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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Goldman Sachs' latest "buy the dip" list includes Alibaba, among five stocks in total, which it says have fallen into opportunity territory. These companies are each facing their own headwinds, but Goldman believes the market has already fully priced in these risks, while earnings recovery, business growth, and competitive advantages have yet to be fully reflected in stock prices. Friends, at times like this, would you follow institutions in buying the dip, or do you think it's just talk again?
SpaceX's AI satellite plan sounds like a sci-fi movie coming true ahead of schedule... but once you look at the timeline, it doesn't seem that fast. The first AI computing satellites are only set to launch in Q4 2027, and reach "significant scale" in 2028, yet industry insiders say truly large-scale deployment won't happen until the 2030s. On one side, it's the 2030s; on the other, AI computing power is being fought over right now. In the gap between, who will fill it? Friends, for this wave of space-based computing power, do you believe Musk can pull it forward, or do you think the industry's judgment is more reliable?
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The 10-year U.S. Treasury yield is set to stubbornly test 4.8%... If this level breaks down, it won’t just be a bond-market issue—stocks and gold will be shaken too. More than $8.4 trillion in U.S. Treasuries need to be rolled over before year-end, and high-grade corporate bond issuance in September could still hit a record high. With supply piling up, it’s only natural for yields to keep rising. Friends, once this fiscal risk starts spreading, which asset in your portfolio can really escape it?
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Three major investment banks are all bullish on gold at the same time, with Citi, Goldman Sachs, and UBS all piling in... but each has its own reason: Citi is watching for oil prices to ease after the Strait of Hormuz reopens, Goldman Sachs is emphasizing continued gold purchases by central banks around the world, and UBS says global fiscal risks are driving allocation demand. It all sounds pretty reasonable, but just as they were calling for more gold, the Dutch central bank pulled its gold out of New York, Norway’s sovereign wealth fund is also planning to cut U.S. Treasuries, and Japan’s overseas securities holdings in August also plunged by $87.8 billion. Even safe-haven assets are looking for safe havens themselves... Friends, are you chasing gold or watching from the sidelines?
Non-farm payrolls beat expectations, reigniting expectations for a September Fed rate hike. Gold once fell more than 2% intraday, but Bitcoin instead rebounded above $80,000, and ZEC even rose 19.5% to break above $1,200. Is this round of the crypto market decoupling from gold, or just the last burst of frenzy before weekend liquidity is drained? Friends, under the rate-hike narrative, how much longer can the crypto world hold up?
Liquid Network was hacked by a "white-hat" hacker, who stole $320 million worth of Bitcoin, causing the sidechain to halt directly! This is no small matter—about 4,000 bitcoins were transferred out of a Federation wallet, accounting for 95% of Liquid's Bitcoin reserves. Major exchanges urgently suspended LBTC deposits and withdrawals. Was this "white-hat" move really for security, or is there something else behind it? Friends, can sidechain security still be trusted?
Trump suddenly set his sights on New Mexico, calling it "one of the most cheating states in history" and even saying he wanted to give it a more "impressive" new name. This was not just talk—he directly posted on social media, calling for the state to be renamed "New America." Can the name of a state be changed just like that? Is this move really about winning votes, or is it just another way to shift attention? Friends, can a state’s name also be used as political leverage?
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The U.S. and Iran are clashing over tankers again... Iran has directly threatened to set up a new "restricted zone" in the Strait of Hormuz, with retaliation that would be faster, harsher, and more painful. If this area is choked off, a third of the world's seaborne crude oil supply would be shaken. But Iran's own oil exports are also blocked, and its economic predicament is right there. Are gold and oil prices about to go crazy again? Friends, is this round just talk, or are they really going for the throat?
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WOO X withdrawals are stuck! Funds from multiple users have been sitting in pending for three days, and some transactions were directly canceled. On-chain detective ZachXBT has even spoken up. This is no small matter. WOO X was acquired by FusionX Digital in the fourth quarter of last year, and the company is reportedly linked to BitMart founder Sheldon Xia. Withdrawals are having issues, and the exchange hasn’t even issued a statement. That’s much scarier than market volatility. Are your funds safe? Friends, at times like this, you can only be extra careful on your own.
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Harmony is shutting down its mainnet, moving all ONE to Ethereum, and pivoting to AI video editing. This old public blockchain, launched in 2019, is not being fixed—it is simply switching lanes. That move is even more decisive than a project team跑路. But note: the team says it’s because of state-level attacks and AI agent threats. Does that sound like an excuse, or are they really scared? Holders of ONE don’t need to do anything; after the snapshot, new coins will be airdropped automatically. The total supply will stay the same, and any newly issued tokens will be used to support the new business. At this point, are you holding your ONE to wait for the airdrop, or selling early and switching rides?
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Trump has fired another shot, this time aimed at Canada, saying that the Canadian dollar’s imbalance against the U.S. dollar is unacceptable, “It’s been like this for so many years, but not anymore!” As soon as those words came out, the Canadian dollar is likely to shudder in the short term. Friends, do you think this kind of exchange-rate rhetoric can really force Canada to take action, or is it just another war of words?
Trump suddenly opened fire on Spain, saying the country has "zero control" over its borders, which is truly sad to see. When such words come out of his mouth, isn’t he just escalating the immigration issue? Friends, do you smell the pre-election battle for public opinion?
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This wave of Robinhood on-chain PAIR has tripled, with market cap breaking 50 million. A third-party permissionless token issuance platform is directly pairing with tokenized U.S. stock ETFs, not ETH. 90% of protocol fees are used for buybacks and burns, and 70% of the 1% trading fee goes to creators. Is there still room to get in at this level? Once on-chain sentiment fades, it turns into a sell-off, friends.
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Did ZEC’s market cap briefly surpass HYPE? Is this wave of privacy coins a dying gasp or a real comeback? It surged nearly 50% in 24 hours, and Binance Futures also listed PONSUDT and Hakimi USDT perpetual contracts. Friends, has the privacy coin narrative returned?
The NBA team best at investing? Eight years ago, the Warriors had half a locker room full of "investors." In the 2017-18 season, that super Warriors team played team basketball on the court and teamed up to enter Silicon Valley off the court as well. Curry, Iguodala, Thompson... these guys were long no longer just players collecting paychecks. Friends, is this investing talent as accurate as their three-pointers?
Binance Alpha is set to list Canopy (CNPY) on September 7, and eligible users can claim the airdrop with Alpha Points. This points-for-airdrop approach is a bit more stable than jumping straight into meme coins, but it still depends on whether the project itself is strong enough. Friends, when it comes to these freebie opportunities, do you claim and run, or hold on and see what happens next?
With a single like from Musk, a meme coin could surge from 500,000 to 82 million, then instantly drop to zero... A hacker stole the X account of the mother of his child and posted a meme disguised as a brain-computer interface experiment. After Musk himself liked it, the market cap shot up to 82 million dollars, then crashed, and the hacker walked away with over 4.7 million. In this kind of scheme, going in is just asking to be fleeced, friends.
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