易道资本

#CanNVDAReigniteAIRally Nvidia will likely take another sharp dip, then announce some good news, such as Jensen Huang continuing as CEO, earnings exceeding expectations, or favorable investigation results. Nvidia has no rivals in sight; getting ahead early means staying ahead. Sooner or later, Nvidia will return to its peak. AI applications in the market have yet to make a breakthrough, whether in game development, AI movies, the metaverse, and so on. The internet brought the real world online; AI can create fantastical virtual worlds that feel real. AI is an unprecedented disruptive technology. I believe the future market value of AI companies may exceed all expectations.

$NVDAB More and more revelations about Jensen Huang are coming out. The focus is gradually shifting from the illegal sale of chips to sex scandals. What I see is not a last-minute change of leadership, but sacrificing a pawn to save the rook. Huang is unlikely to be replaced. The broader stakes of U.S. AI are tied to the nation’s fortunes, and having an AI chief whose weaknesses can be exploited is actually good for the United States. Protecting Huang means protecting Nvidia and market confidence, and preserving the bigger picture of keeping U.S. AI’s rapid lead. In the face of national interests, both parties have to protect him. These are all just my personal speculations, to be tested by the market going forward. So far, there hasn’t been a single positive development. It feels like they’re holding back something big—first pushing it down, then letting it rise.

$BTC $ETH I suddenly realized that U.S. stocks are starting 23-hour trading on December 6. Bitcoin and Ethereum are losing their last advantages too. Crypto is slowly dying, and liquidity is going to be drained by U.S. stocks. Even some random hot U.S. stock token can rack up billions of dollars in trading volume. All that liquidity, which used to belong to the crypto world, has gone to U.S. stocks. Crypto’s roots have been dug up; Bitcoin will never return to its peak. The long-term outlook is bearish, and altcoins will sooner or later be swept into the trash. Even Ethereum, the leader of altcoins, has shaky foundations of value. As liquidity in altcoins gradually dries up, public chains like ETH and SOL will collect less and less in gas fees. That’s good news for the chains hosting U.S. stock tokens. Chains and exchanges that don’t list U.S. stock tokens will bleed to death on their own in a few years. Today’s crypto scene is like the early days of domestic livestreaming: earn as much as you can and save as much as you can. The rules will definitely be tightened in the future, and personal income tax is bound to arrive sooner or later. But until then, this very moment is the best of times. The arrival of U.S. stocks—isn’t that also a bull market for crypto? When U.S. stocks are bullish, crypto is bullish too. There’s no such thing as a four-year cycle, and there won’t be malicious market makers in altcoins manipulating prices at will. This is the best market.

$ETH It dropped too fast and bounced back up in the blink of an eye. Keep shorting as it rises.

$ETH will be below 1800 by the end of this month. I went all in. If there's another massive rally, I'll accept the loss. But after thinking it over for a few days, I've come to this conclusion: it will never get back above 2400. The last massive rally was exactly what I expected, so I'm still bearish! I bought $1,000 worth of put options expiring in half a month—might as well take a lottery-ticket gamble.

At a time when messages are flying everywhere, bears are turning bullish and sentiment is heating up, even Aoying has given up shorting. By my personal reasoning, the bearish trend hasn’t really begun yet. U.S. stocks and the Korean index haven’t fallen far enough; storage should come down from its pedestal and hit new lows. Rising storage prices have increased costs for many AI companies and squeezed their profit margins. I think the likely scenario is that the Korean index falls, then U.S. stocks complete their correction and a new market takes shape. If storage doesn’t die, AI will struggle to rise. BTC and ETH could suddenly be cracked by AI one day and swept into the dustbin of history. If Satoshi Nakamoto’s address is suddenly compromised one day, that could mark the end of crypto, followed by a plunge as steep as Luna’s. AI hangs over crypto like the sword of Damocles; once it falls, the bulls will be wiped out. It could happen at any moment—while you’re eating, using the bathroom, sleeping, walking, or out shopping. I believe that going long on Bitcoin is equivalent to shorting AI: the speed at which AI develops is the speed at which crypto dies. Many people firmly believe BTC still has one last four-year bull cycle and can reach new highs. They should think about Li Ka-shing’s wisdom in not trying to earn the very last penny; and consider whether someone known for being honest might deceive you at the final moment, turn cunning, and catch you off guard. The market won’t always follow such regular patterns. I believe crypto’s end will come very suddenly, taking most people by surprise—and that is what fits the patterns of the world and how it works. Perhaps this is how the Tao manifests itself in crypto.

$ETH has been in a gradual decline for four weeks, but there’s still no sign of an accelerated drop. ETH has fallen more than 500 points from its 2,800 high, and this is only the beginning. Crypto traders may want to look into how much the crypto market fell during the U.S. rate-hike cycle from 2022 to July 2023. In recent years, whenever ETH starts falling, it usually keeps dropping for at least two months. In some cases, it falls for a month and then quickly rebounds, forming a doji. The market isn’t on the brink of collapse; sometimes things have to break before they can be rebuilt. P.S. The blogger Dongbi Mao has been consistently taking long positions. It’s truly harmful to keep pushing a bullish view when the market is clearly trending down. I suggest everyone believe in the power of learning and trade rationally rather than blindly following others. Learn from market rises and falls, identify patterns through gains and losses, believe in yourself, and truly master the skills of trading.

Something seems a bit off. It might bounce for a while, then fall again. Reduce your position and add back later.

The next wave is expected to fall to 2000–2100

$AIN This really looks like ake's trend.

If people are still looking to buy the dip, it means the price hasn’t fallen far enough. The acceleration downward is only just beginning. Cut off the fish’s head, eat its body, and buy the tail!

@熬鹰资本 Everyone, please vote for Teacher Aoying. A truly capable expert never canvasses for themselves. As a viewer who has learned a lot, I’m asking you to cast your vote for Teacher Aoying. Beginners can browse the replays of the teacher’s past livestreams—they’re every bit as valuable as a martial arts manual, with trading wisdom woven throughout.

$MOVR can't go up anymore, crazily driving the needle downward. The big households are getting more and more. The dog syndicate won't bring them profits.

Unlocking

$CAP advertising is so little; add more

The funding rate for $ESPORTS just switched from 4 hours to 1 hour, we might see a reversal or a direct dump.

Every order share the tenth order
Question: I don’t understand that buying US stocks is basically gambling—too big of a rise breaks the new high, and it will pull back
Solution: Use low-leverage, and the risk is smaller

Every order shared is the ninth order
On this coin, I made a lot of orders—overall I pulled nearly 100 U. It’s volatile; check back in two days. See .1 and below

Sharing the eighth trade
View: Staying bearish, this coin is like bsb, looking to drop first then pump
Action: Not a good entry point, take a quick nibble and bounce, no need to date the whales.

Daily orders: 8th order
Problem: Entering again, getting the order but not stable; the short-term K-lines affect my mindset
Solution: Set the stop loss—no matter what