I wondered why so many people are following me—turns out it's because my elder brother reposted my tweet. Clearly, my elder brother still has influence. It's crucial to follow the right people. Binance truly has impact. My dear ones, what are you still hesitating about? Just keep working hard on the Binance Square. The true talent will always shine. Look, here comes my elder brother. @CZ $DASH $黑马 $我踏马来了 #Strategy增持比特币 #美国民主党BlueVault #美国CPI数据即将公布 #美国非农数据低于预期 #币安上线币安人生
At the Binance Chinese community meetup, attendees experienced the profound wisdom and carefree demeanor of the big sister. Even now, it is still unforgettable, and some thoughts are truly beneficial for a lifetime. After a series of ups and downs in the afternoon, I finally met the big cousin, so warm and friendly! Successfully checked in to meet my idol, dream come true! As Wukong said, combined with the big cousin, we are as rich as a country 🤭🤭 $BTC $ETH $BNB #比特币VS代币化黄金 #美SEC推动加密创新监管 #美联储重启降息步伐 #ETH走势分析 #加密市场观察
加密贝姐
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Thanks to every one of my voters, because of your affirmation, Sister Bei has finally realized her dream in Dubai. This is the most wonderful night, I met many esteemed predecessors I've admired for a long time, so happy! ❤! $BNB $BTC $ETH #ETH走势分析 #币安区块链周 #加密市场观察 #美SEC推动加密创新监管 #美联储重启降息步伐
Post-95 couple “pounded out” an AI-produced hit webcomic drama, released 534 episodes across eight straight seasons. Views topped 4.1 billion—and more and more actors are facing unemployment and layoffs, because they’re simply never going to be hired with money. Back in the days of short dramas: everyone flocked to Zhengzhou’s “vertical-screen studio” to shoot real-person vertical phone dramas, burning money to assemble crews—working hard, producing a bunch of them—but hit content was purely a matter of luck. Out of ten, only two could actually survive. They even lost money to the point of doubting life.
They did experiment with AI comic dramas in the meantime. They managed to avoid the uncanny valley horror effect caused by AI faces, but the audience was too small, so it never caught fire—just a small circle cheering themselves on.
Then in March 2026, the ByteDance Seedance model made its appearance and basically smashed the industry gate wide open. Now, with just a regular person’s computer, you can tinker with AI to produce short, realistic dramas—achieving real production equality.
The biggest ace up AI short dramas’ sleeve: stacking sheer volume and gambling on luck. For urban-themed real-person shoots, it’s still “okay.” But for fantasy and sci-fi—where effects are expensive—traditional filming burns millions on special effects, while with just tens of thousands you can directly generate spells everywhere and grand fantasy worlds. The cost-effectiveness crushes the old approach.
In a single day, they can turn out 800–1000 minutes of footage, producing hundreds of episodes per month. They don’t rely on any one episode becoming a masterpiece; they cast a wide net with massive volume—there’s always going to be something that hits. A full AI short drama costs about 60,000–70,000 yuan to complete. The biggest expense is compute power, plus writing the scripts and post-editing.
By making money from revenue-splitting ads for free short dramas, there’s a player called “Soy Sauce Culture” who hauled in a staggering 300 million yuan in revenue in half a year, with net profit exceeding 100 million. That’s eating a whole lot of meat for real.
Now, 80% of people entering the industry aren’t even film-and-TV trained. Whether you can shoot or not doesn’t matter as much—what’s essential is picking the right content and understanding aesthetics. The platforms are also extremely laid-back in attitude: whether you shoot it yourself or generate it with AI, as long as you label it as AI, it’s fine. They only care whether audiences are willing to stay and binge. If the data looks good, then it’s good content.
Of course, there are pitfalls: mass production doesn’t equal hit-making. Lots of low-quality, factory-style short dramas will eventually bore viewers too—and the dividend won’t last forever. $SPCX
SPCX’s earnings report massively exceeded expectations, yet the stock surged and then plunged 12%!
SpaceX’s latest earnings are basically a grand “Schrödinger’s performance” story: on the surface, everyone’s supercharged, but behind the scenes things start falling apart wildly—capital markets are getting played hard. That contrast punch is a bit too savage 😂
First, let’s hype up the impressive stats: Q2 revenue hit $7.814 billion, up 92% year over year, smashing market expectations. Losses narrowed significantly. Starlink users doubled straight to 12 million. AI segment revenue jumped 247%. Adjusted EBITDA turned positive successfully. All three key metrics beat expectations—definitely a top-student answer sheet.
Even bigger: just before the report, the company officially announced a partnership with Nvidia, unlocking top-tier “space computing”! Satellites are outfitted with a brand-new GPU chip, with compute power pushed to the max. At one point, the stock jumped more than 10%, and the whole internet was waiting for it to go down in history.
But then the earnings came out, and the stock instantly tanked—down 8% after hours! Investors collectively bailed, and the reason is all too real. That hot AI revenue mainly depends on pure compute-capacity leasing to prop up the numbers—more of a pipeline business with little technical moat. Major customers are external firms like Google and Anthropic.
Meanwhile, their own xAI has completely underperformed: monthly active users are still flashy, but the paying core user base is thin. Consumer-side revenue can’t even cover basic infrastructure costs. The more the company scales, the more outrageous the losses become, and profit margins keep deteriorating.
What’s even more awkward is that both of Musk’s big promises are running into delays! The plan for a million “space data center” satellites has failed to materialize—still stuck at the licensing approval stage, facing resistance from all sides. The crewed moon-landing timeline has also been pushed back again and again. On top of that, the sell-off pressure from the unblocking of restricted shares worth over one trillion on August 6 is weighing heavily. Even brokers have rarely issued sell ratings.
All those “great” numbers are just hot air, and real hard execution relies on pitching fantasies—no wonder the capital market isn’t buying it anymore! $SPCX $MUB $SKHYNIX
Yet still, I love the person who can’t be had 🤔 $MSTR $SPCX $MUB
加密贝姐
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2026, Issue 8: Recap—When will Bitcoin complete the final sell-off and base-building? AI storage stocks ride a roller coaster; crypto big shots get collectively harvested
The Fed held steady but faced a coup attempt from three votes. Meanwhile, U.S. Treasuries raised rates on their own. The USD/JPY exchange rate is caught in a tug-of-war, risks in the Iran–Israel conflict are continuing to expand—will August’s market be this exciting too? There’s also a pleasant surprise at the end of the post…
It’s been two months since I last posted a recap. First, I’m not in a rush to bottom-fish for the dip or hold a long-term short position. The price action of Bitcoin is exactly the same as my early-June estimate. It broke through 60,000 and kept sliding until the end of June before rebounding—timing was spot on.
Second, Bitcoin’s rebound lacks strength, and volatility has continued to decline. Underlying fundamental liquidity hasn’t improved at all, so there isn’t much significant change to write about. Right now, it’s basically the stage of finding a bottom and accumulating. Interestingly, it’s only about two months away from the historical major bottom. Have your ammo ready—don’t keep messing around.
Lao Ma shouted a trade for spcx last night, and it still seems to have some effect—the market still gives Lao Ma face. But MicroStrategy sold 1,638 bitcoins; however, this time the bearish impact is much weaker than the last time. Looks like the market is starting to develop immunity to these things. Maybe this round’s biggest black swan is MicroStrategy constantly selling coins to repay debts 😂 $SPCX $MSTR $BTC
2026, Issue 8: Recap—When will Bitcoin complete the final sell-off and base-building? AI storage stocks ride a roller coaster; crypto big shots get collectively harvested
The Fed held steady but faced a coup attempt from three votes. Meanwhile, U.S. Treasuries raised rates on their own. The USD/JPY exchange rate is caught in a tug-of-war, risks in the Iran–Israel conflict are continuing to expand—will August’s market be this exciting too? There’s also a pleasant surprise at the end of the post… It’s been two months since I last posted a recap. First, I’m not in a rush to bottom-fish for the dip or hold a long-term short position. The price action of Bitcoin is exactly the same as my early-June estimate. It broke through 60,000 and kept sliding until the end of June before rebounding—timing was spot on. Second, Bitcoin’s rebound lacks strength, and volatility has continued to decline. Underlying fundamental liquidity hasn’t improved at all, so there isn’t much significant change to write about. Right now, it’s basically the stage of finding a bottom and accumulating. Interestingly, it’s only about two months away from the historical major bottom. Have your ammo ready—don’t keep messing around.
Sorry for any shortcomings in the arrangements; even so, we had the chance to meet a Twitter big-shot Bird Ge in person offline—it’s truly an honor. People who resonate will eventually meet beyond the screen. Wishing also that the Blue Bird’s influence will continue to grow and achieve even greater glory!@鸟哥 Bluebird Labs $SKHYNIX $MUB $SAMSUNG
As quarterly earnings reports continue to be released, the four big U.S. tech giants are further ramping up AI capital expenditures. Storage orders and profits remain rock-solid—basics have only gotten better.
This time, the storage stocks’ deep V rebound delivered a double blast for both bulls and bears—capital turned into a bloody massacre. Margin calls and liquidations have left too many bigwigs and funds unable to sleep, questioning their lives—the original sin was heavier leverage and bigger positions.
If you bought spot—just like me—you’ll be as calm as can be. Every day, it’s still business as usual: eating well and sleeping well. Profits and losses share the same root—respect the market...
At present, the core uncertainty of this AI cycle is shifting from “whether to spend money to build compute capacity” to “who can execute faster on capital expenditures and revenue delivery.”
In the future, investors may no longer be satisfied with “AI narratives,” and will instead scrutinize each company’s input efficiency more strictly—who can turn compute power into high marginal-profit intelligent services at lower cost will be the true business winner. $NVDAB $SKHYNIX $MUB
The big pie has gone and a fake breakout has fallen back, showing a bearish breakdown signal. Those who bought into Micron earlier can reduce some holdings around 94.5. It has rebounded by more than 30% and has also reached the upper rail of the descending channel. $BTC $MUB
These past few days, US stocks’ AI sector has suddenly crashed, and all the funds got a beating in the stock market and retreated back to the crypto market. At this critical moment, CZ steps in to save the market, and on-chain bulls are back. The one who used my name to launch a token yesterday probably has inside information, right? The timing was so spot-on 🤭🤭 $BTC $SKHYNIX $MUB
加密贝姐
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Today, someone actually used my name to post coins on Four—without my consent. What are they trying to do? Do they want to harvest my followers? I don’t agree! $BTC $MUB $SKHYNIX
Today, someone actually used my name to post coins on Four—without my consent. What are they trying to do? Do they want to harvest my followers? I don’t agree! $BTC $MUB $SKHYNIX
Is getting listed on Binance really the end of the road? Once these U.S. stocks get listed on Binance, they just get dumped immediately, basically no different from meme trash coins. The past half year has really opened my eyes—I’ve watched Bitcoin crash, gold crash, oil crash, and the hot U.S. stock AI names crash too. The whole family is neatly lined up; only Buffett is secretly smiling!
Micron even fell into the 70s last night. The second test of 800 failed because it dropped too fast. At this kind of downtrend, if it really gets smashed into a golden pit, it might be worth buying a small position. After all, even the bears will turn around and buy the dip after their sniping is done. A few more leading companies still have earnings reports to release in the next couple of days; maybe things will stabilize only after that. If U.S. stock AI doesn’t fall, buying the dip in Bitcoin still feels somewhat cost-effective. But with such a sharp selloff, Bitcoin at 60k suddenly doesn’t seem so attractive anymore! $SKHYNIX $MUB $SAMSUNG