老K的比特币行情洞察

First, the numbers: The Nasdaq surged from around 26,000 to 28,000 yesterday, recovering most of Friday’s losses in a single day. A sharp drop in crude oil, plus the White House and Iran sitting down to talk—two positive catalysts ignited the rally.

When panic set in on Friday and people lost heart during the weekend’s sideways trading, I said a short-term rebound was coming. Even if this isn’t the bottom, we’re not far from it. I’ve been talking about this support-resistance flip since early October—more than a month now. Yesterday, the market broke below its previous low and landed right on this level.

My view hasn’t changed: We’re in a bottoming range now, though this may not be the final low. There will probably be another retest and a period of basing and consolidation. The outlook for a rebound and recovery over the next 3–6 months is unchanged.

Here’s another bit of gossip—and a potential opportunity. The market has already given Jensen Huang’s situation a name: the “affair trade.” Sentiment took the hit, giving investors a chance to buy Nvidia on weakness. He has now announced that he’ll stay on for the time being. The situation hasn’t escalated to the level of national security, so the odds of a major corporate crisis are low. With him staying on, this round of AI-sector selling should come to a temporary close. If the situation really does escalate beyond the company itself, that’s a different story—we’ll deal with it then.

Whether AI can recover from here depends on three variables: monetary policy and inflation, corporate revenue, and credit bonds. Nobody can answer the revenue question yet; we’ll have to watch how big companies respond in real time—but I trust their adaptability. If Texas won’t let them build, they can go to Southeast Asia or South America. Former Bitcoin-mining sites can be converted into AI data centers. Further down the road, there’s space infrastructure, once Starship brings costs down—that’s a 3–5-year prospect.

In a nutshell: “Be greedy when others are fearful” hasn’t let us down this time. There could still be a lower low, though, so scale into bargain-hunting in stages. #美伊和谈提振市场，美股强势反弹

The analysis at the end of September: the current trend is unfolding exactly as predicted. Not sure if it will continue to do so—take a closer look in today’s video. #比特币连续五周下跌 $BTC

The Nasdaq has hit the target level I’ve been marking for a long time. Panic selling has probably reached a short-term bottom. Remember: be greedy when others are fearful. $QQQB