San W

On the way to the top, every uptrend is likely to be followed by a pullback. Use this time to your advantage and accumulate more chips to make it more beneficial to you.
#BTC #ETH. $BTC $ETH

Amazon is reportedly studying a way to hand approximately $8 billion worth of NVDA Blackwell chips to outside investors, then rent them back for continued use.

I actually find this data interesting.

It’s not that AI demand isn’t there,

but that AI CapEx has grown so large that even technology giants are starting to explore new financing methods.

$NVDAB Next, what really needs to be tested isn’t demand,

but how long this kind of demand can last.

Congratulations $NVDAB NVDA, the stock price hits a new all-time high.

I’m bullish on the long-term demand for AI computing power, but a new high isn’t a reason to stop researching.

Next, keep watching: can the spending from major customers continue to translate into NVIDIA’s orders and profits?⛰️

$DOGE and $NKE, if you held them in the past 5 years.

The Yangtze River pushes the waves behind, bringing on the new.

It seems that $DOGE and $NIKE have little to do with each other, yet this chart reminds me: whether it’s crypto assets or consumer brands, past hype can’t guarantee future returns.

When a new paradigm emerges, long-term holding still needs long-term validation.⛰️

AI market trends are no longer just those of $NVDAB .

GPU → HBM → Network → Optical interconnect → Data centers.

AI capex is continuously expanding outward across the industrial chain.

So when I look at semiconductors,

more than the stock price, I focus on whether the industry’s profits can keep growing.

So far, demand is still there.

BTC surged to $85,500 yesterday,

but it quickly fell back into the $82K–85K range.

The cooling of PCE is good news,

but Treasury yields haven’t come down.

So my view hasn’t changed:

Only when ETF inflows continue + Treasury yields fall at the same time

would I feel comfortable increasing my risk exposure.#通胀 $BTC

$PONS
The 4-hour trend has now reached a critical position.
The current downward trendline is hovering around $0.54–0.55,
and the key support below is still around $0.50.
The MACD has started to recover,
but we still can’t say it has reversed.
I only look at two signals:
Don’t break 0.50,
can 0.55 break out with volume.
Once it moves above 0.55,
this round of the downward structure will truly begin to change.
If it breaks below 0.50,
we need to reassess.
$PONS ⛰️
Not investment advice.

$QQQ still went and touched the previous high around 748, and then got pushed back down again.
The pressure at this level is still very obvious.
For now, on the short term I only look at two things:
whether it can reclaim and stay above 740,
and whether the previous high at 748 can truly break through.
Until it breaks through,
I’m more willing to treat it as a high-level range-bound consolidation.
It doesn’t count as a breakout just because you’ve seen the prior high.
Only a confirmed hold counts.
$QQQB
⛰️
Not an investment trading recommendation.

$PONS is testing its $0.50 support level as total daily revenue falls below $1.7 million, down sharply from the $9 million peak on September 5.

Do you still see PONS as a buy, or should you pass?

@Uniswap has expanded protocol fees to multiple chains including Ethereum, Arbitrum, Base, Optimism, Polygon, BNB, Robinhood Chain, and more.
Now it’s also moving forward with @arc’s v2/v3/v4 Protocol Fees.

$UNI The number of chains covered by value capture is increasing.

Recently rewatched $QNT ,

I think its biggest advantage right now is:

Institutions are adopting it in increasingly realistic ways.

Banks, Tokenized Deposits, RWA, cross-chain settlement—

all of these are starting to enter its application scope.

But the one question I care about most is:

How closely is the money Quant makes actually related to QNT holders?

QNT currently has payment and staking needs,

but it still lacks the one thing I like most:

Revenue → Buyback / Burn

So I’ll keep paying attention,

but for now I won’t increase my position just because there are more institutional partnerships.

Seeing the Bitwise valuation scenario for $NEAR in 2030:

Base case: $155, most optimistic: $562.

The numbers are real, but this is the model from last year’s 2025 report—not the newly released target price. The premise is that AI Agents are adopted at scale for NEAR, and revenue truly returns to tokens.

A bull market is here—so it seems like you can justify any price 😂

I’ll still focus on real revenue and inflation first. The story can be huge, but the data has to catch up step by step. $NEAR

Recent wallet security incidents have made me increasingly certain:

Real security isn’t finding a platform that’s “absolutely secure,” but ensuring that when any one wallet has a problem, it can’t end up hurting all of your principal.

If you were in that position, would you mainly keep large assets in a cold wallet, or would you spread them across multiple platforms and wallets? $BTC

$UNI Today we returned to around $9.80, showing clearly stronger performance than BTC, ETH, and SOL.

But over the past 12 hours I haven’t seen any new official catalyst, so I won’t interpret the rally as a fundamental revaluation.

Next we only look at:

Whether the Arc protocol’s fees can complete an on-chain vote, and how much UNI burn they can actually drive.

Price moves first, and value capture must follow.

On the weekend, $BTC continues to consolidate narrowly around 84,000 USD, with an intraday range of approximately 83,767—84,289 USD.

My view: this is waiting for direction, not a confirmed breakout.

Only if it holds above 84,300 USD do we have conditions for further short-term recovery; if it falls below 83,700 USD, the consolidation structure is invalidated.

Weekend liquidity is low, so a fake breakout remains the main risk.

The S&P 500 is less than 1% away from its previous high, but in September, 8 sectors have already fallen, with the equal-weight index down about 4%.

This suggests the index is still being supported by a handful of large companies, and the market’s internal strength isn’t as robust as it may appear on the surface.

Next week, I’ll first see whether the upward momentum can spread again.

A new all-time high is just a result—only when most stocks rise together does the trend look healthier.$SPYB

$UNI Today we returned to around $9.80, showing clearly stronger performance than BTC, ETH, and SOL.

But over the past 12 hours, I haven’t seen any new official catalyst, so I won’t directly interpret the rise as a fundamental revaluation.

Next, I’ll only look at:

Whether Arc protocol fees can complete an on-chain vote, and how much UNI burning they can actually drive.

Price moves first—value capture must follow.