只会呐喊的尖刀手

May you have the “courage to be disliked,” and also the “confidence to be liked.”

Don’t waste anger on people who don’t matter, or hurt your mind over pointless things.

Save your energy for growth, and your patience for time.

Today, be a little more clear-eyed than yesterday; tomorrow, be a little more at ease than today.

This is the highest level of returns.

Take a look. Precision bombardment
If things keep turning favorable
then just wait for the big players to keep blasting and going long
Hope for the best, you gamblers 🐶

May tonight be free of dreams and unrest, without worry or melancholy.

The fatigue of the day is taken away by your pillow, and tomorrow’s troubles will be left to tomorrow.

You only need to close your eyes—the world will gently take care of everything as it turns.

A good night’s sleep is the best full stop for today, and the best opening for tomorrow.

Binance is too awesome!
Even A-share futures are listed!
Let’s go! 🐮

May everything go smoothly, not only today.

Your account stays on the rise, 🔥🔥🔥

May your body stay healthy and your emotions stay at peace.

May every step you take be on an easy path, and may every encounter be kind.

One day goes well, and every day goes well.

The fuel tank of $SPCX is already full! The US top funds are heavily invested and holding tight—this historical mega-cap with a market value of $3 trillion is destined to be blasted through by this rocket wave. Back to $200? That’s just the first stage booster separation! 🔥

$SNDK Familiar script, familiar formula. They say tonight we have to get past 1800. Is Zhang La Gao not just for harvesting? Praying that this long trade will profit and may those who seek their own fortune be blessed.

It’s true that in the crypto market, some of the existing liquidity has been siphoned off by the U.S. stock market, but what’s received in return is on-chain settlement rights for the world’s top assets.

In the short term, the liquidity of shitcoins and knockoffs has been drained—this is the pain you have to go through;

But in the long term, the chain itself is transforming from a “casino” into a “financial infrastructure.” What’s sacrificed is gamblers’ dreams of getting rich quick, and what’s achieved is the ultimate narrative of crypto’s underlying layer serving as a global clearing layer.💡

May you have “small joys” today, and also “great peace of mind”.

When you go grocery shopping, the prices aren’t too high; when you get off work, the streetlights are already on.

Don’t dwell on what has happened, and don’t worry about what hasn’t.

The tasks in your hands can be finished, and the people in your heart are by your side.

What people call things going smoothly is simply this: something to do, someone to love, and something to look forward to.

$SPCX From the IPO anchor pricing at 135, it was bought back at 146. And as of 8/13, the real U.S. stock SPCX.US closed at 140.55. Meanwhile, the on-chain tokens traded in the range of 132–139—so the de-coupling isn’t just noise; it’s a 5%–6% discount running free.

This move isn’t a reversal. It’s an event-driven dead-cat bounce put together by “the unfulfilled release-sell pressure” plus Musk’s AI-related verbal bullish comments. SPCX, despite having a market cap of $7 million, saw daily volume surge to $2.5 million—leveraged funds treated it like a high-beta mirror to insert two-way jabs. If the real stock can’t hold 140, the token drops first; if the real stock rushes to 146, the token may not catch up fully. Around 8/20, there’s another batch of shares about to be unlocked—hidden downside risks. Chasing on-chain SPCX right now is like catching a flying knife on thin ice.

Everyone is focused on the story of “AI revenue surpassing expectations in Q4 for the Hyperchain,” but nobody tells you this: Backpack’s SPCX can only be redeemed for shares with compliant KYC. The group buying in the secondary market is, in essence, buying SPV debt claims. If the real stock drops 10%, the token could drop 15%. And if the real stock rises, it may not be able to make up for the discount. These past couple of days look like a rebound, but when you break it down, it’s an expansion of the de-coupling discount plus a liquidity trap—not a buy-in signal, but a warning sign.
#spcx stock/price movement analysis

May the coins we bought become faith,

and the traps we avoided become stories.

Not for fluctuations to unsettle the heart, not for gains and losses to shift one’s will.

In this world full of noise,

hold on to your own rhythm,

earn with the money of knowledge,

live the life you want.

May good fortune always be with you, and may everything go smoothly 🍀💰

May your coin price be like the summer evening breeze—steady and unhurried, rising but never falling 🍃

No need to stare at the charts into the late night, no need to fear sudden wicks

With peace stored in your cold wallet, and your seed phrase etched in your heart

When a bull market comes, smile and enjoy; when a bear market comes, just lie back and wait

Wealth flows like a slow stream—freedom begins with your mindset 💆‍♂️💰

• Everything you hesitated to buy and didn’t buy has nothing to do with you later when it goes up; everything you were lucky enough not to sell and didn’t sell later, even if it drops, is also just fate.

• What we call maturity is learning to turn “I want to make quick money” into “I want to live long.”

• In the crypto world, there is no savior—only you, who studies the chart in the dead of night, and calmly adds more during a crash.

• Accepting losses is part of trading, just like accepting rainy days is part of life. The person with an umbrella doesn’t fear getting soaked.

• “To Da Moon” isn’t the destination, financial freedom isn’t the destination either—the real destination is the ability to always keep control of your own life.

The 8·9 roller coaster of $TUT : up 6x in a day—then slashed in half; the leveraged board gets washed from both ends

On August 9, 2026, a Tutorial (TUT) on BSC printed an extreme daily candlestick: according to Ember monitoring, the price was pushed from $0.045 to $0.305. The maximum gain was about 6x. In 24 hours, spot volume reached $570 million, while derivatives volume hit $2.5 billion. After spiking, it pulled back 44% within one hour; in a single hour, total liquidations across the web totaled $34.02 million (short liquidations: $32.78 million).

The spark was the launch of TUT perps (with leverage) on Aster DEX on August 6. After micro-cap coins were allowed to short, buy orders rushed in, triggering short covering. Short stop-losses bought more as prices rose, creating a self-reinforcing short squeeze feedback loop. Combined with BTC reclaiming above 65,000, funds spilled into BSC micro-caps, and TUT became an outlet for market sentiment.

The downside is also determined by structure: wallets holding coins are nearly 99% concentrated among the TOP100, and control over the supply is about 86.6% in TOP5. On a day of explosive pumps, 160 million coins (20% of the total supply) transferred from Binance to Bitget, which the market interpreted as the controlling party repositioning liquidity to ramp up and distribute.

After RSI touched 86 (overbought), profit-taking loosened—yet there was no follow-through, so it was dumped down 44% within an hour.

This has nothing to do with fundamentals. It’s the standard template of: a new contract launches + short-killing + high-control repositioning. The lesson is blunt: for micro-cap high-control coins, most “explosive rallies” are liquidity traps; new perps are not the start of a trend but an amplifier of volatility. Surviving through a 6x jump in one day, a 44% drop in one hour, and $34 million wiped out in a single hour belongs to the ones with light positions and fast exits. As of the night of the 9th, TUT was oscillating around $0.16, down nearly half from its high.

On August 7, SpaceX (SPCX) closed at $133.11, with its market cap rebounding to around the $1.75 trillion mark. It has filled most of the gap from the 13.6% plunge on August 5—when Q2 earnings sparked a spike in AI-related capital expenditure (a single quarter of $15.8 billion, doubling quarter-over-quarter). That drop had briefly allowed it to be overtaken by Meta (about $1.50 trillion) in market capitalization, pulling SpaceX back into the global top 12 by market cap.

The essence of this tug-of-war isn’t “a rocket company beating an advertising company.” Instead, the market is reshuffling how it weights valuation for the “future infrastructure.” Meta’s $1.5 trillion valuation anchors to monetizing traffic from Facebook/Instagram and AI-ad ROI—cash flows are thick, but the narrative’s ceiling is visible. SpaceX’s valuation anchor is Starlink’s 12 million users generating “blood” plus the orbital data center “Starmind/AI1,” and the “2029 ARR of $100 billion, 2030 revenue of $1 trillion” ambitions. The former is something DCF can calculate today; the latter is an option-premium style bet on a lunar-to-earth computing network for 30 years from now.

From the IPO day close at $161 and a market cap spike to $2.1 trillion in June, to slipping below the $135 issue price late July, to plunging as low as $108 on August 5 ($1.43 trillion), and then this week’s post-release period showing no selling pressure—followed by a two-day rally of 23% back to $1.6 trillion+—this rollercoaster cycle of bull and bear moves within just two months after the IPO actually shows bulls and bears fiercely market-making prices for a “non–predefined underlying.” The bulls are massaging the Morgan Stanley model, running orbital AI ahead of terrestrial compute by 2032 and assigning 50%+ valuation weight to the AI business. The bears counter with Deutsche Bank’s view that “space non-compute costs are 6x that of ground” and Morningstar’s fair value of $62.

Musk says he will issue an AI1 prototype at the start of 2027, push orbital compute to 1GW by the end of the year, and that the orbital data centers “aren’t a distant thing.” Is that crazy? Of course. But the logic behind Goldman Sachs calling for $220 and Citi targeting $900 has never been about “how much profit this year.” It’s about how much the capital market is willing to pay up, on a cross-period discounted basis, for an audacious idea that is falsifiable. SpaceX has taken the ball to the frontier of whether “space compute can turn a price-to-crazy ratio into EBITDA.” The next kick won’t be CPI—it’ll be whether those satellites slated for 2027 actually can power on.
#spacex #meta

On August 7, SpaceX (SPCX) closed at $133.11, and its market value bounced back to around the $1.75 trillion line. This largely fills the gap from the sharp 13.6% drop on August 5, when AI-capex surged after the Q2 earnings report (a single quarter of $15.8 billion, doubling quarter over quarter). It also enabled SpaceX to retake the lead briefly stolen by Meta (about $1.50 trillion), pushing SpaceX back into the global top 12 by market cap.

At its core, this tug-of-war isn’t really about “a rocket company beating an advertising company.” It’s the market rewriting the valuation weights for the “future infrastructure.” Meta’s $1.5 trillion anchor is tied to monetizing traffic from Facebook/Instagram with AI-advertising ROI—cash flows are thick, but the narrative ceiling is visible. SpaceX’s valuation anchor, by contrast, rests on a different premise: Starlink’s bloodline from 12 million users, an “orbit data center” storyline built around “Starmind/AI1,” plus the “$100 billion ARR in 2029, and $1 trillion revenue in 2030” dream. The former is now that DCF can calculate; the latter is an option premium for a Moon–Mars computation network 30 years out.

From closing at $161 on the first day of its June IPO and surging toward a $2.1 trillion valuation, to falling below its $135 offer price by late July, then dropping to as low as $108 on August 5 ($1.43 trillion), and finally—this week—seeing no selling pressure after the lock-up expiration, with a two-day rebound of 23% back to $1.6 trillion+: this roller-coaster that completes a bull-bear cycle within two months after the IPO precisely shows bulls and bears making an aggressive market for a “no prior clear benchmark” asset. The bulls—who massage the Morgan Stanley model—calculate that orbit AI will surpass ground compute by 2032 and assign 50%+ valuation weight to AI. The bears counter with concerns from Deutsche Bank—“the non-compute cost in space is 6x that on the ground”—and with a $62 fair-value push from Morningstar.

Musk says an AI1 prototype will be issued in early 2027, space compute will surge to 1GW by the end of the year, and that orbit data centers are “not something far away.” Is that crazy? Of course. But the logic behind Goldman calling for $220 and Citigroup looking for $900 since the IPO was never “how much it will earn this year.” Instead, it’s about how much the capital market is willing to pay for audacious, falsifiable ideas—using cross-period discounting. SpaceX has taken the ball to the frontier of whether “space compute” can convert the market’s dream multiple into EBITDA. The next shot isn’t CPI—it’s whether the batches of satellites in 2027 truly can power on.
#spaceX #meta

US July jobs report shatters the “employment resilience” narrative: new jobs -23,000 (vs. +80,000 expected). The combined April and May figure was revised down by 103,000, and the three-month average has been dragged to only about 20,000. The labor force participation rate also fell to a five-year low—this is not just single-month noise, but a continuous confirmation that hiring demand is generally weakening.

The market’s first reaction was straightforward: the bullet for further rate hikes has been defused. The probability of a September rate hike dropped sharply from the 55%–60% range to around 44%, and expectations for the number of hikes over the year in federal funds futures were cut from 1.35 to just over 1.1. The yield on the 10-year US Treasury note jumped down from 4.68% to around 4.65%, the US dollar index broke below 99.5, and gold surged more than 2% in a single day, crossing above 4,350–4,400. The Nasdaq rose 1.3%. The AI supply chain and optical communications continued to draw funds, and even BTC benefited as risk appetite warmed up and caught its breath.

But we’re nowhere near time to pop champagne. This pass has already been sent into the opponent’s half—now the decisive kick is the next CPI (July CPI will be released on August 12, followed by PPI and PCE).

• If inflation continues trending lower, “weak employment + weak inflation” will completely shut the door on Fed rate hikes. The front-end of Treasuries and the dollar will face continued pressure, and liquidity trades in gold/tech stocks/BTC can carry on;

• If oil prices are pushed back up by developments in the Middle East or supply disruptions, CPI will turn upward and the situation will flip into the most troublesome scenario: “weak employment + strong inflation.” The Fed would then be stuck in the middle—unable to hike (for fear of puncturing jobs) and unable to cut (for fear of inflation losing its anchor)—and will likely stay on hold, while the market will quickly unwind the “easing premium.”

The prevailing institutional view right now is: “weak but not breaking; the Fed will wait and see.” Both Huachuang and Dongwu believe that keeping interest rates unchanged through the rest of the year is the baseline case. BlackRock’s Rick Rieder even said bluntly that “there isn’t much point in hiking rates now,” but the Wach side still keeps the option of a September hike if inflation remains too hot. In other words, the jobs report has only carried the ball to the edge of the box—whether the CPI shot is off to the left or to the right will determine whether global liquidity keeps expanding or tightens again. Crude oil and tariff transmission are the most uncontrollable variables in this play.
#US July jobs report unexpectedly declines

• Anything you hesitated to buy and didn’t purchase later—when it rises, it has nothing to do with you; anything you were lucky enough not to sell—and later it falls, it’s all fate.

• What people call maturity is learning how to turn “I want to make quick money” into “I want to live long.”

On this 24/7 battlefield that never sleeps, the biggest misconception is thinking you have to be present at all times.

In fact, having no position is also a form of holding—an ultimate respect for opportunities.

Before a cheetah goes after its prey, it often lies in wait for hours; before a trader makes an entry, they must endure the boredom of waiting.

Those opportunities that seem like you missed them are actually helping you avoid risk.

In this market, most people lose to the illusion of “thinking they understand.”

The real dividing line isn’t whether you bought a hundredfold coin—it’s whether, when a sudden crash hits, you have enough cash flow to get through the winter, and enough cognitive judgment to tell whether this is a “golden opportunity” or a bottomless pit.

Don’t gamble on that 1% miracle—fix the 99% inevitability.

So-called belief isn’t holding on to death after a drop; it’s falling through and then daring to buy, going crazy on the rise and daring to sell.

If you can endure, you’ll stand out; if you can’t, you’ll be out. In this cycle, may you be the one who laughs last.