王不爱
5.2k Posts
王不爱
推特X：王不爱，全网同名。手续费返现20%邀请码：BW9149。TACO交易和左侧交易者，运用自然交易理论&裸K，分享日常和交易思路。来不及了快上车！和不爱一起穿越牛熊！
原创之星
BNB Holder
Frequent Trader
5.6 Years
28 Following
22.0K+ Followers
18.9K+ Liked
2 Badges
Posts
All
Quotes
Videos
Live
PINNED
👀Let me see🤔who hasn't joined my group👇
Click to enter>>币安王牌KOL专属群（王不爱）
🌟No need to climb over the firewall, click the link above to join the group, or scan the code through your phone camera or browser
😎The group will broadcast trading strategies from time to time, and everyone is welcome to join the group to communicate. There is also a limited-time red envelope to receive~
Click to enter>>币安王牌KOL专属群（王不爱）
🌟No need to climb over the firewall, click the link above to join the group, or scan the code through your phone camera or browser
😎The group will broadcast trading strategies from time to time, and everyone is welcome to join the group to communicate. There is also a limited-time red envelope to receive~
Trending
Goldman Sachs directly said the market’s bet on the Federal Reserve is too hawkish—“very unlikely” that there will be a rate hike in September! With retail sales weakening, employment data soft, and inflation continuing to cool, these three moves basically make a rate hike unlikely. Now that the market has re-priced the interest-rate path, Goldman thinks the adjustment still isn’t enough. Folks, rate-cut expectations have been pushed back one more step—will interest-rate-sensitive assets like gold and Bitcoin get hyped again?
AI first-tier market is getting more and more expensive. Seed-round funding amounts continue to rise, and early-stage valuations keep getting pushed higher. Some AI companies that don’t even have mature products or revenue models are already able to secure capital that used to be available only to companies in the growth stage. This isn’t about cost-cutting and efficiency improvements—it’s capital rushing to top up the AI faith. Friends, when first-tier market money is burned more aggressively, doesn’t it also make the chances that secondary-market buyers will dare to take the deal smaller?
Verified
Will JPMorgan become the first trillion-dollar giant in the banking industry? Just look at these numbers—tech stocks would have to shake three times… But why should bank stocks? Regulatory restrictions and capital constraints used to be unthinkable. Now, earnings are growing steadily; its diversified business is roaring ahead. Its market value is closing in on a 13-digit figure. Friends, the trillion-dollar bank is here—are you getting on board?
Bitcoin’s accumulated chips piled up at $63,000, waiting for a directional decision…… Is this level a gold mine or a bottomless pit? According to HTX market data, Bitcoin is currently trading at $62.8K, down 0.3% over the past 24 hours. Ethereum is at $1,876, with a total market cap of $2.226 trillion. Multiple institutions and analysts have reached a collective consensus: sideways consolidation, waiting for a breakout. But don’t rush—are we continuing to grind at the lows, or will there be a sudden reversal? Friends, first let’s see whether the chips near $63K can hold up.
Verified
Japan’s Q2 GDP growth rate is far below expectations; private consumption has stalled, and business investment has also been cut back significantly… Once these figures are out, the hope that the Bank of Japan will raise rates may have to be delayed again. But inflation pressure is still there—if it doesn’t raise rates, it can’t hold up prices. Friends, is this round of the yen going to stay weak, or will the central bank be forced to push ahead anyway?
Trump has just posted, calling for a major reduction in the U.S.-South Korea joint military drills. He says he has a “very good” relationship with Kim Jong-un, thinks the drills are too expensive and confrontational, and also complains that South Korea refused to join in efforts to denuclearize Iran. This isn’t about cutting costs—it’s clearly using the peninsula as leverage. But the worry is this: if the drills are scaled back, North Korea may truly believe it has won, and future negotiations will be even harder. Friends, where do you stand in this geopolitical drama?
Trump has once again taken aim at US-South Korea joint military drills, dragging North Korea into the conversation too... With "significant reductions" in the drills, the stated reasons are that the costs are high and the signals are unfriendly. He also complains that South Korea refused to team up with him on denuclearizing Iran. This move is right out of the old playbook of pressing allies to pay more for defense costs. But the worry is that the waters in the peninsula pot—once you stir them, only get muddier.
Track day❤️ 🏎️
The US has already lost 45 MQ-9 Reaper drones in the war in Iran, and the Tomahawks, Patriots, and THAAD are all being consumed rapidly. For some munitions, the replenishment cycle can even take 27 years. At this pace, can the inventory really hold up? Friends, the military-industrial complex is probably about to be laughing in its sleep.
Trump posted a message urging the Senate to pass the “Stop Changing the Clock Act” and also said that spending more time in the evening sun helps fight crime. What do you think of this reasoning, friends? On the same day, he also thanked George for his outstanding ideas at the “Military Complex Banquet Hall.” One urging legislation, one thanking for ideas—what is Trump trying to do with this move: divert the spotlight from elsewhere, or simply remind everyone he’s still there?
Verified
In the past year, retail investors bought $27 billion worth of Nvidia stock, making it the largest among the seven major tech giants. Once this number came out, the scent of the AI bubble got even stronger. Folks, Nvidia hits new highs every day—does it rely on solid performance, or on retail investors’ faith? When the wind dies down, who will be left swimming naked?
Bitcoin that hasn’t moved for over 10 years has set another supply record. CryptoQuant analyst Darkfost says there are now 3.56 million BTC that have been dormant for the long term, accounting for 17.7% of circulating supply. Over the past 30 days, another 14,000 coins have joined this “lost” group. There are fewer and fewer coins on the market, but this 17.7% just doesn’t move. Was the key lost, or are they determined to hold until the end of time? Friends, do you have any “forgotten surprises” like this in your hands?
Anthropic spot contract price has jumped more than 21% in the past four days—implied valuation is already going straight up to $1.8 trillion……is this pace even crazier than Nvidia? But once it lists, it’s the reality check: set aside the $1.8 trillion valuation for now—can earnings hold up? On Binance, the ANTHROPIC Pre-IPO trading pair is up 8.47% over the last 24 hours, currently trading at $1,802, with a 24-hour trading volume of $19.57 million. Friends, the quality of the AI bubble is going to be decided by this round.
Partly True
Storing this round of price hikes is a bit intense—DRAM is up 15% to 20% quarter-on-quarter in Q3, while NAND is up directly 30% to 40%. Prices are expected to rise another 15% in Q4… Wall Street’s average target price for Micron has already been set at $15.49. Is this time really the memory market turning for good?
Bitcoin has already dropped to the very bottom layer of the rainbow chart—this “pretty much a fire-sale price” level. The extent of deviation from the long-term trend is even more brutal than the bottom of the last bear market… So, is this spot a gold mine for bargains, or a bottomless pit? CryptoQuant analysts use the rainbow chart to say that this is an extreme discount right now. But friends, don’t rush to pull the trigger on catching the bottom first.
Partly True
S&P 500 second-quarter earnings grew 31% year over year, far exceeding expectations of 23%, marking the strongest pace of growth since 1992 outside of recession recoveries. Wall Street even lifted its year-end target directly to 7,894 points. With this performance, does it look like the AI boom is pushing the profits of big companies higher? But don’t rush to chase—earnings are real money, yet prices have already run ahead by a large margin. Friends, behind the S&P’s new highs, is it fundamentals that are truly strong—or is sentiment simply running ahead?
Partly True
Inflation expectations are still anchoring higher—are gold’s breakout moves really happening this time? The tide of shorts is receding: fund short positions have already fallen to a new cycle low, and long capital is accelerating into the market. Silver is lighter, and options pressure is negligible—could gold and silver be preparing to break out together? But hold on—around the current gold price, long and short positioning is packed tightly. Should you chase higher or wait for a pullback? Friends, you’ve got to have that figured out.
Verified
AI companies’ off-balance-sheet guarantees of $70 billion—Nvidia still has to add several more hundreds of billions in “remaining value” to support it… This operation is just like the shadow banking of the mortgage crisis back then. Bond investors have already started to watch. But the worry is that this AI-financing “remaining value” could end up turning into scrap value—who will be the one to take the ticket?
Log in to explore more content