$ROBO a few days ago, the robo contract order I called at 0.012 got sold off. After selling it off, I bought more than 10,000 robos and put them into a financial management product—this is the lottery project. Back in February this year, during a livestream, they called for spot trading of RAVE. Unfortunately, I didn’t hold on to it. For the robo coin, if you hold it for one and a half to two years, there will be some surprises.
Shorting RAVE, just for that second of 'I shorted the top' excitement?
Brothers are constantly posting screenshots like this in the Binance Square and groups: 'I shorted at the highest point of RAVE! How refreshing is the waterfall now? 😂' Accompanied by a green candlestick, the comments are flooded with 'Master', 'Awesome', 'Take me with you'. Are you really going to settle the accounts? The price can drop by at most 100% to zero, but they treat the funding rate as if it were air. When the heat is high, short sellers still have to keep paying, and they would rather pay while waiting for 'that second of the waterfall'. This is not a transaction, it is purely a performance. 1. It's just to show off. They short not to make money, but to prove 'I am smarter than all of you'.
Just rambling—come back in a few years and see who gets slapped.
A rough observation: the dollar’s peg is quietly extending from oil to AI computing power. Before, it was “buying oil requires dollars”; in the future, it might be “accessing top-tier AI requires dollars.” Holding dollars, in a sense, means holding access to the world’s leading AI. To break this monopoly, one path is accelerating the offensive with domestic large models—but more fundamentally, it would be the emergence of a non-dollar-dominated AI ecosystem and settlement network. As for stablecoins, the mainstream ones right now are actually dollar on-chain stand-ins. Don’t count on them for now. What does a truly “non-dollar AI ecosystem” require?
My Positions Long $GOOGL , 347, target 380 Short $SPCX , 145, target 128 $NBIS 180 holding Microsoft long 380, holding Shorts are contract units; spot is long units
$SNDK SanDisk trend temporarily reversed. The 1220 long position has already been partially reduced; on the pullback to 1388–1400, continue adding and holding. The storage narrative is still not over. The livestream short position at 1580 perfectly connected the entry. Originally, I planned to take the short around 1510, but after checking the data—because the shorts were getting hit in a squeeze—I temporarily changed it to 1580. Great move. Near 1480, just reduce the position accordingly.
$BTC reminds that the current trend is still bearish; be cautious when trading both longs and shorts in the contracts. DCA the spot in batches. Bought a bit of BGB next door, and its performance is pretty good—it may have the potential to go up by 10x. $BNB BNB should be held on to and it continues to strengthen. $UNI and AAVE can be accumulated on dips a bit. Also mentioned doing interactions with the Base wallet (can I still wait to receive a Base airdrop before the end of 2026?)
$NBIS $CRWV neocloud is definitely the current industry leader in terms of popularity. Wherever there is movement, go there. $NBIS pullback around 230 and go long
#circle $CRCL But if you’ve looked at on-chain data these last few days, you’ll know that USDC’s issuance is back up—the sign that institutions are entering the market.
Retail traders are still shorting, while institutions are still accumulating. Since you don’t dare to buy more Bitcoin, then you can fully go long on Circle. The bottom on this daily chart is already in place. Yesterday it closed with a bullish candle; in the past, they’ve always just been wick-spikes. As for all that talk about “USDC stablecoin causing a shock” and whatnot—it’s all bullshit smoke and mirrors. Big whales and institutions still have to behave and buy USDC. But honestly, if Circle wants to keep putting up a pretty set of numbers on the books, the current interest model alone isn’t enough—slowly expand the business. Either way, I believe the bull market can still return to ATH and even push higher.
The way we went here isn’t good. Focus on today’s BTC at 64,000 and ETH at 1,880—whether they can hold. If they can’t hold, then we need to reposition and refill the positions again. For Bitcoin around 63, you can add a bit more; if there are shorts at 65, you can reduce the shorts at 64. Continue holding with break-even protection.
This morning at 8:00, $BTC closed at 646, with a slight suppression. Today is likely to move back into a pullback with a choppy upward trend. For the big coin, a pullback to the key level at 64100. Ethereum at 1880. You can go long. As long as these two levels don’t break down, the inflow from the north can continue.
$BTC Here is quite forceful, and the 4H volume has also arrived. Right now, a slight pullback in the US stock market is suppressing crypto. The best script is to move sideways until the close; in the morning, if it breaks out on volume toward 65 to “stab” down and then comes back, and if the 4H RSI also reaches overbought at the same time, then a short is possible—but ideally the short entry should still be around 68. sol抓紧低吸,过几天可能就没机会了。 Also, on Friday, keep a small position or stay in cash if the clarified bill’s near-volume stays low; if there’s an opportunity to wash lower, then continue getting long and ride it up.
$BTC Continue with the 8am early-session strategy. This morning at eight o'clock, the price rose to 64,000. Last night it kept ranging and moving upward, so it makes sense not to allow a pullback. Today, focus mainly on how the price behaves around 65. By tomorrow morning at eight o'clock, it's reasonable for it to close within 64–65. It must not fall below 64.