Eric SJ

Attention all traders:

From now on, before making any trades, especially in the morning, I will post an intraday trend analysis for the assets we're targeting, usually BTC, ETH, and SOL.

The trading direction and analysis for the day will primarily follow this note, and the trend must remain consistent unless I explicitly indicate a direction change.

If there's a violation, I'll be sending out red envelopes for each infraction!

There are two relatively optimistic data points in this round of the upward move:

Whether it’s $BTC or $ETH , the spot ETF’s net inflow for the week has hit a new high in nearly half a year, and the second highest this year.

(And this set of statistics isn’t complete—only three days have been counted so far this week.)

If we include the remaining two days of data that haven’t been disclosed yet, it’s very likely to be the largest single-week net inflow this year.

Looking at the weekly K-line chart, the last time BTC had a single-week gain of over 20% was in February 2024.

That means

this rally has also set the record for the biggest single-week gain over the past nearly two and a half years (not for haters).

Oh my god oh my god oh my god

How come $BTC hasn't even been three hours and it's already up to 70,000?

$BTC 空进去看看能不能吃个回调

The big pancake is preparing to return to 70,000 recently $BTC

Thank you for this friend’s recognition. Pointing things out is not something I can claim—I just want to share my perspective.

1. First, we need to fix a timeframe. This is the most, most, most important thing. If you don’t know which timeframe to use, you can ask yourself: what kind of trading frequency do you expect?

For example, if I’m doing intraday delivery, I won’t go back to look at the 4H and daily (D1) charts.

But if you usually like holding positions for two or three days, then I’d recommend using the daily or 4H chart to judge the trend, and then using the 1-hour or 30-minute timeframe to decide where the entry has the better risk-reward ratio.

2. Trading is more about refining the way to respond than just getting this one right and the next one right. We can’t assume that whatever we do is automatically correct—we have to accept the fact that we can be wrong.

But the question is: if we’re wrong, how do we deal with it?

3. Finally, one last line to offer: trade along the larger timeframe, and enter against the smaller timeframe.

Three hundred points isn’t much, but it’s still enough.

If you’re worried that $BTC won’t reach 6w4, you can also enter short at the current price. But you need to split the position you originally planned into several smaller lots. If it rises, add

In the end, the average cost will be around 64,000. This way, you won’t miss the move

$BTC has already reached the initial resistance. This trade is incredibly smooth within the day.

You can take profit first, if that’s how you feel (stop fixing it in a sense).

Next, you can consider placing a short order around 64000.

How resistance levels are determined $BTC

On the 4H chart, I drew a Fibonacci retracement; around 63,700 is the 0.382 resistance level.

After a weekend, the market consolidated and moved out of the downward trend. Next, we need to decide the direction again, but for now, we should watch for a rebound to confirm the trend.

A new week

Dabing $BTC is starting to push toward the 63,000 integer level. All weekend has been consolidating around this area, and a new structure has already been formed.

Based on the chart indicators, all intraday cycles are currently at low levels.

I think this move can break through; the resistance level is around 63,600–63,700.

However, there are still about 8 billion people in the world who do not have Bitcoin. The group holding $BTC accounts for only about 4.4% of the total population.

According to AI estimates, the number of people who hold gold is about 18%—30% of the total population.

Therefore:

The number of gold holders is approximately 4.1—6.8 times that of Bitcoin holders, and the market value is about 24.4 times that of BTC.

Empty, why not empty—what reason not to be empty?

When you reach the resistance level and then wait for emptiness at intermediate positions, the risk-reward ratio on intraday trades looks really bad, and there’s no certainty either.

$BTC —if aiming downward conservatively, it can still be a good 500 points.

I highly recommend everyone to pay attention to Cloudflare ($NET.US ). This company’s market value is currently in the trillions.

I only realized how potentially amazing this company could be after I recently built my own website.

If you’re like me right now—where you hardly ever proactively open a specific website, and instead just let AI fetch things for you—then you’ll understand what I’m about to say.

Because Cloudflare has embedded one of its business scenarios into the middle layer between AI and websites.

➠ In the past: I have a need → open a website → the website returns data

➠ Now it’s becoming: I have a need → ask the AI → the AI accesses the website/API → scrapes and organizes the data → returns it to me

What it’s doing isn’t actually creating an entirely new business. I took the time to break it down over the past few days, and I found that almost all of its product launches are built around this propagation path:

➠ customers → Cloudflare → origin server/app ← Cloudflare ← requests from external users or Agents

Even the future business logic is the same—you could say it’s evolving from “carrying the internet” to “carrying the internet empowered by AI.”

As of 2026 Q2, about 23% of websites worldwide already use Cloudflare as a reverse proxy (Figure 1).

That means Cloudflare already sits at the request entry point for a sizable portion of websites.

And from the data of the past seven quarters, it has already validated the growth potential of the original business cycle in advance (Figure 2):

➠ quarterly revenue increased from $460 million to $696 million;

➠ year-over-year growth rate rose from 27% to 36%.

➠ DBNR recovered from 111% to 120%.

➠ the number of enterprise customers with annual revenue exceeding $100k increased from 3,497 to 4,698.

This original business was honestly not that “sexy.” It was more like an old story.

The new story (the link where AI requests access to websites) is what I personally feel has the biggest room for growth.

Because one person can’t, at the same time, continuously open a dozen websites and repeatedly call dozens of APIs, all day long, executing tasks. But that’s exactly the kind of behavior that AI can do—and does.

According to Cloudflare’s own network observation metrics, non-human traffic has exceeded 50% for the first time.

Not all of it is AI Agents—there are also traditional scrapers, automation tools, and malicious bots—but the direction is already very clear: machines are becoming an important visitor to the internet.

It wasn’t until deals like TMD were made that I realized the previous line had a typo—it should be $BTC 6万4, with a sell short order 😅

$BTC 6w5 sell short pending order

If it gets filled, settlement must be completed before the CPI release in the evening