老腊肉-kevin

Binance Wb3 Wallet Benefits

Brothers, let me tell you a great way to save 30% on trading fees (operate as shown in the picture)

In the Binance app, go to the home page. At the top, you’ll see two options: Trading Platform and Wallet.

Step 1: Select Wallet to switch to the wallet;
Step 2: Select Invite Friends;
Step 3: Enter the invitation code: KEVIN1688 (copy it to the position shown in the picture);
Step 4: Claim the reward below.

Especially for brothers who like to farm on-chain low-cap “scam/dog” coins and do high-frequency trading—remember to bind the invitation code: KEVIN1688 to get a 30% reward. If you trade less, you can receive 5U or 10U; if you trade more, you can receive dozens of U, or even 100U.
点击钱包，赶紧去绑定邀请码：KEVIN1688 ，领取奖励吧！

$XAU $BTC $ZEC U.S. stocks’ three major indexes fall; the U.S. 10-year Treasury yield rises above 4.85%, the U.S. 30-year Treasury yield breaks through 5.30%, the U.S. dollar index surges sharply, and spot gold plunges.

Previously, the U.S. Treasury announced a repurchase target, signaling support for long-term Treasuries. However, Wall Street said the repurchase size was disappointing.#美财政部拟回购最多60亿美元国债

$牛来 Selling short must wait until the celebration is over
Going long must wait for risk to be cleared

$牛来 The spot is about to be available. Time to short.
The big players on the chain should already be starting to unload their holdings.
The hype around the movie and the topic has cooled off.

$DELL Dell Technologies’ stock rises more than 4% at the start, with the share price hitting a high of 558.5 US dollars, setting a new record high.

$SKHY US stocks: SK Hynix shares extend their gains by 4%, with the stock price rising above $190 and edging toward a new historical high.

The S&P expects SK Hynix to restart its maximum 400 trillion won share buybacks in the fourth quarter, alongside generous dividends—adding fresh momentum to South Korea’s Value-up rally

$牛来 牛來要上现货了
爆拉了40%
太夸张了

Clear pre-market signals in US stocks: money is betting on this direction
Take a look at the pre-market data: Dow futures are falling, while Nasdaq futures are rising. The funding sentiment is very clear—keep going after tech, but only go after the hard stuff.
Storage chips are collectively taking the lead. SK Hynix, SanDisk, and Micron are all up. Intel is slightly down pre-market, but yesterday it still jumped 9%. The trend of money rotating from software to hardware continues: yesterday the Software ETF fell by nearly 2 points, while the Semiconductor ETF rose by more than 1 point. This isn’t random fluctuation—it’s a real, hands-on style shift.
Gold, silver, and oil are all surging, with Brent Crude nearly touching 100. There’s significant macro pressure, but money is still clumping together along the AI hardware line. That suggests the short-term trading expectation is to stick with this direction.
For offensive opportunities, focus on two areas: storage chips and the AI server chain. For defense, watch whether oil prices and interest rates keep pressuring valuations.
Short-term sentiment hasn’t hit a full-on climax yet, but the divergence is already on display: get on the right side and you get to eat; get on the wrong side and you get hit. #原油涨至7月来最高 #美军打击霍尔木兹岛及贾斯克目标 $CL $SOXL $SNDK

#美军打击霍尔木兹岛及贾斯克目标 #原油涨至7月来最高 US pre-market storage continues to rise, while oil and gold remain strong

Overnight futures for the three major stock indexes showed divergence, with most large-cap tech stocks higher. Memory chip stocks rose collectively, with SK hynix up more than 1.3%. International crude oil and gold and silver prices surged.

In US pre-market trading, futures for the three major indexes were mixed: Dow Jones futures fell 0.06%, Nasdaq futures rose 0.17%, and S&P 500 index futures rose 0.07%.

Most large-cap tech stocks were higher in pre-market trading: Meta up 0.7%, Amazon and Google A up 0.3%, Apple up 0.2%, and Nvidia up 0.1%. Microsoft was flat; SpaceX and Tesla fell 0.1%.

Memory chip stocks rose collectively in pre-market trading: SK hynix up more than 1.3%, Micron Technology up 0.8%, Seagate Technology up 0.5%, SanDisk up more than 1%, and Western Digital up 0.44%.

Most healthcare and biotech stocks fell in pre-market trading: Novartis down 0.5%, Johnson & Johnson down more than 0.16%, AstraZeneca up 0.39%, Novo Nordisk down 0.53%, and Pfizer up 0.07%.

International oil prices surge
On the 9th, international oil prices surged. WTI crude oil futures rose 1.66% to $94.57 per barrel; Brent crude oil futures rose 2.11% to $99.99 per barrel, breaking above $100 per barrel during the session.

Gold and silver prices soar
On the 9th, gold and silver prices soared. London spot gold rose 1.23% to $4,408.18 per ounce; London spot silver rose 1.61% to $66.79 per ounce.

Trump: Canadian products will be excluded from the US government procurement plan
US President Trump said on social media on the 8th that he instructed the US General Services Administration and the Office of the US Trade Representative to work together to take all necessary measures to exclude Canadian products from the US government procurement plan until the Canadian side restores “fair mutual” treatment for US farmers and businesses.

US Secretary of State says it will continue to target Iranian oil tankers
US Secretary of State Rubio said on the 8th in Barranquilla, a coastal city in northern Colombia, that the US will continue to target Iranian oil tankers in response to Iran’s attack.$CL $XAU $XAG

#灰度zcashetf资产突破5亿美元 Don’t look at the hype around ZEC—how much is that supposed ETF? It’s not that impressive, is it?

Grayscale’s Zcash ETF (ZCSH) pulled in $500 million in just two weeks, with 550,000 ZEC in holdings. On the surface, that looks pretty intimidating, and ZEC even surged to 1,180 along the way. But folks, we need to settle the numbers properly.

If you compare it to the ETFs for BTC and ETH, it’s like a little fish meeting a big whale. Look at the other “me-too” brothers as well: Solana’s ETF is only a bit over $900 million, and the Litecoin ETF is even worse—just a few million, barely moving. As for Zcash’s $500 million, it’s basically propped up by Grayscale and DCG first throwing in $100 million to set the stage—plainly, it’s mostly internal buy-and-sell.

With things like this, the “me-too” ETF’s scale is so small that it can’t really absorb big inflows. In the short term, sentiment may get a little carried away by this “single-vendor” type of momentum, but look at the bigger picture: the Fed still has to keep hiking, oil prices are about to break $100, and risk assets are already jittery. At this point, rushing in with thoughts of “let’s go now” doesn’t beat pausing to figure out how to protect profits.

In terms of direction, the big guy (BTC) and ETH are still the favorites—these “me-too” ETF stories are just getting started. Don’t rush to become the next bag-holding retail investor. Short-term sentiment could top out pretty quickly; for now, the main play is to short on strength. $ZEC $DASH

Apple’s New Product Launch Tonight — Go Short or Go Long?

Brothers, Apple releases a new phone tomorrow. The biggest highlight is the first-ever foldable display in its lineup. Rumor has it the crease is shallower than that of competitors—this is a “seven-year in the making” move.

But what’s the cost? The camera is worse, battery life is shorter, and durability is also discounted. The price is pushed up to $2,200, with the higher-end configuration straight to $3,000. In plain terms, this thing isn’t meant for everyday users right now—it’s pure luxury.

From a trading perspective, there’s a pretty clear pattern: from June each year until before the launch, the stock price has typically risen by an average of 14%. The market loves to trade on expectations. But this year, up to now, it’s only gained less than 5%—momentum is clearly lacking. More importantly, over the past decade, the stock has fallen on six out of the launch days. That’s the classic “buy the expectation, sell the fact.”

For the stock to truly take off, we need to see whether this high-priced foldable can actually sell, and whether the supply chain can keep up. If the release gets pushed into the end of the year, or it’s sold only in the US, then it’s a supply-side problem—and the stock price will face pressure.

On direction: with the new CEO’s debut plus product innovation, the long-term story is there. But can the market really accept this high-end pricing? $AAPL $AAPLB

$RKLB $MSTR Rocket Lab USA, Inc. shares rose more than 3%. The company launched a new generation of solar cells designed specifically for space applications;

ServiceTitan fell more than 18%. Q2 earnings missed market expectations, and its Q3 revenue guidance was weak;

Braze, Inc. fell nearly 12%. Q2 revenue grew 26% year over year, but its Q3 earnings guidance was below market expectations;

Caseys General Stores fell more than 8%. Q1 results beat expectations, but same-store sales growth slowed somewhat;

The optical communications concept stocks continued to rally. Nokia rose nearly 5%, while Corning and Applied Optoelectronics Inc. rose more than 1%;

Cryptocurrency concept stocks Strategy and BitMine Immersion Technologies Inc. rose nearly 3%, while Coinbase Global, Inc. rose nearly 2%.$BTC

U.S. Stock Market Intraday Analysis: Geopolitical “Explosive Barrel” Ignites Inflation Fears—Money Only Backs Hard Logic

On Tuesday, U.S. stocks were pulled in two directions. Oil prices surged past $100, dragging the broader market—while the Dow fell more than 1%. But funds precisely rotated out of macro panic into “hard” sectors that can tell coherent stories about pricing power and incremental demand: hardware and AI infrastructure. The market is pricing in “stagflation expectations,” but stock selection matters more than the broader trend.

Breaking down how macro news impacts various assets:
Crude Oil & Gold: Oil is rising because Houthi forces attacked Saudi Arabia, while the U.S. military struck Iran—escalating risks across the Strait of Hormuz. Brent hit $100 and WTI reached $94. Gold fell for three straight sessions because higher oil prices boosted inflation expectations, causing U.S. Treasury yields to spike. That increased the opportunity cost of holding gold, so gold was sold as a risk asset. In the short term, gold is weighed down by interest rates—once oil sentiment stabilizes, it may improve.

U.S. Market Index & Sectors: The Dow was dragged down by Amgen (drug trial failure, down 10%), but the Philadelphia Semiconductor Index rose 1% against the tide. Capital clumped into AI infrastructure (Lumentum’s optical modules up 11%, CoreWeave’s AI leasing up 12%) and CPUs with pricing power (Intel up 9%). Healthcare was effectively abandoned, with flows moving to energy and tech hardware. Qualcomm and Amazon’s AI chip collaboration also rose 3%.

U.S. Dollar & Japanese Yen: The U.S. Dollar Index inched lower because the yen strengthened (Japan’s wage data was strong, supporting stronger rate-hike expectations). The stronger yen capped the dollar, but rising oil prices also supported U.S. Treasury yields—so the dollar’s direction is unclear in the near term and volatility will likely increase.

At present, the market’s main contradiction is simple: geopolitics pushing up oil prices → inflation can’t come down → rates are hard to cut. But the smart money isn’t panicking. Instead, it’s using macro volatility to concentrate firepower on AI infrastructure (optical modules, compute leasing) and chip stocks that have product pricing power.

Track oil prices and geopolitical headlines. In trading, pick hard-core assets and avoid pure consumer names and overvalued stocks without a moat. In this tape, what matters most is fast reaction to news and understanding of the industry-chain logic. #美军打击霍尔木兹岛及贾斯克目标 #原油涨至7月来最高 #美军击毁5艘伊朗油轮 #伊朗称击中两艘美军驱逐舰 #美股收跌英特尔涨9% $CL $XAU $SOXL

#美股收跌英特尔涨9% #道指下跌超600点 #原油涨至7月来最高 US stock close summary: price-hike logic hard-carries the market; storage and CPU lead the cast

On Tuesday, US stocks diverged. The S&P 500 and Nasdaq edged down slightly under the drag of tech-heavyweights, but money clearly rotated from pure “AI narrative” toward hardware price hikes and a reshuffling of the supply chain. Among the top 20 by trading value, Nvidia and Micron fell, while Intel, AMD, and SpaceX rose—the picture is very real.

Broken down by trading value, performance, and news flow:
Intel (INTC): +9.05%, trading value $14.4B. Reports that in October CPUs will still be up another 10%. The ongoing price increases turned expectations into a clear “confirmed play,” and the market bought it directly as a profits-repair story. With AMD’s CPU demand expectations boosted by the GPT-6 catalyst, Intel rode along. But PC price-hike continuity remains questionable—more like a short-term sentiment trade.
Micron (MU): -1.61%, trading value $26.7B. Apple reportedly signed a rare NAND long-term contract without a price cap, shifting storage bargaining power decisively. The decline may be partly because it had already run up earlier, but the longer-term logic is now “volume locked to secure supply,” and the cycle’s persistence may be longer than people imagined.
SpaceX (SPCX): +3.73%, trading value $12.9B. The rise is because of a further Nasdaq weight rebalance—free-float share proportion increased, prompting passive funds to buy in a forced manner. Pure institutional/structural tailwind; not tied to fundamentals.
Tesla (TSLA): +3.98%. The “zero rare-earth” motor in the Cybercab is a technical breakthrough, but the car doesn’t have a steering wheel brake—full-scale mass production is still early. This move is more of an emotion/sentiment catalyst than immediate execution.

Right now the market only believes in two things—things that can raise prices (CPU, storage) and names that passive capital will take (SpaceX). Meanwhile, AI software application-side momentum is fading. The trading leaderboard is the result of money voting with its feet: follow the price hikes and liquidity expectations; don’t fall in love with the narrative.$INTC $SPCX $SOXL

#美股收跌英特尔涨9% Don’t talk about those fluffy things—Intel’s 9% move is just a price-hike logic
Brothers, last night Intel rallied 9 points while the broader market fell. Don’t overthink it. The market is betting on one thing: price increases.
For October, PC CPUs are expected to rise another 10%—this is the third time. On top of that, server CPUs are now in a terrible shortage. AI data centers are snatching them up, and delivery lead times have stretched to half a year. This stuff is as “hard” right now as HBM. Intel’s people aren’t playing a price war anymore—they’re dead set on profits, and the market is buying it.
Also, some U.S. investment banks came out to hype the stock, giving a $120 target price. Plus Musk’s Terafab foundry grand plan is still being painted, providing momentum/long sentiment for the retail crowd.
But honestly, I doubt the sustainability. This run is essentially “pricing in” the price-hike expectations and institutional repositioning—treating hardware like a safe-haven paradise. The PC market itself has been shrinking. If prices keep rising, who can actually carry the load? Watch out for AMD and ARM taking the next move.
In terms of direction, following the mood for a short push is fine, but chasing it from this level isn’t great on value for money. If you really want to play, focus on the server AI CPU theme. The price-hike story for consumer PCs won’t last long.
$INTC

$LITE $COHR $SKHY US stock optical communication and storage concept stocks continue to strengthen

Lumentum and Coherent surged nearly 10%, Corning rose more than 7%, SK Hynix rose more than 6%, Seagate Technology rose more than 4%, and SanDisk and Western Digital rose more than 2%.

#zcash周涨45%创2016年来新高 Zcash soars 45% this week, hitting a new high since 2016—should you still chase it?
Brothers, Zcash (ZEC) has totally gone berserk this week: up 45% weekly, and today it surged another 13%. The price is pushing near $95, setting a new high since 2016. The core drivers behind this move are basically two things. First, Grayscale’s Zcash ETF (ZCSH) launches on August 25, opening a compliant gateway for traditional capital. Second, there’s a chain-reaction short squeeze—after ZEC broke above $1,000, short positions totaling roughly $79.5 million were liquidated across two trading sessions. With the shorts forced to cover, the price was pushed up to $1,200.
F2Pool co-founder Wang Chun came out to cool things down, saying this is basically a “narrative-driven short-squeeze,” not an improvement in fundamentals. And it’s true: Zcash’s share of privacy transactions is actually not that high, and network activity hasn’t kept up with the price gains. Now the market cap is already over $20 billion, surpassing DOGE and squeezing into the top ten, but the on-chain/usage data simply can’t fully support that valuation.
In terms of direction, it’s likely bullish in the short term—because the shorts haven’t given up yet. There’s a large whale short with a liquidation level around $2,540, still some distance away. But chasing at this point needs caution. A rally pushed purely by narrative and leverage can drop faster than it rose if ETF buying doesn’t keep pace or market sentiment turns. The key is whether the $1,200 level can hold—if it holds, there’s still a story to tell; if it fails, it could be a deep pullback. $ZEC $DASH

$COHR $AAOI $LITE Optical communication concept stocks continue to be strong

Coherent, AAOI, Corning, and Lumentum all rose by more than 5%, while Ciena, Nokia, and POET rose by more than 3%.

$SOXL $INTC $ARM Philadelphia Semiconductor Index rises more than 2% in early trading

Intel and Qualcomm jump nearly 6%, ASML and Arm rise more than 4%, AMD, Lam Research, Applied Materials, and TSMC rise more than 3%, while Marvell Technology and Broadcom rise more than 2%.

$ORCL $NBIS $CRWV US cloud computing service provider concept rises, with Oracle, NEBIUS, CoreWeave up more than 6%, and IREN up more than 4%.