Pai
315 Posts
Pai
我的故事要从2012年比特币显卡矿机说起 交易员｜BTC | 美股｜Ai｜
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80 cash, not a cent off
At night a needle prick drove it to 80,000—then they pushed it back
A whale’s cargo worth 570 million has been coming off the top over these three days
Yesterday I even said no one would sell
But the sellers never really left
The price got hammered from 80 back to 76, then bounced back to 79
All the whale’s cargo got swallowed by spot orders
The volume didn’t collapse
I’m betting it breaks 80 this week
It’s just missing that last breath
If it doesn’t truly break, I won’t add
If it breaks, I’ll add anyway
At night a needle prick drove it to 80,000—then they pushed it back
A whale’s cargo worth 570 million has been coming off the top over these three days
Yesterday I even said no one would sell
But the sellers never really left
The price got hammered from 80 back to 76, then bounced back to 79
All the whale’s cargo got swallowed by spot orders
The volume didn’t collapse
I’m betting it breaks 80 this week
It’s just missing that last breath
If it doesn’t truly break, I won’t add
If it breaks, I’ll add anyway
Server prices up 15%—yet NVDA’s stock price actually fell 11 points from its peak.
Demand is rising, but the stock price is falling—these two are fighting each other.
On Wednesday earnings, the whole market rushed to get out first. From 236 to 209—panic filled the whole table.
Last week I said I wouldn’t chase gold. Today it touched 4720 again, and it’s still drilling into defense.
Big manufacturers are still snatching up chips, so only then do servers dare to raise prices.
This AI story isn’t collapsing—the confidence in positions is.
I’m betting this week’s earnings won’t blow up.
At this level, the bet is that everyone else runs first.
Demand is rising, but the stock price is falling—these two are fighting each other.
On Wednesday earnings, the whole market rushed to get out first. From 236 to 209—panic filled the whole table.
Last week I said I wouldn’t chase gold. Today it touched 4720 again, and it’s still drilling into defense.
Big manufacturers are still snatching up chips, so only then do servers dare to raise prices.
This AI story isn’t collapsing—the confidence in positions is.
I’m betting this week’s earnings won’t blow up.
At this level, the bet is that everyone else runs first.
After I reached 79.5, it never broke above 80 again. Today's high was 78.6.
The low point keeps getting higher day by day: 75.5 was raised to 76.6, and the volume was cut by half.
The consolidation is getting tighter and tighter. When I start distributing, it will likely come with a surge in volume. Right now, nobody is willing to sell.
Over the weekend, I said I wouldn't chase it—let it grind down to 80 and then we'll see.
Now it's ground out and out, and I changed my mind.
If it truly breaks through, I'll add more.
The low point keeps getting higher day by day: 75.5 was raised to 76.6, and the volume was cut by half.
The consolidation is getting tighter and tighter. When I start distributing, it will likely come with a surge in volume. Right now, nobody is willing to sell.
Over the weekend, I said I wouldn't chase it—let it grind down to 80 and then we'll see.
Now it's ground out and out, and I changed my mind.
If it truly breaks through, I'll add more.
After touching 79.5, it never broke through 80 again. Today’s high is 78.6.
The low points are getting higher day by day: 75.5 lifted to 76.6. The volume was cut in half.
It’s tightening more and more. When it’s time to distribute, volume will pick up. No one is willing to sell right now.
Over the weekend I said I wouldn’t chase it—let’s talk again once 80 gets worn down.
Now it has ground out, and I’ve changed my mind.
If it really breaks, I’ll add.
The low points are getting higher day by day: 75.5 lifted to 76.6. The volume was cut in half.
It’s tightening more and more. When it’s time to distribute, volume will pick up. No one is willing to sell right now.
Over the weekend I said I wouldn’t chase it—let’s talk again once 80 gets worn down.
Now it has ground out, and I’ve changed my mind.
If it really breaks, I’ll add.
Didn't break down over the weekend—this is the most surprising
In five days, 64K surged to 79.5K; the pullback didn’t even touch 72
When it hit 75.5 and dipped, someone immediately picked it up
Greed is 73, and the price just won’t ease
All below are waiting to buy on a pullback
I’m betting that this coming Monday will break through 80 on the first move
This round didn’t get fully filled—I still have ammo left
If it really breaks, I’ll add more
In five days, 64K surged to 79.5K; the pullback didn’t even touch 72
When it hit 75.5 and dipped, someone immediately picked it up
Greed is 73, and the price just won’t ease
All below are waiting to buy on a pullback
I’m betting that this coming Monday will break through 80 on the first move
This round didn’t get fully filled—I still have ammo left
If it really breaks, I’ll add more
The thing that ignites has already started to turn back—very few people have noticed.
The Ministry of Finance bought back long-term bonds, doubling them: the 30-year yield was smashed from 5.34 to 5.18, blowing up short positions totaling $4 billion.
One buyback, and the market priced it as the prelude to YCC.
Now yields have bounced back to 5.28. The fuel is burned out—I’m not chasing it.
The Ministry of Finance bought back long-term bonds, doubling them: the 30-year yield was smashed from 5.34 to 5.18, blowing up short positions totaling $4 billion.
One buyback, and the market priced it as the prelude to YCC.
Now yields have bounced back to 5.28. The fuel is burned out—I’m not chasing it.
Chip boss is falling while gold skyrockets—this week’s money picked a side
Gold prices jumped from 4516 to 4680 in a single day, up more than three points
Gold miner leader Newmont rose 3 points, closing at 131—only three away from the new high of 134
Nvidia fell 1 point on Friday. The whole market was green-to-red, and the leader was red
The Dow outperformed the Nasdaq—money is going into defense
Gold and U.S. stocks are flying together. I’ll put a question mark on that for now
Next week I won’t chase this gold move—I’ll just watch where it goes
Gold prices jumped from 4516 to 4680 in a single day, up more than three points
Gold miner leader Newmont rose 3 points, closing at 131—only three away from the new high of 134
Nvidia fell 1 point on Friday. The whole market was green-to-red, and the leader was red
The Dow outperformed the Nasdaq—money is going into defense
Gold and U.S. stocks are flying together. I’ll put a question mark on that for now
Next week I won’t chase this gold move—I’ll just watch where it goes
80K is right within reach, yet I don’t want to board
BTC rose from 63K to 79.5K within a week. On Monday, it kept hovering around 63K. On Wednesday, one big volume candle broke through 70K—then after that, it made new highs every day, never giving a pullback the whole way.
Altcoins are only getting crazy now: XRP is up 15% in a day, DOGE is up 13% in a day. And at the end, it’s always the most lively.
The profit goes to those who chase the high. This week I’m staying in cash, watching from the sidelines—no panic at all.
BTC rose from 63K to 79.5K within a week. On Monday, it kept hovering around 63K. On Wednesday, one big volume candle broke through 70K—then after that, it made new highs every day, never giving a pullback the whole way.
Altcoins are only getting crazy now: XRP is up 15% in a day, DOGE is up 13% in a day. And at the end, it’s always the most lively.
The profit goes to those who chase the high. This week I’m staying in cash, watching from the sidelines—no panic at all.
80K missed by one breath
Pinned down at 79.5
In five days, 63 to 79.5
26 points
Everyone you should be chasing has chased them this week
Who’s still buying on the weekend
I’m not chasing—going into the weekend at this pace is just taking the bag
On the weekend I’m not moving
On Monday, let’s see after the US stock market opens
Pinned down at 79.5
In five days, 63 to 79.5
26 points
Everyone you should be chasing has chased them this week
Who’s still buying on the weekend
I’m not chasing—going into the weekend at this pace is just taking the bag
On the weekend I’m not moving
On Monday, let’s see after the US stock market opens
New price highs, shorts are piling up
BTC climbed from 63K to 73.8K in a week
Funding rate was cut in half instead
Long/short ratio fell below 1—no one dares to go long
Leverage isn’t being stacked; spot is being bought up
The shorts are still lining up to serve as fuel
At this level I won’t short, and I also don’t dare to chase
BTC climbed from 63K to 73.8K in a week
Funding rate was cut in half instead
Long/short ratio fell below 1—no one dares to go long
Leverage isn’t being stacked; spot is being bought up
The shorts are still lining up to serve as fuel
At this level I won’t short, and I also don’t dare to chase
Walmart’s earnings look pretty good, yet the stock price just crashed
First reaction—did I read the numbers wrong?
The profit includes a $2.9 billion tariff refund—like a one-time bonus
Strip away that layer, and same-store sales are up only 2.6%—the slowest in six years
The retail king that’s outperformed Amazon for five years—today it finally shows
Consumption may be running out first, while the broader market is still acting like nothing’s wrong
First reaction—did I read the numbers wrong?
The profit includes a $2.9 billion tariff refund—like a one-time bonus
Strip away that layer, and same-store sales are up only 2.6%—the slowest in six years
The retail king that’s outperformed Amazon for five years—today it finally shows
Consumption may be running out first, while the broader market is still acting like nothing’s wrong
No one dares to chase, and no one dares to short.
BTC has ground from 64 to 72.
Spot is absorbing while leverage is sleeping.
This kind of rally—backed by futures—is going hard.
If it pulls back, I’ll buy.
BTC has ground from 64 to 72.
Spot is absorbing while leverage is sleeping.
This kind of rally—backed by futures—is going hard.
If it pulls back, I’ll buy.
Verified
1.4 billion short sellers buried — ETH surged 18% in one day
The strongest candle in the past five months
BTC even touched $70,000 — the first time since June
On Sunday the market was still cursing bears, and it flipped in three days
The mastermind is the U.S. Treasury — long bond repo doubled
I won’t chase, but at this time shorting is basically asking for death
The strongest candle in the past five months
BTC even touched $70,000 — the first time since June
On Sunday the market was still cursing bears, and it flipped in three days
The mastermind is the U.S. Treasury — long bond repo doubled
I won’t chase, but at this time shorting is basically asking for death
Verified
Gold’s rise today is suspicious.
In a single day, it jumped 3%.
While NVDA is dragging the semiconductors down, gold is moving the other way.
Money is rushing into gold.
Hedging/safe-haven assets are all moving in at once today.
I’m not catching the flying knife as it falls.
This kind of one-day surge in gold doesn’t usually come for free.
Let’s see whether it continues tomorrow.
In a single day, it jumped 3%.
While NVDA is dragging the semiconductors down, gold is moving the other way.
Money is rushing into gold.
Hedging/safe-haven assets are all moving in at once today.
I’m not catching the flying knife as it falls.
This kind of one-day surge in gold doesn’t usually come for free.
Let’s see whether it continues tomorrow.
All the money has gone to chase copycats—nobody’s looking after BTC.
It broke through the upper limit at 64.6K, but it still hasn’t filled in with even a decent bullish candle.
The funding rate is stuck at zero, and the OI is still dropping.
This market talks like it wants 5x or 10x, but the breakout is so slow that nobody’s watching.
I don’t trust it—I’m keeping my bullets.
It broke through the upper limit at 64.6K, but it still hasn’t filled in with even a decent bullish candle.
The funding rate is stuck at zero, and the OI is still dropping.
This market talks like it wants 5x or 10x, but the breakout is so slow that nobody’s watching.
I don’t trust it—I’m keeping my bullets.
I’m not at all worried about this semiconductor drop.
AMD sold off right at the open—down 6%. NVDA is only down 2%.
Over the past year and a half, whenever semiconductors move, it’s always NVDA leading the way. This time it’s the opposite—AMD is leading the selloff downward.
Gold is still rising, while the Dow is only down 0.6%. This is rotation—money moving from story stocks to hard assets.
If NVDA can hold up, I still don’t believe AI trading is over. When it actually breaks down, I’ll consider going short.
At this level, I’m not buying AMD. The water hasn’t fully drained yet.
AMD sold off right at the open—down 6%. NVDA is only down 2%.
Over the past year and a half, whenever semiconductors move, it’s always NVDA leading the way. This time it’s the opposite—AMD is leading the selloff downward.
Gold is still rising, while the Dow is only down 0.6%. This is rotation—money moving from story stocks to hard assets.
If NVDA can hold up, I still don’t believe AI trading is over. When it actually breaks down, I’ll consider going short.
At this level, I’m not buying AMD. The water hasn’t fully drained yet.
Tom Lee’s Bitmine has already bought 4.8% of the circulating ETH supply.
Every week it’s still adding—aiming for 5%.
On the same day, ETH gave back all of its morning gains; XRP broke below $1.
Retail investors are running—while he is quietly accumulating his buy orders.
On my side, I have positions; on the other side, there are...
Every week it’s still adding—aiming for 5%.
On the same day, ETH gave back all of its morning gains; XRP broke below $1.
Retail investors are running—while he is quietly accumulating his buy orders.
On my side, I have positions; on the other side, there are...
Ripped it up—no one believes
Yesterday 62.7, now 64.5—the price has passed the top edge of the box.
The long/short ratio fell from 2.2 to 1.5 in one day.
Price is rising, yet everyone is actually short.
The less anyone believes, the better the show.
I’m waiting to see how this batch of shorts gets squeezed.
Yesterday 62.7, now 64.5—the price has passed the top edge of the box.
The long/short ratio fell from 2.2 to 1.5 in one day.
Price is rising, yet everyone is actually short.
The less anyone believes, the better the show.
I’m waiting to see how this batch of shorts gets squeezed.
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