机灵的杰尼君

BBW draws a perfect conclusion, successfully in the same frame with CZ, the eldest sister, and Richard.

The right hand that has shaken hands with the Chinese richest man CZ—future deals are also blessed, must achieve victory every time.🥳
#币安广场 #BinanceBlockchainWeek

From the national city box office ranking of the movie 《Cow Comes》, can we see how Chinese investors are distributed?

Shanghai is far ahead, with cumulative box office of ¥164,000 on the day, accounting for 7.4%.

Is it because Shanghai investors earned the most?

It still has to be Old Master Hu! 🫡

No more pretending—no more games. The “understander” Wang said yesterday in New York that very soon the Strait of Hormuz would be announced as U.S. territory, and he said, “It’s always been, it’s in our hands to lock down.”

Meanwhile, shipping intelligence shows that on Thursday, throughout the whole day, only 13 vessels passed through.

Gold has surged again recently to $4300, while $BTC has quietly slipped back to around $63K.

Every time geopolitics tightens, someone shouts “digital gold.” But every time it rises, it’s real gold and oil.~🫡

I knew these two had some sort of PY dealings. FT revealed that Nvidia @nvidia holds stakes in SpaceX @SpaceX totaling 21 billion shares.

No wonder last time Musk @elonmusk said that SpaceX only uses Nvidia GPUs.

Chip manufacturers own shares in their biggest customers; then Old Ma buys chips from Old Huang, with each holding shares in the other and effectively propping up valuations. On paper, the numbers all look great.

Is this the legendary “left foot steps on right foot, spiral upward into the sky”?
$NVDA $SPCX

SanDisk, the strictest father of the bears!

From FY28 to FY30, expected revenue growth is 15–19% year over year, gross margin is 80%, operating profit margin is 75%, and it will also return 100% of excess cash to shareholders.

I’ve been saving up shorts for a month—now the fuel is full, and I’m ready to take off!

SK Hyundai—look at what others are doing!

It is said that Anthropic @AnthropicAI will go public in October, with a valuation of $2 trillion—possibly the largest IPO in SpaceX’s history.

The company was founded five years ago and its market value is already 50% higher than the entire $BTC , almost matching the total of the global crypto market—so you’d better not complain it’s expensive and that there’s no discount.

Moreover, Anthropic’s May H-round valuation was $96.5 billion, corresponding to $47 billion ARR, with a P/S around a little over 20x;
now, the expectation for end-of-year ARR is $100–$120 billion, and after dividing $2 trillion valuation by that, it’s still 20x.

So in effect, the valuation doubled while the multiple didn’t change—the performance caught up.

I’m really envious—when will it be our turn in the crypto world to get a taste?

No choice though—A÷ is still truly far ahead with a gap right now, hoping DeepSeek can catch up and surpass soon.🥹

Glassnode @glassnode In a recent weekly report, there’s a rather eerie line: reacting coolly to good news is itself a warning.

Last night, CPI came in across the board in line with expectations, and the U.S. stock market is at historical highs—$BTC still hasn’t budged at all.

What’s even more alarming is the trading volume. Measured on a coin basis, spot volume has fallen to the lowest level since 2019. Even after excluding Binance, it still breaks below the bottom of the 2023 bear market—meaning, for seven years, the fewest people have been trading Bitcoin.

And now the price is wedged between two lines: below $63,000 is the median cost basis of total market positions, and above $68,700 is the average cost of short-term holders.

For three months it’s just been range-bound and churning—
in other words, a breakout may be coming soon.
Are you ready?🧐

Well, how about it—A-shares now only trade based on small essays?

A fellow on X made up a fake story that Nvidia would invest $2 billion into Jizhong Jichuang and even become a cornerstone investor of Xin Yisheng.

Then it was flipped and circulated “export-to-domestic,” with Chinese copy-writers translating it into Chinese and posting it on Snowball and Douyin. Real people actually believed that foreign-media-style rumor, and the optical module stocks surged straight up.

Jizhong Jichuang panicked and quickly issued a response saying it didn’t understand the rumor, and that investors should rely on the announcement.

You thought that if it was posted overseas, it would be fine?

Earlier, someone even made profit of 85,000 yuan using AI-generated fake futures “mini-essays,” and in the end they were seized and fined an additional 485,000 yuan—

Looks like you’re about to spend time in prison! 🫠

Rarely has this time’s CPI data all come in line with expectations, so it seems Gou Chuan also knows you can’t tweak the numbers too wildly.

For September, the rate-hike probability is still hovering around fifty-fifty. And BTC—$63,961—stays exactly put, with the crypto market’s reaction even slightly weaker.

In plain terms, when the data fully matches expectations, it means nothing has actually happened—it just confirms everyone’s prior judgment.

No bad news is the best news? 🫡

I’ve said the crypto world and AI are exactly the same, didn’t I?
Now, these tokens are equal to what the $BTC were back then.

Anthropic @Anthropic spent $9.1 billion, signing a 20-year compute lease with Bitcoin miner Riot for 191 megawatts of power, scheduled through June 2048, with renewal options bringing the total to $16.1 billion.

Miners mined for ten years, and in the end they transformed themselves into AI data centers. Sure enough, the world is one big cycle.🤪

Fellow countrymen, don’t leave—this time, good news is really here!

According to sources, Singapore’s sovereign wealth fund Temasek plans to invest in $Samsung Electronics $SAMSUNG and $SK Hynix $SKHY , and has already contacted the Korean government.

This is Temasek’s first time entering Korea’s stock market, and they are not using external managers—internal teams are taking direct action.

Most interesting of all is the reason: they believe memory chips are the most underestimated link in the AI industry chain.

These two have already risen N times from last year’s lows—if that’s “undervalued,” then the sovereign fund’s valuation coordinate system is definitely not the same as ours.

Or is this just the excuse a pump-and-dump crew uses to unload shares?

📊 Jeni Jun AI Crypto Daily · 2026-08-12

🟠 BTC $63,586 (-0.52%) | Resistance $64,365/$64,970 | Support $63,086/$61,213
🔵 ETH $1,881 (+0.54%) | Resistance $1,895/$1,963 | Support $1,849/$1,774
🟡 BNB $617 (+3.01%) | Resistance $619/$628 | Support $586/$570

📊 Gold $4,375 | Crude Oil $83.44 | DXY 99.81 | Fear & Greed 37 (Fear) | BTC.D 58.46% | Total Market Cap $2.18T

⏰ Tonight 20:30 (Beijing) — US July CPI release: market expects core CPI MoM +0.22% / YoY 2.5%; the September rate-hike probability has been pulled back from 44% to ~50%. If core CPI ≥0.3%, rate-hike trading heats up.

📰 Headlines:
· US-Iran Holmsuz talks hit a stalemate → Brent up 5% in two days, reaching $88-90, inflation fears reignited
· 10Y U.S. Treasury at 4.73%, a one-week high; Cleveland Fed Chair explicitly supports “gradual rate hikes”
· Aug 10 BTC spot ETF net outflow $145 million; ETH ETF -$14.59 million
· Trump Media’s BTC holdings drop to 9,477 BTC (about $557 million)

📈 Strategy:
🟠 BTC slightly bearish (70%): short $64,111-$64,619 → $63,086 | Stop loss $65,588
🔵 ETH slightly bearish (59%): short $1,887-$1,903 → $1,864 | Stop loss $1,932
🟡 BNB slightly bullish (64%): buy the pullback $595-$600 → $658 | Stop loss $586 (R/R 5.0)

⚠️ Risk: volatility may amplify 30 minutes before and after CPI; consider trading with a light position. Any sudden Hormuz-related news could interrupt the technical setup at any time.

🎁 Jeni Jun Binance exclusive discount code 【JN188】 — permanent 20% off
Produced by Jeni Jun’s Lobster team. For reference only and does not constitute investment advice.

NVIDIA @nvidia announced cooperation with Apollo, BlackRock, Blackstone, Goldman Sachs, KKR, and others to raise $500 billion to establish an AI compute infrastructure financing platform.

“Old Huang” also said: the most they would cover is 25%, i.e., $125 billion.

Translation:
It’s basically lending money to customers so they can buy their own NVIDIA cards. In this AI cycle, it has evolved from “buying cards with profit” to “buying cards with borrowed money.”

Does this playbook count as supplier financing? Didn’t they run this play back in 2000? 🫡 $NVDA

As expected, MicroStrategy continues to sell $BTC .

Last week, it sold 1,690 BTC and repurchased STRC preferred shares. Based on the average cost of the holdings of $75,385, it sold for $64,262, meaning an immediate loss of $11,123 per coin, a rapid loss of $1.8 million.

During the same period, it also issued an additional 6.58 million shares of MSTR, netting $650 million—6 times the amount of cash brought in from selling crypto.

Come on, bro—you’re not short on money either to sell this amount of $BTC .🤣

Good news: the CMC Crypto Fear and Greed Index has regained all the losses since the start of the Bybit sell $BTC .

Finally back to neutral at 41, corresponding to around $BTC $80K this May.

The sentiment is back—but what about the price of $BTC ? What about everyone’s positions? 🤥

People used to say that the crypto market is a 24/7 huge casino, but in reality 90% of it is just trash time—there’s only a tiny slice with real trading opportunities.

Now that major exchanges have moved into the U.S. stocks, Korean stocks, and Hong Kong stocks, the teachers finally get to live a much more fulfilling life.

On weekends, they pump out obscure coins; in the morning, they trade Korean stocks; at night, they go after U.S. stocks—mom doesn’t have to worry anymore that I’ll never lose enough!

This is the real, perfectly connected 24/7 experience.

The moment the words were spoken, MicroStrategy CEO @saylor posted a picture, captioned “Doing ₿usiness”.

Previously, on Sundays posting this orange dot image was a hint that he’d bought more coins;
but this year it feels different—recent posts have all been selling coins to replenish cash reserves.

Based on his earlier plan to sell $1.25 billion in Bitcoin Cash reserves, this time he’ll most likely sell $BTC to increase cash reserves.

I suggest Saylor add a “selling” label!~🥹

Rare, last week the BTC spot ETF pulled in $1 billion USD, the strongest week since April,

But at the same time, Coinbase’s premium index has stayed negative for 77 straight days, setting a historical record.

Put these two numbers together—it’s pretty interesting. Translate this: institutions are buying like crazy, but it’s still not enough to turn the CB premium positive. Could it be that American retail investors haven’t moved at all—so who’s selling those precious $BTC ?

The good news is that institutions might think $60K is a near-term bottom!！？🫡

It feels like the volatility in the crypto market is almost gone now. We might as well have $MU , $SKHY , $SPCX , and the rest of the U.S. stocks.

Deribit’s DVOL (Deribit implied volatility index) is now down to around 35, while the early-year peak was 90.

That means the market expects that over the next 30 days, BTC is unlikely to change much.

The good news is that BTC is becoming more and more like a mature asset—its “digital gold” similarity score +1;
The bad news is that the disagreement is so small. Usually, it’s not that everyone has figured things out—it’s that nobody’s interested anymore.

Let’s just treat it as the calm before the storm. After all, how long the horizontal lasts determines how tall the vertical will be—about where it will reach, well… 🫣
$BTC