王不爱
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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！
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Partly True
Did the Iran and Israel parties actually want to sign something? Pakistan hinted that the two sides are getting close to reaching some kind of arrangement, and oil prices instantly gave back all of their intraday gains…… earlier they were still trading harsh words, but right after that they quietly thawed. Who wrote this script? When the geopolitical powder keg suddenly goes quiet, should gold and oil prices finally calm down for a bit?
Verified
Mining companies renting out property to AI—has the valuation logic been turned upside down? Riot signed a $9.1 billion compute deal with Anthropic, and this isn’t small-time business. In the past, miners made a living by mining Bitcoin—when the coin price dropped, they couldn’t breathe. Now they’ve turned around and become AI’s compute landlords with steady, guaranteed returns. With this kind of valuation, the market may have to reprice it.
Partly True
Korean brokers have taken a hard line against Samsung and SK hynix, slashing target prices by more than 30%—has the storage-chip cycle truly turned bullish? Meanwhile, Upbit and Bithumb have fought back against the trend and started a listing battle—are they betting that existing funds will go even crazier?
Has OpenAI been cooking up another big move? Just after the stalled pretraining problem is solved, Doug is coming—it's not GPT-6, but the biggest pretraining model in history, launching no later than November. GPT-6 hasn't even appeared yet—so first comes Doug. Is this pace a way to outcompete other companies, or will it scare retail investors to death first?
Verified
Vitalik just updated the Ethereum roadmap—quantum security is now front and center, and native Rollups and privacy protection have also become key priorities… This isn’t just minor tweaks; it’s laying the groundwork for the next decade!
The company “Yushu” hasn’t even been listed yet, but its valuation is already being touted at 235 billion yuan… What does that number even mean? The day before SpaceX went public, the pre-market contracts on Hyperliquid were only $167 per share. In the humanoid robotics sector, the bubble is inflating faster than rockets. On Hyperliquid, the pre-market contract liquidity for Yushu is thin, and both gains and losses come with huge swings. At this point, charging in—are you betting on the next Tesla, or just serving as dinner for early players?
The gold price has finally broken out of its range! Short-term funds are starting to cooperate, and the upside targets are back on institutional traders’ radar. But the question is: is this a real breakout or just a bull trap? Don’t forget—the last time someone called it a bull market, the institutions ran faster than anyone else…
Verified
The NFP just triggered a rate-hike scare and the brakes were applied—CPI is set to take over immediately. If core inflation comes in hotter than expected, those ghost stories about rate hikes may be revived at once. Two weeks ago, the market was still panicking and selling off; then, in the blink of an eye, bullish options flooded in, and S&P earnings growth hit the fastest pace in recent years. The speed of this turnaround is faster than flipping a book. The worry is that if everyone is crowded on the long side, and the data disappoints, the stampede won’t even have time to find the escape exits.
Bitcoin bottoms in October? This mysterious post predicted it last time—can we trust it again this time? Ever since topping out last October, it’s been lying there for 10 months, and belief is almost worn away. But the community has dug up that anonymous “divine post” again, saying it will bottom in October—though the problem is, last time being accurate doesn’t mean this time will be too. The market is experts at turning old rules into the wrong ones.
Partly True
Trump has secretly dismantled the bombs in the Middle East... On one hand, he issues hardline threats to Iran, and on the other, he quietly facilitates a nuclear deal between Syria and Israel, removing the leftover nuclear materials from “site No. 99.” This move directly defused a major military crisis in which Israel might have attacked Syria. Did the geopolitical powder keg suddenly go quiet—will the gold price and oil price also temporarily settle down?
All-glass iPhone—gone just like that?! Apple has just cut this project, and then Jefferies immediately downgraded it to “Sell”… Where’s the innovation? Is it unable to come up with ideas, or did it just decide to lie flat?
How come there are so many small shops shutting down in this round? Where are the fewer ones that managed to grow against the tide in the previous round—like that corner-cutting overtake?
But this time there are tokenized US stocks and US stock futures contracts, and the product line is even richer—so what’s going on…?
But this time there are tokenized US stocks and US stock futures contracts, and the product line is even richer—so what’s going on…?
OpenAI dug into its own pocket to buy back $7 billion worth of employee stock, keeping its valuation steady at $852 billion. Without pulling in any external buyers, this move—plainly seems like it’s clearing the path for the IPO. Take a look: its “body” is already stronger than most listed companies, but the $852 billion figure is an internal price, not hammered out by the public market—its liquidity is as thin as paper. When it finally goes public, will retail investors rush in to get the meat, or will they end up as the bagholders?
Verified
US strategic oil reserves have fallen to their lowest level since 1983, yet Trump is actually tightening the exemptions under the Jones Act?! Is this move meant to make oil prices even higher? Extending it by 90 days is fine, but restricting more makes cross-harbor oil transport more troublesome instead. The oil market was already in violent swings—by doing this, gas station prices are likely to rise again.
Verified
The CPI is coming tomorrow, but at this moment Hamark is issuing tough statements, saying that a 3.5% to 3.75% interest rate range hasn’t really constrained the economy, that inflation is still spreading, and that it will take several more rate hikes. JPMorgan Chase directly warned that US stocks could swing violently due to a surge in core inflation volatility. At this point, what the market fears most is that inflation won’t be brought under control and that the rate hikes won’t stop. With the data coming in tomorrow night, it might just be a game-changer and make things explode…
Verified
Trump revealed that he spoke by phone with the U.S. Federal Reserve chair Powell, but emphasized it was “just once”… Is this meant to calm the market, or to fan inflation expectations? On one hand, he plays the long game with Iran; on the other, he publicly meddles in personnel decisions. With this kind of move, both gold prices and oil prices may be in for more jitters.
Partly True
Is Trump really planning to “raid” a home? Iran wants war reparations, and he turns around and issues a 50-year casualty and damage list—daring to use even the Hormuz Agreement as a bargaining chip... Gold just touched a nine-week high. Will this geopolitical powder keg keep exploding, or is it just a feint?
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