail investors, winning 1 lot can earn as much as 23,000; even if you sell when panic hits, you can still lock in 15,000. Those who didn’t get the allocation are banging their heads in regret—can you still chase it now?
Putting aside FOMO emotions, let’s dig into the “33-trillion-yuan money-pumping machine” using real data and compare it with the world’s three biggest players (Samsung/SK/Micron, see the attached image):
1️⃣ You’ve got half a giant’s market cap, but only 1/8 of the revenue
Changxin’s 2026 estimated revenue is 300 billion, and net profit is less than 100 billion. Its scale is only half of Micron and just 1/8 of Samsung, yet its market cap has reached 3.3 trillion yuan—directly crushing SK Hynix and Micron.
2️⃣ Valuation hits you twice: PE and PS both overdraw
Assuming net profit of 90 billion, the dynamic PE is as high as 36x (Samsung is only around 20x). The price-to-sales (PS) is even more ridiculous—nearly 11x. The “big brother” with a larger scale and making more money has a PS far below this. With the current pricing, all the optimistic expectations for the future are already fully priced in.
3️⃣ What does 3.3 trillion yuan even mean?
It’s like two “Kweichow Moutai” dropping directly into the A-share market. With today’s sky-high price, it perfectly hits three extreme windfall fronts:
✅ The strongest story for domestic substitution
✅ The resonance of the storage + AI super cycle
✅ A-shares’ extremely abundant liquidity + in the early stage of listing, only <5% of the tradable float
There must be a scarcity premium—but you also need to be wary of emotional overextension. For true value to return, you have to wait until 6 months later when the first batch of restricted shares is released. Only after about 2/3 of the chips are in circulation will the market’s true pricing emerge.
Looking back at last month’s $SPCX : it was also on the third day after listing that market sentiment peaked. Will Changxin’s next few days follow the same script? There’s room to maneuver on-chain for shorting opportunities or swing-trading chances as prices run up and then fall back.
#SK海力士跌13%韩股KOSPI跌10% #美国存储股扩大跌幅
白毛-涅槃
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The “Big Mac” Changxin is listed today, with the highest market value nearing 3.7 trillion
Even though it has already pulled back a bit, it still has 3.2+ trillion
Keep shorting it, damn it
$CXMT
Even though it has already pulled back a bit, it still has 3.2+ trillion
Keep shorting it, damn it
$CXMT
The “Big Mac” Changxin is listed today, with the highest market value nearing 3.7 trillion
Even though it has already pulled back a bit, it still has 3.2+ trillion
Keep shorting it, damn it
$CXMT
Even though it has already pulled back a bit, it still has 3.2+ trillion
Keep shorting it, damn it
$CXMT
Korean storage has crashed, and my $SPCX is in the red too.
Is it a good time to scoop up cheap chips on the Nasdaq 100 in 10 days?
I don't buy it; I'm holding my position.
Is it a good time to scoop up cheap chips on the Nasdaq 100 in 10 days?
I don't buy it; I'm holding my position.
白毛-涅槃
·
--
$SPCX When is the right time for value investing?
Right now it's a buzzing period, and the circulation is low (about 4.2%), the stock price is in a hot potato phase.
What we should really be watching is the end of this year.
According to the SpaceX lock-up expiration timeline, Elon has 42% that will unlock in a year, and the richest guy doesn’t lack cash or vision, so he won't dump his shares, no worries there.
The remaining 58% will start to unlock in batches from August, with 35.5% fully unlocked by December, and that's when the market will truly be tested.
By December 2026, how much will $SPCX actually be worth?
$80 or $200?
(This is personal opinion rambling, not to be taken as reference or advice)
#spacx
Right now it's a buzzing period, and the circulation is low (about 4.2%), the stock price is in a hot potato phase.
What we should really be watching is the end of this year.
According to the SpaceX lock-up expiration timeline, Elon has 42% that will unlock in a year, and the richest guy doesn’t lack cash or vision, so he won't dump his shares, no worries there.
The remaining 58% will start to unlock in batches from August, with 35.5% fully unlocked by December, and that's when the market will truly be tested.
By December 2026, how much will $SPCX actually be worth?
$80 or $200?
(This is personal opinion rambling, not to be taken as reference or advice)
#spacx
$SPCX When is the right time for value investing?
Right now it's a buzzing period, and the circulation is low (about 4.2%), the stock price is in a hot potato phase.
What we should really be watching is the end of this year.
According to the SpaceX lock-up expiration timeline, Elon has 42% that will unlock in a year, and the richest guy doesn’t lack cash or vision, so he won't dump his shares, no worries there.
The remaining 58% will start to unlock in batches from August, with 35.5% fully unlocked by December, and that's when the market will truly be tested.
By December 2026, how much will $SPCX actually be worth?
$80 or $200?
(This is personal opinion rambling, not to be taken as reference or advice)
#spacx
Right now it's a buzzing period, and the circulation is low (about 4.2%), the stock price is in a hot potato phase.
What we should really be watching is the end of this year.
According to the SpaceX lock-up expiration timeline, Elon has 42% that will unlock in a year, and the richest guy doesn’t lack cash or vision, so he won't dump his shares, no worries there.
The remaining 58% will start to unlock in batches from August, with 35.5% fully unlocked by December, and that's when the market will truly be tested.
By December 2026, how much will $SPCX actually be worth?
$80 or $200?
(This is personal opinion rambling, not to be taken as reference or advice)
#spacx
白毛-涅槃
·
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SpaceX just listed and is valued at $2.1 trillion, Morningstar says it's only worth $63.
The highly anticipated $SPCX closed its first day of trading.
Closed at $160.95, market cap skyrocketed to $2.1 trillion, ranking 7th in the U.S.
This weekend, the timeline was flooded with 'Stars and Sea', but in the secondary market, focusing only on the narrative without the data can easily turn chasing highs into liquidity for new institutions.
Today, let's talk numbers: how much is this stitched-up monster really worth? What's the short game looking like? Data speaks volumes.
Fundamentals: 112x price-to-sales ratio is just outrageous.
Removing Elon Musk's halo, let's look directly at the SEC prospectus data for 2025:
Revenue of $18.67 billion (up 40% year-on-year), Space division -- revenue of $4.086 billion, operating loss of $657 million; AI division -- revenue of $3.201 billion, loss of $635.5 million.
Closed at $160.95, market cap skyrocketed to $2.1 trillion, ranking 7th in the U.S.
This weekend, the timeline was flooded with 'Stars and Sea', but in the secondary market, focusing only on the narrative without the data can easily turn chasing highs into liquidity for new institutions.
Today, let's talk numbers: how much is this stitched-up monster really worth? What's the short game looking like? Data speaks volumes.
Fundamentals: 112x price-to-sales ratio is just outrageous.
Removing Elon Musk's halo, let's look directly at the SEC prospectus data for 2025:
Revenue of $18.67 billion (up 40% year-on-year), Space division -- revenue of $4.086 billion, operating loss of $657 million; AI division -- revenue of $3.201 billion, loss of $635.5 million.
$SPCX stock price continues to hit new highs, peaking at $225, with a market cap nearing 3 trillion.
Today, the $60 billion acquisition of Cursor's parent company Anysphere was confirmed, solidifying the once struggling AI division of SpaceX with a brighter outlook.
Unfortunately, I found myself shorting before the rocket took off, stuck in a deep pit.
The valuation exceeds my understanding, and even if I got lucky holding on, I’ll likely lose it all based on performance down the line.
Stay calm and dollar-cost average into Bitcoin/NASDAQ 100 on @binance.
#SpaceX股票期权开始交易 #SPCX
Today, the $60 billion acquisition of Cursor's parent company Anysphere was confirmed, solidifying the once struggling AI division of SpaceX with a brighter outlook.
Unfortunately, I found myself shorting before the rocket took off, stuck in a deep pit.
The valuation exceeds my understanding, and even if I got lucky holding on, I’ll likely lose it all based on performance down the line.
Stay calm and dollar-cost average into Bitcoin/NASDAQ 100 on @binance.
#SpaceX股票期权开始交易 #SPCX
白毛-涅槃
·
--
SpaceX just listed and is valued at $2.1 trillion, Morningstar says it's only worth $63.
The highly anticipated $SPCX closed its first day of trading.
Closed at $160.95, market cap skyrocketed to $2.1 trillion, ranking 7th in the U.S.
This weekend, the timeline was flooded with 'Stars and Sea', but in the secondary market, focusing only on the narrative without the data can easily turn chasing highs into liquidity for new institutions.
Today, let's talk numbers: how much is this stitched-up monster really worth? What's the short game looking like? Data speaks volumes.
Fundamentals: 112x price-to-sales ratio is just outrageous.
Removing Elon Musk's halo, let's look directly at the SEC prospectus data for 2025:
Revenue of $18.67 billion (up 40% year-on-year), Space division -- revenue of $4.086 billion, operating loss of $657 million; AI division -- revenue of $3.201 billion, loss of $635.5 million.
Closed at $160.95, market cap skyrocketed to $2.1 trillion, ranking 7th in the U.S.
This weekend, the timeline was flooded with 'Stars and Sea', but in the secondary market, focusing only on the narrative without the data can easily turn chasing highs into liquidity for new institutions.
Today, let's talk numbers: how much is this stitched-up monster really worth? What's the short game looking like? Data speaks volumes.
Fundamentals: 112x price-to-sales ratio is just outrageous.
Removing Elon Musk's halo, let's look directly at the SEC prospectus data for 2025:
Revenue of $18.67 billion (up 40% year-on-year), Space division -- revenue of $4.086 billion, operating loss of $657 million; AI division -- revenue of $3.201 billion, loss of $635.5 million.
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