The strategy is live and officially launched. This is a BTC futures trading strategy based on multi-factor quant analysis, covering a 4-hour timeframe, while supporting both long and short positions.
Core of the strategy: Oscillation factors: RSI / StochRSI / MFI Trend factors: MACD / Supertrend / MA crossover Daily candlestick pattern matching + probabilistic entry model
Operating method: Automatically identifies bull and bear cycles, dynamically adjusting based on market conditions; Every trade is transparent and fully traceable.
This is the starting point of the first bear market cycle. The strategy will continuously track and publicly share all trade records.
Follow me and let's witness the growth of the B Strategy together.
🔔 Wall Street Morning News: V-reversal at month-end, but Nasdaq hits its worst July in 12 years as capital accelerates toward cloud giants
Last week, the market value of cloud giants surged by 1.5 trillion. This week brings the Nonfarm Payrolls, SpaceX’s first-quarter earnings report, as well as earnings from AMD, SanDisk, and Palantir. Deleveraging in tech stocks and memory stocks ran through the entire month of July. The 10-year U.S. Treasury yield recorded its largest single-month rise in July since 2005
Whether up or down is just part of the process—follow the plan.
📡 Funding Weekly Report | Amazon has invested $50 billion in OpenAI; Axis Robotics completes a $12 million seed round
In Q2, Amazon invested $13.7 billion and $11.3 billion in OpenAI and Anthropic, respectively; Moonshot raised $3.5 billion—above expectations—in its latest funding round, valuing it at $35 billion.
Crypto industry funding continues to shrink, with capital increasingly flowing to security, trading execution, and AI-integrated infrastructure
Up or down is part of the process—just stick to the plan.
📊 Analysis: Bitcoin three-month futures basis yield has continued to remain below the U.S. two-year Treasury yield, nearing historical extremes
On-chain analytics firm Glassnode said that the Bitcoin three-month futures basis yield has been lower than the U.S. two-year Treasury yield since February this year, and has now persisted for several months.
Glassnode noted that historically, there has only been one similar instance lasting nearly as long—from August 2022 to January 2023—and that period ultimately corresponded to the prior market cycle’s low point.
The firm said that long-standing weakness in the futures basis not only reflects sluggish demand for market leverage, but also directly affects the market’s depth and trading volume. Analysts believe that the futures basis is often used to gauge market risk appetite and arbitrage capital demand.
The market is always open, and opportunities are always there.
🔥 Data: PROVE, HYPE, and ENA tokens will see major unlocks next week, with PROVE unlocking nearly $35.4 million
According to Token Unlocks data, PROVE, HYPE, and ENA tokens will undergo large unlocks next week, including: Succinct (PROVE) will unlock approximately 208 million tokens at 11:00 PM Beijing time on August 5, with a ratio to circulating supply of about 104.17% and a value of about $35.4 million; Hyperliquid (HYPE) will unlock about 433,000 tokens at 8:00 AM Beijing time on August 6, with a ratio to circulating supply of about 0.19% and a value of about $22.67 million; Ethena (ENA) will unlock approximately 171 million tokens at 3:00 PM Beijing time on August 5, with a ratio to circulating supply of about 1.97% and a value of about $15.1 million
The market doesn’t wait—when you miss the timing, you can only quietly review and reflect.
🔥 Iran: Strikes on Amazon data centers in response to U.S. actions
Iranian Islamic Revolutionary Guard Corps spokesman, speaking on August 2 local time, said that during the “Victory-2” operation, the U.S. Amazon company’s data processing center located in Bahrain has been designated as a target because it provides intelligence support, cloud computing, and services related to the U.S. military command system.
The spokesperson did not clearly state when the strikes would be carried out, but said the operation was one of several responses by Iran to U.S. attacks.
Watching the account fluctuate, it’s hard not to feel a bit wistful—slow is fast.
🔥 Losses caused by the Coldcard vulnerability rise to $88.6 million; July tokenized stocks and ETF trading surges 288% to a record $11.3 billion
Next week’s macro outlook: Nonfarm data may improve slightly; SpaceX will release its first earnings report after its IPO; Leopold once agreed to sell $3.5 billion in Anthropic equity to address margin pressure, but the deal was withdrawn the next day; BNB Chain: a former employee used the original test wallet without authorization to deploy a Meme coin and legal proceedings have been initiated
Only those who make it through the low point deserve the upside that comes next.
⚡ River: Cold storage migration will be conducted before releasing the August reserve proof. The new address is for platform internal use only
River issued an announcement stating that before releasing the August reserve proof, it will migrate cold storage to a new address. Customers will not be able to send or receive funds directly through this address, as it is for River’s use only. Customers will continue to use the standard send/receive process within the River app.
After the migration is completed, River will issue a new reserve proof.
Only those who make it through the low tide deserve what comes next.
🔔 Coldcard attackers steal about 72.71 million USD in BTC, currently making small transfers of 0.06 BTC
A Coldcard RNG vulnerability exploit cluster stole 1,159.42 bitcoins (about $72.71 million) from 870 compromised addresses.
The attackers transferred 0.06 bitcoins (about $3,780) to a new address, while the remaining 1,159.35 bitcoins (about $72.70 million) are still spread across 8 original attacker addresses.
Time rewards the disciplined—and quietly punishes the impatient.
📡 Solana Foundation CISO: AI is making crypto scams harder to prevent
Michael Coates, the Solana Foundation’s newly appointed Chief Information Security Officer, said that the biggest threat to the crypto industry is shifting from smart contract vulnerabilities to AI-driven social engineering and identity forgery.
Coates noted that many high-profile attacks actually stem from operational mistakes at the Web2 layer, rather than issues with the blockchain itself.
As AI and deepfake technologies become more widespread, scams will become harder to detect. “Be wary of phone calls with fully forged familiar voices.” Anyone could be fooled, and projects should build multi-layered protective measures.
Regarding quantum computing, Coates said the Solana Foundation has already developed response strategies, emphasizing that the industry should default to protecting users—not require users to become security experts.
Up or down is all part of the process—just execute according to plan.
📊 Bitcoin spot ETF saw net outflows of $265 million yesterday; in July, there were 30 hacker incidents in the crypto industry with total losses exceeding $200 million
Sushi launched a native token issuance platform on Robinhood Chain via Sushi Launch; Pump.fun was reported to have laid off employees in batches ahead of token unlocks, with some staff losing out on seven-figure token gains; Circle announced it received a New York limited-purpose trust company license
All that matters is the order book; set emotions aside for now.
📡 “How Did “AI Stock God” Collapse? A Line-by-Line Wall Street Breakdown of the Liquidation Process
Unpack the inside story of the liquidation event, the “Darwinian rules” of Wall Street’s short-selling hunt, the underlying mechanics behind closing very large positions, and the deeper reasons traders repeatedly fall at the intersection of leverage and the Kelly formula
How many people get shaken out at this stage, leaving only a sigh.
📊 Serenity supports Leopold: Investment mistakes are greatly exaggerated; some market participants are jealous of others’ success
The “white-haired stock god” Serenity posted that media and social platforms’ commentary on AI investor Leopold is “seriously inaccurate,” and it’s unfair to describe the long-term logic behind his successful investments as a “crash” or a “failure.”
Previously, Leopold’s multi-year investment judgment spanning from SanDisk (SNDK) to Bloom Energy (BE) produced significant gains. After the sudden market drop in July, not only did outsiders criticize his strategy, they also went further to attack him personally—an outcome that is disappointing.
Serenity believes the July market plunge indeed exposed problems with the strategy in areas such as leverage usage, liquidity management, and hedging mechanisms. However, Leopold’s overall performance since the beginning of this year has still achieved about an 80% return rate, placing him at the leading level in the hedge fund industry.
How many people were washed out at this stage, leaving only a sigh behind?
⚡ Trump: Soon Iran will no longer have certain military capabilities
U.S. President Trump said that in the near future, Iran will no longer have certain military capabilities. Iran is facing difficulties; Iran’s situation is very bad. He hopes the defense companies will act quickly. Iran has some missiles, but far fewer than 4-5 months ago. Their production capacity has almost completely disappeared
Watching the show is also a strategy; there’s no need to join every wave.
According to JIn10 data, Fed Governor Logan said they are inclined to raise rates by 25 basis points. Taking modest action recently will reduce the likelihood of needing to take more forceful actions in the future. The FOMC cannot rely on unexpected shocks to achieve its goals. Monetary policy has not restrained the economy, and inflation is not moving toward the 2% target.
Inflation risks are skewed to the upside, and a steady job market is strengthening slightly
The market is giving face today too—outperforming most people again.
🔥 RWA Weekly: Ten European financial institutions establish a tokenized-asset cooperative; Ondo launches the new execution network Ondo Network
The total on-chain market value of the RWA chain remains stable at $36.8 billion. The number of holders hits an all-time high, but the monthly transfer volume of stablecoins has fallen for nearly 30%. On-chain settlement demand is sluggish, with both capital being locked up and activity waning.
No need to chase or panic—the profits that are meant to come will come on their own.