东链大超哥

瀑布已经开始，你们的多单要好好拿着哈$BTC

NVDA (Nvidia) is currently at 182, and you can go long, with a target around 200 and a stop-loss at 168.

Yesterday it dipped to 170.88 before bouncing back. The lower wick was long, and trading volume was the highest it’s been in several months—it’s bottomed out.

When the news about Huang’s affair broke over the weekend, the market sold off first and asked questions later. Yesterday, the stock plunged straight to 170. But Nvidia’s business is still sound. The board also said it had found no evidence of company secrets being leaked. Its earnings report is due next week on the 17th, and money for AI is still flowing its way. These are all positive signs.

In the few days before earnings, Da Chao is waiting here for a rebound. #黄仁勋因婚外情致歉，英伟达启动独立调查
$NVDAB

Micron is around $734 now. It had a big bullish day yesterday, and it looks like the bottom is in.

You can go long at the current price, with a target around $855 and a stop-loss at $645.

Add to your position around $690 in case it retests the lows.

Like Sandisk, nothing has really gone wrong with Micron itself; it’s sentiment and valuation that are being hit. Bank of America maintained its Buy rating yesterday. Micron also approved a $35.1 billion buyback in October, which could begin as early as December 9. These are all positive factors.

CPI comes out at 9:30 tonight. If the data isn’t bad, this rally could continue a bit further. #CPI前瞻，12月利率走向迎关键考验
$MUB

Brothers, if I had to sum up BSC today in one word, it’d be AI.

Anthropic is going on a roadshow this week, and a ton of newly launched tokens on-chain are riding the hype. AI Coin, Godfather of Humanity, AI Act—the names just keep getting bolder.

The leader is still the AI Coin I called out at noon. Its market cap is now $210K, trading volume is $550K, and it has over 1,000 holders. Most of the others are just copycats; a few minutes after launch, nobody’s paying attention to them.

There’s a new twist today, too. Instead of pairing the pool with BNB, they’re pairing it directly with oANTHROPIC. Some are even pairing with tokenized Nvidia and Nasdaq stocks. The games are getting wilder and wilder.

A bunch of tokens based on Musk’s “Chinese X is badass” meme popped up a couple of days ago. They’re mostly stuck around $20K now; none has emerged as the leader, and the hype is fading.

The Robinhood chain is still quiet. Not much going on there.

Da Chao’s thinking is simple: all the money is flowing into AI right now. If you’re going to make a move, focus on AI and set the other memes aside for now.

CA: 0x99c8f3ec34c89b067a0dca66bfb0d7ff82717777 #Anthropic拒绝延期IPO，本周路演估值几何？
$AICoin

AI coin had a market cap of 100K when I called it at noon, and it surged to a high of 338K—more than 3x.

I said at the time to treat it like a lottery ticket with a 100K market cap. I didn’t expect this ticket to do so well—it tripled in less than two hours.

Laser Cat is on board, and the leading effect is really kicking in. The number of holders has climbed from over 600 to over 1,000, with people coming in wave after wave.

It’s now back above 230K, still more than 2x. Those of you who got in at noon can take your initial investment out first and let the rest run.

That’s how things work on-chain: a narrative plus a strong leader can get a small-cap project moving in no time.

CA: 0x99c8f3ec34c89b067a0dca66bfb0d7ff82717777 #Anthropic拒绝延期IPO，本周路演估值几何？
$AICoin

AI coin, on the BSC chain. It launched not long ago, with a market cap of around $100K.

Anthropic is about to IPO. Word in crypto circles is that one of Anthropic’s developers named a cryptocurrency “AICoin” while doing AI safety testing.

I haven’t found an official source for this claim, so take it as a story. But Anthropic’s roadshow happens to be this week, so the narrative is already there.

Laser Cat is already on board. Let’s see if it can lead the way and bring people in.

At a $100K market cap, Big Chao can treat it like a lottery ticket and just have a little fun.

CA: 0x99c8f3ec34c89b067a0dca66bfb0d7ff82717777 #Anthropic拒绝延期IPO，本周路演估值几何？
$AICoin

PONS is the token launch platform on the Robinhood Chain. It earns fees and uses 80% of them to buy back and burn tokens. The hotter the chain gets, the more the platform earns—and the more it buys back.

Trading volume tells you what’s going on. In mid-September, the platform’s daily trading volume was close to $920 million. Now it’s only around $10–20 million a day, practically flat. The price also peaked at $0.91 on September 6, then fell along with trading volume.

So PONS is down not because something went wrong with the project, but because the Robinhood Chain has cooled off.

To see how high it could go if the chain heats up, just look at the prices it has actually reached:

If revenue returns to October levels, the price was between $0.25 and $0.44 at the time.

If it heats up to September levels, it previously peaked at $0.91.

For comparison, BSC’s four.meme currently has a $76 million market cap, while PONS is at $100 million—roughly the same. Solana’s pump.fun is at $1.6 billion, 16 times higher.

One more thing many people haven’t noticed: PONS has been buying back and burning tokens all along, and nearly 30% of the supply has already been burned. If the chain heats up, more money will go toward buybacks, and the supply will only keep shrinking.

The current price reflects a cold chain. How high it can go depends on how hot the Robinhood Chain gets.

Da Chao is waiting for the chain to heat up. #CPI前瞻，12月利率走向迎关键考验
$PONS

SanDisk has bounced back and is now at 886u.

Yesterday I said 794 was the bottom. It dipped as low as 791 before being pulled back up—the bottom held. It has also reclaimed 860 and surged to a high of 905.

There was nothing wrong with the earnings report to begin with; the earlier sell-off was driven by sentiment, which has now recovered.

You can go long at the current price and add another position if it pulls back to around 860.

Stop-loss: 780. First target: 950, then 1,000. #AI芯片股重挫纳指周跌3.4%
$SNDKB

ETH is at 2118u now. It wicked down to 2092 yesterday, broke below 2100, then bounced back—just like BTC.

2230 is still resistance. Until it gets back above that level, treat any bounce as a dead-cat bounce.

At this level, don’t chase shorts on ETH. There are only around 100 points between here and 2000, so it’s not worth it.

Wait for a bounce to 2180–2200; if it can’t push higher, then short. Stop-loss at 2260, target 2100, and if that breaks, look toward 2000.

#CPI outlook: December rate direction faces a key test $ETH #CPI $ETH CPI outlook

BTC is at 74.9k now. Open a short position at the current price.

Yesterday I said 74k was the last line of defense. In the afternoon, it dipped to 73.8k, broke below but failed to hold there, then got pulled back up. After that, it moved back and forth between 74k and 75.5k, without even reaching 76k.

That wick shows 74k has already been broken through once. Support is weakening, not getting stronger.

The resistance at 76k is made up of long positions that didn’t get out over the past couple of days. If the price rises, some will sell to break even. US AI chip stocks are still seeing their valuations cut, and unless the Nasdaq stops falling, any BTC bounce is just a relief rally.

CPI is due this week, and it will determine whether rates are raised in December. If the data is poor, BTC could take another hit.

Here are the levels:

Short at the current price of 74.9k. If it rebounds to around 76k and fails to break through, add another position. Stop-loss at 77k. If it gets above that level, resistance has been broken—take the loss.

First target: 74k. Close half the position there, and let the rest run toward 72k.

#CPI前瞻，12月利率走向迎关键考验 $BTC

Sandisk is at 813u now, after hitting a low of 794u a few days ago. It’s fallen from a high of 2,354, wiping out more than 60% of its value.

The most frustrating part is that there’s absolutely nothing wrong with its earnings report. The report released at the end of October showed revenue of $11 billion, above expectations, and next quarter’s guidance was also higher than the market expected. The memory price-hike story is still intact, and AI data centers are still scrambling to get their hands on supply.

So why has it fallen this much?

I specifically told you before that with Sandisk, you have to look beyond the company itself and consider the broader environment. This time, it was the broader environment that caused the trouble.

The day after the earnings report came out, a major investment bank slashed its price target, citing falling valuations across the entire memory sector. Then the Democrats scored a big win in the midterm elections, and the market grew worried that data centers could face restrictions. During his campaign, Texas’s new governor had called for a pause on new data center construction. The semiconductor sector fell 11% in a single day, while Sandisk dropped 20%.

So this sell-off has little to do with how well Sandisk itself is doing. It’s valuations and policy expectations that are being hit.

794 is the current floor. If it holds, the stock is forming a base here. If it breaks below 794, that would be a new low, and there won’t be much of a reference point below that.

First, watch 860 on the upside. It surged to that level today and got knocked back. It’ll take a move back above 860 for the stock to catch its breath.

#AIChipStocksPlungeNasdaqFalls3.4%ForTheWeek $SNDK #AI3 $SNDKB ChipStocksPlungeNasdaqFallsForTheWeek

ETH is at 2108u now, its new low for today and the lowest price of the week.

It traded sideways between 2230 and 2240 all weekend, looking pretty steady. Then this morning, a huge red candle smashed straight through, dropping more than 100 points in one go.

It even touched 2435 last week, so it’s given back more than 300 points in just a week. It’s fallen even harder than Bitcoin.

Bitcoin has just been following the US stock market these past few days, and ETH follows Bitcoin. When the big brother takes a hit, ETH only falls further.

It’s now just a few points away from 2100. If it breaks below this round-number level, the next stop is 2000. Market manipulators love to drive prices through round numbers, so it wouldn’t be surprising to see a wick down near 2000.

The 2230 level, where it traded sideways all weekend, has now turned into resistance. Until it rebounds above 2230, treat any bounce as a relief rally.

Da Chao’s outlook on ETH is also bearish, just like his outlook on Bitcoin. Don’t buy the dip until there are signs that the price has stopped falling. #比特币连续五周下跌
$ETH

Bitcoin is at $74.1k now, and dropped to a low of $73.98k this afternoon—just shy of breaking below $74k.

It’s been falling for five weeks straight, with not a single bullish weekly candle. The Nasdaq fell 3.4% last week, led lower by AI chip stocks, and Bitcoin followed U.S. stocks. Until U.S. stocks stop falling, it won’t stop either.

Bad news has also piled up this weekend. Binance was hacked, the Democrats won the midterm elections, news broke about Huang’s affair, and there’s another rate hike coming next month. Right now, investors just want to get out—no one wants to step in and buy.

$74k is the last line of defense for now. If it can’t hold here, there’s basically no meaningful support below until $72k.

On the other hand, if it can hold $74k, the first stop on a rebound is $76k. It’ll take reclaiming and holding $76k for this downturn to ease.

Da Chao’s current outlook is bearish. Until it gets back above $76k, treat any rebound as a dead-cat bounce.

Those of you looking to buy the dip, hang on a little longer. Wait for a panic sell-off, a surge in volume, and a long lower wick before considering it. Reaching out now is like catching a falling knife. #比特币连续五周下跌
$BTC

Guys, the U.S. stock market won’t be sleeping anymore.

Nasdaq is planning to go “5x23,” closing for just one hour a day.

The newly added overnight session will run from 9 p.m. to 4 a.m. Eastern Time, which translates to 10 a.m. to 5 p.m. Beijing time—right when the China A-share market is open.

The U.S. Securities and Exchange Commission has already approved the plan. It’s targeting a December 6 launch, but a few related rules still need to be reviewed, so the date could be pushed back.

A couple of points from Da Chao that matter to us.

The biggest difference with crypto has always been that it trades 24/7. When the U.S. stock market closes, Bitcoin does its own thing. Especially during the daytime in Asia, while the U.S. market is asleep, our market can move however it wants.

That’s going to change. Nvidia, MSTR, and crypto-related stocks will be trading during our daytime too. If U.S. stocks take a dive, Bitcoin will have to follow right away.

Last week, the Nasdaq fell 3.4%, and Bitcoin followed with its fifth consecutive weekly decline. They’re already tracking each other this closely—going forward, the link will only get stronger.

From now on, when you’re watching Bitcoin during the day, you’ll also want to keep an eye on Nasdaq futures.

#AI chip stocks plunge; Nasdaq falls 3.4% for the week $BTC #AI3 $BTC Chip stocks plunge; Nasdaq falls for the week

Bitcoin is at 75.2k now. After one weekend, it feels like we’ve got the whole set of bad news:

Binance got hacked, the Democrats won the midterms, Jensen Huang had an affair, and rates are going up next month. Everything that could take a hit has taken one.

The story about Jensen Huang is real, not a joke. Over the weekend, the Nvidia boss sent a letter to employees, admitting he’d let his wife down and had an extramarital affair. The other person was accused by US media of having ties to Chinese intelligence, which the Chinese embassy denied. Nvidia’s board is now investigating. Huang is still CEO, and the board says it hasn’t found any evidence so far that company secrets were leaked.

Don’t underestimate this. Nvidia lost $450 billion in market value in a single day last week. AI stocks have been a bellwether for Bitcoin lately. With the big boss facing a scandal at home, Bitcoin will follow wherever US stocks go when they open on Monday.

When bad news piles up, the scariest thing is for it to keep coming one thing after another. By now, most of the risks we can think of have already blown up. The bad news is out; now it’s a matter of seeing who cracks first.

The stop-loss at 74.8k is still in place. Hold on unless it gets hit. #美股走弱加密货币市场普遍承压
$BTC

CLAUDIA has taken off. Claudia is surging.

When the bot reported it on October 31, it was at 2.2 million. Dachao didn't chase it. What we said in the group was: wait for a pullback to around 1.5m, then buy the dip.

Later, it bottomed out at exactly 1.49 million—not a penny off—and landed right where we said it would.

The guys who got in then are now at 4.9 million, up more than 3x. Yesterday it peaked at 7.12 million, nearly 5x from the buy-the-dip level.

A few days ago, when it was at 2.7 million, Dachao said: those who got in can take out their initial investment first and let the remaining profits fly.

Now it's really flying.

A virtual singer created by AI, with Elon Musk interacting with it several times. The buzz around it hasn't died down. With this kind of narrative, the biggest risk isn't a price drop—it's not being able to hold on. When it fell to 1.49 million, most people had already bailed.

The guys who held on should be having a pretty good weekend.

CA: 2j5SaS7xy776qCBpyPQbZjyQSAtKiFgrwjfErthnW2ZM #StrategySTRC时隔超170天恢复发行
$CLAUDIA

PONS is at 0.1966 now. Da Chao added to his position on that wick at 0.178 the day before yesterday, and he’s already up more than 10%. It even briefly surged past 0.2 today.

The day before yesterday, I said that if it couldn’t go up, I’d have to sell one of my “eggs.” It’s been climbing these past two days and hasn’t dropped back below 0.18. Da Chao’s balls are safe for now.

Everyone who needed to sell did so on the day of that wick. There’s solid support below now; it won’t budge downward, so we’re just waiting for it to move up.

The leading launchpad on the Robinhood chain. All the tokens are in circulation, with no locked-up supply hanging over it. A market cap of 130 million, down 80% from 0.97—Da Chao genuinely thinks it’s cheap at this level.

Brothers who haven’t bought in on the spot market yet, hurry up. Once it gets above 0.2 and reclaims 0.23, it won’t be at this price anymore. #StrategySTRC70天恢复发行
$PONS After a while, Chao

Bitcoin: add to the long at the current price of 76k, stop-loss at 74.8k, targets at 78k/81k

Bitcoin spent the whole day moving between 75.1k and 76.2k. It was dumped to 75.2k the day before yesterday, and still hasn’t broken below that today.

All the leveraged positions that were going to get liquidated were flushed out the day before yesterday. There’s not much more room to push it down now.

I’m still holding the position from 77.8k. Dachao is adding another position at 76k to bring down the average entry price. The stop-loss is the same as for the previous position: 74.8k. If it breaks below that, we’ll close both positions—no holding on.

The first target is 78k, the level where it consolidated before the drop the day before yesterday. I’ll take half off there. For the rest, the target is 81k—the high it reached after the election.

When U.S. stocks open on Monday, if the Nasdaq can find a bottom, Bitcoin could rebound quickly. #StrategySTRC70天恢复发行
$BTC after an interval of over

ETH: Add to the long position at the current price of 2245. Stop-loss: 2190. Targets: 2320/2400

After ETH plunged to 2208, today's low only reached 2215, so the previous low held. Bitcoin rose 0.4% today, while ETH gained 1%—at last, it wasn't dragging its feet.

I already sold half of the previous position at 2350, locking in the profit. Da Chao is adding another long position here.

The stop-loss is at 2190, below the wick at 2208 from two days ago. If it breaks below that, it means the bottom didn't hold; I'll accept the loss and exit.

First, the target is 2320. ETH was holding around that level before the drop two days ago, so I'll sell half there. I'll keep the rest for 2400.

When the U.S. stock market opens on Monday, if Bitcoin holds at 75,000, ETH could bounce back even faster than its big brother. #StrategySTRC70天恢复发行
$ETH after more than

Bitcoin spent the day wobbling between 75.1k and 76.2k, a range of just $1,100. Compared with that huge 6% drop two days ago, it’s almost eerily quiet.

Da Chao, tell us why it’s so quiet.

Lately, Bitcoin hasn’t been looking at itself—it’s been watching the Nasdaq. The drop two days ago was driven down by AI stocks. With U.S. markets closed over the weekend, there’s nobody to lead the way, and Bitcoin doesn’t know where to go on its own, so it’s just grinding sideways.

Also, everyone who was going to run already did two days ago. More than a billion dollars’ worth of leveraged positions were wiped out overnight, and open interest in futures fell to its lowest level since mid-September. The reason it can’t be pushed down now is that there aren’t many people left who still have coins and want to sell.

But buyers haven’t stepped in either. U.S. ETFs are still seeing outflows, and everyone’s waiting for a reason to buy.

There’s one thing worth keeping an eye on. A hot topic on the Plaza today says Strategy has resumed issuing STRC for the first time in more than 170 days. For the past few weeks, it had been using cash to buy back STRC and support its price, without buying a single coin—leaving Bitcoin’s biggest potential buyer on the sidelines. If it starts issuing STRC again, money could flow back in, and Saylor’s stalled perpetual-motion machine might start running again.

So next week, Da Chao will be watching three things: whether the Nasdaq can stop falling when U.S. markets open on Monday, whether Strategy announces a Bitcoin purchase on Monday, and whether Bitcoin can hold the 75.2k low.

It already held 75.2k once two days ago, and it hasn’t broken below it today either. I’m holding the 77.8k long position, with the stop-loss still at 74.8k. I won’t touch it unless that gets hit. #StrategySTRC70天恢复发行
$BTC after more than