ZenMusk真歌-蓝鸟会

Both SK Hynix and SanDisk’s stock prices have risen a lot—one is up 8.09%, and the other is up 15.21%. It looks like the storage industry may be starting to improve, and the industry’s lowest point may be coming to an end soon. SanDisk’s huge jump this time is mainly because, at a recent conference, they shared a lot of good news—for example, that the NBM long-term agreements aren’t as strong as before, that their new HBF technology can help AI development, and that they expect to earn more money in the future. Now everyone feels that the storage sector is actually quite valuable, so the stock price has climbed. SanDisk’s share price gain has expanded to 11%, and the S&P 500 closed at a record high in its history.

#闪迪股价涨幅扩大至11
#标普500收创历史新高 $BNB

Uh… BNB, it’s dropping so much, and it really makes people worry—be extra vigilant! When job hunting, make sure to double-check the information carefully, protect your devices and accounts properly. The price movement of $AKE is quite unusual—the way the big players operate is subtle, and there are constant reversals, to the point where even onlookers are getting dazzled. Hang in there! This kind of situation is really a headache! How’s the parent company of Coach and Kate Spade doing? Let’s discuss it together!

[Today’s Observation] Bitcoin (BTC) and Ethereum (ETH): New Value High or 16 $B $ETHTC

Published 2026/8/14 15:58:58

The old narrative has really surged a lot. Yesterday that sham dog hit another new high—CZ is so厉害, up more than 2,000x! The Binance life for this coin is only $4 now. The US July PPI didn’t change, and CPI also came out.

#美国7月PPI持平
#美国7月CPI与PPI数据本周出炉 $BNB

The company is called Tapestry, and both Coach and Kate Spade are brands under its umbrella. They’ve just released their earnings report: Q4 revenue was $1.88 billion, up 9% year over year. This figure matches market expectations; earnings per share were $1.32, slightly higher than expected, and the dividend also increased by 16%. Overall, the results are quite solid and there doesn’t seem to be any real issue.

However, their performance guidance for the coming year is $8.4–$8.5 billion, which is a bit below Wall Street’s expected $8.47 billion—a gap of $20 million. Although the difference isn’t large, the market isn’t buying it, and the stock price immediately fell 15%. Why is that? Mainly because ahead of the earnings report being released,

#tapestry财报后股价跌近15 $BTC $BNB

Oh, I just saw the news: Zhu Rongji has passed away, at age 98. Xinhua said he died of illness in Beijing. He used to serve as Premier, and was also a Standing Committee member of the 14th and 15th Political Bureau. He said he was a Communist Party member, a fighter for the proletariat, and a politician who served the country and the people—and he was also incorruptible and upright. That’s quite a high evaluation. A senior leader who worked for the country is gone. Zhu Rongji passed away
$BNB

Korean stocks today are soaring particularly wildly, with the KOSPI index nearly up 5%, currently around 6,664 points. Semiconductor stocks like Samsung Electronics and SK Hynix are surging especially hard: Samsung is up more than 7.7%, and SK Hynix is up more than 7.8%. This is mainly because AI chip stocks surged too much yesterday—CoreWeave’s earnings report came out and the stock jumped 14%, and that momentum carried over to Korea’s semiconductor stocks. The rally was so intense that it directly triggered the exchange’s “sidecar” mechanism. At around 11:58 this morning, when the KOSPI 200 futures index was up 5.13%, the Korea Exchange immediately halted automated buying for 5 minutes to cool the market down—buying had gotten too frantic,

#韩股kospi涨近5 $SAMSUNG $TUT $SNDKB $BNB

BTC dipped to around 63,200 yesterday, but today it surged again to around 64,100, up by roughly 1%. But look at others: in the past 24 hours, DOGE is up nearly 3%, BNB is up 2% to 614, ETH is above 1,900, and SOL and LINK are also up. So BTC isn’t the worst performer—it’s just the one that’s moving the slowest. This isn’t the first time either. Last week, a Bitcoin mining company signed a $9.1 billion deal with AI and jumped 25%, while BTC didn’t move at all. The situation in the Strait of Hormuz eased, and BTC still didn’t move. When oil prices rose, BTC actually fell. It’s even more obvious today: other coins are rising pretty smoothly, while BTC is dragging its feet. What is the market doing? I think money is flowing into other directions,
$BNB

The U.S. has just released July’s CPI data, and here’s what came out: CPI year-over-year is 3.4%, exactly in line with what everyone expected—same as the 3.4% forecast, and slightly lower than the previous 3.5%. CPI month-over-month is 0.1%, also matching expectations. Core CPI month-over-month is 0.2%, and year-over-year is 2.5%; both are also in line with expectations. Overall, this data is pretty much what everyone expected, with nothing particularly surprising. My view is simple: the data itself is neither significantly above expectations nor significantly below them. Overall it’s neutral, leaning slightly dovish. Inflation on a year-over-year basis is continuing to ease gradually.

#美国7月cpi与ppi数据本周出炉
#CPI数据 $BTC $XAUT $BNB

The U.S. stocks have gone up—now people are looking at the two data releases scheduled for this week. One is the Consumer Price Index (CPI) and the other is the Producer Price Index (PPI). These two reports are quite important; they can affect rate expectations and the stock market. Right now, the market seems quite torn. On the one hand, the economy looks fine—jobs are doing well and corporate earnings are also strong. But on the other hand, prices are still pretty high, and the Federal Reserve’s policy is hard to read. The key is inflation: if it cools down, everyone can relax; but if prices start rising again, rates may have to stay higher for longer. Recently, U.S. stocks have been rallying strongly—technology stocks especially have been performing exceptionally well. The S&P 500 and the Nasdaq, for example, have all hit new highs. But after the frenzy, it’s time to see what these two reports say. We’ll know more by Wednesday. U.S. stocks Economic data Inflation
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How come encryption projects die? There’s a stats provider called RootData. Since 2026, more than 120 crypto projects have died. I previously had something like an “airdrop cemetery,” and I dug it out, updated it, and put up a 《2026 Deceased Crypto Projects Directory》. Take a look—there are quite a few projects that were popular back then. Many of them I’ve been involved with; I burned Gas on ETH, stored funds there, bought NFTs; and some of them were apps and infrastructure, which I think were still pretty useful. If we’re talking about the common traits of these projects when they die, it probably isn’t that they suddenly “die.” In many cases, they first stop getting new users, then liquidity dries up, and the developers leave; the community shifts from discussing the product to only asking about coin prices,

#BSC
#Polygon $NVDAB

Won again. I can’t not gamble. That technician in number 39—no one booked him. His mother is sick, his father is a gambler, and his sister is still in school. Brothers who didn’t get the money, chat in the comments. We’ll go live at 8:00 PM on the dot—come to my livestream. If it doesn’t make money, say whatever you want.

#SNDK $BNB

SNDK is now at $1,375—do you want to chase it? First, let’s talk about the surface situation. The performance looks very impressive, but the stock price has collapsed. Last week it fell 12%, dropping from over $1,400 to between $1,200 and $1,300—down 48% from the high of $2,354. In online liquidation, $12.83 million was wiped out in one hour, second only to BTC and ETH. The range of $1,200 to $1,300 is a prior support zone, and the RSI has also reached the oversold area—no idea whether it’s a golden pit or the bottom of the pit. First thing: the earnings report was “above expectations but not enough above,” and Wall Street is forcing you to cut losses. Q4 revenue was $8.965 billion, up 372% year over year and up 51% quarter over quarter, exceeding expectations of $8.39 billion. Gross margin was 84.6%,
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This week Bitcoin ETF saw inflows of 1.1 billion, but Bitcoin’s price doesn’t seem to have risen much—in fact, it’s fallen to around 64,000. What’s going on? More people are buying, but so are more people selling. The price is getting stuck around 64,000. Wall Street’s big institutions are gradually buying, but some large holders and miners are selling. The buyers are funds meant for long-term investment, while the sellers are some who bought earlier at higher prices and are selling at a loss. Right now, it’s like buyers and sellers are fighting on both sides, and neither side has the upper hand. Bitcoin is being supported by the ETF, but there are still many people selling on-chain. Ethereum is faring even worse, but its buyers are more efficient, so when it bounces back it may have greater upside. In the short term, Bitcoin has a bit of support, and Ethereum has a chance. In the medium term, if the inflation data comes in well,
$BNB

Korean courts want to regulate cryptocurrency, especially Bitcoin. They plan to amend the law so that courts can directly freeze your coins on exchanges. Even if you want to transfer your coins elsewhere to dodge debts, the court can order the exchange to transfer the coins back— or even sell them. In other words, your coins can be directly controlled by the court. I think that’s quite powerful; in the future, it will be much harder to use cryptocurrency to dodge debts. I’ll update this situation in the chat room—if you’re interested, feel free to come and take a look.

#韩国批准修法收紧加密交易所监管
#韩国最高法院拟允许冻结加密资产 $BTC
$BNB

Hey, look at what Intel is doing. They originally planned to issue an additional 15 billion, but the buy orders got blown up and it surged to 100 billion. So they simply changed it to 20 billion, at 95 per share, even though it was down 6.5%. Sure, the equity got diluted a bit and the share price fell 5%, but honestly, this is pretty normal—after all, the stock had already run up too much. Why issue shares at this time? Mainly for a few reasons: 1) Now the stock price is high—quickly raise the cash. Issuing shares in the low point earlier would have been disastrous; now, during the AI boom, cashing out is the most appropriate. 2) They already have a fairly heavy debt load. If they borrow more, the credit rating might drop; raising funds through the stock market is the safest. 3) In this industry right now, it’s basically a competition of who has more money. Even Google and Oracle are疯狂融资 (rushing to raise funds). Without money, you can’t even play. So you see, in the short term,

#英特尔拟扩大股票发行募约200亿美元
#英特尔将发行150亿美元普通股 $INTC
$GOOGLB $ORCLB $BNB

They say Shein will start its IPO in Hong Kong next week, targeting a valuation of $35 billion, with a maximum fundraising amount of $2.8 billion. They started last week by getting to know investors’ needs. However, some people say the specific timing and fundraising amount could still change. Shein headquarters in Singapore
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