Người Đồng Hành
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Người Đồng Hành
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Is crypto entering a new phase?
Should we evaluate protocols or chains solely based on the stories? Let’s take a look at the money flow.
Leading on-chain platforms are generating hundreds of millions of dollars in protocol revenue every year, continuing to clearly prove strong product-market fit.
But wait—there’s something even more interesting!
Some protocols in this group are trading at revenue multiples of just single digits—an extremely rare valuation level in a fast-growing digital infrastructure segment like this.
Part of the reason is legal risk. Right now in the US, whether a token is a “commodity” or a “security” still doesn’t have clear-cut rules—there’s only an administrative guidance that could be reversed at any time. That’s why the US Senate is racing to pass the CLARITY Act this week, before the summer recess causes everything to freeze until the end of the year.
If this bill passes, the SEC–CFTC boundary will be written into law as fixed rules instead of being dependent on guidance that can be overturned. That’s when new institutional capital will be confident enough to value crypto like real businesses—not just pure speculation.
In my view, the next cycle won’t pick the loudest stories. It will choose the protocols or chains that create real value and real users.
The key point is: Long-term. Stable. Real growth.
#NguoiDongHanh
Should we evaluate protocols or chains solely based on the stories? Let’s take a look at the money flow.
Leading on-chain platforms are generating hundreds of millions of dollars in protocol revenue every year, continuing to clearly prove strong product-market fit.
But wait—there’s something even more interesting!
Some protocols in this group are trading at revenue multiples of just single digits—an extremely rare valuation level in a fast-growing digital infrastructure segment like this.
Part of the reason is legal risk. Right now in the US, whether a token is a “commodity” or a “security” still doesn’t have clear-cut rules—there’s only an administrative guidance that could be reversed at any time. That’s why the US Senate is racing to pass the CLARITY Act this week, before the summer recess causes everything to freeze until the end of the year.
If this bill passes, the SEC–CFTC boundary will be written into law as fixed rules instead of being dependent on guidance that can be overturned. That’s when new institutional capital will be confident enough to value crypto like real businesses—not just pure speculation.
In my view, the next cycle won’t pick the loudest stories. It will choose the protocols or chains that create real value and real users.
The key point is: Long-term. Stable. Real growth.
#NguoiDongHanh
Bro, have you been to Conviction this year? Let's find out what technologies you've explored. I had a little experience with TRON—came back with a gift 😁
#NguoiDongHanh
#NguoiDongHanh
Market perspective today (14/8/2026)
1. BTC
- BTC closed with a Doji candle with wicks at both ends; the lower wick is slightly higher, suggesting a mild tilt toward the Long side.
- The H4 and H1 candles from last night swept both-end wicks, killing both Long and Short. Meanwhile, buyers were participating lightly late in the day session to form the wick structure for today’s candle.
- From a personal technical viewpoint, I lean toward the scenario where BTC dips slightly toward the support area around the 63k level, then a Spring signal could appear to sweep the lower wick during the day to shake out liquidity, before starting an up move over the last two days of the weekend.
=> I will look to take a light Long around 63k, then wait for a mild correction in the evening to continue the Long (if the H4 candle forms a nice pullback wick)
2. Gold
- The latest daily candle for gold closed strongly lower with a relatively prominent upper wick, continuing to put pressure on today’s candle to go down.
- The 4H and H1 candles have been declining continuously, bringing the price into a corrective phase.
- From a personal technical viewpoint, I lean toward the scenario of XAU falling to the support area around the 4260 level.
=> I will look for Short setups with TP1: 4290 and TP2: 4260, then use the candle signals to consider going Long at the support zone mentioned above.
3. Summary: Which short-term scenario plays out depends on the candle reaction signals. Everyone, please prioritize trading based on the closing signals rather than trying to guess the top and bottom.
Note: This is not financial advice or a call to invest. Please consider carefully before deciding.
Wishing everyone a smooth and effective trading day ❤️
#NguoiDongHanh
1. BTC
- BTC closed with a Doji candle with wicks at both ends; the lower wick is slightly higher, suggesting a mild tilt toward the Long side.
- The H4 and H1 candles from last night swept both-end wicks, killing both Long and Short. Meanwhile, buyers were participating lightly late in the day session to form the wick structure for today’s candle.
- From a personal technical viewpoint, I lean toward the scenario where BTC dips slightly toward the support area around the 63k level, then a Spring signal could appear to sweep the lower wick during the day to shake out liquidity, before starting an up move over the last two days of the weekend.
=> I will look to take a light Long around 63k, then wait for a mild correction in the evening to continue the Long (if the H4 candle forms a nice pullback wick)
2. Gold
- The latest daily candle for gold closed strongly lower with a relatively prominent upper wick, continuing to put pressure on today’s candle to go down.
- The 4H and H1 candles have been declining continuously, bringing the price into a corrective phase.
- From a personal technical viewpoint, I lean toward the scenario of XAU falling to the support area around the 4260 level.
=> I will look for Short setups with TP1: 4290 and TP2: 4260, then use the candle signals to consider going Long at the support zone mentioned above.
3. Summary: Which short-term scenario plays out depends on the candle reaction signals. Everyone, please prioritize trading based on the closing signals rather than trying to guess the top and bottom.
Note: This is not financial advice or a call to invest. Please consider carefully before deciding.
Wishing everyone a smooth and effective trading day ❤️
#NguoiDongHanh
Bitcoin is being driven by the Futures market.
- Based on the current data, Open Interest is rising, but demand to buy BTC on the Spot market has not improved; it’s even negative.
- In simple terms: the price is being pushed up significantly by Futures funding and leverage, but there doesn’t seem to be enough Spot inflow to confirm a sustainable uptrend.
- For BTC to run stronger, both Spot and Futures need to rise together. If one side is pulling while the other stands aside, it’s easy to see a scenario where everything looks green beautifully—only to get swept in one shot.
- Looking back at April 2026, the same kind of scenario also happened: Futures pushed the price up in the short term, and then BTC entered a fairly deep correction.
👉 Right now, I still lean toward being cautious about pump moves that are mainly driven by Futures
#NguoiDongHanh
- Based on the current data, Open Interest is rising, but demand to buy BTC on the Spot market has not improved; it’s even negative.
- In simple terms: the price is being pushed up significantly by Futures funding and leverage, but there doesn’t seem to be enough Spot inflow to confirm a sustainable uptrend.
- For BTC to run stronger, both Spot and Futures need to rise together. If one side is pulling while the other stands aside, it’s easy to see a scenario where everything looks green beautifully—only to get swept in one shot.
- Looking back at April 2026, the same kind of scenario also happened: Futures pushed the price up in the short term, and then BTC entered a fairly deep correction.
👉 Right now, I still lean toward being cautious about pump moves that are mainly driven by Futures
#NguoiDongHanh
Market perspective today (13/8/2026)
1. BTC
- BTC closed with a slight down day candle, but it has a very long upper wick, creating strong pressure for today’s candle.
- The H4 and H1 candles last night have been and are showing the dominance of the sell side, while the buy side is only participating lightly at the end of the day to build a new price base.
- From my personal technical perspective, I lean toward the scenario of a mild BTC rebound around the 64k level, and then a potential Spring signal—wiping the upper wick—could appear tonight along with the PPI news to shake out liquidity, before returning to continue the downtrend.
=> I will look for a light Long during the Asian and European sessions, then monitor tonight’s news to find an entry point (leaning toward Short).
2. Gold
- The latest daily gold candle closed steadily up, continuing to extend the upper wick, creating some pressure for today’s candle (not significant).
- The 4H and H1 candles continue to rise in a sideways pattern, bringing price action into a indecisive phase.
- From my personal technical perspective, I still lean toward the XAU sideways scenario around 4,360 - 4,500.
=> I will watch for mild Long and Short setups at both ends when price touches the lower and upper boundaries.
3. Summary: Which short-term scenario plays out will depend on the reaction signals of the candles. Everyone should prioritize trading based on candle close signals rather than trying to guess the tops and bottoms.
Note: This is not investment advice or a call to invest. Please consider carefully before referring.
Wishing everyone a smooth and effective trading week ❤️
#NguoiDongHanh #BTC #XAU
1. BTC
- BTC closed with a slight down day candle, but it has a very long upper wick, creating strong pressure for today’s candle.
- The H4 and H1 candles last night have been and are showing the dominance of the sell side, while the buy side is only participating lightly at the end of the day to build a new price base.
- From my personal technical perspective, I lean toward the scenario of a mild BTC rebound around the 64k level, and then a potential Spring signal—wiping the upper wick—could appear tonight along with the PPI news to shake out liquidity, before returning to continue the downtrend.
=> I will look for a light Long during the Asian and European sessions, then monitor tonight’s news to find an entry point (leaning toward Short).
2. Gold
- The latest daily gold candle closed steadily up, continuing to extend the upper wick, creating some pressure for today’s candle (not significant).
- The 4H and H1 candles continue to rise in a sideways pattern, bringing price action into a indecisive phase.
- From my personal technical perspective, I still lean toward the XAU sideways scenario around 4,360 - 4,500.
=> I will watch for mild Long and Short setups at both ends when price touches the lower and upper boundaries.
3. Summary: Which short-term scenario plays out will depend on the reaction signals of the candles. Everyone should prioritize trading based on candle close signals rather than trying to guess the tops and bottoms.
Note: This is not investment advice or a call to invest. Please consider carefully before referring.
Wishing everyone a smooth and effective trading week ❤️
#NguoiDongHanh #BTC #XAU
Market perspective today (12/8/2026)
1. BTC:
- BTC closed the day with a relatively bearish candle accompanied by a fairly long upper wick; this aligns with the signals from the previous day’s candles.
- The H4 and H1 candles last night have been and are still showing the dominance of the selling side, while the buying side is participating slightly near the end of the session to build a new price base.
- From a personal technical standpoint, I’m leaning toward the scenario where BTC continues to move sideways in the 63k5 - 64k range, then a Spring signal may appear today/tonight by sweeping the lower wick alongside the CPI news to shake out liquidity, before returning to the upward move.
=> I will look for light Long and Short setups at both ends today. Short zone: 64k2 - 64k5. Long zone: 63k3 - 63k5.
2. Gold
- The latest daily candle for gold closed with a slight decrease, with an upper wick, creating a bit of pressure for today’s candle (not significant).
- The 4H and H1 candles have started a rising sideways move, pulling price into a hesitation (indecision) phase.
- From a personal technical standpoint, I still lean toward the XAU sideways scenario around 4,360 - 4,500.
=> I will watch for light Long and Short opportunities at both ends when price touches the lower and upper boundaries.
3. Summary: Which short-term scenario plays out will depend on the reaction signals from the candles. Everyone should prioritize trading based on candle-close signals rather than trying to guess the top and bottom.
Note: This is not financial advice or a call to invest. Please consider carefully before following.
Wishing everyone a smooth and effective trading week ❤️
#NguoiDongHanh
1. BTC:
- BTC closed the day with a relatively bearish candle accompanied by a fairly long upper wick; this aligns with the signals from the previous day’s candles.
- The H4 and H1 candles last night have been and are still showing the dominance of the selling side, while the buying side is participating slightly near the end of the session to build a new price base.
- From a personal technical standpoint, I’m leaning toward the scenario where BTC continues to move sideways in the 63k5 - 64k range, then a Spring signal may appear today/tonight by sweeping the lower wick alongside the CPI news to shake out liquidity, before returning to the upward move.
=> I will look for light Long and Short setups at both ends today. Short zone: 64k2 - 64k5. Long zone: 63k3 - 63k5.
2. Gold
- The latest daily candle for gold closed with a slight decrease, with an upper wick, creating a bit of pressure for today’s candle (not significant).
- The 4H and H1 candles have started a rising sideways move, pulling price into a hesitation (indecision) phase.
- From a personal technical standpoint, I still lean toward the XAU sideways scenario around 4,360 - 4,500.
=> I will watch for light Long and Short opportunities at both ends when price touches the lower and upper boundaries.
3. Summary: Which short-term scenario plays out will depend on the reaction signals from the candles. Everyone should prioritize trading based on candle-close signals rather than trying to guess the top and bottom.
Note: This is not financial advice or a call to invest. Please consider carefully before following.
Wishing everyone a smooth and effective trading week ❤️
#NguoiDongHanh
Saylor starts rotating the Bitcoin stash instead of just buying
The strategy added roughly $650 million to cash holdings, bringing the reserve fund to $4.65 billion. Most of the funding came from selling additional MSTR shares over the past week.
Notably, Strategy also sold 1,690 BTC, raising about $108.6 million, and used most of that money to repurchase 1.15 million shares of preferred STRC stock.
This suggests that Strategy is beginning to use its BTC holdings more flexibly, rather than relying on a single strategy of simply buying Bitcoin whenever there’s money available.
After the transaction, the company still holds around 840,447 BTC along with $4.65 billion in cash.
In a humorous sense, Saylor isn’t out of ammo yet 😆. It’s just that he’s no longer playing only the one game of accumulating BTC; instead, he’s rotating BTC, MSTR, and STRC in a capital loop to keep expanding the play.
With 840k BTC in the stash, saying he’s out of money would be a bit unfair to the guy. 😂
#NguoiDongHanh
The strategy added roughly $650 million to cash holdings, bringing the reserve fund to $4.65 billion. Most of the funding came from selling additional MSTR shares over the past week.
Notably, Strategy also sold 1,690 BTC, raising about $108.6 million, and used most of that money to repurchase 1.15 million shares of preferred STRC stock.
This suggests that Strategy is beginning to use its BTC holdings more flexibly, rather than relying on a single strategy of simply buying Bitcoin whenever there’s money available.
After the transaction, the company still holds around 840,447 BTC along with $4.65 billion in cash.
In a humorous sense, Saylor isn’t out of ammo yet 😆. It’s just that he’s no longer playing only the one game of accumulating BTC; instead, he’s rotating BTC, MSTR, and STRC in a capital loop to keep expanding the play.
With 840k BTC in the stash, saying he’s out of money would be a bit unfair to the guy. 😂
#NguoiDongHanh
Market perspective today (11/8/2026)
1. BTC:
- BTC finished the candle for the day with a strong bearish move accompanied by a fairly good upper wick withdrawal, confirming the signals from the previous daily candles.
- The H4 and H1 candles from last night have been showing the dominance of the selling side, while the buying side is participating lightly to build a new price base.
- From a personal technical perspective, I lean toward the scenario where BTC moves sideways in the 63.5k - 64k range, then a Spring signal could appear—sweeping the lower wick during tomorrow night—along with the CPI news to shake out liquidity, and only then return to the upward momentum.
=> I will look for light Long/Short opportunities on both ends today. Short zone: 64.4k - 64.6k, Long zone: 63.5k - 63.8k.
2. Gold
- The latest daily candle of gold closed with a steady increase accompanied by a short lower wick, setting the stage for today’s candle to move higher.
- The 4H and H1 candles have started an upward sideways movement, pushing the price into a hesitation range.
- From my personal technical perspective, there’s a slight change: I now lean more toward the XAU scenario of moving sideways around 4.4k - 4.5k.
=> I will look for mild Long/Short swings at the lower and upper boundaries when price touches them.
3. Summary: Which short-term scenario happens will depend on the reaction signals of the candles. Everyone, please prioritize trading based on candle closing signals rather than trying to guess the tops and bottoms.
Note: This is not financial advice or a call to invest. Please consider carefully before following along.
Wishing everyone a smooth and effective trading week ahead ❤️
#NguoiDongHanh
1. BTC:
- BTC finished the candle for the day with a strong bearish move accompanied by a fairly good upper wick withdrawal, confirming the signals from the previous daily candles.
- The H4 and H1 candles from last night have been showing the dominance of the selling side, while the buying side is participating lightly to build a new price base.
- From a personal technical perspective, I lean toward the scenario where BTC moves sideways in the 63.5k - 64k range, then a Spring signal could appear—sweeping the lower wick during tomorrow night—along with the CPI news to shake out liquidity, and only then return to the upward momentum.
=> I will look for light Long/Short opportunities on both ends today. Short zone: 64.4k - 64.6k, Long zone: 63.5k - 63.8k.
2. Gold
- The latest daily candle of gold closed with a steady increase accompanied by a short lower wick, setting the stage for today’s candle to move higher.
- The 4H and H1 candles have started an upward sideways movement, pushing the price into a hesitation range.
- From my personal technical perspective, there’s a slight change: I now lean more toward the XAU scenario of moving sideways around 4.4k - 4.5k.
=> I will look for mild Long/Short swings at the lower and upper boundaries when price touches them.
3. Summary: Which short-term scenario happens will depend on the reaction signals of the candles. Everyone, please prioritize trading based on candle closing signals rather than trying to guess the tops and bottoms.
Note: This is not financial advice or a call to invest. Please consider carefully before following along.
Wishing everyone a smooth and effective trading week ahead ❤️
#NguoiDongHanh
Market outlook for this week and today (10-16/8/2026)
1. BTC:
- BTC closed the last two weekend candles with a fairly good upper wick, combined with the candle on Friday (day 6) to set the stage for a pullback today.
- The H4 and H1 candles are showing the standoff between the two sides (buyers and sellers), pushing the market into a multi-timeframe price-noise phase.
- From my personal technical perspective, I lean toward a scenario where BTC undergoes a corrective move toward the 64k zone, and then price may show an inverse reaction to return to the uptrend.
=> I will look for a light Short during the first two days of the week, then look for Long entries on Wednesday, Thursday, and Friday when price forms positive rebound signals (weekly plan as shown in the image).
2. Gold
- The latest gold candle closed strongly higher with a short upper wick, creating the premise for a technical correction after the previous strong up-move.
- The 4H candles have started to ease downward slightly, bringing the price line into a corrective wave.
- From my personal technical perspective, I lean toward a scenario where XAU declines today and then moves sideways when it approaches the 4250 level.
=> I will look for Short setups targeting TP 4250 when there is a good Short signal (weekly plan as shown in the image).
3. Summary: Which short-term scenario plays out will depend on the reaction signals of the candles. Everyone, please prioritize trading based on candle-closing signals rather than trying to guess the top and bottom.
Note: This is not investment advice or a call to invest. Please consider carefully before referring to it.
Wishing everyone a smooth and effective trading week ❤️
#NguoiDongHanh
1. BTC:
- BTC closed the last two weekend candles with a fairly good upper wick, combined with the candle on Friday (day 6) to set the stage for a pullback today.
- The H4 and H1 candles are showing the standoff between the two sides (buyers and sellers), pushing the market into a multi-timeframe price-noise phase.
- From my personal technical perspective, I lean toward a scenario where BTC undergoes a corrective move toward the 64k zone, and then price may show an inverse reaction to return to the uptrend.
=> I will look for a light Short during the first two days of the week, then look for Long entries on Wednesday, Thursday, and Friday when price forms positive rebound signals (weekly plan as shown in the image).
2. Gold
- The latest gold candle closed strongly higher with a short upper wick, creating the premise for a technical correction after the previous strong up-move.
- The 4H candles have started to ease downward slightly, bringing the price line into a corrective wave.
- From my personal technical perspective, I lean toward a scenario where XAU declines today and then moves sideways when it approaches the 4250 level.
=> I will look for Short setups targeting TP 4250 when there is a good Short signal (weekly plan as shown in the image).
3. Summary: Which short-term scenario plays out will depend on the reaction signals of the candles. Everyone, please prioritize trading based on candle-closing signals rather than trying to guess the top and bottom.
Note: This is not investment advice or a call to invest. Please consider carefully before referring to it.
Wishing everyone a smooth and effective trading week ❤️
#NguoiDongHanh
Non-Farm payrolls tonight—how should you prepare for it?
Scenario 1: Data far exceeds expectations (NFP > 100,000 jobs)
This scenario indicates the U.S. economy is overheating.
BTC price action: Selling pressure appears immediately. BTC risks losing the $63,000 level and retracing to retest deeper support around $58,000–$60,000.
Score: 3/10 (Bearish)
Scenario 2: Data matches expectations (80,000–97,000 jobs)
This is the “soft landing” scenario the market is hoping for—growth slows, but the economy doesn’t collapse.
BTC price action: A sideways (range-bound) phase will likely continue. BTC trades in a tight range ($63,000–$65,000) because there isn’t enough strength to break through key resistance.
Score: 5/10 (Neutral / Accumulation)
Scenario 3: Data weaker than expected (40,000–80,000 jobs)
The labor market cools faster than expected, but it doesn’t fall into panic (a Goldilocks scenario).
BTC price action: Buying pressure (especially from ETF funds) will intensify. BTC has a strong chance to break out of the current accumulation range and reclaim resistance at $67,000.
Score: 8.5/10 (Strongly Bullish)
Scenario 4: Extremely bad data (below 40,000 jobs) & unemployment rises (> 4.4%)
This is an economic recession (Recession Fear) scenario.
BTC price action: BTC could suffer a Flash Dump (a rapid price drop) in tandem with the U.S. stock market during the first few days, before recovering again thanks to expectations of looser monetary policy.
Score: 4/10 (Severe two-way volatility, high short-term risk)
In summary: For me, the economy cooling enough (Scenario 3) is what could force the Fed to loosen the “money pump” into the market.
#NguoiDongHanh
Scenario 1: Data far exceeds expectations (NFP > 100,000 jobs)
This scenario indicates the U.S. economy is overheating.
BTC price action: Selling pressure appears immediately. BTC risks losing the $63,000 level and retracing to retest deeper support around $58,000–$60,000.
Score: 3/10 (Bearish)
Scenario 2: Data matches expectations (80,000–97,000 jobs)
This is the “soft landing” scenario the market is hoping for—growth slows, but the economy doesn’t collapse.
BTC price action: A sideways (range-bound) phase will likely continue. BTC trades in a tight range ($63,000–$65,000) because there isn’t enough strength to break through key resistance.
Score: 5/10 (Neutral / Accumulation)
Scenario 3: Data weaker than expected (40,000–80,000 jobs)
The labor market cools faster than expected, but it doesn’t fall into panic (a Goldilocks scenario).
BTC price action: Buying pressure (especially from ETF funds) will intensify. BTC has a strong chance to break out of the current accumulation range and reclaim resistance at $67,000.
Score: 8.5/10 (Strongly Bullish)
Scenario 4: Extremely bad data (below 40,000 jobs) & unemployment rises (> 4.4%)
This is an economic recession (Recession Fear) scenario.
BTC price action: BTC could suffer a Flash Dump (a rapid price drop) in tandem with the U.S. stock market during the first few days, before recovering again thanks to expectations of looser monetary policy.
Score: 4/10 (Severe two-way volatility, high short-term risk)
In summary: For me, the economy cooling enough (Scenario 3) is what could force the Fed to loosen the “money pump” into the market.
#NguoiDongHanh
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