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欧鹏
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Zhao Changpeng Cz entrepreneurship journey:
CZ was born in rural Jiangsu, immigrated to Canada at age 12, and worked at a McDonald’s in Vancouver and at a gas station. He later entered McGill University to study computer science, and subsequently worked in financial technology in Tokyo and New York. By age 25, he was leading a team of about 60 people at Bloomberg, with an annual salary of $390,000.
In 2005, CZ went to Shanghai to found a fintech company, but after running it for 8 years, the equity he held became zero when he left.
After first encountering Bitcoin in 2013, he sold his Shanghai property and invested the funds into Bitcoin. The coin’s price then dropped by about two-thirds, followed by a sideways trend for roughly a year and a half.
In 2017, CZ founded Binance and raised $15 million through ICO financing. The platform token fell 40% on the first day of its listing, but about five months after the company was established, Binance became the crypto exchange with the highest global trading volume.
CZ was born in rural Jiangsu, immigrated to Canada at age 12, and worked at a McDonald’s in Vancouver and at a gas station. He later entered McGill University to study computer science, and subsequently worked in financial technology in Tokyo and New York. By age 25, he was leading a team of about 60 people at Bloomberg, with an annual salary of $390,000.
In 2005, CZ went to Shanghai to found a fintech company, but after running it for 8 years, the equity he held became zero when he left.
After first encountering Bitcoin in 2013, he sold his Shanghai property and invested the funds into Bitcoin. The coin’s price then dropped by about two-thirds, followed by a sideways trend for roughly a year and a half.
In 2017, CZ founded Binance and raised $15 million through ICO financing. The platform token fell 40% on the first day of its listing, but about five months after the company was established, Binance became the crypto exchange with the highest global trading volume.
US stock close: crypto concept stocks broadly rose, $CRCL rose nearly 10%‼️
The mainstream coins pulling back are about time to get on board—$BTC 、$ETH are bullish 🚀🚀
The mainstream coins pulling back are about time to get on board—$BTC 、$ETH are bullish 🚀🚀
Strategy After a two-month gap, increased holdings again last week by 4,603 BTC at an average price of $80,318; $STRC
Bitmine increased its Ethereum holdings by 53,501 last week for the 65th consecutive week;
$BMNR
Bitmine increased its Ethereum holdings by 53,501 last week for the 65th consecutive week;
$BMNR
Historical experience shows that September is often the month when performance is worst, with #美股 . In 2026, an election year, and given the strong early performance of the stock market, seasonal factors may change.
KOSPI index in South Korea turns upward, wiping out the prior 3.6% drop! The KOSPI made a V-shaped reversal during the day—jumping down 3.6% from the open and then erasing the decline. This level of volatility has already become the norm in 2026.
Meanwhile, Samsung $SAMSUNG , SK hynix $SKHYNIX , and the US stock $SKHY also rebounded with the V-shaped reversal, and their levels look pretty good, suggesting a bullish outlook.
US stock NVDA’s pre-market data is also rising 🚀
Meanwhile, Samsung $SAMSUNG , SK hynix $SKHYNIX , and the US stock $SKHY also rebounded with the V-shaped reversal, and their levels look pretty good, suggesting a bullish outlook.
US stock NVDA’s pre-market data is also rising 🚀
Apple $AAPL and Corning $GLW both plan to open a new innovation center in central Kentucky—will this be good for US stocks?
Apple’s position is average, while Corning’s at 148 is quite decent 🤔
Apple’s position is average, while Corning’s at 148 is quite decent 🤔
Although I don't like $QCOM , the position where it was able to retrace to $164 is indeed worth attention.
Verified
Here are the 15 best-performing U.S. stocks in 2026
1. $SNDK +526%
2. MRNA +368%
3. $TWST +346%
4. $AEHR +300%
5. $DELL +262%
6. $AXTI +259%
7. $MU +227%
8. $AAOI +205%
9. $WDC +167%
10. $MRVL +155%
11. $PENG +153%
12. $NBIS +150%
13. $LITE +143%
14. $INTC +142%
15. $BE +142%
1. $SNDK +526%
2. MRNA +368%
3. $TWST +346%
4. $AEHR +300%
5. $DELL +262%
6. $AXTI +259%
7. $MU +227%
8. $AAOI +205%
9. $WDC +167%
10. $MRVL +155%
11. $PENG +153%
12. $NBIS +150%
13. $LITE +143%
14. $INTC +142%
15. $BE +142%
#美股 Key macro events to watch next week are as follows:
🟡 From Monday to Tuesday, the G20 finance ministers and central bank governors meeting will be held;
🔵 Tuesday 21:45, the U.S. will release the final August S&P Global Manufacturing PMI; 22:00, the U.S. will release the August ISM Manufacturing PMI;
🟢 Wednesday 20:15, the U.S. will release August ADP employment figures; 21:45, the Bank of Canada will announce its interest rate decision, with the market expecting it to keep the rate unchanged at 2.25%;
🔴 Thursday 02:00, the Fed will release the Beige Book on economic conditions; 20:30, the U.S. will release initial jobless claims, and Fed Governor Waller will give an interview; 22:00, the U.S. will release the August ISM Non-Manufacturing PMI;
🟡 Friday 03:00, FOMC voting member for 2026 and Cleveland Fed President Hammack will deliver remarks; 20:30, the U.S. will release August nonfarm payrolls and the unemployment rate.
📺 As for earnings reports, Dell $DELL will release its second-quarter results after the close on Tuesday in the U.S. stock market; the market expects its adjusted EPS to be $4.91. Broadcom $AVGO will release its third-quarter results for fiscal 2026 after the close on Wednesday; the market expects revenue of about $29.4 billion and EPS of $3.24. The performance and guidance from both companies will further test demand for AI servers, custom chips, and networking equipment.
🟡 From Monday to Tuesday, the G20 finance ministers and central bank governors meeting will be held;
🔵 Tuesday 21:45, the U.S. will release the final August S&P Global Manufacturing PMI; 22:00, the U.S. will release the August ISM Manufacturing PMI;
🟢 Wednesday 20:15, the U.S. will release August ADP employment figures; 21:45, the Bank of Canada will announce its interest rate decision, with the market expecting it to keep the rate unchanged at 2.25%;
🔴 Thursday 02:00, the Fed will release the Beige Book on economic conditions; 20:30, the U.S. will release initial jobless claims, and Fed Governor Waller will give an interview; 22:00, the U.S. will release the August ISM Non-Manufacturing PMI;
🟡 Friday 03:00, FOMC voting member for 2026 and Cleveland Fed President Hammack will deliver remarks; 20:30, the U.S. will release August nonfarm payrolls and the unemployment rate.
📺 As for earnings reports, Dell $DELL will release its second-quarter results after the close on Tuesday in the U.S. stock market; the market expects its adjusted EPS to be $4.91. Broadcom $AVGO will release its third-quarter results for fiscal 2026 after the close on Wednesday; the market expects revenue of about $29.4 billion and EPS of $3.24. The performance and guidance from both companies will further test demand for AI servers, custom chips, and networking equipment.
WTI crude oil was the best-performing major asset in 2026, significantly outperforming stocks, gold, and Bitcoin.
=> WTI crude oil: +45.6%$BZ => Nasdaq: +13.6%
=> S&P 500: +12.4%$SPY
=> Gold: +4.4%$XAU
=> U.S. Dollar Index: +1.3%
=> Bitcoin: -11.0%
=> Ethereum: -18.6%
WTI is also 25 percentage points higher than Nvidia.
=> WTI crude oil: +45.6%$BZ => Nasdaq: +13.6%
=> S&P 500: +12.4%$SPY
=> Gold: +4.4%$XAU
=> U.S. Dollar Index: +1.3%
=> Bitcoin: -11.0%
=> Ethereum: -18.6%
WTI is also 25 percentage points higher than Nvidia.
SK Hynix $SKHY CEO: Memory chip shortage will continue until 2030‼️
On August 30, SK Hynix CEO Kwak Noo-jung said that the global memory chip shortage is expected to continue through the end of 2030, and the risk of oversupply is low because in the AI era, memory chips are no longer “just standardized commodities.” Although the market is concerned about an AI investment bubble, he said he “does not see” signs of an oversupply risk or a potential memory downturn cycle, because demand from AI customers remains strong. “If we cross the AI peak, or if another downturn cycle occurs in the future, challenges may arise. But I think the next downturn cycle will be different from the slumps we experienced in the past several decades. Even if a downturn comes, I don’t think it will be a sudden drop—rather, demand will decline slowly, and may even stabilize.”
$SKHYNIX (SK Hynix, South Korea)
On August 30, SK Hynix CEO Kwak Noo-jung said that the global memory chip shortage is expected to continue through the end of 2030, and the risk of oversupply is low because in the AI era, memory chips are no longer “just standardized commodities.” Although the market is concerned about an AI investment bubble, he said he “does not see” signs of an oversupply risk or a potential memory downturn cycle, because demand from AI customers remains strong. “If we cross the AI peak, or if another downturn cycle occurs in the future, challenges may arise. But I think the next downturn cycle will be different from the slumps we experienced in the past several decades. Even if a downturn comes, I don’t think it will be a sudden drop—rather, demand will decline slowly, and may even stabilize.”
$SKHYNIX (SK Hynix, South Korea)
#美股 McDonald's$MCD.US is down 21% from its historic high:
✅ One of the largest holders of high-quality real estate
✅ Revenue is still growing
✅ EPS compound growth of 7%
✅ Forward P/E of 19.97 vs. historical average 24.45
✅ Dividend yield of 2.77%
Who will miss out?
✅ One of the largest holders of high-quality real estate
✅ Revenue is still growing
✅ EPS compound growth of 7%
✅ Forward P/E of 19.97 vs. historical average 24.45
✅ Dividend yield of 2.77%
Who will miss out?
Charlie Munger: “Big money isn’t made in buying and selling—it’s made in waiting.”
In an interview at Wharton Business School, Howard Marks explained why:
“As I recall, during the 1999 tech bubble, Amazon’s stock price was $90. Then when the bubble burst in 2000 or 2001, it dropped to $6.
So it fell from $90 to $6—that’s a 93% decline. So if you were smart enough to buy it at $6?
When it rises to $12, do you hold it? Or do you say, ‘Well, I’ve doubled my money. I’m going to lock in some profits. I’m going to take out my principal and let the profits keep running.’
Let’s say you held it when it was at $12. You’re very strong.
When it rises to $60 and you’ve made 10x, do you sell? Most people would.
When it rises to $600 and you’ve made 100x, do you sell half? Sell a quarter? Sell 90%?
As I write these words—again, as I recall—Amazon’s stock price is $3,300. So if you sold it at $600, after it had risen 100x, you basically left 85% of your money on the table.”
Peter Lynch put it this way: “If the company’s fundamental story hasn’t changed, keep holding your stock.”
Most people take this as a reminder when a stock falls…
But it also encourages you to hold long enough when a stock rises—so you can achieve 100x or even more returns.
In an interview at Wharton Business School, Howard Marks explained why:
“As I recall, during the 1999 tech bubble, Amazon’s stock price was $90. Then when the bubble burst in 2000 or 2001, it dropped to $6.
So it fell from $90 to $6—that’s a 93% decline. So if you were smart enough to buy it at $6?
When it rises to $12, do you hold it? Or do you say, ‘Well, I’ve doubled my money. I’m going to lock in some profits. I’m going to take out my principal and let the profits keep running.’
Let’s say you held it when it was at $12. You’re very strong.
When it rises to $60 and you’ve made 10x, do you sell? Most people would.
When it rises to $600 and you’ve made 100x, do you sell half? Sell a quarter? Sell 90%?
As I write these words—again, as I recall—Amazon’s stock price is $3,300. So if you sold it at $600, after it had risen 100x, you basically left 85% of your money on the table.”
Peter Lynch put it this way: “If the company’s fundamental story hasn’t changed, keep holding your stock.”
Most people take this as a reminder when a stock falls…
But it also encourages you to hold long enough when a stock rises—so you can achieve 100x or even more returns.
Elon Musk: The next major bottleneck for artificial intelligence will be power.
“Several years ago, I made a very obvious prediction: that the limitations of AI would be chips—that still are, in terms of chip-like constraints—and then it would be power equipment. Because you need to bring electricity from a voltage that could be as high as 300,000 volts down to the 400 volts that computers require.
So you need step-down transformers, and you need a lot of them, as well as a large number of cables, wiring, and fuses. Essentially, it’s a massive number of transformers, and the power transformer industry isn’t accustomed to demand changing dramatically. Then, once we solve the transformer shortage problem, there will basically be a power generation shortage. We’ll get to that point very soon.”
“Several years ago, I made a very obvious prediction: that the limitations of AI would be chips—that still are, in terms of chip-like constraints—and then it would be power equipment. Because you need to bring electricity from a voltage that could be as high as 300,000 volts down to the 400 volts that computers require.
So you need step-down transformers, and you need a lot of them, as well as a large number of cables, wiring, and fuses. Essentially, it’s a massive number of transformers, and the power transformer industry isn’t accustomed to demand changing dramatically. Then, once we solve the transformer shortage problem, there will basically be a power generation shortage. We’ll get to that point very soon.”
Broadcom’s earnings release after the close on Wednesday will become the focus of the market.
$AVGO
$AVGO
Why is the central bank continuously buying gold? $XAU
The core lies in three strategic needs: risk avoidance, diversification of reserves, and confidence in monetary credibility:
1. Optimize the structure of foreign exchange reserves, reduce reliance on a single sovereign currency such as the U.S. dollar. Currently, China’s share of gold reserves is far below the global central-bank average, leaving ample room for allocation.
2. Hedge uncertainties stemming from global geopolitical conflicts and financial market volatility. As the ultimate means of payment without sovereign credit risk, gold plays the role of an “anchor asset.”
3. Strengthen the underlying support for RMB credit and pave the way for internationalization of the renminbi.
4. When gold prices experience periodic pullbacks, buy more at lower prices to spread out and reduce the long-term allocation cost.
The core lies in three strategic needs: risk avoidance, diversification of reserves, and confidence in monetary credibility:
1. Optimize the structure of foreign exchange reserves, reduce reliance on a single sovereign currency such as the U.S. dollar. Currently, China’s share of gold reserves is far below the global central-bank average, leaving ample room for allocation.
2. Hedge uncertainties stemming from global geopolitical conflicts and financial market volatility. As the ultimate means of payment without sovereign credit risk, gold plays the role of an “anchor asset.”
3. Strengthen the underlying support for RMB credit and pave the way for internationalization of the renminbi.
4. When gold prices experience periodic pullbacks, buy more at lower prices to spread out and reduce the long-term allocation cost.
On June 15, Microsoft pulled back to around the 200-day moving average. I posted a long-term bullish view at the time, when the price of $MSFT was $390.
Two months have passed. As of this week’s U.S. stock market close, the price is $513.
So most people should learn to make friends with time—simple: just hold.
Of course, I’m also “most people.”
Two months have passed. As of this week’s U.S. stock market close, the price is $513.
So most people should learn to make friends with time—simple: just hold.
Of course, I’m also “most people.”
欧鹏
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BullishIf you, like me, are a fan of the 200 MA, here are four trading assets you might want to check out: $BNB , $MSFT , and $HOOD are all hovering near the weekly EMA200 level. Palladium $XPD has even reached the monthly EMA200 level.
The 200 MA isn't a buy button; it's a key level for assessing the long-term strength of the structure. Just because the price pulls back to this zone doesn't guarantee a bounce, but if this level holds as support, it often leads to a solid risk-to-reward scenario for long positions when the structure starts to repair itself.
(Times BNB 616 / MSFT 390 / XPD 1329 / HOOD 93)
The 200 MA isn't a buy button; it's a key level for assessing the long-term strength of the structure. Just because the price pulls back to this zone doesn't guarantee a bounce, but if this level holds as support, it often leads to a solid risk-to-reward scenario for long positions when the structure starts to repair itself.
(Times BNB 616 / MSFT 390 / XPD 1329 / HOOD 93)
🔴 If Bitcoin falls below $76,000, the cumulative liquidation strength of long positions on major CEXs will reach 797 million.
🟢 Conversely, if Bitcoin breaks above $80,000, the cumulative liquidation strength of short positions on major CEXs will reach 708 million.
Note: The liquidation chart does not show the exact number of contracts pending liquidation, or the exact contract value being liquidated. The bars on the liquidation chart actually represent the relative importance of each liquidation cluster to nearby clusters—i.e., the strength.
Therefore, the liquidation chart shows how much the target price reaching a certain level will be affected. A higher “liquidation bar” means that once the price reaches that level, it will trigger a stronger reaction due to liquidity waves.
$BTC
🟢 Conversely, if Bitcoin breaks above $80,000, the cumulative liquidation strength of short positions on major CEXs will reach 708 million.
Note: The liquidation chart does not show the exact number of contracts pending liquidation, or the exact contract value being liquidated. The bars on the liquidation chart actually represent the relative importance of each liquidation cluster to nearby clusters—i.e., the strength.
Therefore, the liquidation chart shows how much the target price reaching a certain level will be affected. A higher “liquidation bar” means that once the price reaches that level, it will trigger a stronger reaction due to liquidity waves.
$BTC
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