91videoeth
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91videoeth
阿酒社区主理人，喜欢分享自己的观点，谢谢你这么帅气漂亮还关注我！
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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.
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.
On August 19, SK hynix announced the launch of a large-scale share buyback and cancellation plan (accounting for 3.3% of total share capital). The news boosted the U.S. stock after-hours session, with a sharp rise of more than 2%, directly reversing the prior downtrend.
Retail investor funds in South Korea poured into ADRs in large amounts, pushing the premium up and forcibly steering market sentiment, which led to a significant increase in short-term volatility.
The positive catalysts were quickly priced in on the trading screen. It is recommended to use a swing-trading strategy: sell in batches on rallies rather than blindly chasing the upswing.
The massive buyback demonstrates strong confidence in the AI memory business. However, sentiment-driven surges can quickly exhaust the upside. Cashing in on strength is the safest choice right now.
$SKHY
Retail investor funds in South Korea poured into ADRs in large amounts, pushing the premium up and forcibly steering market sentiment, which led to a significant increase in short-term volatility.
The positive catalysts were quickly priced in on the trading screen. It is recommended to use a swing-trading strategy: sell in batches on rallies rather than blindly chasing the upswing.
The massive buyback demonstrates strong confidence in the AI memory business. However, sentiment-driven surges can quickly exhaust the upside. Cashing in on strength is the safest choice right now.
$SKHY
Xiaomi’s Q2 earnings report is out. Overall, it can be summarized as: cars are driving growth recovery, while phones are still dragging things down!
In Q2, Xiaomi’s total revenue was RMB 108.9 billion, down 6.1% year over year. Adjusted net profit was RMB 6.2 billion, down 42.6% year over year, and overall performance pressure for the group remains quite evident.
The biggest drag comes from the smartphone business. In Q2, smartphone revenue was RMB 42.1 billion, down 7.5% year over year. Shipments were 31.2 million units, down about 26%.
However, there is one point worth noting: shipments fell 26%, but revenue dropped only 7.5%. This is mainly because the phone ASP increased 25.9% year over year. It suggests that Xiaomi is actively reducing low-priced models and pushing its product mix toward mid-to-high-end. In simple terms, it’s “volume traded for price.” Premiumization is indeed advancing, but in the short term it runs into higher costs for storage and other key components, creating significant profit pressure.
Cars have become Xiaomi’s most obvious second growth curve. In Q2, revenue from smart electric vehicles and AI and other innovation businesses was RMB 24.9 billion, up 17.1% year over year. Of this, car revenue was about RMB 23.9 billion, with quarterly deliveries of 104,200 units, up 28.2% year over year.
What’s even more worth paying attention to is that cars, AI, and other innovation businesses now contribute nearly 23% of Xiaomi’s revenue. In other words, Xiaomi is gradually moving away from the growth model that relied solely on “phones + IoT + internet services” in the past.
That said, it’s still too early to say that “cars are saving Xiaomi.” What cars are saving right now is revenue and growth expectations—not profits yet. In Q2, innovation businesses such as cars and AI still incurred losses of about RMB 2.6 billion. Spending on R&D and new business initiatives remains substantial.
So what this earnings report is truly worth looking at is that Xiaomi’s business structure is changing:
Previously, phones provided most of the core base; IoT and internet services increased profitability. Now it’s turning into a model where phones guard the base, cars become the second growth curve, and AI and chips provide long-term upside.
The next three most critical questions for Xiaomi are also clear:
First, when will cars be able to achieve stable profitability?
Second, after storage cost pressure eases, can smartphone gross margin rebound again?
Third, can Xiaomi’s auto business move beyond relying on breakout hits like the SU7 and YU7, and genuinely build a stable multi-model product matrix?
Phones are still Xiaomi’s core base, but growth increasingly depends on cars. Cars have rescued growth for now, but have not fully rescued profits. #Xiaomi
In Q2, Xiaomi’s total revenue was RMB 108.9 billion, down 6.1% year over year. Adjusted net profit was RMB 6.2 billion, down 42.6% year over year, and overall performance pressure for the group remains quite evident.
The biggest drag comes from the smartphone business. In Q2, smartphone revenue was RMB 42.1 billion, down 7.5% year over year. Shipments were 31.2 million units, down about 26%.
However, there is one point worth noting: shipments fell 26%, but revenue dropped only 7.5%. This is mainly because the phone ASP increased 25.9% year over year. It suggests that Xiaomi is actively reducing low-priced models and pushing its product mix toward mid-to-high-end. In simple terms, it’s “volume traded for price.” Premiumization is indeed advancing, but in the short term it runs into higher costs for storage and other key components, creating significant profit pressure.
Cars have become Xiaomi’s most obvious second growth curve. In Q2, revenue from smart electric vehicles and AI and other innovation businesses was RMB 24.9 billion, up 17.1% year over year. Of this, car revenue was about RMB 23.9 billion, with quarterly deliveries of 104,200 units, up 28.2% year over year.
What’s even more worth paying attention to is that cars, AI, and other innovation businesses now contribute nearly 23% of Xiaomi’s revenue. In other words, Xiaomi is gradually moving away from the growth model that relied solely on “phones + IoT + internet services” in the past.
That said, it’s still too early to say that “cars are saving Xiaomi.” What cars are saving right now is revenue and growth expectations—not profits yet. In Q2, innovation businesses such as cars and AI still incurred losses of about RMB 2.6 billion. Spending on R&D and new business initiatives remains substantial.
So what this earnings report is truly worth looking at is that Xiaomi’s business structure is changing:
Previously, phones provided most of the core base; IoT and internet services increased profitability. Now it’s turning into a model where phones guard the base, cars become the second growth curve, and AI and chips provide long-term upside.
The next three most critical questions for Xiaomi are also clear:
First, when will cars be able to achieve stable profitability?
Second, after storage cost pressure eases, can smartphone gross margin rebound again?
Third, can Xiaomi’s auto business move beyond relying on breakout hits like the SU7 and YU7, and genuinely build a stable multi-model product matrix?
Phones are still Xiaomi’s core base, but growth increasingly depends on cars. Cars have rescued growth for now, but have not fully rescued profits. #Xiaomi
From a 629% surge to a breakthrough in trading volume of 20 billion: Unitree Technology ignites the STAR Market, and the embodied intelligence sector is set for a new price reckoning!
First of all, congratulations to everyone who secured an allocation—you’ll make a nice profit 🎉
On August 19, Unitree Technology officially listed on the STAR Market, with an offer price of RMB 150.80.
After the opening, the stock price quickly lit up the market. At 9:27 a.m., it surged all the way to RMB 1,100—a gain of 629.44%—and its total market value briefly reached RMB 444.9 billion.
By 2:00 p.m. the same day, trading volume in the market exceeded RMB 20 billion.
The stock price later pulled back somewhat, hovering around RMB 850, but the gain was still as high as 463.66%.
In such a short time, this IPO created a batch of paper winners. For retail investors who won an allocation, if they sold one lot at the early-session high, the profit per lot could reach about RMB 474,600.
Founder Wang Xingxing holds about 31% of the company through direct and indirect shareholdings. His personal net worth crossed the RMB 100 billion mark in one leap.
Early-arriving institutions also saw massive floating gains. Astrend IV, associated with Shunwei Capital founded by Lei Jun, holds 16.106 million shares; estimated from the early-session high, its floating gain exceeded RMB 15.2 billion. Meanwhile, floating gains for entities related to Liang Wenfeng also reached roughly RMB 1.1 billion.
Unitree Technology’s blowout rally triggered intense competition within the sector. On the day, several robot ETFs actually fell by more than 5%, indicating a clear “siphoning effect”—funds concentrated heavily into this new stock while cashing out profits at higher prices in other robot-related assets.
This unicorn “siphoning effect” also reveals the current sector’s logic of differentiation. Capital has begun to pull back from broadly generalized concept speculation in the past and instead concentrate at a high level on industry leaders that truly have mass production delivery and engineering deployment capabilities. It’s the same with炒币, isn’t it?
The first-day surge fully reflects the market’s high premium and extreme sentiment toward the first stock in embodied intelligence. However, the enormous trading volume of RMB 20 billion and the intraday pullback also show that the market is gradually moving past the frenzy and returning to rationality.
From the perspective of capital pricing, the RMB 400 billion valuation premium in the early session essentially discounts today’s grand narrative of embodied intelligence reaching the trillion-level in the future.
Whether Unitree Technology can ultimately hold up this sky-high valuation will come down to whether the company can shift from “showy” algorithmic “stunt performances” to real industrial “grounding.” Specifically, confirmed order signings, performance in commercialized profits, and the supply chain’s ability to scale mass production
#宇树科技上市首日涨629%
First of all, congratulations to everyone who secured an allocation—you’ll make a nice profit 🎉
On August 19, Unitree Technology officially listed on the STAR Market, with an offer price of RMB 150.80.
After the opening, the stock price quickly lit up the market. At 9:27 a.m., it surged all the way to RMB 1,100—a gain of 629.44%—and its total market value briefly reached RMB 444.9 billion.
By 2:00 p.m. the same day, trading volume in the market exceeded RMB 20 billion.
The stock price later pulled back somewhat, hovering around RMB 850, but the gain was still as high as 463.66%.
In such a short time, this IPO created a batch of paper winners. For retail investors who won an allocation, if they sold one lot at the early-session high, the profit per lot could reach about RMB 474,600.
Founder Wang Xingxing holds about 31% of the company through direct and indirect shareholdings. His personal net worth crossed the RMB 100 billion mark in one leap.
Early-arriving institutions also saw massive floating gains. Astrend IV, associated with Shunwei Capital founded by Lei Jun, holds 16.106 million shares; estimated from the early-session high, its floating gain exceeded RMB 15.2 billion. Meanwhile, floating gains for entities related to Liang Wenfeng also reached roughly RMB 1.1 billion.
Unitree Technology’s blowout rally triggered intense competition within the sector. On the day, several robot ETFs actually fell by more than 5%, indicating a clear “siphoning effect”—funds concentrated heavily into this new stock while cashing out profits at higher prices in other robot-related assets.
This unicorn “siphoning effect” also reveals the current sector’s logic of differentiation. Capital has begun to pull back from broadly generalized concept speculation in the past and instead concentrate at a high level on industry leaders that truly have mass production delivery and engineering deployment capabilities. It’s the same with炒币, isn’t it?
The first-day surge fully reflects the market’s high premium and extreme sentiment toward the first stock in embodied intelligence. However, the enormous trading volume of RMB 20 billion and the intraday pullback also show that the market is gradually moving past the frenzy and returning to rationality.
From the perspective of capital pricing, the RMB 400 billion valuation premium in the early session essentially discounts today’s grand narrative of embodied intelligence reaching the trillion-level in the future.
Whether Unitree Technology can ultimately hold up this sky-high valuation will come down to whether the company can shift from “showy” algorithmic “stunt performances” to real industrial “grounding.” Specifically, confirmed order signings, performance in commercialized profits, and the supply chain’s ability to scale mass production
#宇树科技上市首日涨629%
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.
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.
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
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
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
$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.
#
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
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
Verified
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%
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
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
$ETH
Verified
U.S. July retail sales unexpectedly plunged by 0.6%, delivering the largest monthly drop in nine months. The U.S. dollar promptly slumped to a new May low, yet the S&P 500 stubbornly pushed through the bad news to hit a record high!
This reverse script left everyone stunned. The consumer side clearly went quiet, but the capital markets still carry on like nothing happened—wild battles between bulls and bears are poised to erupt at any moment.
Behind it all, it really comes down to the Federal Reserve’s signals. Internal disagreements have fully heated up. Traders have ramped up bets on a pause at the September meeting: the probability of no rate hikes has jumped to 67.5%, and they’ve even begun trimming expectations for multiple rate hikes before 2027.
Market liquidity isn’t willing to leave. A large amount of capital simply keeps spinning around inside the market, waiting and watching—this is the main reason why U.S. stocks are clinging on despite the recession gloom.
Right now, it’s a classic case of bad news being spun as good news! With the dollar under pressure, risk assets have been given room to rebound and catch their breath. If you’re looking to trade a swing, keep a close eye on the linkage and arbitrage opportunities between U.S. equities and the crypto market.
But don’t let a squeeze-driven rally cloud your judgment—data could flip at any time. At moments like this, locking profits in your pocket is better than anything. Taking gains is the real skill!$NVDAB
#美国7月零售销售下降0.6%
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%
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