加密伊伊

Everyone is shouting that “the bull is coming,” so what’s the real logic behind it?
The main reason behind the explosive surge of $BTC $ETH $SOL is that U.S. Treasury repo operations and the upcoming midterm election are coming into play.
With the United States’ $40 trillion in Treasury bonds as a backdrop, before the election—can it really blow up? But the U.S.’s repo maneuver is essentially taking down one wall to patch another, just postponing the risk. Still, the risk remains. The Federal Reserve is in no position to touch interest-rate hikes at all, for fear the economy would collapse.

On top of that, the SEC has started to ease regulation in the crypto market, allowing capital to flow into high-asset risk areas. Some institutions and big players smell it and come running—like crazy fans, they dive headfirst into hedging assets such as gold and BTC, triggering the surge.

IYJie recommends taking profits from short-term swings, not holding for the long term. If the election ends up coming in below market expectations, institutions and big players may take profits and the funds will withdraw crazily.
Be ready to exit at any time—only then can you survive long-term in this circle.

【The above are only my personal opinions】
#比特币两个月来首破7万美元

$SNDK This week’s last trading day—can SanDisk still stand back up?
At this stage, the market is still in a choppy range-bound session, with fierce competition between bulls and bears.
From a news perspective, the storage sector’s momentum still remains in the market. The AI industry is driving growth in demand for high-performance storage, which continues to support the sector.

However, it’s important to note that earlier positives have already been priced in by the market. After SanDisk’s stock price surged significantly, capital has begun to intensify its divergence. From 1826 to the current price of 1613, the main forces are gradually withdrawing.

So what should you do next?
Overall, I’m more bearish. For short-term trades, it’s recommended to wait until after the U.S. stock market opens to confirm the direction before taking action.

#财政部债券回购或超每期40亿美元

@下面是q鹅
@3145156446

$PEPE Frog Prince, charge! Violent pull-up, strong upward move!

The meme sector follows the mainstream. Today, #以太坊跟比特币 is how powerful you’ve all seen it. Last time, the recommended entry was basically in the bottom area. Holding spot orders isn’t about chasing after it goes up—it’s about spotting and filtering strong coins in advance. That takes real experience.

When it pumps higher, there will be small pullbacks and repairs. If any brothers haven’t entered yet, grab this opportunity—targets still remain the same. If anything changes, I’ll sync it with everyone immediately.

@下面是q鹅
@3145156446

#FASB拟允许合格稳定币计入现金等价物

$BTC keeps setting new highs, and Bitcoin is truly powerful—it's scary.

Mainly because there's not much pressure above Bitcoin. Compared with $ETH ’s sell pressure, it’s a bit stronger. ETF spot inflows have also been continuously coming in. In the earlier period, it kept absorbing at the bottom. At one point, Ethereum was even preparing to overtake Bitcoin as the big brother; but in reality, the big brother is still the big brother. Once it starts pushing, nobody can withstand it. This wave has the momentum to break through 8000—so let’s stay tuned.

Brothers who haven’t entered yet, hurry up—there’s still a chance. The situation will definitely continue to trend upward.

#特朗普敦促国会通过Clarity法案

Guys, who understands this—$BTC $ETH took off early again😭

These past two days, Bitcoin has been like it’s been injected with rocket fuel, climbing upward step by step. Every time it pulls back, the support doesn’t last long before it charges back up again—so is this what it feels like when a bull market returns? It’s so wonderful, isn’t it?🤣

#美光拟投100亿美元建研究实验室

$UNITREE Yushu’s order-book chart looks like an elderly lady going downstairs—slow on the way down.
Following the principle of taking fewer positions and not holding overnight, I exited before going to sleep last night. A small few hundred U took it down!!

With 90 as the strongest support, it being hard to break through in the short term is also within Yi Jie’s expectations. The rebound is a good wave to short again—continue shorting it. Even during the bubble’s market-cap rebounds, it’s still weak and powerless. Market expectations and actual revenues don’t match at all, and very few people have any faith in this project.

Right now, the overall trend is still bearish. The listing time happens to coincide with the starting point of the mainstream bull market returning. Market funds are observing the market and waiting, especially for large-cap coins. Plus, the pattern is a “high open, low go” setup—this directly determines what happens next.

Build a short position around 95–100, targeting 90–80.

#特朗普敦促国会通过Clarity法案

$ETH is here, is here! Freshly baked.
I姐's move is only the first step in welcoming the berserk bull—next, it's time to land the heavy punches.

Everyone, if there's any change with @跟着伊伊玩合约 , please sync it to the chat room.

#SK海力士拟50%自由现金流回报股东

$BTC 24-hour increase of 8.6%—has the bull market arrived?

From the data, it does look like it. Big BTC’s single-day gain is 8.6%, breaking through the 70,000 mark. <$ETH > is even more extreme—an intraday increase of 20%. It climbed from 1,900 to 2,336 in one move, basically sweeping out a large portion of the shorts.

This market rally is mainly driven by three positive catalysts, and the rise also comes from expectations and speculative positioning:
1️⃣ U.S. Treasury bond buyback｜the main direct push
Long-term yields have surged, increasing the U.S. Treasury’s interest burden—so the Treasury stepped in to push down yields.
Yields are one of the key valuation denominators for assets. Once yields fall, capital flows out of the bond market and into risk assets, and gold rebounds to 4,500.
Gold and BTC are the two core assets that hedge against currency debasement.
❗Key point: Only the maximum limit per single buyback is increased; the quarterly total remains unchanged. Selling short-term Treasuries to buy long-term Treasuries is a debt swap—not QE money-printing.
The policy takes effect officially on September 9.

2️⃣ SEC crypto exemption framework｜secondary catalyst
Released on August 18, earlier than this current round of rally.
It’s positive for smaller projects: if they meet the requirements, they can register under exemptions, with fundraising caps of $5 million and $75 million.
The market feels a bit like the atmosphere of the 2017 ICO era.

3️⃣ White House crypto summit｜sentiment boost
Regulators, crypto platforms, and traditional Wall Street institutions all attended.
The signal: the integration of crypto and traditional finance is still a major trend.
Trump revealed that the CFTC is推进（advancing） Hyperliquid U.S. compliance, directly sparking a 22% short-term surge for that coin.

Don't be fooled by this seemingly gigantic market cap of $UNITREE 3000 billion!

When you see a newly launched company with a market cap of over 300 billion dollars floating right in front of you, you just rush in without thinking—assuming it's a tech leader. In reality, it's nothing but a bubble valuation inflated purely through speculation. Any rebounds in the middle are just bait to lure you in. The overall downward trend has not changed in the slightest.

Measured by revenue-to-market-cap based on the financial report, its market value should be worth at most 30 billion USD—more than ten times lower than the market’s valuation. With this kind of bubble scenario, it simply can’t withstand wind and rain. Chasing the price now is like guarding the top of the mountain for the project owners—you still can’t go downhill.

The current small rebound is a good time to enter. Keep a light short position around 102–103, with targets toward 90–80.

#SK海力士拟50%自由现金流回报股东

$UNITREE was listed with a market value of more than 300 billion—questioned as a possible bubble market value?

Many people think the listed market value is more than 300 billion, but in reality it’s a bubble valuation. There may be a rebound, but overall the trend will keep falling. According to the financial reports, the revenue-to-market-cap ratio suggests the maximum value is about 30 billion USD. The market expects the bubble to be 10 times or more.

When the robot sector first became hot, off-exchange funds flooded in like crazy, trying to lift the market on the back of theme-driven sentiment. Many people jumped on the bandwagon, but few could stay calm enough to assess the actual level of support. Once the heat fades and money withdraws, the question is whether the market can hold up.

Most people see a streak of declines and think about bottom-fishing, but this isn’t a typical “hot” coin. Unless there are solid, real positive catalysts that can genuinely change investors’ attitudes, as far as I’m concerned, I’ll still maintain a bearish outlook.

【The above is only my personal opinion】
@跟着伊伊玩合约
#SK海力士拟50%自由现金流回报股东