I wondered why so many people are following me—turns out it's because my elder brother reposted my tweet. Clearly, my elder brother still has influence. It's crucial to follow the right people. Binance truly has impact. My dear ones, what are you still hesitating about? Just keep working hard on the Binance Square. The true talent will always shine. Look, here comes my elder brother. @CZ $DASH $黑马 $我踏马来了 #Strategy增持比特币 #美国民主党BlueVault #美国CPI数据即将公布 #美国非农数据低于预期 #币安上线币安人生
At the Binance Chinese community meetup, attendees experienced the profound wisdom and carefree demeanor of the big sister. Even now, it is still unforgettable, and some thoughts are truly beneficial for a lifetime. After a series of ups and downs in the afternoon, I finally met the big cousin, so warm and friendly! Successfully checked in to meet my idol, dream come true! As Wukong said, combined with the big cousin, we are as rich as a country 🤭🤭 $BTC $ETH $BNB #比特币VS代币化黄金 #美SEC推动加密创新监管 #美联储重启降息步伐 #ETH走势分析 #加密市场观察
加密贝姐
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Thanks to every one of my voters, because of your affirmation, Sister Bei has finally realized her dream in Dubai. This is the most wonderful night, I met many esteemed predecessors I've admired for a long time, so happy! ❤! $BNB $BTC $ETH #ETH走势分析 #币安区块链周 #加密市场观察 #美SEC推动加密创新监管 #美联储重启降息步伐
Sorry for any shortcomings in the arrangements; even so, we had the chance to meet a Twitter big-shot Bird Ge in person offline—it’s truly an honor. People who resonate will eventually meet beyond the screen. Wishing also that the Blue Bird’s influence will continue to grow and achieve even greater glory!@鸟哥 Bluebird Labs $SKHYNIX $MUB $SAMSUNG
Today, someone actually used my name to post coins on Four—without my consent. What are they trying to do? Do they want to harvest my followers? I don’t agree! $BTC $MUB $SKHYNIX
Currently, the CXMT share (ChangXin) bleeding/shorting memory storage sector is happening. The memory sector is dragging down the US stock market; the US market is pulling the crypto market down; and funds are constantly withdrawing from the crypto market. Liquidity will become worse and worse! $BTC $SOL $SKHYNIX
加密贝姐
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When everything is said plainly,
it all becomes a joke,
when anyone is seen through,
it all becomes a tragedy,
after all, in the face of利益, whether one is human or ghost becomes clear at a glance.
The old story of petrodollars is still playing out—America has secretly rolled out a new version of the dollar tide: AI dollars!
Switch to a new track and still keep drawing global funds back to the United States nonstop. This playbook is even more shrewd than the one back then! First, let’s figure out what the difference is between the new and old dollar tides. What people were more familiar with back then was the traditional dollar tide: it was driven by consumption. Americans issue money to buy consumer goods around the world. Through trade deficits, dollars are scattered worldwide. Countries across the globe earn dollars, but there’s nowhere to invest them, so they turn around and store those dollars by buying U.S. stocks and bonds. The dollar circles around and returns to the United States. Through this cycle, the U.S. can buy globally while also borrowing on the world’s money to develop its own financial markets.
The five tech giants continue to ramp up AI investment—this AI sector rebound after hitting the bottom is solid! From OpenAI, Anthropic, Microsoft, SpaceX AI to Google, multiple technology giants rolled out investment plans one after another within a single day, pouring heavy funding into AI.
First, the much-anticipated Google delivered its Q2 earnings report, with a number of standout figures that beat market expectations. The company announced an increase to its 2026 full-year capital expenditure range to $195–$205 billion, and also made it clear that its 2027 investment scale will expand further.
OpenAI raised its planned compute spending through 2030 from $600 billion to $750 billion. It also plans to invest $20 billion in Georgia, USA, to build a data center. Anthropic and AMD signed major chip and investment agreements: starting in the first half of 2027, Anthropic will procure up to 2GW of AMD’s latest-generation Instinct MI450 chips, while AMD will invest up to $5 billion in Anthropic.
Microsoft is stepping up its European expansion and expanding its partnership with French AI startup Mistral AI. Microsoft will provide billions of dollars to support the company in building GPU data centers in Europe, and it will fully integrate Mistral’s core AI models into Azure and products such as Copilot.
SpaceX AI is moving ahead with further expansion of its data centers. It has been reported that the company is already touring multiple potential sites in Texas, with plans to lay the groundwork for at least one large data center. $NVDAB $SKHYNIX $MUB
Where has the liquidity gone? South Korean crypto “brothers” have apparently stopped playing with crypto—mainstream cryptocurrency exchange trading volumes have shrunk to about 1% of local stock market trading volume. According to CoinGecko data, from July 1 to 21, the average daily trading volume of South Korea’s top five virtual asset exchanges (Upbit, Bithumb, Coinone, Korbit, and Gopax) was $400 million. This figure accounts for 1.56% of Kospi’s average daily trading volume, while the South Korean stock market’s average daily trading volume over the same period was $25.6 billion.
Since the beginning of this year, the share of crypto market trading volume in the Kospi market has been steadily declining—from 11.3% in January to about 6% in March and April, and then to about 2% in May. This current trend sharply contrasts with the situation in November 2024, when crypto trading volume reached $14.3 billion, driven by expectations that the Trump administration would roll out policies favorable to cryptocurrencies. South Korea’s crypto market is highly concentrated in two major exchanges, Upbit and Bithumb; together, their volumes account for more than 90% of the country’s total.
One of the reasons for the recent decline in crypto trading volume is Bitcoin price volatility and the concentration of funds shifting into the stock market’s semiconductor sector. Because South Koreans are extremely prone to gambling, much of the earlier crypto investing was concentrated in altcoins—meaning that when money flows out, the outflow accelerates further. $SAMSUNG $SKHYNIX $MUB
Everyone is watching whether the Fed will raise rates or cut them, but nobody seems to understand the most core truth of the US economy.
Right now, the lifeblood of the US isn’t really interest rates—it’s the AI revolution! To win this AI race, rate hikes and balance-sheet tightening can be put aside; even targeted easing is on the table, and the Federal Reserve will do whatever it takes. Because this isn’t a business calculation about making more or less money—it’s a struggle over national destiny that the US can’t afford to lose. Now, the US debt situation, dollar inflation, and the reshoring of manufacturing are all deadlocked knots that can’t be untied. If you want to solve it with traditional methods, then raising rates is basically killing the enemy by harming yourself 800 out of 1000. Cutting social benefits is something the two parties in the US can’t agree on. The only way that can truly solve all problems in one go is AI. First, US Treasury debt has already piled up to 39 trillion; the annual interest expense has broken through 1 trillion dollars, officially exceeding America’s defense budget. For every five dollars of tax collected, one dollar has to be spent on interest. Relying on taxes and belt-tightening, the US Treasury simply can’t manage to pay it back.
Although this is only a positive development in China, there have also been stimulus measures to stabilize the market on the Korean side. Look back and observe how the positive news impacts the market and how it reacts. Stabilization policies are generally increased gradually.