王不爱
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王不爱
推特X：王不爱，全网同名。手续费返现20%邀请码：BW9149。TACO交易和左侧交易者，运用自然交易理论&裸K，分享日常和交易思路。来不及了快上车！和不爱一起穿越牛熊！
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The Iranian central bank directly prepares to use $2 billion in foreign exchange to stabilize the exchange rate, and it even claims that the U.S. theory that the “economic war has been a defeat” is just psychological warfare. But on the other side, Modi has, for the second time this year, urged Indians to buy less gold, saying that gold imports raise the trade deficit and put pressure on the rupee. One is propping up the rial by smashing dollars; the other is asking ordinary people not to stockpile gold—what does this emerging market look like when squeezed by a strong U.S. dollar? $2 billion sounds like a lot, but whether Iran’s exchange rate can really hold steady is still hard to say.
Verified
Tommorrow Securities says gold prices may pull back to 4200 in the short term, but by 2027 you could see 5350? That span is almost like the heartbeat I’ve been feeling when I look at charts recently… After “hawkish” comments are made, the rate-hike expectations immediately override everything—so the old logic that a weaker dollar means gold prices rise has basically broken away from reality. Gold prices right now feel like they’re being pinned down by the Fed; even if geopolitical risks are huge, everyone still looks at interest rates first. Friends, do you believe in 5350 next year—or should we wait for the 4200 dip first?
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Just after an oil tanker left the Strait of Hormuz, it was targeted by three unidentified aerial vehicles, yet Middle Eastern oil-producing countries still managed to push up export volumes using “ship-to-ship transfer” and “stealth navigation.” Daily attacks continue, but the oil still gets shipped out—remarkably, resilience on the supply side is stronger than expected. Can oil prices still get another boost from geopolitical stories?
The Federal Reserve and the Treasury are doing their own things—gold is caught in the middle… Is there still any direction for this market? On one side, rate-hike expectations are weighing down; on the other, the Treasury may step in to stabilize the economy—everything depends on whether US data can hold up. In the short term, the gold price is like a rope being pulled from both ends: whoever loosens their grip first loses. Friends, in this round are you standing with the Federal Reserve or with the Treasury?
Verified
Polymarket is set to raise $1 billion, with its valuation soaring to $21 billion. Will Trump’s eldest son lead a $300 million investment... does the prediction market think it’s time to move to the main table? But with a $21 billion valuation, is it really driven by political buzz—or by actual trading volume? Hard to say.
MiniMax H3 Max is now generating and livestreaming directly! The speed at which AI generates video is faster than what viewers can watch. On Twitch, it’s basically just like this—keep streaming, and the chat can change the plot within seconds. This isn’t a livestream at all; it’s clearly an infinite cross-dimensional TV. OpenAI buys tens of thousands of Macs to do training, and even NVIDIA treats Apple as its number one local AI rival. Friends, from now on when you watch live streams, the host might not even be human anymore…
Verified
Did Trump say the US GDP should rise 20%? It happened once after World War II—could it be the year when the pandemic rebounded… He also thinks interest rates shouldn’t be raised, and even calls for “the world’s lowest interest rates.” On one hand, he’s firing off tough talk; on the other, he’s asking the Fed to cut rates—this script is getting more and more surreal. Friends, can this GDP really be propped up by talk alone?
Verified
Trump personally stepped in to push it—will Hyperliquid use a route through Kraken’s parent company, Payward, to enter the U.S.? The two are already in deep talks; the core goal is to get American traders using perpetual futures—pending only regulatory approval. Just a few weeks ago, Trump said he wanted to promote this platform, and now the rollout is much faster than the talk. Friends, can this wave of perpetual contracts ride the momentum to make another push?
Verified
Strategy stepped in again after two months, investing $369.7 million to buy 4,603 BTC. The last time it purchased was in mid-June—back then it only bought 520 BTC. This time it went straight for 4,603 BTC. With this scale of adding to the position, did it sense something?
Verified
Robinhood Chain launched for less than two months, and the data keeps soaring—trading volume and active users have repeatedly set new records. UNI breaks through $5.24, with a 24-hour gain of 18.9%. The biggest catalyst is the surge in real trading volume on the Robinhood Chain, turning Uniswap into the leading DEX for RWA tokenized stocks on-chain. But this morning, the crypto market sharply sold off. Since the weekend, the on-chain hot coins have been quickly retreating; according to GMGN data, the BSC ecosystem meme coin “Bull Come” has seen its market cap fall below $100 million, now at $98.82 million. The pullback on the Robinhood Chain is even more severe—only PONS and CASHCAT are relatively strong. PONS hit a new high of $400 million in the early hours before falling back. Is this wave of RWA hype driven by real demand, or just another round of sentiment-fueled relay?
Trump’s 12-issue polling all show net negative numbers; the price issue even fell to negative 48%... Will the midterm election bring a change in power? But don’t jump to conclusions yet—the key is still those swing voters. On the one hand, they’re dissatisfied; on the other, they haven’t really believed the Democrats will do any better. Friends, it’s still hard to say where this wave of dissatisfaction will ultimately go.
After “Sun Ge’s Jing Tian incident,” every day Sun Ge updates only work-related content.
Sun Yuchen is the most career-minded man I’ve ever met.
Sun Yuchen is the most career-minded man I’ve ever met.
Verified
Barclays was actually spooked and turned hostile after just a few sentences from Wosh—are there supposed to be rate hikes in September and December too? Does this script feel familiar... The U.S. Treasury yield curve has already flattened, and the market is betting that the Fed will keep interest rates high for a long time. As this faucet gets tightened further, risk assets will only get harder and harder to bear. Friends, will this interest-rate-hike knife truly come down?
Verified
Samsung’s target price is raised by 12.5%, but SK hynix is cut by 27.3%. In the same research report, one goes up while the other goes down—could the HBM market landscape be ready for a turnaround? Samsung’s HBM4 mass-production capability is recovering, and the high premiums SK hynix has been able to command by concentrating supply are starting to be repriced. In the storage sector, the top two take turns at the top—this time, how much can Samsung reclaim? Friends, who are you backing?
Verified
Bank of England Governor Bailey issues a direct warning: AI could trigger a financial crisis! The global financial system has already been stretched to the limit by energy-driven inflation, high interest rates, and leveraged investments. Adding another scoop of risk from AI may just tip this already precarious situation over the edge. Friends, even the Chair of the Financial Stability Board has started naming AI—should we also weigh whether our tech stocks and crypto assets are worth the risk?
Verified
Ukrainian officials suddenly issue a warning: Russian forces are allegedly preparing a new ground offensive, and the target could be Kyiv! Just after being dismissed, the former Ukrainian defense minister flew to Washington in secret and wants to trade “help the U.S. build a drone unit” for interceptors. The front line hasn’t collapsed yet, but the rear is already looking for an exit. Friends, will this geopolitical risk lead to another whip on gold prices?
Trump makes AI videos that make Harkel Island “blow into pieces”—does he really have no other options? From claiming the war would end in four to five weeks, to now six months passing and still searching for an exit, they’ve tried every kind of pressure—military, diplomatic, and economic encirclement. The endgame has changed faces six times. With the midterm election only a few months away, the core staff are again leaving in droves, and the White House chessboard is getting more and more chaotic. Friends, in this game, is Iran really Trump’s Waterloo—or is he once again staging an extra act for oil prices?
Verified
Trump is back on the headlines again—this time, he’s using 6.5 billion barrels of Venezuelan oil as a U.S. strategic reserve, and even has the Pentagon hold shares to get a slice of the pie. It sounds like a windfall, but from underground reserves to actual production, you won’t be able to extract it for years. Why is he rushing to package “energy security” ahead of the midterm elections—aren’t the votes more important than oil prices? Friends, can this keep oil prices under control?
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