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.

BitMart platform employees posted on X to publicly call on BitMart management and relevant personnel, raising five demands regarding issues such as users’ platform assets and employees’ salaries. The demands include requiring BitMart to disclose its wallets, assets, liabilities, and available reserve funds; explaining why users are unable to withdraw funds normally; investigating the flow of funds related to users’ assets; and paying overdue employee salaries and compensation.

In addition, the user asks BitMart to publish an implementable user repayment plan by August 19, specifying the remaining assets, total liabilities, the percentage of assets users can repay, the order of repayment, and a timetable, and agreeing to a third-party independent audit.

BitMart platform employees posted on X to publicly call on BitMart management and relevant personnel, raising five demands regarding issues such as users’ platform assets and employees’ salaries. The demands include requiring BitMart to disclose its wallets, assets, liabilities, and available reserve funds; explaining why users are unable to withdraw funds normally; investigating the flow of funds related to users’ assets; and paying overdue employee salaries and compensation.

In addition, the user asks BitMart to publish an implementable user repayment plan by August 19, specifying the remaining assets, total liabilities, the percentage of assets users can repay, the order of repayment, and a timetable, and agreeing to a third-party independent audit.

A massive unlock is coming soon—whales are accelerating their escape: will KAITO smash new lows?

KAITO is set to unlock 32.6 million tokens on August 20th (about $11.48 million), accounting for 7.63% of the circulating supply. Another 6.58 million tokens will be unlocked in September as well. Against the backdrop of a 70% pullback from the recent high, this large unlock will undoubtedly add fuel to the fire for an already fragile market.

The funding situation looks extremely grim!
Over the past week, whale funds have continued to net outflows. Large holders have been aggressively selling into the rebounds, showing absolutely no sign of propping up the market. The prevailing expectation is that this round of unlocks will trigger a brand-new wave of selling pressure.

Community sentiment has also spiraled into panic!
CoinGlass data shows the whale-versus-retail delta is 0.242, with sharp division between large holders and retail traders. Social media discussion has surged, but it’s filled with accusations of price manipulation and claims that the project team is pumping to dump. A trust crisis is spreading everywhere.

Current strategy: mostly stand by—do not blindly catch the bottom.
Stop-loss conditions: if the close breaks below the prior low of 0.18 and volume expands, cut positions decisively.
How to handle a rebound: if the price holds above 0.22 during the rebound, you can close part of your position. After that, if it drops back to 0.18, exit everything.

Whales are running, the project is being blamed—and in a few days, more large batches of cheap tokens will hit the market. Right now, this chart is like a throwing knife. If you have tokens, take the chance to reduce losses on the way up—if you don’t, don’t get itchy and try to catch it. Watching from the sidelines is the safest option! $KAITO
#kaito

$BTC Recent Two-Week Trend and Key Level Analysis

Trading Range: Over the past two weeks, BTC has shown a weak, sideways-to-slightly-downward range. Price has been capped and pulled back from the $64,000–$65,000 area at the beginning of August. On August 14, it tested a low near $62,900. It is currently consolidating weakly within the $63,000–$63,500 range, and the movement is clearly weaker than the platform coins that have broken out independently during the same period.

Key Resistance: The first short-term resistance is $65,000–$65,500 (the upper edge of the recent consolidation box). If there is a breakout with increased volume, the main resistance overhead lies at the $68,000–$70,000 integer rebound zones.

Key Support: The short-term support is in the $62,500–$63,000 area. If that level fails, the main strong support defense band will shift down to the psychological $59,500–$60,000 zone. In the short term, BTC needs to stabilize above $63,000 to stop the decline and look for a structural rebound.
#btc

Who still believes that $BTC remains on a four-year cycle?

$BTC driven by macro and ETF fund flows, currently ranging at $62,500–$63,500 (support $60,000, resistance $65,000);

It is recommended to accumulate in batches near $60,000. If it breaks above $65,000, go long after the breakout. Strictly cut losses if it falls below $59,500.
#

DOGE Driver Factors: DOGE’s price action is strongly driven by the broader BTC market and sentiment. It is highly sensitive to developments involving Musk and the X platform. It is a Meme “leader” with high elasticity but relatively stable performance.

DOGE Technical Setup: Currently, DOGE is trading in a low-volume consolidation range of $0.065 – $0.070. The first nearby resistance is at $0.085, with a strong suppression level around the $0.10 psychological threshold. If it breaks down below strong support, it could drop to $0.055.

DOGE Trading Strategy: For DOGE spot, consider accumulating in batches near $0.065. For right-side trades, wait for a breakout with volume above the $0.085 resistance level, then follow through. For futures/contracts, if the price falls below $0.062, be sure to strictly cut losses.
$DOGE

The probability of a 25-basis-point rate hike by the Fed in September is currently reported at 33.1%!

On August 16, according to CME's “FedWatch” data, the probability that the Fed will hold interest rates steady in September is currently 66.9%, while the probability of a 25-basis-point rate hike is 33.1%!
$BTC
#美国7月零售销售下降0.6%

Weekend Key Review

SNDK and Gold
SNDK 1,650 hits a new high (support 1,580 / resistance 1,700). Stay strong and don’t chase; wait for a pullback. Gold 4,387 rebounds (support 4,330 / resistance 4,440). Hold 4,300—trend remains unchanged.

Micron and SPCX
Micron 974 is approaching the 1,000 mark—keep to the strategy of buying the dip on pullbacks. SPCX 139 continues to weaken—stay on the sidelines.

BTC and ETH
BTC 63,000 is moving sideways; focus on defending 62,000. ETH 1,880 is consolidating; look for 1,850 as the lifeline below.

SOL
SOL 75.3 is slightly weak; watch 73 as the key defense line.

Strategy Suggestions
For U.S. stocks and commodities, follow the trend and wait for a pullback. In the crypto market, expect a narrow range and consolidation—stick to support and observe.

$SNDK
$BTC
$ETH

U.S. July retail sales unexpectedly plunged by 0.6%, delivering the largest monthly drop in nine months. The U.S. dollar promptly slumped to a new May low, yet the S&P 500 stubbornly pushed through the bad news to hit a record high!

This reverse script left everyone stunned. The consumer side clearly went quiet, but the capital markets still carry on like nothing happened—wild battles between bulls and bears are poised to erupt at any moment.

Behind it all, it really comes down to the Federal Reserve’s signals. Internal disagreements have fully heated up. Traders have ramped up bets on a pause at the September meeting: the probability of no rate hikes has jumped to 67.5%, and they’ve even begun trimming expectations for multiple rate hikes before 2027.

Market liquidity isn’t willing to leave. A large amount of capital simply keeps spinning around inside the market, waiting and watching—this is the main reason why U.S. stocks are clinging on despite the recession gloom.

Right now, it’s a classic case of bad news being spun as good news! With the dollar under pressure, risk assets have been given room to rebound and catch their breath. If you’re looking to trade a swing, keep a close eye on the linkage and arbitrage opportunities between U.S. equities and the crypto market.

But don’t let a squeeze-driven rally cloud your judgment—data could flip at any time. At moments like this, locking profits in your pocket is better than anything. Taking gains is the real skill!$NVDAB
#美国7月零售销售下降0.6%

$93.9 billion AI storage long-term contract frenzy—wild sell-off!

SanDisk not only locked in future massive revenues, but also claimed it will ship high-bandwidth flash samples by 2027, while shouting out explosive targets of an 80% gross margin and 100% cash returns. The comments directly detonated the sector, and some institutions even see the stock as high as $2,250!

Market sentiment has been fully ignited: SNDK surged more than 25% in just 4 days, with social platforms relentlessly flooding with talk of a “storage super-cycle.” With the bulls fully in control, the shorts were squeezed hard—high-frequency funds kept pouring in, and a frenzy of revaluation for industry leaders swept across the market.

The bullish camp is paying the bill on hard-core logic: the cycle has been rewritten by long-term contracts. The bearish camp worries that valuation is getting overextended, because if expansion or demand growth for cyclical stocks slows, it will still pressure floating pricing. The short squeeze is clearly in effect right now; once the heat fades, contract pullbacks are likely to happen far faster than spot prices.

These massive orders really are powerful—they’ve convinced the whole market to rally. But no matter how good the story is, don’t chase blindly. You’re currently stuck at the top of a squeeze—keep an eye on gross margin and delivery status. Taking profits when you’re ahead is the real rule of the game! $SNDK

SanDisk announces the signing of a $93.9 billion long-term AI storage agreement, and plans to roll out high-bandwidth flash (HBF) samples in 2027.

At Investor Day, the company set aggressive targets such as an 80% gross margin for fiscal years 2028–2030 and returning 100% of excess cash to shareholders.

This drove a sharp rise in SNDK and the storage sector. Institutions including Goldman Sachs and JPMorgan raised their ratings, with price targets as high as $2,250$SNDK
#全球股市逼近历史高位

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

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