Btc浩辰

Come play a real one—people who can make $100,000 every year. Leave in the comments the most valuable sentence you’ve figured out. I’ll learn from you. $BTC

Next Wednesday, Micron will release its earnings report

Market expectations: Q4 target is about 86%

• ≥86%: Above expectations—bullish sentiment is fully on, and it’s positive for upside

• Below 83%: Negative— the market will question whether the strength of HBM/DRAM price increases is weakening, and valuations may get cut

2. Next quarter’s quarterly revenue & EPS guidance (> current earnings report)
US stocks are priced for the future— even if this quarter’s data is explosive, if next quarter’s guidance falls short of expectations, it will still drop
$MU

Jobs strong, wages high, rate-hike expectations rise, putting pressure on risk assets;
Job market weakens, wages soften, rate-cut expectations come, and risk assets strengthen.
Don’t chase neutral data blindly—be wary of a V-shaped back-and-forth.$BTC

MicroStrategy was still losing US$9.5 billion for holding Bitcoin a week ago, and now it's up US$4.7 billion. The script doesn’t even dare to be written like this [facepalm]$BTC

Big Cousin wants to say: will there be another massive crash next?
Could this possibly trigger a financial crisis—wiping the market clean—and then with subsequent choppy consolidation, set things up for a bull market?

What’s already appeared is that global long-term bonds are being collectively sold off:

• The yield on 30-year U.S. Treasuries surged to 5.33%, the highest since 2007; bond prices have fallen sharply

• The long-term government bond yields in Japan, the UK, and Germany have all spiked in sync—pressure from a double hit to both stocks and bonds is already showing
1. The U.S. federal budget deficit has exploded: U.S. Treasuries have broken through $40 trillion. Annual interest payments are over $1.2 trillion, exceeding the defense budget. It keeps pumping new bonds into the market. The market can’t absorb them—so only with higher yields will buyers be willing.

2. Inflation stickiness: rate-cut expectations keep getting pushed back again and again. Even the market has started to reprice “another rate hike,” with the period of high interest rates lasting far longer than previously expected.

3. Large-scale debt financing by AI companies: corporate bonds and government bonds are competing for limited funds in the market, further pushing up long-end yields. $BTC

SanDisk is currently consolidating at a high level. If it breaks below around 1634, enter a short position. Stop loss at 1665. First target: 1530. Second target: 1430. If it breaks below instantly and then quickly returns, you cannot short. $SNDKB

Finally got some meat! 😂

$SPCX Many people are getting fooled by SPCX, spinning around! What Musk comes out and shouts buy-signal—actually, there hasn't been any big whale entering to back him recently. Recently, it bounced from 104 to 149; all of it is just price pumped by siphoning liquidity. You can check on-chain clearly and easily. Hopefully no more people get tricked. $SPCX

$SNDKB 1440头仓 ，1480补仓
1520止损

Full list of all subsequent unlocks for SPCX

1. August 6: The first batch of 911.5 million shares (fully unlocked)

2. August 20 (next week): 328.5 million shares

3. September 9: 328.5 million shares

4. September 24: 328.5 million shares

5. October 9: 328.5 million shares

6. After the Q3 earnings report is released: unlock the remaining 28% of the large block shares

7. December 8: all ordinary restricted shares fully unlocked $SPCXB