币圈老腊肉1688-kevin
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币圈老腊肉1688-kevin
Square Verified+X:@cryptokevin1688｜邀请码｜Bind invite code ：ETH666666666｜美股投研 · 主流币分析 | US Stock Investment Research, Major Crypto Analysis
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Partly True
Why rush around? The Binance Security Division has you covered
On the U.S. stock market, trade on Binance—one click handles everything
$SNDK
$SPCX
$AKE
On the U.S. stock market, trade on Binance—one click handles everything
$SNDK
$SPCX
$AKE
PINNED
Binance Wb3 Wallet Rewards
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Step 4: Claim the reward below
Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u
点击钱包，赶紧去绑定邀请码：EHJSNS5W ，领取奖励吧！
Brothers, let me tell you a great way to save 30% on trading fees (follow the instructions as shown in the picture)
In the Binance app, select Home Page; at the top, there are two options: Trading Platform and Wallet
Step 1: Choose Wallet and switch to Wallet;
Step 2: Choose Invite Friends
Step 3: Enter the invitation code: EHJSNS5W (copy it to the position shown in the picture)
Step 4: Claim the reward below
Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u
点击钱包，赶紧去绑定邀请码：EHJSNS5W ，领取奖励吧！
Overinterpreted Market Sentiment
CZ
·
--
(Chinese version below)
Too many people try to over-interpret “what does it mean?”
I was testing Trust Wallet today. And saw too many meme coins in the wallet clustering the interface, to the point it was hard for me to find BNB, so I tried to burn some tokens. Even that caused many community discussions.
Then I realized that I will never be able to “clean out” meme coins on the address. The more I burn them, the more people will send meme coins to the address.
The natural transparency of the blockchain means any interaction with this address will be over-interpreted by the community.
I even thought of requesting the Trust Wallet team to implement an “Ignore Coin” feature to avoid the clutter, but that feature will not be needed by 99.99% of people.
Here is the plan: I will donate/send the BNB and 币安人生 (that was bought using BNB) tokens to Giggle Academy. Then I will stop using this address. It will effectively be a burn address.
Too many people try to over-interpret “what does it mean?"
I was testing @TrustWallet today. I found that there were too many meme coins in the wallet—so many that it was even hard for me to find BNB—so I tried to burn some tokens. Even this action triggered a lot of community discussions.
I realized that I will never be able to “clean out” the meme coins on this address. The more I burn, the more people will send meme coins to the address.
The transparency of the blockchain means that any actions involving this address will be over-interpreted by the community.
I even considered asking the Trust Wallet team to add a feature called “Ignore Coin” to avoid the clutter in the interface, but this feature is something that 99.99% of people won’t need at all.
So the plan is as follows: I will donate/send the BNB and the “币安人生” tokens (bought with BNB) to Giggle Academy. After that, I will stop using this address, turning it into a burn address.
Too many people try to over-interpret “what does it mean?”
I was testing Trust Wallet today. And saw too many meme coins in the wallet clustering the interface, to the point it was hard for me to find BNB, so I tried to burn some tokens. Even that caused many community discussions.
Then I realized that I will never be able to “clean out” meme coins on the address. The more I burn them, the more people will send meme coins to the address.
The natural transparency of the blockchain means any interaction with this address will be over-interpreted by the community.
I even thought of requesting the Trust Wallet team to implement an “Ignore Coin” feature to avoid the clutter, but that feature will not be needed by 99.99% of people.
Here is the plan: I will donate/send the BNB and 币安人生 (that was bought using BNB) tokens to Giggle Academy. Then I will stop using this address. It will effectively be a burn address.
Too many people try to over-interpret “what does it mean?"
I was testing @TrustWallet today. I found that there were too many meme coins in the wallet—so many that it was even hard for me to find BNB—so I tried to burn some tokens. Even this action triggered a lot of community discussions.
I realized that I will never be able to “clean out” the meme coins on this address. The more I burn, the more people will send meme coins to the address.
The transparency of the blockchain means that any actions involving this address will be over-interpreted by the community.
I even considered asking the Trust Wallet team to add a feature called “Ignore Coin” to avoid the clutter in the interface, but this feature is something that 99.99% of people won’t need at all.
So the plan is as follows: I will donate/send the BNB and the “币安人生” tokens (bought with BNB) to Giggle Academy. After that, I will stop using this address, turning it into a burn address.
Verified
$SNDK $AAOI $SKHY U.S. stock storage concept stocks: SanDisk continues to rise in the after-hours session, up nearly 3%
SanDisk rose more than 7% last Friday;
Micron Technology and SK hynix each rose more than 1%.
U.S. optical communications stocks AAOI continued to rise in the after-hours session, up more than 2%; it surged more than 15% last Friday.
SanDisk rose more than 7% last Friday;
Micron Technology and SK hynix each rose more than 1%.
U.S. optical communications stocks AAOI continued to rise in the after-hours session, up more than 2%; it surged more than 15% last Friday.
Partly True
Hang Seng Stock Market Opening Preview: Southbound Capital Stubbornly Targets AI—Zhipu and MINIMAX, and Tencent Is Doing This Too
I took a look at the data from the weekend recap, and the direction for Monday’s opening was actually quite clear.
First, here’s the data: last Thursday, southbound capital net sold Hong Kong stocks by 1.3 billion, but MINIMAX net bought 1.364 billion, Zhipu net bought 1.322 billion, and Tencent net bought 1.114 billion.
On the other side, Alibaba was net sold by 1.063 billion. The capital’s stance is very clear—go all in on AI and abandon traditional e-commerce.
MINIMAX has kicked off A-share tutoring and guidance to push for an “A+H” dual listing—this provides long-term logic support. Zhipu previously raised 31.4 billion via a rights issue at HK$15.88 to secure computing power. Although there’s selling pressure from the near-term unlock, the fact that southbound capital has net bought for 3 consecutive days is not something to take lightly.
Tencent faces resistance around HK$47.4, but capital has poured in a cumulative HK$7.4 billion over the past 3 days—someone is holding the position up at this level.
Some people will say, “Hong Kong stocks aren’t doing well; any rebound is just a bull trap.” But look at last Thursday’s intraday action: while the Hang Seng Index fell, gold stocks strengthened against the trend. Lingbao Gold rose more than 5%, showing that defensive and offensive capital are playing their own games—not a full-scale retreat.
Monday trading suggestions:
MINIMAX (00100): Net bought for 7 consecutive days—capital is really pushing in. If it pulls back without breaking the 5-day moving average, you can try going long. If it breaks below the low of the prior day, cut losses.
Zhipu: Southbound capital has been buying continuously, but the rights-issue price at HK$15.88 is a psychological anchor. Near this level, you can consider nibbling. If it falls below the previous low, exit.
Tencent (00700): HK$47.4 is the short-term hurdle. If it can rise with volume and hold above it, chase. If it can’t break through, wait for a pullback near HK$46.6 to enter. Don’t chase gains and sell on losses blindly with a fixed mindset.
Alibaba (09988): Capital has been flowing out steadily. Wait until it stabilizes before making a move.
$MINIMAX $ZHIPU $TENCENT #标普500首破7800点创新高 #美国拟迫各国在美中AI阵营选边 #标普500财报超预期
I took a look at the data from the weekend recap, and the direction for Monday’s opening was actually quite clear.
First, here’s the data: last Thursday, southbound capital net sold Hong Kong stocks by 1.3 billion, but MINIMAX net bought 1.364 billion, Zhipu net bought 1.322 billion, and Tencent net bought 1.114 billion.
On the other side, Alibaba was net sold by 1.063 billion. The capital’s stance is very clear—go all in on AI and abandon traditional e-commerce.
MINIMAX has kicked off A-share tutoring and guidance to push for an “A+H” dual listing—this provides long-term logic support. Zhipu previously raised 31.4 billion via a rights issue at HK$15.88 to secure computing power. Although there’s selling pressure from the near-term unlock, the fact that southbound capital has net bought for 3 consecutive days is not something to take lightly.
Tencent faces resistance around HK$47.4, but capital has poured in a cumulative HK$7.4 billion over the past 3 days—someone is holding the position up at this level.
Some people will say, “Hong Kong stocks aren’t doing well; any rebound is just a bull trap.” But look at last Thursday’s intraday action: while the Hang Seng Index fell, gold stocks strengthened against the trend. Lingbao Gold rose more than 5%, showing that defensive and offensive capital are playing their own games—not a full-scale retreat.
Monday trading suggestions:
MINIMAX (00100): Net bought for 7 consecutive days—capital is really pushing in. If it pulls back without breaking the 5-day moving average, you can try going long. If it breaks below the low of the prior day, cut losses.
Zhipu: Southbound capital has been buying continuously, but the rights-issue price at HK$15.88 is a psychological anchor. Near this level, you can consider nibbling. If it falls below the previous low, exit.
Tencent (00700): HK$47.4 is the short-term hurdle. If it can rise with volume and hold above it, chase. If it can’t break through, wait for a pullback near HK$46.6 to enter. Don’t chase gains and sell on losses blindly with a fixed mindset.
Alibaba (09988): Capital has been flowing out steadily. Wait until it stabilizes before making a move.
$MINIMAX $ZHIPU $TENCENT #标普500首破7800点创新高 #美国拟迫各国在美中AI阵营选边 #标普500财报超预期
Verified
#BNB链将激活Pasteur硬分叉 Hard fork = a surge? Pasteur is coming—can we just go all-in?
BNB Chain announced that the Pasteur hard fork will be activated on the mainnet on August 25 at 10:30 (UTC+8), and nodes must be upgraded to v1.7.7.
Testnet TPS jumped from 1237 to 2324, an increase of nearly 88%. Validator execution time dropped from 125ms to 15ms.
The three proposals each play their part—BEP-682 closes the loophole where cross-chain bridge validator signatures could be repeatably calculated;
BEP-695 ensures that old keys from rotations are completely invalidated;
and BEP-675 allows block production to be “executed once, validated quickly.”
Technically, both security and throughput improve at the same time—a real infrastructure upgrade for the BSC ecosystem.
But a hard fork ≠ guaranteed moonshot. Let the historical data speak—before the Fermi hard fork, BNB fell by about 25%.
BNB is currently up from 820 million to $1 billion+—the “buy the expectation” is already priced in, and the risk of “selling the news” is now building $BNB
$BNBHolder
BNB Chain announced that the Pasteur hard fork will be activated on the mainnet on August 25 at 10:30 (UTC+8), and nodes must be upgraded to v1.7.7.
Testnet TPS jumped from 1237 to 2324, an increase of nearly 88%. Validator execution time dropped from 125ms to 15ms.
The three proposals each play their part—BEP-682 closes the loophole where cross-chain bridge validator signatures could be repeatably calculated;
BEP-695 ensures that old keys from rotations are completely invalidated;
and BEP-675 allows block production to be “executed once, validated quickly.”
Technically, both security and throughput improve at the same time—a real infrastructure upgrade for the BSC ecosystem.
But a hard fork ≠ guaranteed moonshot. Let the historical data speak—before the Fermi hard fork, BNB fell by about 25%.
BNB is currently up from 820 million to $1 billion+—the “buy the expectation” is already priced in, and the risk of “selling the news” is now building $BNB
$BNBHolder
Verified
Worse data, higher prices? After the retail “blow-up,” money starts to run?
After July’s CPI came in at 3.4% year-over-year and PPI at 4.7% year-over-year—both below expectations,
U.S. retail sales fell 0.6% month-over-month in July, far worse than the expected 0.1% increase, marking the largest drop since May 2025.
On Friday, the S&P 500 fell 0.2% to close at 7,785.76, and the Nasdaq dropped 0.3% to 26,729.16—after hitting highs on Thursday’s record peak, it reversed.
Weak data reduced expectations of further rate hikes, but the market had already priced it in—after the CPI release, the S&P rose more than 1.3% over two days. Instead of sparking a rally, the retail “blow-up” triggered profit-taking in a “when the good news runs out of steam” style.
Within sectors, the rotation has been extremely volatile: Micron/“storage” leader SanDisk surged 35% week-over-week, while funds pulled sharply out of previously hot sectors such as optical communications.
The logic of “bad news is good news” is starting to fail—markets are beginning to worry that consumption could slow too fast and then rebound negatively onto earnings.
Storage benefits from the AI narrative, but the 460% gain this year has already been fully priced in. The timing of any pullback in optical communications depends on whether capital flows back.
Trading suggestions:
If the S&P 500 stays above 7,800, you may take a small short position; stop loss at 7,850; take profit at 7,700.
If it drops to 7,700 and stabilizes, look for bargain longs; stop loss at 7,650; target 7,800.
Storage stocks should not be chased higher. If SanDisk pulls back to $1,400, you may test a long; stop loss at $1,350.
For optical communications, watch Lumentum. Look for a low entry near $850; stop loss at $820; target $920.#美国7月零售销售下降0.6% $LITE $SNDK $SNXX
After July’s CPI came in at 3.4% year-over-year and PPI at 4.7% year-over-year—both below expectations,
U.S. retail sales fell 0.6% month-over-month in July, far worse than the expected 0.1% increase, marking the largest drop since May 2025.
On Friday, the S&P 500 fell 0.2% to close at 7,785.76, and the Nasdaq dropped 0.3% to 26,729.16—after hitting highs on Thursday’s record peak, it reversed.
Weak data reduced expectations of further rate hikes, but the market had already priced it in—after the CPI release, the S&P rose more than 1.3% over two days. Instead of sparking a rally, the retail “blow-up” triggered profit-taking in a “when the good news runs out of steam” style.
Within sectors, the rotation has been extremely volatile: Micron/“storage” leader SanDisk surged 35% week-over-week, while funds pulled sharply out of previously hot sectors such as optical communications.
The logic of “bad news is good news” is starting to fail—markets are beginning to worry that consumption could slow too fast and then rebound negatively onto earnings.
Storage benefits from the AI narrative, but the 460% gain this year has already been fully priced in. The timing of any pullback in optical communications depends on whether capital flows back.
Trading suggestions:
If the S&P 500 stays above 7,800, you may take a small short position; stop loss at 7,850; take profit at 7,700.
If it drops to 7,700 and stabilizes, look for bargain longs; stop loss at 7,650; target 7,800.
Storage stocks should not be chased higher. If SanDisk pulls back to $1,400, you may test a long; stop loss at $1,350.
For optical communications, watch Lumentum. Look for a low entry near $850; stop loss at $820; target $920.#美国7月零售销售下降0.6% $LITE $SNDK $SNXX
Verified
#英伟达披露持股SpaceX210亿美元及英特尔300亿美元
The AI giants’ space bet: Nvidia’s $51 billion stake in the spotlight—should you follow?
Nvidia’s Aug 14 13F filing revealed that as of the end of Q2, it held about 122.8 million shares of SpaceX (worth nearly $21 billion)
It also held about 214.8 million shares of Intel (worth $30 billion); together, the two positions total more than $51 billion, accounting for roughly 25% of its total assets.
Nvidia’s SpaceX holdings came from its $10 billion investment in xAI in January this year; after xAI was folded into SpaceX in February, the equity automatically converted.
The Intel position, meanwhile, stems from a $5 billion strategic investment last year, during which the market value surged from $9.5 billion to $30 billion within three months.
The market doubts this is merely a financial investment, but SpaceX has announced that its AI data centers will exclusively use Nvidia chips, and Musk has pledged to receive “large allocations” of Vera Rubin GPUs next year—this clearly looks like deep industrial-chain binding.
Nvidia has upgraded from being a “water seller” to the top-level designer of space AI infrastructure. As for Intel, strategic synergies in co-developing PC and data-center chips are now paying off.
Trading suggestion:
With SpaceX at $140 today, down 18% from $170 at the end of June. For the short term, consider lightly going long in the $138–$142 range, with a stop-loss at $135 and a target of $160;
If it rebounds to $155–$160, you can try selling short at higher levels, with a stop-loss at $165 and a take-profit at $140.$NVDA $SPCX $INTC
The AI giants’ space bet: Nvidia’s $51 billion stake in the spotlight—should you follow?
Nvidia’s Aug 14 13F filing revealed that as of the end of Q2, it held about 122.8 million shares of SpaceX (worth nearly $21 billion)
It also held about 214.8 million shares of Intel (worth $30 billion); together, the two positions total more than $51 billion, accounting for roughly 25% of its total assets.
Nvidia’s SpaceX holdings came from its $10 billion investment in xAI in January this year; after xAI was folded into SpaceX in February, the equity automatically converted.
The Intel position, meanwhile, stems from a $5 billion strategic investment last year, during which the market value surged from $9.5 billion to $30 billion within three months.
The market doubts this is merely a financial investment, but SpaceX has announced that its AI data centers will exclusively use Nvidia chips, and Musk has pledged to receive “large allocations” of Vera Rubin GPUs next year—this clearly looks like deep industrial-chain binding.
Nvidia has upgraded from being a “water seller” to the top-level designer of space AI infrastructure. As for Intel, strategic synergies in co-developing PC and data-center chips are now paying off.
Trading suggestion:
With SpaceX at $140 today, down 18% from $170 at the end of June. For the short term, consider lightly going long in the $138–$142 range, with a stop-loss at $135 and a target of $160;
If it rebounds to $155–$160, you can try selling short at higher levels, with a stop-loss at $165 and a take-profit at $140.$NVDA $SPCX $INTC
Verified
U.S. stocks’ three major indexes all closed lower
The Dow fell 0.2%, the Nasdaq fell 0.28%, and the S&P 500 fell 0.17%.
The storage sector rose. SanDisk was up more than 7%, Seagate Technology rose more than 5%, Western Digital rose more than 4%, and Micron Technology rose more than 2%.
Optical communications shares rose. Applied Optoelectronics jumped more than 15%, Corning rose more than 4%, and Lumentum rose more than 5%.$AAOI $SNDK $GLW
The Dow fell 0.2%, the Nasdaq fell 0.28%, and the S&P 500 fell 0.17%.
The storage sector rose. SanDisk was up more than 7%, Seagate Technology rose more than 5%, Western Digital rose more than 4%, and Micron Technology rose more than 2%.
Optical communications shares rose. Applied Optoelectronics jumped more than 15%, Corning rose more than 4%, and Lumentum rose more than 5%.$AAOI $SNDK $GLW
Anthropic's preliminary second-quarter revenue exceeded $11.5 billion
It grew by at least 14 times from $787 million in the same period last year, and also beat the $4.73 billion in the first quarter of this year. The company reported that adjusted operating profit for the quarter was positive
Anthropic was once trailing in the AI race, but thanks to an increasing number of professionals using its software to streamline workflows such as programming, its business growth has accelerated significantly.$ANTHROPIC
It grew by at least 14 times from $787 million in the same period last year, and also beat the $4.73 billion in the first quarter of this year. The company reported that adjusted operating profit for the quarter was positive
Anthropic was once trailing in the AI race, but thanks to an increasing number of professionals using its software to streamline workflows such as programming, its business growth has accelerated significantly.$ANTHROPIC
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