91videoeth

Regarding the belief in $SOL , SOL is one of the strongest betas in this cycle in my opinion. So I opened a position at 30 and a heavy position at 40. I kept adding to my position and never reduced my position.

I was chatting with my parents in the car a few days ago, and they asked me what I was most optimistic about this round. I answered $SOL without hesitation.

I said if you want a stable annual return of 20%, buy U.S. Bond ETFs; if you want a doubling opportunity, choose BTC; if you want 5 to 10 times, choose $SOL .

It took a 30-minute drive to convince them, so they bought SOL at a price of 100. I'm looking forward to the day when he gets his ATH.

The wind vane of the RWA track: ONDO suddenly hit the brakes!

With the U.S. SEC temporarily canceling this week’s crypto regulatory vote, the passage rate of the CLARITY Act has dropped sharply to 19.5%, and regulatory gloom is once again casting a shadow over the market!

Hurt by this bearish trigger, ONDO slid 1.2% in the short term, directly exposing how highly sensitive real-world asset tracks are to policy shifts.

That said, the market didn’t see panic selling. While sentiment turned more cautious, discussion activity actually picked up. Although the regulatory delay faces short-term pressure, in the long run it’s paving the way for the compliant development of tokenized assets like tokenized stocks.

If ONDO can pull back above $0.95 with strong volume, you can add a bit to your position. If it keeps sliding all the way down to $0.90, don’t hesitate—cut your position quickly! $ONDO

Bitcoin return strategies get a major upgrade!
Lombard announced that it will shift LBTC’s yield strategy from Babylon staking to a covered call options strategy managed by Bitwise, targeting a steady annualized return of 2.5%. The first $10 million pilot has already started. The funds are held by institutional custodians Anchorage and Kraken, and are expected to be fully allocated by September.

It’s a promising move, especially since Bitwise’s options management track record provides a strong foundation. While large capital is still on the sidelines in the short term and market volatility remains limited, this shift significantly improves yield stability. Over the long run, it can greatly enhance Bitcoin’s appeal in the DeFi space.

For now, don’t rush to make moves—keep your “ammo” and keep watching. If later the yield can truly hold steady at 2.5% and the trading volume supports it, you can consider closing part of your positions to lock in gains. But if you find that LBTC breaks the 1:1 peg “red line,” don’t think—exit immediately!

#LBTC

Circle has officially sounded the drums for an enterprise-grade public chain—its flagship compliance Layer 1 chain, ARC mainnet, is now live.

Backed by an authority proof (PoA) mechanism and top-tier institutions such as Figment serving as genesis validators, ARC is moving straight toward enterprise settlement scenarios.

As the only heavyweight within the USDC ecosystem that can face Plasma head-on, this ultimate contest for on-chain financial infrastructure has officially begun.

The bullish camp’s confidence comes from its unparalleled circle of traditional finance titans.

ARC has partnered with 11 leading institutions—including BlackRock, DTCC, Visa, and Mastercard—to serve as permissioned validators, directly supercharging the narrative of settlement-grade trust.

This extremely high level of institutional participation and compliance endorsement gives ARC a strong first-mover advantage and brand premium in its push into financial infrastructure.

However, the bearish side—and rational market observers—see potential concerns behind the narrative.

At present, the mainnet is essentially still in a private phase: consensus power is entirely controlled by a list of regulated institutions, and any concrete timeline for decentralization and open validator participation remains far off.

The risks of censorship and shutdown stemming from centralized mechanisms cannot be ignored, and combined with the lack of retail engagement and an overhypedirdrop expectation, it is unlikely that real settlement traffic will suddenly take off on-chain in the short term.

Investors should also be wary of two major traps in the market.

On one hand, the official token TGE has not yet been formally launched. The so-called $ARC tokens sold under the same name in the market are mostly malicious copycats, making the risk of accidental purchase extremely high.

On the other hand, asset-on-chain plans by core institutions such as DTCC are even slated for the second half of 2027. In the short run, the real-world delivery speed of fundamentals may be far slower than the market’s narrative heat.

ARC is a compliance private chain tailor-made for financial bigwigs, with a background so solid it’s explosive—but ordinary players can’t get much in the way of sweet benefits for now.

The market is in chaos right now—whatever you do, don’t pick up counterfeit coins just because they share the same name.

If you’re thinking of making money from it, stay calm first. This big strategy at least needs one or two years to play out—only when institutional capital flows truly start moving and the token rules are set in place should you decide whether to enter the game.$ARC
#ARC

$668 million unlock selling pressure vs US SEC policy tailwinds—RWA leader ONDO is at the peak of a fierce battle between bulls and bears. On one side, there’s the “slow bleed” shadow cast by the massive token release; on the other, there’s solid support from ecosystem expansion and compliance progress.

In the next six months, a “cliff-like” schedule of unlocks is looming. The low-cost stakes obtained by early VCs and the foundation’s planned withdrawals create real selling pressure. In a weak overall market, the sharp expansion of the circulating supply can easily trigger a sustained downtrend.

The fundamentals remain strong: TVL continues to grow steadily. Strategic investment in Saturn to expand credit assets, plus the SEC’s proposed move toward 24/7 trading of tokenized stocks, keeps the long-term RWA narrative still irresistibly appealing.

Be alert for selling pressure becoming reality. Focus on on-chain treasury movements and sudden changes in VC wallets, shifts in spot trading volume, and whether the premium on South Korean exchanges is cooling off.

Right now, ONDO is “massive unlocks collide with policy tailwinds.” The numbers sound scary, but whether it actually dumps depends on whether VCs sell and whether the broader market cooperates. For short-term traders, don’t blindly guess the top or bottom—watch on-chain wallets more closely. For long-term investors, it’s more prudent to wait until the unlocking-related bearish news is fully digested and the price action stabilizes before entering.$ONDO
#标普500收创历史新高

EDEN became a recent market focal point as soon as it launched. Its contract surged 80.7% in 24 hours, while the open interest increased 10.8% to $10 million. Considering its market cap of $45.4 million, the open interest-to-market-cap ratio is as high as 22%, indicating that short-term capital has concentrated into the market and is driving price volatility.

EDEN is currently in an altcoin rotation phase, with chasing sentiment clearly evident—capital rotation is highly noticeable!

The current market conditions are suitable for aggressive short-term trades. Focus on two key levels: if the 1-hour candlestick closes steadily and holds above $0.085, you may consider lightly following the trend; if the price pulls back and breaks below $0.073, you should promptly close part of your position to control risk.

Buy only after $0.085 holds—if it falls back to $0.073, quickly sell a portion!
$EDEN

AKE price surged 93.8% within 24 hours, with its market cap rising to $186 million. Open interest (OI) for the contract reached a peak of $49.4 million. Although the open interest dropped 9.1% over the past hour, indicating that some funds are taking profit, the ratio of open interest to market cap is still 26.6%, suggesting extremely high participation from leveraged capital.

Community discussions heated up quickly, with phrases like “invincible ake” and “not dead yet” appearing frequently. This reflects investors’ surprise at the token’s resilience and ability to hold up, and it also brings a clear short-term chase higher sentiment—market competition is very intense.

This is suitable for aggressive short-term trading. If it holds above $1.05, you can continue to hold; if it breaks below $0.85, sell part of your position promptly to protect your profits.$AKE

Do you think $BTC can break 66K USD in three days?

1 Yes
2 No
#BTC #U.S. July CPI and PPI data will be released this week

A billionaire with a net worth of 16 billion drops to his death in the crypto world!!!

The legend of a sudden fortune ultimately sinks into a baffling fall shrouded in mist. Ye Junde, a Chinese Bitcoin tycoon with a personal fortune exceeding 16 billion yuan, died in a bizarre fall from the 30th floor of a luxury apartment building in Paraguay.

His body was found naked, covered with a black bag. Beneath the great height, his death looked eerie—like a meticulously staged mystery drama.

The person sleeping beside him claimed they had no idea what happened overnight, but said that just a few hours earlier, the two had still been eating together at the same table.

However, when police pushed open the door to the 30th floor, what they saw was a chaotic mess throughout the office, a fully opened door to the terrace, and unmistakable handprints left on the glass—along with a long table used to support climbing.

According to neighbors, for weeks before his death the victim had been acting strangely. He wandered around the hallway in the nude, treating the elevator with the vigilance of a predator.

The unresolved note and the cryptic little stones left at the scene, together with a body showing no signs of struggle or defensive injuries, silently suggest that before he fell, his mind may have already collapsed and he may have slipped into a coma.

Official statements are careful and do not easily rule out suicide. But in the realm of rumor and speculation, all signs point to a digital key that is invisible yet worth its weight in a fortune—either that, or an unexpected collapse after nerves were crushed by疯狂财富.

In the turbulent digital jungle, the decentralized private key is precisely the most conspicuous—and most vulnerable—target in the physical world.

Silent theft often doesn’t require blades flashing or swords clashing. Just a few milligrams of a sedative or hallucinogenic drug, released quietly, may be enough to tear open even the tightest defenses and force out the passcode to a fortune worth hundreds of millions.

The disordered room and the footprints on the terrace are just like the final accounting carried out on the body after a hunter has looted digital assets.

A fervor fueled by high leverage and nonstop mental strain naturally pushes people toward the edge of persecution mania; and betrayal from those close to them—working from within—has long been a tried-and-true poison in financial tragedies, both ancient and modern.

In the fortress built by cryptography, the hardest thing to defend against is never a code loophole, but rather the fragility of human nature and the physical body. Are you shaking with fear? $BTC

Computing Power in the Second Half: From Scrambling for Chips to Locking Up Electricity—Neocloud Takes Over as the New AI Main Line

Last night’s CPI data came in line with expectations and didn’t stir much, but U.S. stocks are already searching for a new AI main narrative in the post–upper-storage era. After the near-term cooling of the storage chip theme and the narrative being carried by optical communications through strong performance, CoreWeave and Nebius proved with standout earnings: the next-generation AI cloud—namely Neocloud—is becoming a strong contender for the computing-power trade in the second half.
After the earnings release, CoreWeave and Nebius surged 19% and 34%, respectively, by the close. The former posted quarterly revenue of $2.58 billion and holds a backlog of orders worth over one trillion; the latter saw quarterly revenue jump 454% and its EBITDA turned positive for the first time. The combined performance of both companies points to the same reality: existing computing capacity is entirely sold out across the board, and the market remains in a highly bullish cycle of severe supply-demand imbalance.

The competitive barriers for new cloud providers are shifting from “抢芯片” (snatching chips) to “锁电力” (locking up electricity). GPU shortages can be solved with money, but power substation capacity and grid-connection permits are constrained by physical laws and can’t be rushed. This scarcity drives short-cycle computing power premiums to double the rates of long-term contracts, and it gives management the courage to deliberately hold down the sale of 2027 capacity—keeping the future pricing power firmly in their own hands.

The details from both companies also dismantle the short-selling logic used by bears such as Michael Burry. Nebius’s computing-power auction clearing price rose another 15% from the historical peak, showing the assets have not depreciated. CoreWeave, meanwhile, locked A100 chip contracts introduced in 2020 through 2029. With today’s top-tier new cards out of reach, older chips are still in scarce supply, and their commercial lifespan far exceeds the bears’ assumptions.

Even more devastating for the shorts is that they miscalculated the outsized profits during the renewal stage. After the initial performance of old clusters, depreciation has been fully taken and loans have been paid off. Subsequent renewal contracts extending to 2029 convert—after subtracting basic electricity costs and operations and maintenance—into nearly pure profit. These “old assets,” treated as written off on paper, are continuously producing high–gross-margin cash flows.

The rotation path for the AI main theme is already clear: storage expectations may have peaked; optical communications passed the baton with performance; and Neocloud establishes its position through three layers of validation. Going forward, stock selection only needs to follow three criteria: whether the company has electricity, how high its order visibility is, and whether its old assets can still make money. Companies with tangible resources and cash flow will keep standing out, while pure concept-driven hype will be phased out faster! $CRWV
$NBIS

The U.S. AI sector has shown strong recent performance. Driven by earnings reports that beat expectations, Supermicro (SMCI) surged 19%, HPE rose 8.1%, and flash storage maker SNDK gained 5.8%. With a rebound in AI server demand and corporate IT spending, capital has clearly been flowing in.

However, the same-named SNDK token in the crypto market has been relatively weak. From a technical standpoint, it remains in a downtrend. The daily moving averages are in a bearish alignment, the RSI is around 40, and the MACD has formed a dead cross while trading volumes continue to shrink. The key support level below is $0.85, while the main resistance above is $1.20.

Market sentiment and community atmosphere are quiet. Some believe it lacks real-world applications and has weaker fundamentals; others suggest waiting for the price to pull back into a strong support zone at $0.80 before looking for opportunities. Discussion activity on social platforms has dropped by 60%, and overall sentiment is bearish.

A big rally in U.S. stocks doesn’t necessarily mean positive news for the token. With a low current value-for-money setup, it’s advisable to stay on the sidelines. If it breaks below the $0.85 support, cut losses and exit; if it breaks above the $1.20 resistance, you could consider a small position to bet on a rebound toward $1.50, with a strict 8% stop-loss. At this juncture, it’s more prudent to allocate funds to major coins like BTC and ETH. $SMCIB
$HPE
#U.S. July CPI and PPI data to be released this week

Coherent (COHR) delivered a surprisingly strong Q4 report: revenue hit $2.05 billion, up 34% year over year, and EPS came in at $1.74—all beating expectations. Even orders for fiscal year 2027 are almost being snapped up, yet after-hours the stock still slipped by about 3%.

Behind it all is the boom in data centers, which has driven a massive surge in demand for optical communications and CPO. Institutional funds have been actively trading it. Orders keep coming in, and there’s also a sign that gross margin is trending higher—so the fundamentals are actually quite solid.

The next playbook is pretty simple: the short-term hype hasn’t faded yet, so keep trading the waves. For the after-hours pullback, you can watch the $2.25–$2.4 billion range. If there’s profit to be made, take it promptly—don’t stubbornly hold on at high levels. $COHR
#cohr

Cisco’s (CSCO) performance guidance for fiscal year 2027 exceeded market expectations, but because its outlook on AI revenue is somewhat conservative, the market isn’t buying it. As soon as the earnings report came out, what looked like good news turned into bad news, and the stock price plunged about 4% after hours, falling to $118.8.

The main reason for this adjustment is that big-money investors had previously taken advantage of the upside surprise in AI orders to build positions early. When the earnings report was finally released, they found a lack of fresh momentum, and began circling within the market. In addition, concerns over whether AI revenue can be realized on time immediately ignited short-term sentiment, triggering a wave of selling.

Short-term sentiment hasn’t stabilized yet. It’s more suitable for quick, swing trading—don’t hold it stubbornly as a long-term bet. If the stock can rebound above $120, it’s advisable to take profits promptly; if it breaks below $117, you’ll need to cut losses and exit decisively! $CSCO # U.S. July CPI slows, strengthening expectations that the Fed will pause rate hikes

So close to a complete shutdown! Solana nearly faced an all-network outage again!

On August 12, due to a routing configuration error by the host service provider Teraswitch, about 28.83% of Solana’s staked SOL (90 validators) went offline for 33 minutes. The 33.34% threshold required to trigger a full network shutdown was only 4.51% away—exposing the risk of centralization of Solana’s underlying infrastructure and the presence of single points of failure.

After the incident, protocols such as Marinade quickly disclosed the details. The community launched harsh criticism of the level of decentralization, and KOLs urged the community to diversify node deployments. However, the spot price of SOL fluctuated only slightly; on-chain activity saw a modest short-term decline, and the market overall remained calm.

In terms of action, it’s recommended to mostly stay on the sidelines. If SOL’s daily chart breaks below the previous low of 86.0, you should exit; if it holds steady above 92.5 with volume, you can consider placing a swing long position. If it falls back below 89.0, set a stop loss.

This time it nearly became a major disaster. Although the coin price didn’t collapse, the risk is far from small. The situation is still unclear, so the safest approach is to not act—for now, watch and wait. If you really want to trade, just keep a close eye on a few key price levels: if it breaks the support line, run immediately; if it breaks out with volume, follow through; and if you notice any signs of trouble, exit at once.$SOL
#solana

SHIB suddenly surges 25%！Behind this spike, who is secretly steering the move?

SHIB’s price jumped sharply by 25% in a short period, then partially pulled back, but it quickly grabbed the attention of the entire internet. The spark behind this intense volatility was that an official account suddenly followed a new project called “BABYSHIB.” The community erupted instantly—many widely speculated that the SHIB official team intended to personally step in or endorse it, instantly sending discussion volumes soaring.

This action directly ignited the community’s frenzy. Many retail traders rushed in with FOMO, and the number of discussions about SHIB on social platforms exploded. At the same time, open interest in the derivatives market also surged rapidly in a short period. This kind of linkage does inject a shot of adrenaline into the SHIB ecosystem in the short term and attracts a wave of new capital, but whether this hype can be sustained long-term still needs to be tested over time.

The current chart is highly volatile, clearly more suitable for aggressive short-term traders. The key is whether volume can support the move—if the daily close can稳稳站上 0.00000550, and the成交量 expands in sync, then you may consider going long following the momentum. The upside target is around 0.00000583. However, if the price unfortunately drops back to 0.00000500, you need to promptly cut positions and exit to protect your principal.

This rally is entirely because the official made a small move that stirred everyone’s emotions up—it’s a classic case of news-driven speculation. If you want to enter and grab the opportunity, be sure to act fast, be decisive: once the chart breaks through a key level with increased volume and you see momentum, you can follow with a small position. But the moment you notice signs of trouble and it breaks below the support line, retreat immediately—don’t get greedy!$SHIB
#shib

Inflation continues to cool, the rate-hike boot remains undecided—what exactly is the crypto market waiting for?

U.S. July CPI data is officially out!
Year over year, it fell to 3.4%, and core CPI came in at 2.5%, both precisely in line with market expectations. As inflation pressure keeps easing, the probability of a September rate hike by the Fed has dropped to 34%, and the tightening pressure at the macro level has clearly been alleviated.

However, the market response has been remarkably calm—there was no sharp surge or a sell-off. After the data release, BTC dipped slightly in the short term and even briefly fell below 64,100 USDT. Traditional assets such as U.S. stocks and gold also reacted mildly. Overall, the market looks more like it’s waiting on the sidelines: no frenzied FOMO sentiment and no panic-driven liquidation. The community generally believes that the “as-expected” data failed to deliver any new catalysts.

Due to a double impact—insufficient liquidity during U.S. trading hours and fluctuations in crude oil prices—the crypto market’s short-term funding conditions are under pressure. The overall picture is a relatively weak consolidation, with no clear push higher in the near term.

Right now, there isn’t enough market liquidity. Once crude oil moves even slightly, BTC reacts strongly. The big-picture sideways consolidation pattern is basically already formed, but it’s hard to pull the market up directly in the short run. The most prudent approach now is to hold your position for the moment and keep watching—wait until large capital clearly moves in, and then it won’t be too late.$BTC
#U.S. July CPI and PPI data to be released this week

Arthur Hayes calls out that he is bullish on the yen’s appreciation and predicts that ENA’s future could rise 5 to 10 times, but the market response has been lukewarm, with the coin price showing no movement. Meanwhile, around $61,000, BTC has accumulated a large amount of liquidation risk for long positions; what’s more, a massive whale has opened leveraged short positions worth up to $114 million, indicating that major capital is severely lacking confidence in a short-term rebound.

At the moment, liquidity in the crypto market is scarce, making it easily affected by the correlation with the U.S. stock market and oil. The situation reflects a weak pattern of “slow to rise, fast to fall.” In the short term, operations should mainly focus on defense and swing trading, while closely monitoring where the funds are flowing. However, the storage sector has already completed its daily timeframe adjustment. When risk assets are being sold off, money is flowing in against the trend, showing signs of sector rotation.

Now the big shots are shouting calls but nobody listens, and the short-side big players are still pressing overhead. The broader market is struggling to keep pace with the U.S. stock market and oil in the same direction; with poor liquidity, it’s easy to get dumped. If you want to set up positions, don’t blindly add leverage to catch a falling knife. You can take a closer look at the storage sector, where funds are quietly entering; buy on dips gradually and hold on, waiting for this wave of downtrend selling to pass. $BTC
$ENA
#U.S. July CPI and PPI data will be released this week

Shanxi Xinzhou is a pretty nice city, it’s quite good

But when will $BTC be able to reach 66000?

Bitcoin circle abruptly drops the ball!
Well-known wallet AQUA has urgently paused its Lightning Network and Liquid exchange services; the restoration time is unknown. The reason is a fault with the underlying service provider Boltz, which in turn affected other wallets like Bull as well. However, AQUA emphasizes that assets are self-custodied, so your funds are very safe.

At the moment, the community is mostly observing rather than panicking. Even though exchanges are down, Liquid on-chain transactions and the wallet’s core functions are all working normally. On social platforms, people also seem to be giving Boltz credit for actively fixing bugs.

Trading advice: watch more, move less. Short-term cross-chain disruptions are a minor downside—pause large Lightning exchanges; switch to direct transfers via Liquid or on-chain BTC instead. For the long term, since your assets haven’t been compromised, the impact is limited. Also remember to keep recent transaction receipts to prevent funds from getting stuck in the process.

That’s right—the bridge for cross-chain swaps has temporarily collapsed, but the coins you have in your wallet aren’t gone! Just don’t use it for Lightning exchanges. Send transfers via the regular on-chain network first, and wait calmly for them to repair the bridge!$BTC

Coinbase’s cbBTC ignites the DeFi market: Aave V4 and other platforms launch cbBTC collateralized borrowing. Interest rates tumble to -0.2%—borrow USDC and even “flip” to earn yield. Massive capital floods in, and locked-in positions surge.

Discussion on social platforms is exploding: DeFi Dad and other KOLs openly recommend it. On-chain borrowing demand spikes, FOMO spreads, and funds rush to grab liquidity pools.

This strategy is suited for aggressive short-term trading. In short: with negative interest rates and increased liquidity, go long. Watch the previous high at 4.6%; when rates rise back to 0%, close your position immediately. The key is fast in, fast out—timing the gap to “free-ride” $BTC