野原小新

Decided to create a VIP group for the buddies who earned commissions~~~
I'll be sharing my trading strategies in the group~~~
Trading opinions~~~
Trading tactics~~~

Casual streamer~~~ not trading a lot~~
But I hope that the new buddies who earned commissions~~
Can make some profits in this market~~~

Group invite has already been sent~~~
If you missed it, you can check the group chat notifications~~
Or just DM me~~~

How to add the chat room on Binance homepage!!
1. Press and hold the recommended section on the homepage, a menu will pop up → Click on edit homepage
2. Click the little yellow plus sign at the bottom~~ to enter the addable modules interface
3. Choose to add the chat room module
4. To add friends, you can search by Binance ID: for example, my ID number is my commission invite code~~
You can search 1068237774 to add as a friend and then use the chat feature.

I’ve been watching the storage space ever since the day I went from SK Hynix back to the A-share market.

The logic isn’t complicated—HBM is a must-have for the AI arms race. SKHY has taken 56% of the HBM share, and its linkage with Nvidia is real. With a 7x forward PE—cheaper than MU’s 9x—the valuation priced off growth is basically a discount.

The problem is that the market doesn’t recognize it right now. On the first day of its Nasdaq listing, the stock got smashed, and Micron SanDisk followed suit and fell. Panic is consistent—when money rushes out in a herd, nobody pays attention to fundamentals.

My portfolio approach: wait for this wave of sentiment to stabilize, pick the storage names with the highest HBM exposure, and wait for the market to reprice them.

Oh damn, 65K again broke through.

The moment something happened in Iran, Brent oil jumped straight to $100, and WTI also pulled up to $92. U.S. 10-year Treasury yields hit a new high within the year—risk assets were bled in every direction, and BTC was the first to kneel.

Back when it was around 61K, I said this level had the best value for money. Looking back now, the break above 65K happened faster than I expected. The ETFs are still accumulating—within 7 days they’re about to reach $1 billion, institutional money is charging in, retail investors are panic-selling and fleeing, same old script.

Don’t guess the bottom, don’t buy the dip—wait until the emotions are crushed.

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I’ve been closely watching this memory stock lately.

SK hynix listed ADRs on Nasdaq, and it’s day 13. It jumped 13% on the first day—both CNBC and Korean media reported it. Forward PE is 7x, Micron is 9x—the market is pricing in an HBM premium.

HBM is a must-have in AI chips. This is how I understand it: memory is the shovel-and-spade business for AI infrastructure. While you all race to train bigger language models, HBM capacity gets tight—whoever has HBM sets the pricing. The historical pattern of the two major memory players in South Korea is: when supply is tight, don’t go head-to-head with SK hynix.

Some analysts say shortages will only get worse. Whether it’s clickbait or not, I agree with the direction.

On the day it rose 13%, I went back and reviewed the candlestick chart three times.

Took another look at the data in the evening.

308.9 billion in stablecoins, with a net inflow of 1 billion over the past 24 hours. More than in the morning.

FNG is still at 31—no rise, no drop. But the money is coming in—1 billion isn’t made up. In the morning I said, "big players are secretly picking up," and tonight this data makes it even more certain.

On-chain fees are 3 sat—still smooth and unobstructed. No panic selling and fleeing—only silent entries.

The bottom doesn’t call out to you. The bottom speaks with money.

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Before seeing this, I was looking around 1670-1710 and going short~~~
Didn't expect 1670 to come that fast~~~
Yesterday I shorted at 1650~~~
Short the head position~~~
I'll add another at 1710~~~

If we keep going short, there's another big wave~~~#SNDK

Are there more and more people on Binance trading US stocks now~~~
Yes, the profit effect is definitely much better than BTC~~~
The volatility is comparable to altcoins' mania~~~

Damn, the $307.9B stablecoins are still getting in, and yet FNG dropped from 33 to 31.

The money hasn’t left, but everyone is more scared now. This combination is uncommon—normally, when capital flows in, Fear rises too; but here, money’s coming in and people are panicking.

Two possibilities: whales are secretly picking up, or retail is getting scared of the drop and cutting losses. I lean toward the former—the total stablecoin amount of $307.9B isn’t something retail can prop up. Who’s buying doesn’t need too much explanation.

On the BTC chain, the fee rate is 2 sat/vB—everything’s flowing smoothly. If you want to leave, you can leave anytime; there’s no congestion.

Money is entering, and fear is spreading. That’s the classic recipe for a bottom range.

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This morning I was checking the market charts, and BTC popped to $66K. The Fear & Greed Index jumped from 25 yesterday to 33. The market hasn’t gotten better, but at least it hasn’t kept falling apart.

As for stablecoins: total supply is 307.8B, and there was a net outflow of $140M in the past 24 hours—funds are still moving out, but the outflow rate is slower than it was a few weeks ago. I feel this is the classic “drops for a while, then catches its breath,” not a reversal.

Today, a foreign trader named EmberCN shared some pretty interesting data. Two hours ago, Multicoin Capital transferred 607,000 HYPE (worth $37 million) into Coinbase, and it also filed for redemption of its Hyperliquid staking. Institutions are quietly reducing positions. Also, DEXE is down directly -84% today—back half a year ago, that kind of move could’ve wiped out half the altcoins. But today, everyone looked at it and kept chatting about other things—de-risking without a fuss.

My take: if this rebound holds—BTC can stay above $66K and volume keeps expanding—then it’s real buying. If it slips back below $64K this afternoon, that would be short-term repair driven by short covering. I’m currently in a “watch but don’t act” mode.

One sentence: Fear & Greed rising by 8 points isn’t a reversal—33 is still in the Fear zone. The real turning point is above 50.

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I just completed a new transaction! Copy my investment portfolio in one tap—👇

I got up this morning and took a look at the charts—I felt a little dazed.

BTC is back to $66K, and ETH is also above $1,920. It looks like a respectable rebound. But when I checked the Fear & Greed Index—25, extreme fear.

Prices are up, and people are still afraid.

That suggests most people in this rebound didn’t really get in, or they’re too scared to move after the previous drop. I dug through the on-chain data: stablecoins are still seeing net outflows—another $130 million left yesterday. The money hasn’t entered; what’s rising is just a fight over existing liquidity.

As for this market—looks lively, but once your position is heavy, you panic. I choose—no action. I’ll wait for a volume-confirmed signal before deciding.