91videoeth

Regarding the belief in $SOL , SOL is one of the strongest betas in this cycle in my opinion. So I opened a position at 30 and a heavy position at 40. I kept adding to my position and never reduced my position.

I was chatting with my parents in the car a few days ago, and they asked me what I was most optimistic about this round. I answered $SOL without hesitation.

I said if you want a stable annual return of 20%, buy U.S. Bond ETFs; if you want a doubling opportunity, choose BTC; if you want 5 to 10 times, choose $SOL .

It took a 30-minute drive to convince them, so they bought SOL at a price of 100. I'm looking forward to the day when he gets his ATH.

The U.S. Treasury expands long-term U.S. bond repo operations, sending U.S. bond yields plunging. Spot gold surged to $4,418 per ounce, spot silver rose to $64.98 per ounce, GLD jumped 3.83%, and GDX soared 9.4%.

The sharp drop in yields has greatly boosted safe-haven buying, with capital quickly flooding into precious metals and related concept stocks, pushing overall market sentiment into an extremely euphoric state.

Precious metals are in a phase of accelerated uptrends; in the short term, focus mainly on aggressive swing trades. When prices spike, take profits in a timely manner, while also guarding against pullback pressure caused by any rebound in U.S. bond yields, and set strict stop-losses.$XAU
$XAG

$BOME Contract open interest surged 16.8% over the past 24 hours to $16.8 million, with the value of positions currently ranking high at 21.9%. Spot also jumped in sync by 51.3%, rebounding 10.7% in the past hour.

Fueled by the accelerated inflow of short-term capital, prices and contract open interest are rising rapidly in tandem.

Market volatility is intense—only suitable for aggressive short-term trading.

If the 1-hour K-line holds above $0.0085, you may consider lightly chasing longs in trend; if it falls below $0.0072 support, you must promptly reduce positions for risk control.
#bome

Trump First Mentions Hyperliquid (HYPE): Crypto Regulation Shifts and Trading Guidelines

At a White House meeting, Trump publicly named Hyperliquid (HYPE) for the first time, saying that the CFTC chair is pushing for its compliance to enter the U.S. market. This historic breakthrough is seen as a signal of a major shift in regulatory policy, directly igniting market sentiment.

Driven by both compliance expectations and the dual narrative of a decentralized, perpetual-leading project, HYPE surged 18% in a single day. On-chain data shows large funds continue to flow in: an Amber Group-linked wallet withdrew $13.83 million, and institutional and whale holdings exceed 46.5 million coins. Meanwhile, the stock prices of CME and Cboe fell in response, indicating a clear trend of capital flowing toward decentralized ecosystems.

Market sentiment is extremely bullish right now, but many of the positives still come from media reports and have not been confirmed by official landing documents from the White House or the SEC. Given the project’s high FDV, if subsequent regulatory expectations are not met, the elevated valuation could face a significant pullback risk. Stay alert to unusual large on-chain movements and official statements.

Right now it’s purely driven by policy sentiment—chasing higher is risky, and swing trading is more stable. For the short term, watch the $72.00–$75.00 resistance zone; if there is a breakout on increasing volume and it holds, you may cautiously follow the move to go long. Support lies at the $62.00–$65.00 area; if a pullback holds and does not break, consider entering at lower levels. If it breaks down, use a strict stop-loss. $HYPE
#hype

Has the bull come?

$BTC broke through $69,000 overnight, reaching the largest single-day increase since March. The U.S. Treasury and the Federal Reserve jointly released liquidity, alongside public support from senior figures in the political sphere, triggering liquidations of more than $1.4 billion in short positions across the web. COIN and other related concept stocks also surged in tandem.

The move is driven by short-squeeze dynamics, mainly trading by swings: if it breaks above the $69k–$70k range, you can go long accordingly; if it faces rejection and pulls back, watch the $65k–$66k support zone for a short, and use the most recent high/low points for strict stop-loss.

There are clear disagreements in the industry: some traders believe it’s only a temporary short squeeze, and prefer to place sell orders on rallies; but the mainstream view warns against blindly shorting. If the $60k–$62k bottom is established, the next 2–3 years are likely to be led by the bulls—suggest holding spot assets in line with the trend.
#btc

$BTC Breaking through the $69,000 mark—liquidity conditions and expectations for macro rate cuts are the main drivers.

Near term: After holding above $69,000, the next target is the prior high at $73,500.

Long term: Institutional capital continues to flow in, and this bull cycle has the potential to push toward $80,000–$100,000.

Risks: Leverage is skewed to the upside at high levels. Be prepared for sudden, sharp pullbacks. Consider building positions in batches and avoid chasing highs with a full position.
#比特币时隔三月重返6.9万美元

Don’t leave it empty—don’t leave it empty!

$BTC has already broken through 67,000—how dare you leave it empty!

$BTC Break through 66000 US dollars, awesome, boom boom boom!

$ETH 突破2000美金

Come on, come on, come on!

Bull time, bull time, bull time!
#eth

$BTC At present, it is oscillating around $64,300—$64,500. Tomorrow is likely to remain range-bound with a slight upward bias, but the probability of consolidation after a spike is relatively high.

The market sentiment index has risen from 31 on August 17 to 46 today. Risk appetite has clearly recovered, though it has not yet entered an overheated zone. Meanwhile, Bitcoin’s dominance has climbed to 58.93%, indicating that capital is still leaning toward BTC, and altcoins have not formed a broad-based relay yet.

$64,000 is an important short-term support level. If it holds, price may test $65,000—$65,050 again. After an effective breakout, it could extend upward to $65,500 and even $66,000.

However, short-cycle momentum is already relatively high. If the breakout fails, price may pull back and consolidate around $64,400.

Below $60,941, there is a large risk of long liquidations. Above $67,145, it may trigger short covering. With leverage concentrated, volatility could be amplified.

Overall, the main scenario for tomorrow is oscillation in the $64,000—$65,500 range, slightly bullish. If it breaks below $64,000, the short-term outlook turns weaker; only after re-establishing and holding above $65,050 can the rebound be confirmed as continuing.

#美国30年期国债收益率创2002年来新高

On August 19, SK hynix announced the launch of a large-scale share buyback and cancellation plan (accounting for 3.3% of total share capital). The news boosted the U.S. stock after-hours session, with a sharp rise of more than 2%, directly reversing the prior downtrend.

Retail investor funds in South Korea poured into ADRs in large amounts, pushing the premium up and forcibly steering market sentiment, which led to a significant increase in short-term volatility.

The positive catalysts were quickly priced in on the trading screen. It is recommended to use a swing-trading strategy: sell in batches on rallies rather than blindly chasing the upswing.

The massive buyback demonstrates strong confidence in the AI memory business. However, sentiment-driven surges can quickly exhaust the upside. Cashing in on strength is the safest choice right now.
$SKHY

Xiaomi’s Q2 earnings report is out. Overall, it can be summarized as: cars are driving growth recovery, while phones are still dragging things down!

In Q2, Xiaomi’s total revenue was RMB 108.9 billion, down 6.1% year over year. Adjusted net profit was RMB 6.2 billion, down 42.6% year over year, and overall performance pressure for the group remains quite evident.

The biggest drag comes from the smartphone business. In Q2, smartphone revenue was RMB 42.1 billion, down 7.5% year over year. Shipments were 31.2 million units, down about 26%.

However, there is one point worth noting: shipments fell 26%, but revenue dropped only 7.5%. This is mainly because the phone ASP increased 25.9% year over year. It suggests that Xiaomi is actively reducing low-priced models and pushing its product mix toward mid-to-high-end. In simple terms, it’s “volume traded for price.” Premiumization is indeed advancing, but in the short term it runs into higher costs for storage and other key components, creating significant profit pressure.

Cars have become Xiaomi’s most obvious second growth curve. In Q2, revenue from smart electric vehicles and AI and other innovation businesses was RMB 24.9 billion, up 17.1% year over year. Of this, car revenue was about RMB 23.9 billion, with quarterly deliveries of 104,200 units, up 28.2% year over year.

What’s even more worth paying attention to is that cars, AI, and other innovation businesses now contribute nearly 23% of Xiaomi’s revenue. In other words, Xiaomi is gradually moving away from the growth model that relied solely on “phones + IoT + internet services” in the past.

That said, it’s still too early to say that “cars are saving Xiaomi.” What cars are saving right now is revenue and growth expectations—not profits yet. In Q2, innovation businesses such as cars and AI still incurred losses of about RMB 2.6 billion. Spending on R&D and new business initiatives remains substantial.

So what this earnings report is truly worth looking at is that Xiaomi’s business structure is changing:

Previously, phones provided most of the core base; IoT and internet services increased profitability. Now it’s turning into a model where phones guard the base, cars become the second growth curve, and AI and chips provide long-term upside.

The next three most critical questions for Xiaomi are also clear:

First, when will cars be able to achieve stable profitability?

Second, after storage cost pressure eases, can smartphone gross margin rebound again?

Third, can Xiaomi’s auto business move beyond relying on breakout hits like the SU7 and YU7, and genuinely build a stable multi-model product matrix?

Phones are still Xiaomi’s core base, but growth increasingly depends on cars. Cars have rescued growth for now, but have not fully rescued profits. #Xiaomi

$BTW （original $SIDE）recently surged. On leading platform contracts, long positions have accumulated profits of over 60 million USDT, and early investors have reaped multiple times their gains. After the project’s rebranding, the community has focused on the delivery and fulfillment of the airdrop, while the core team has continued to heat up the narrative.

Posts on social platforms showing profits and missed-opportunity remarks have been frequent. Spot, futures contracts, and sentiment are forming a three-line resonance, with the market pricing in high expectations for a rally in advance.

However, long positions are overcrowded. The funding rate is relatively high and liquidity is concentrated. The new airdrop has not been officially announced yet. You should monitor open position volume and unlock schedules, and be wary of pullback risks caused by profit-taking from crowded positions at high levels.

From a 629% surge to a breakthrough in trading volume of 20 billion: Unitree Technology ignites the STAR Market, and the embodied intelligence sector is set for a new price reckoning!

First of all, congratulations to everyone who secured an allocation—you’ll make a nice profit 🎉

On August 19, Unitree Technology officially listed on the STAR Market, with an offer price of RMB 150.80.

After the opening, the stock price quickly lit up the market. At 9:27 a.m., it surged all the way to RMB 1,100—a gain of 629.44%—and its total market value briefly reached RMB 444.9 billion.

By 2:00 p.m. the same day, trading volume in the market exceeded RMB 20 billion.

The stock price later pulled back somewhat, hovering around RMB 850, but the gain was still as high as 463.66%.

In such a short time, this IPO created a batch of paper winners. For retail investors who won an allocation, if they sold one lot at the early-session high, the profit per lot could reach about RMB 474,600.

Founder Wang Xingxing holds about 31% of the company through direct and indirect shareholdings. His personal net worth crossed the RMB 100 billion mark in one leap.

Early-arriving institutions also saw massive floating gains. Astrend IV, associated with Shunwei Capital founded by Lei Jun, holds 16.106 million shares; estimated from the early-session high, its floating gain exceeded RMB 15.2 billion. Meanwhile, floating gains for entities related to Liang Wenfeng also reached roughly RMB 1.1 billion.

Unitree Technology’s blowout rally triggered intense competition within the sector. On the day, several robot ETFs actually fell by more than 5%, indicating a clear “siphoning effect”—funds concentrated heavily into this new stock while cashing out profits at higher prices in other robot-related assets.

This unicorn “siphoning effect” also reveals the current sector’s logic of differentiation. Capital has begun to pull back from broadly generalized concept speculation in the past and instead concentrate at a high level on industry leaders that truly have mass production delivery and engineering deployment capabilities. It’s the same with炒币, isn’t it?

The first-day surge fully reflects the market’s high premium and extreme sentiment toward the first stock in embodied intelligence. However, the enormous trading volume of RMB 20 billion and the intraday pullback also show that the market is gradually moving past the frenzy and returning to rationality.

From the perspective of capital pricing, the RMB 400 billion valuation premium in the early session essentially discounts today’s grand narrative of embodied intelligence reaching the trillion-level in the future.

Whether Unitree Technology can ultimately hold up this sky-high valuation will come down to whether the company can shift from “showy” algorithmic “stunt performances” to real industrial “grounding.” Specifically, confirmed order signings, performance in commercialized profits, and the supply chain’s ability to scale mass production
#宇树科技上市首日涨629%

U.S.-Iran Talks Break Down, Oil Surges Past the 90 Mark! The “Giant Whales” Go on a Buying Spree—Should Retail Investors Rush In?

The U.S.-Iran negotiations have stalled immediately. The Strait of Hormuz could be blocked at any moment, and oil prices were suddenly ignited by geopolitical risk—surging sharply past $90. In both the spot and futures markets, giant whale capital is疯狂疯狂疯狂 buying, with every platform chasing the rally and urging people to jump in—institutions are even scrambling to raise their target prices to join the excitement!

As long as the daily close holds steadily above $90, anyone holding positions can stay calm and keep waiting for the move. But if it reverses and falls back below $88, quickly close part of your positions first!#oil

An 60M buyback shattered the capital rift! Monad showdown—how should retail investors act?

MON token’s major buyback: surprisingly, early big players took “not a single cent” in hand. The Monad Foundation spent a whopping $60 million to buy back tokens at a discount, locking them up for four years. It was meant to provide a “green channel” for those who wanted to exit.

But the market immediately poured cold water: holders rejected the entire plan outright. Although the Foundation issued a clarification that there are definitely no off-market sale tokens, this awkward outcome made the conflict between both sides fully visible.

On one side, the project team is eager to reclaim its chips. On the other, institutions are determined not to cut losses at a discount. What looks like a confidence booster buyback is, in reality, a behind-the-scenes battle of interests.

Remember two key levels: the defensive level is the prior low (e.g., $0.15). If the daily close breaks below it, cut and exit immediately. The entry level is resistance (e.g., $0.20). If price pushes through on increased volume, you may take a small position to “eat meat.” But if it backfires and falls back to the prior low, you must run immediately! $MON

Thoughts on the short hedging strategy for $SNDK

Recently, a number of Crypto funds have been gathering to short $SNDK . If you want to profit from the bubble squeeze in Sandisk while also worrying that the storage sector could continue to rise and cause naked shorts to get “squeezed,” then pairing and hedging by going long 0.7x $MU + 0.3x $SKHY is a highly cost-effective option.

$SNDK ’s weakness is that its business is overly single-focused. It is highly dependent on data-center enterprise SSDs and NAND, with very high sensitivity to the cycle, and its current valuation bubble is enormous.

Meanwhile, Micron and SK hynix’s capacity is more focused on DRAM and HBM (the underlying hardware for AI large-model inference). This is a more bottleneck-driven, more essential direction, and Micron also has long-term forward purchase orders to provide support. The fundamentals are more solid and the bubble is smaller.

The core of this hedge is to capture the “bubble spread” between the two. When the broader market falls, Micron and SK hynix tend to hold up better than Sandisk. When the market continues to rise, the long side can also lock in risk. The result is a long-term holding advantage characterized by low volatility and strong drawdown resistance.#闪迪股价涨近14%

爆拉52%！HEMI会是下一个暴富密码吗？

24小时狂飙52.8%、市值冲到690万美元，HEMI直接现货拉出了历史新高！更狂暴的是合约市场，未平仓合约（OI）激增至940万美元，OI/市值比高达惊人的136.9%——这意味着盘面上全是大杠杆和短线热钱，多空博弈已经白热化。

不少没赶上车的人正在疯狂追高。甚至连之前因没深度被甩下车的交易员，看到今天爆量后也重新杀回去加仓。大家现在的共识很直接：行情全靠资金硬推，只要带好止损，高点也敢追。

这币现在就是资金盘，走的是快进快出的波段节奏。放量破新高可以少追一点，下方撑不住就赶紧撤；止损死死设在买入价下方5%~8%，千万别给杠杆老哥当垫脚石！$HEMI

Jumped 286% and surged into the top 100! Why is the Bitway Token becoming the latest “get-rich-overnight” legend in the crypto market?

BTW surged 286% in just 14 days to enter the top 100, and then rose another 32.03% on August 16.

Bullish large holders built their positions at an average price of $0.15; their profit margin has reached 92.5%, with unrealized gains of $27.8 million. Bearish traders, at an average line of $0.25, got liquidated and stopped out.

Driven by BTCFi, Layer 1, and on-chain yield concepts, BTW successfully attracted a large amount of capital. If it can hold the $0.25 support level—and if real on-chain TVL continues to grow—there may still be room for a mid-term market-cap revaluation.

However, FDV is far higher than circulating market cap, meaning unlocks will bring significant selling pressure later on. After the short-term spike, OI growth may slow; if there aren’t enough buyers stepping in from above, a sudden drop from high levels could happen at any time.

The market maker who bought at $0.15 is already way up. Chasing now could easily mean becoming the bag-holder. Whether it can keep rising mainly depends on whether the $0.25 level can be defended and whether the ecosystem can deliver real-world adoption.$BTW

BitMart platform employees posted on X to publicly call on BitMart management and relevant personnel, raising five demands regarding issues such as users’ platform assets and employees’ salaries. The demands include requiring BitMart to disclose its wallets, assets, liabilities, and available reserve funds; explaining why users are unable to withdraw funds normally; investigating the flow of funds related to users’ assets; and paying overdue employee salaries and compensation.

In addition, the user asks BitMart to publish an implementable user repayment plan by August 19, specifying the remaining assets, total liabilities, the percentage of assets users can repay, the order of repayment, and a timetable, and agreeing to a third-party independent audit.