索罗斯Soros

$CANAL

$Chroma is pretty good and has promising potential

$LAPTOP That's a bit ridiculous, did you get too much? The opening price is so high

$LAPTOP lol who buys that

$LAPTOP is so expensive—who can afford to play?

$PAIR Can't you see the hint? The developers are still buying the dip and accumulating, what are you waiting for?

$PAIR Small swings and minor gains are meaningless. It’s also fine to work with the project team to build a bigger position and exit later.

$PAIR callback add to position aggressively, another 2x is not hard

$PAIR Hold on, there’s still at least 20x left

The $PAIR project team has already released a video and Q&A. Everyone hold on to it.

The $GRASS project's strategy is fine. The product is gradually improving. Market makers and institutions will come slowly. Just hold on.

There aren’t many projects worth a long-term investment for me
$ZAMA is one of them

Storage chips explode collectively! SK Hynix $SKHY / Micron $MUB / Kioxia $ADR all surge

Temasek increases its stake in SK Hynix, the stock jumps 7.7%, with institutional funds moving in with real money

Kioxia ADR +7.8%, SanDisk +8%, Western Digital +6.6%, Seagate +7.6%, Micron +7%

Philadelphia Semiconductor Index +3.3%. Memory is the strongest theme of the day, outpacing other sectors

The price-hike cycle combined with the AI compute demand surge keeps strengthening the memory reversal thesis

We talked about optical communications yesterday—it blew up. Today it’s memory’s turn. The AI hardware rally rotates. A-share memory supply chain (兆易、澜起、佰维, etc.) will likely follow higher tomorrow, but before chasing gains, check whether there are tangible orders—don’t focus only on sentiment

#存储

The most intuitive feeling of watching the Animal Kingdom is this: when they hunt, they show extreme restraint and calm. If they don’t have the chance, they won’t strike. And when the opportunity comes, they don’t hesitate for even a second.

With the stock market now so convenient to trade, and news flying everywhere, frequent buying and selling is the root cause of losses. Many people understand a lot of principles, but unfortunately, your mind and awareness can’t be controlled.

The stock market is absolutely an excellent place to cultivate. It’s better than monasteries or Daoist temples.

Only those who can face the temptation of money and still remain unmoved in their true nature are the ones who are truly practicing. Give yourself extra lessons—there will always be opportunities in the market.

Profit-to-loss ratio > win rate.

Haste makes waste; when you see small gains, big things won’t get done.

Occasionally making a few quick bucks on the short term is “seeing small gains”; obsessively chasing a few points of short-term fluctuation and eagerly taking frequent profits is “haste.”

These petty little victories dull your cognition, keeping you trapped in short-term cleverness for a long time, unable to grasp the trading principles of the big trend—ultimately making it hard to accomplish “big things,” namely long-term, stable profitability.

So, these crumbs of profit make people stop moving forward, while only the wake-up call of liquidation can truly drive it home.

Attain enlightenment.

#交易心理学 #交易训练

Bad news is good news” or “Bad news is bad news

CRS 2.0 is here—can crypto no longer be hidden in the market?

First, the conclusion: don’t interpret CRS 2.0 as a “global automatic cold-wallet checker.”

CRS was originally a mechanism for exchanging financial account information, while CRS 2.0 further extends coverage to e-money, digital financial products, and some crypto assets indirectly held through funds, derivatives, and related arrangements.

For measures truly aimed at exchanges, custodial platforms, and crypto-asset service providers, it’s mostly CARF.

In the future, platforms may need to identify your tax residency and report information related to buying/selling, exchanges, transfers, and so on.

Having a self-custody wallet by itself doesn’t automatically mean you’ll be reported—but if there’s a clear money path between your wallet and exchanges, banks, or fiat on/off-ramp accounts, then on-chain addresses and real-world identities may be linked.

So, a wallet having no name doesn’t mean the money leaves no trace.

There is currently no single globally unified implementation timeline. How DeFi, DEXs, cross-chain bridges, and self-custody wallets handle this will also depend on the final legislation in each jurisdiction.

What the crypto industry should really do isn’t panic moving coins, “splitting wallets,” or random cross-chain transfers. Instead, save transaction records, clarify the source of funds, and confirm your tax residency status.

CRS 2.0 may not be the end of crypto—but the era of “if you transfer to a cold wallet, no one will know” may be coming to an end.

#CRS2 #CARF #加密货币 #web3空投

What groups do you join when trading U.S. stocks and when trading crypto? Are there any normal-level communities you can recommend?

Lie, still in love with you

#比特币收复6.4万美元关口 $BTC