BBW draws a perfect conclusion, successfully in the same frame with CZ, the eldest sister, and Richard.
The right hand that has shaken hands with the Chinese richest man CZ—future deals are also blessed, must achieve victory every time.🥳 #币安广场 #BinanceBlockchainWeek
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It is said that Anthropic @AnthropicAI will go public in October, with a valuation of $2 trillion—possibly the largest IPO in SpaceX’s history.
The company was founded five years ago and its market value is already 50% higher than the entire $BTC , almost matching the total of the global crypto market—so you’d better not complain it’s expensive and that there’s no discount.
Moreover, Anthropic’s May H-round valuation was $96.5 billion, corresponding to $47 billion ARR, with a P/S around a little over 20x; now, the expectation for end-of-year ARR is $100–$120 billion, and after dividing $2 trillion valuation by that, it’s still 20x.
So in effect, the valuation doubled while the multiple didn’t change—the performance caught up.
I’m really envious—when will it be our turn in the crypto world to get a taste?
No choice though—A÷ is still truly far ahead with a gap right now, hoping DeepSeek can catch up and surpass soon.🥹
Glassnode @glassnode In a recent weekly report, there’s a rather eerie line: reacting coolly to good news is itself a warning.
Last night, CPI came in across the board in line with expectations, and the U.S. stock market is at historical highs—$BTC still hasn’t budged at all.
What’s even more alarming is the trading volume. Measured on a coin basis, spot volume has fallen to the lowest level since 2019. Even after excluding Binance, it still breaks below the bottom of the 2023 bear market—meaning, for seven years, the fewest people have been trading Bitcoin.
And now the price is wedged between two lines: below $63,000 is the median cost basis of total market positions, and above $68,700 is the average cost of short-term holders.
For three months it’s just been range-bound and churning— in other words, a breakout may be coming soon. Are you ready?🧐
━ Top News ━ · US July CPI total +0.1% MoM / +3.4% YoY, core +0.2% / +2.5% YoY— in line with expectations; the probability of a 25bp rate hike in September is about 48% · IEA warns of a global oil supply shortfall of 1.8 million barrels/day this quarter; the Strait of Hormuz closure enters day 5 · The SEC approves Franklin Templeton fund integration with the BENJI on-chain cash management system; Fidelity files for a FETH ETF with up to 100% ETH staking
━ Strategy ━ 🟠 BTC Slightly Bearish 70% (very strong resistance at $64.4K suppressed + MACD dead cross) Short $64,112-$64,620 → Target $63,238, Stop Loss $65,589 Long $62,984-$63,492 → Target $64,366, Stop Loss $62,039
🔵 ETH Slightly Bearish 59% ($1,896 quad-resistance level suppresses) Short $1,883-$1,898 → Target $1,865, Stop Loss $1,926 Long $1,857-$1,872 → Target $1,890, Stop Loss $1,829
🟡 BNB Slightly Bullish 52% (R/R 1.7 best among the three coins) Long $596-$601 → Target $618, Stop Loss $587 Short $615-$620 → Target $598, Stop Loss $629
⚠️ Risk: After CPI, the Fed’s September path is repriced again; if Hormuz + IEA supply shortfall worsens, a second surge in oil prices could compress crypto liquidity
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Well, how about it—A-shares now only trade based on small essays?
A fellow on X made up a fake story that Nvidia would invest $2 billion into Jizhong Jichuang and even become a cornerstone investor of Xin Yisheng.
Then it was flipped and circulated “export-to-domestic,” with Chinese copy-writers translating it into Chinese and posting it on Snowball and Douyin. Real people actually believed that foreign-media-style rumor, and the optical module stocks surged straight up.
Jizhong Jichuang panicked and quickly issued a response saying it didn’t understand the rumor, and that investors should rely on the announcement.
You thought that if it was posted overseas, it would be fine?
Earlier, someone even made profit of 85,000 yuan using AI-generated fake futures “mini-essays,” and in the end they were seized and fined an additional 485,000 yuan—
Looks like you’re about to spend time in prison! 🫠
Rarely has this time’s CPI data all come in line with expectations, so it seems Gou Chuan also knows you can’t tweak the numbers too wildly.
For September, the rate-hike probability is still hovering around fifty-fifty. And BTC—$63,961—stays exactly put, with the crypto market’s reaction even slightly weaker.
In plain terms, when the data fully matches expectations, it means nothing has actually happened—it just confirms everyone’s prior judgment.
I’ve said the crypto world and AI are exactly the same, didn’t I? Now, these tokens are equal to what the $BTC were back then.
Anthropic @Anthropic spent $9.1 billion, signing a 20-year compute lease with Bitcoin miner Riot for 191 megawatts of power, scheduled through June 2048, with renewal options bringing the total to $16.1 billion.
Miners mined for ten years, and in the end they transformed themselves into AI data centers. Sure enough, the world is one big cycle.🤪
Fellow countrymen, don’t leave—this time, good news is really here!
According to sources, Singapore’s sovereign wealth fund Temasek plans to invest in $Samsung Electronics $SAMSUNG and $SK Hynix $SKHY , and has already contacted the Korean government.
This is Temasek’s first time entering Korea’s stock market, and they are not using external managers—internal teams are taking direct action.
Most interesting of all is the reason: they believe memory chips are the most underestimated link in the AI industry chain.
These two have already risen N times from last year’s lows—if that’s “undervalued,” then the sovereign fund’s valuation coordinate system is definitely not the same as ours.
Or is this just the excuse a pump-and-dump crew uses to unload shares?
🟠 BTC $63,586 (-0.52%) | Resistance $64,365/$64,970 | Support $63,086/$61,213 🔵 ETH $1,881 (+0.54%) | Resistance $1,895/$1,963 | Support $1,849/$1,774 🟡 BNB $617 (+3.01%) | Resistance $619/$628 | Support $586/$570
📊 Gold $4,375 | Crude Oil $83.44 | DXY 99.81 | Fear & Greed 37 (Fear) | BTC.D 58.46% | Total Market Cap $2.18T
⏰ Tonight 20:30 (Beijing) — US July CPI release: market expects core CPI MoM +0.22% / YoY 2.5%; the September rate-hike probability has been pulled back from 44% to ~50%. If core CPI ≥0.3%, rate-hike trading heats up.
📰 Headlines: · US-Iran Holmsuz talks hit a stalemate → Brent up 5% in two days, reaching $88-90, inflation fears reignited · 10Y U.S. Treasury at 4.73%, a one-week high; Cleveland Fed Chair explicitly supports “gradual rate hikes” · Aug 10 BTC spot ETF net outflow $145 million; ETH ETF -$14.59 million · Trump Media’s BTC holdings drop to 9,477 BTC (about $557 million)
📈 Strategy: 🟠 BTC slightly bearish (70%): short $64,111-$64,619 → $63,086 | Stop loss $65,588 🔵 ETH slightly bearish (59%): short $1,887-$1,903 → $1,864 | Stop loss $1,932 🟡 BNB slightly bullish (64%): buy the pullback $595-$600 → $658 | Stop loss $586 (R/R 5.0)
⚠️ Risk: volatility may amplify 30 minutes before and after CPI; consider trading with a light position. Any sudden Hormuz-related news could interrupt the technical setup at any time.
🎁 Jeni Jun Binance exclusive discount code 【JN188】 — permanent 20% off Produced by Jeni Jun’s Lobster team. For reference only and does not constitute investment advice.
Recent A-share IPO subscription frenzy—from Zhaoxin Memory to Unitree Technology—has been like a China-style Double Color Ball lottery. Why does it feel a bit like the taste of the early days of crypto IEO?
Right now, Unitree Technology’s HL share price is $83, which is about RMB ¥560. Compared to the IPO price of ¥150, that’s a 3.7x increase. Each lot is 500 shares—profit of up to about RMB ¥200,000!
Is there any point in focusing full-time on A-share IPO subscriptions?
The problem is the win rate is just too low: Unitree Technology’s subscription win rate this time is only 0.018%. If you don’t hold positions, wouldn’t you lose more than you gain? 🥹
By the way, when will Binance list contracts for Zhaoxin Memory and Unitree Technology?
Alright brothers, no need to keep delivering food on Meituan anymore. Binance has launched Meituan directly—KuaiShou contract trading. From now on, you can directly go to the Binance app and @binance to go 10x long on Meituan!
That completes the full closed loop: Crypto/stock trading → liquidation → join Meituan → go long on Meituan!
With Hong Kong stocks, won’t A-shares be far behind?
By the way, if this really does get listed on the A-shares market one day, would it get hit hard by the Dongda regulators?🫣 $KUAISHOU $MEITUAN
NVIDIA @nvidia announced cooperation with Apollo, BlackRock, Blackstone, Goldman Sachs, KKR, and others to raise $500 billion to establish an AI compute infrastructure financing platform.
“Old Huang” also said: the most they would cover is 25%, i.e., $125 billion.
Translation: It’s basically lending money to customers so they can buy their own NVIDIA cards. In this AI cycle, it has evolved from “buying cards with profit” to “buying cards with borrowed money.”
Does this playbook count as supplier financing? Didn’t they run this play back in 2000? 🫡 $NVDA
📊 Gold $4,457 | Crude Oil $82.11 | DXY 99.79 | Fear & Greed 38 | BTC.D 58.7% | Total Market Cap $2.184T
【News】 · Tomorrow (8/12) US July CPI: market expects headline YoY 3.4–3.5% and core 2.5–2.6%, which will determine the September rate-hike path · Bybit sues North Korea and Lazarus Group in US federal court over the $1.5 billion theft case in February 2025 · Vitalik releases the Lean Ethereum roadmap, betting on Ethereum “3rd generation” privacy + quantum resistance · Trump Media Q2 earnings: BTC holdings of 9,477 BTC with fair value of $557 million; first-half loss of $361 million
As expected, MicroStrategy continues to sell $BTC .
Last week, it sold 1,690 BTC and repurchased STRC preferred shares. Based on the average cost of the holdings of $75,385, it sold for $64,262, meaning an immediate loss of $11,123 per coin, a rapid loss of $1.8 million.
During the same period, it also issued an additional 6.58 million shares of MSTR, netting $650 million—6 times the amount of cash brought in from selling crypto.
Come on, bro—you’re not short on money either to sell this amount of $BTC .🤣
People used to say that the crypto market is a 24/7 huge casino, but in reality 90% of it is just trash time—there’s only a tiny slice with real trading opportunities.
Now that major exchanges have moved into the U.S. stocks, Korean stocks, and Hong Kong stocks, the teachers finally get to live a much more fulfilling life.
On weekends, they pump out obscure coins; in the morning, they trade Korean stocks; at night, they go after U.S. stocks—mom doesn’t have to worry anymore that I’ll never lose enough!
This is the real, perfectly connected 24/7 experience.
🟠 BTC $65,054 (+0.14%) Resistance $65,597/$66,233 | Support $64,393/$62,472 Daily chart has a bearish alignment; the 65k key level is stuck in a range. MACD has a dead cross, short-term slightly bearish
🔵 ETH $1,916 (-0.07%) Resistance $1,931/$1,982 | Support $1,897/$1,826
🟡 BNB $604.95 (+0.52%) Resistance $612/$631 | Support $593/$587 MACD golden cross; strongest trend intraday
📊 Gold $4,343 | Oil $78.82 | DXY 99.62 | Fear & Greed 39 (Fear) | BTC.D 58.9% 📈 US stocks Friday: S&P 7,757 (+0.6%) · Nasdaq 26,691 (+1.3%) · Dow 54,037 (+0.3%) —— US August nonfarm layoffs 23k, but the unemployment rate fell
🔥 Quick highlights · No progress on the Holzmiz agreement; Houthi attacks hit Saudi oil refineries; WTI jumped nearly 3% on Monday toward $78.5+ · Probability of the CLARITY Act passing this year drops to 21% (Polymarket); first Senate hearing on 9/15 · A mysterious whale deposited 6,494 BTC to Binance in 3 weeks (about $420M); watch for selling pressure · The BIP-110 forked chain only mined 2 blocks and stalled. Saylor: 99.85% of hashrate stays on the main chain · Hyperliquid HIP-3 OI breaks $4 billion, up 487% over 6 months
🎯 Today’s strategy 🟠 BTC slightly bearish range trading (58%) Short $65,040-$65,560 → Target $64,402, Stop loss $66,543
🔵 ETH neutral-to-bearish (51%) Watch $1,897 support / $1,931 resistance; enter again after a breakout
🟡 BNB slightly bullish (59%) Long $585-$590 → Target $611, Stop loss $576 (R/R 2.04 ✅)
⚠️ Unique risks · Geopolitical oil price gap up + rebound in Asia inflation expectations suppresses risk assets · Whales continue large deposits to CEX; short-term sell pressure has not been released yet
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The moment the words were spoken, MicroStrategy CEO @saylor posted a picture, captioned “Doing ₿usiness”.
Previously, on Sundays posting this orange dot image was a hint that he’d bought more coins; but this year it feels different—recent posts have all been selling coins to replenish cash reserves.
Based on his earlier plan to sell $1.25 billion in Bitcoin Cash reserves, this time he’ll most likely sell $BTC to increase cash reserves.
In places no one is paying attention to, $STRC has already rebounded from the low point of $71 to $95.
This indicates that MicroStrategy’s recent coin-selling strategy (@Strategy) has been successful. Its current cash reserves of $4 billion are sufficient to cover more than 24 months of preferred stock dividends and debt interest.
In other words, the risk of MicroStrategy blowing up is temporarily off the table. If STRC is about to return to its peg, then we’ll be able to buy $BTC in the future, right?