Yuki Rabbit
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Yuki Rabbit
Square Verified当朋友圈分享，交易小白｜推：@0xYukirabbit ｜ Founder ：@T1_labs ｜Champs：@Stepnofficial ｜Ambassador:@SeedworldMeta @the77bit
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Episode 3｜All across the web, exchanges are competing to “play” US stocks—who actually delivered real results?
I finally finished editing the new video.
In the middle, I tried AI auto-editing. After three hours of messing around, I came to the conclusion: it can’t really work for me yet—it even needs me to work for it.
In the end, I just went back to manual editing.
In the first two episodes, we discussed why exchanges are collectively rushing into US stocks, and we compared the US stock products from different platforms.
But a product launch that happens fast and a big promotional buzz doesn’t necessarily mean the real trading data is just as impressive.
So in this episode, I went straight through TokenInsight’s latest release—the “2026 Q2 Exchange Report”—and reorganized each exchange’s performance on the TradFi track.
The results were very different from what I originally expected:
The gap between first place and the rest is even more exaggerated than I thought;
the data from the second tier is extremely tightly matched—the difference is so small it could easily reshuffle rankings at any time;
and there’s one platform that’s rarely discussed in relation to TradFi, but whose actual performance has already quietly moved it into the first tier.
Whose buzz is louder than its results?
And whose performance is clearly strong, yet the market has kept underestimating it?
The answers are all in Episode 3.
This should be the data-richest episode in the whole series. Go watch it, and then tell me: does this ranking match your expectations?
#原油一度跌破90美元 #韩国KOSPI转跌芯片股拖累 #黄金价格上涨
I finally finished editing the new video.
In the middle, I tried AI auto-editing. After three hours of messing around, I came to the conclusion: it can’t really work for me yet—it even needs me to work for it.
In the end, I just went back to manual editing.
In the first two episodes, we discussed why exchanges are collectively rushing into US stocks, and we compared the US stock products from different platforms.
But a product launch that happens fast and a big promotional buzz doesn’t necessarily mean the real trading data is just as impressive.
So in this episode, I went straight through TokenInsight’s latest release—the “2026 Q2 Exchange Report”—and reorganized each exchange’s performance on the TradFi track.
The results were very different from what I originally expected:
The gap between first place and the rest is even more exaggerated than I thought;
the data from the second tier is extremely tightly matched—the difference is so small it could easily reshuffle rankings at any time;
and there’s one platform that’s rarely discussed in relation to TradFi, but whose actual performance has already quietly moved it into the first tier.
Whose buzz is louder than its results?
And whose performance is clearly strong, yet the market has kept underestimating it?
The answers are all in Episode 3.
This should be the data-richest episode in the whole series. Go watch it, and then tell me: does this ranking match your expectations?
#原油一度跌破90美元 #韩国KOSPI转跌芯片股拖累 #黄金价格上涨
Partly True
July 3, 2026—Gold surges sharply: four core reasons (plain-language)
1. The Fed releases a moderately toned signal, cooling rate-hike expectations (the most core)
Fed Chair Powell has stated publicly that over the past four weeks, U.S. inflation risks have clearly eased, and the Fed will not give a hardline rate-hike guidance ahead of schedule.
Market logic: Gold bears no interest. If the Fed hikes less—or even cuts rates in the future—the opportunity cost of holding gold falls. Funds will pour into gold in large volumes, while the U.S. dollar and U.S. Treasury yields drop in tandem, directly boosting gold prices.
2. Multiple U.S. economic data points weaken significantly, proving the economy is cooling
1. ADP “mini-payrolls” and June nonfarm employment data come in far below expectations: the number of new jobs is nearly only half of what was expected, indicating weakness in the U.S. labor market. The Fed therefore has no need to keep pursuing aggressive rate hikes;
2. Manufacturing PMI data comes as a shock: manufacturing contracts, reinforcing expectations for easing. The dollar quickly plunges, and gold prices surge straight up.
3. Gold had been oversold previously; shorts cover in concentration, triggering a rebound (a technical rally)
Earlier, gold fell dramatically from the yearly high of $5,598 to $3,943, a drawdown of nearly 30%. The market had accumulated a large number of short positions.
Once positive catalysts arrive, short sellers close out their positions in a concentrated manner (short covering), combined with bargain-hunting capital entering, amplifying the upward momentum—this is essentially a post-oversold repair rally.
4. Geopolitical safe-haven demand + central banks continuously buy gold to provide support
1. Fresh uncertainties in the Middle East; news related to Iranian military technical exports prompts safe-haven funds to buy gold for value preservation;
2. Central banks around the world continue to add gold for the long term (including China’s central bank stockpiling gold for consecutive months). This supports the bottom of gold prices over the long run. After declines, physical demand from buyers enters the market in large quantities to buy the dip.
Simple summary of the causal chain
U.S. economic conditions worsen + inflation cools → the market believes the Fed won’t hike aggressively → the dollar and U.S. Treasury yields fall → holding gold becomes more attractive + shorts stop out → international gold prices surge, and this also boosts domestic gold jewelry and spot gold prices.
Risk warning: The above is only an objective analysis of market conditions and does not constitute any investment advice or recommendation to buy or sell gold.
$BTC $XAU $ETH
1. The Fed releases a moderately toned signal, cooling rate-hike expectations (the most core)
Fed Chair Powell has stated publicly that over the past four weeks, U.S. inflation risks have clearly eased, and the Fed will not give a hardline rate-hike guidance ahead of schedule.
Market logic: Gold bears no interest. If the Fed hikes less—or even cuts rates in the future—the opportunity cost of holding gold falls. Funds will pour into gold in large volumes, while the U.S. dollar and U.S. Treasury yields drop in tandem, directly boosting gold prices.
2. Multiple U.S. economic data points weaken significantly, proving the economy is cooling
1. ADP “mini-payrolls” and June nonfarm employment data come in far below expectations: the number of new jobs is nearly only half of what was expected, indicating weakness in the U.S. labor market. The Fed therefore has no need to keep pursuing aggressive rate hikes;
2. Manufacturing PMI data comes as a shock: manufacturing contracts, reinforcing expectations for easing. The dollar quickly plunges, and gold prices surge straight up.
3. Gold had been oversold previously; shorts cover in concentration, triggering a rebound (a technical rally)
Earlier, gold fell dramatically from the yearly high of $5,598 to $3,943, a drawdown of nearly 30%. The market had accumulated a large number of short positions.
Once positive catalysts arrive, short sellers close out their positions in a concentrated manner (short covering), combined with bargain-hunting capital entering, amplifying the upward momentum—this is essentially a post-oversold repair rally.
4. Geopolitical safe-haven demand + central banks continuously buy gold to provide support
1. Fresh uncertainties in the Middle East; news related to Iranian military technical exports prompts safe-haven funds to buy gold for value preservation;
2. Central banks around the world continue to add gold for the long term (including China’s central bank stockpiling gold for consecutive months). This supports the bottom of gold prices over the long run. After declines, physical demand from buyers enters the market in large quantities to buy the dip.
Simple summary of the causal chain
U.S. economic conditions worsen + inflation cools → the market believes the Fed won’t hike aggressively → the dollar and U.S. Treasury yields fall → holding gold becomes more attractive + shorts stop out → international gold prices surge, and this also boosts domestic gold jewelry and spot gold prices.
Risk warning: The above is only an objective analysis of market conditions and does not constitute any investment advice or recommendation to buy or sell gold.
$BTC $XAU $ETH
Hands are meant to support yourself, not reach out to ask for things.
I’ve found that a lot of foreigners really like reaching out and asking.
I’ve found that a lot of foreigners really like reaching out and asking.
So why did I go long on this one? It's not because I'm dumb or anything, it's just that it was pumping hard and I was worried it might skyrocket while I was sleeping and I'd get liquidated.
Don't ask why I didn't set a stop-loss; honestly, most traders aren't disciplined enough to do that. A lot of folks in this game are just gamblers. In this crazy market, analyzing the technicals is less effective than Trump flapping his lips.
Of course, don't follow my lead; I was kind of ready to get wrecked. Worst case, I lose it all—I've lost way more than this before last year...
I really didn't expect it to drop right after I opened my position; I'm just shook (¯へ¯).
Don't ask why I didn't set a stop-loss; honestly, most traders aren't disciplined enough to do that. A lot of folks in this game are just gamblers. In this crazy market, analyzing the technicals is less effective than Trump flapping his lips.
Of course, don't follow my lead; I was kind of ready to get wrecked. Worst case, I lose it all—I've lost way more than this before last year...
I really didn't expect it to drop right after I opened my position; I'm just shook (¯へ¯).
The analyst you encountered: If <a>$BTC </a> doesn't break below 6w2 and holds at 6w45, then breaking the previous high is a no-brainer. But there's also a chance it could dip further, creating a trap for shorts.
What you're really understanding: After all that talk, it's just a matter of whether it pumps or dumps.
What you're really understanding: After all that talk, it's just a matter of whether it pumps or dumps.
I was originally a die-hard bear until I got trapped, now I'm bullish. I'm backing $BTC to pump up to 70k!!!
This shakeout at $RIVER has been going on for quite a while.
It's been a solid two months, just ranging between 4.8-5.1, finally consolidating.
I've got a woman's intuition, so I've been stacking a little bit every day, waiting for a spiral explosion in price. I hope I can hold out for it, don't let me down, I need to make some gains. 😭
It's been a solid two months, just ranging between 4.8-5.1, finally consolidating.
I've got a woman's intuition, so I've been stacking a little bit every day, waiting for a spiral explosion in price. I hope I can hold out for it, don't let me down, I need to make some gains. 😭
Happy Children's Day
When to go short and catch a dip? I'm looking to open a short position.
Celebrating the third birthday of web3
Based on the BTC price of the year, let's calculate the value of the 10,000 BTC used to buy 2 pizzas back in the day for each Bitcoin Pizza Day 🍕, and how many pizzas that could buy now.
Assumption: Average price for a regular pizza is $10 each.
In 2010, spending 10,000 BTC only got you 2 pizzas.
By 2025, the same 10,000 BTC could get you 110 million pizzas;
Every year as we approach Pizza Day, the contrast gets more outrageous, making it a nostalgic and pivotal moment for the crypto community.
Every 4 years, we experience a bull-bear cycle, and Pizza Day typically falls in the 'mid-cycle bull market post-halving.'
So, what will the price be on this day in 2026?
Assumption: Average price for a regular pizza is $10 each.
In 2010, spending 10,000 BTC only got you 2 pizzas.
By 2025, the same 10,000 BTC could get you 110 million pizzas;
Every year as we approach Pizza Day, the contrast gets more outrageous, making it a nostalgic and pivotal moment for the crypto community.
Every 4 years, we experience a bull-bear cycle, and Pizza Day typically falls in the 'mid-cycle bull market post-halving.'
So, what will the price be on this day in 2026?
In the AI era, it's not AI that's replacing people; it's those "unwilling to evolve" that are getting left behind.
A few days ago, I was chatting with a buddy from an exchange, and he mentioned that there are still a lot of folks in his company who "can't use AI." But upon closer inspection, it’s not that they can’t; it’s that they refuse to accept it— the AI era is already here.
After we launched on OpenClaw, we quickly "optimized" a lot of those who were resistant to changing their way of working. It’s not that the company is ruthless; it’s just that the market is even more ruthless.
I came across a saying that really hit home: AI has lowered the technical barrier, allowing those who couldn't do things before to now create value with AI.
Yet, there are still many people grumbling: "Why is AI replacing regular jobs first? Shouldn't it tackle the high-risk jobs first?"
This victim mentality essentially reveals that their mindset hasn’t evolved.
When Jensen Huang was asked by a student, "Will AI take away jobs from lawyers and accountants?" he bluntly replied: Every job will.
Will using AI make you lazier?
No, it’ll just make you busier.
Busy creating more value, busy doing those high-level tasks you didn’t have time for before, busy leveraging AI as your multiplier.
Many folks are reluctant to learn, and their excuses sound clever: "AI is updating all the time, so what’s the point of learning?"
Translated, that means—lazy, unwilling to try new things.
These days, many companies are providing employees with real opportunities to learn models, create products, and generate content, which in the past would have required personal investment of time and money to gain experience through trial and error.
The company is putting opportunities right in front of you; if you’re not hustling to learn, what are you doing?
The AI era is indeed brutal, but it’s also unprecedentedly fair:
In the past, it was about background, education, and resources; now it’s about willingness to learn and execution.
Those willing to evolve will see AI as a super amplifier;
Those unwilling to evolve will find themselves outpaced by ordinary people who are eager to use AI.
Bottom line: the times won’t wait for anyone.
A few days ago, I was chatting with a buddy from an exchange, and he mentioned that there are still a lot of folks in his company who "can't use AI." But upon closer inspection, it’s not that they can’t; it’s that they refuse to accept it— the AI era is already here.
After we launched on OpenClaw, we quickly "optimized" a lot of those who were resistant to changing their way of working. It’s not that the company is ruthless; it’s just that the market is even more ruthless.
I came across a saying that really hit home: AI has lowered the technical barrier, allowing those who couldn't do things before to now create value with AI.
Yet, there are still many people grumbling: "Why is AI replacing regular jobs first? Shouldn't it tackle the high-risk jobs first?"
This victim mentality essentially reveals that their mindset hasn’t evolved.
When Jensen Huang was asked by a student, "Will AI take away jobs from lawyers and accountants?" he bluntly replied: Every job will.
Will using AI make you lazier?
No, it’ll just make you busier.
Busy creating more value, busy doing those high-level tasks you didn’t have time for before, busy leveraging AI as your multiplier.
Many folks are reluctant to learn, and their excuses sound clever: "AI is updating all the time, so what’s the point of learning?"
Translated, that means—lazy, unwilling to try new things.
These days, many companies are providing employees with real opportunities to learn models, create products, and generate content, which in the past would have required personal investment of time and money to gain experience through trial and error.
The company is putting opportunities right in front of you; if you’re not hustling to learn, what are you doing?
The AI era is indeed brutal, but it’s also unprecedentedly fair:
In the past, it was about background, education, and resources; now it’s about willingness to learn and execution.
Those willing to evolve will see AI as a super amplifier;
Those unwilling to evolve will find themselves outpaced by ordinary people who are eager to use AI.
Bottom line: the times won’t wait for anyone.
Verified
Verified
Elon pulled another big move yesterday 😭
He officially announced the dissolution of xAI! It's not a shutdown; it's fully merging with SpaceX, rebranding as SpaceXAI, and from now on, Grok will be under the SpaceX banner.
Is this guy really trying to shove AI into rockets? With not enough power and cooling issues on Earth, why not just set up data centers in space? Starlink + solar power + low gravity, that's some next-level thinking.
He just fully acquired it in February, and within 3 months, he dismantled the independent company. All 11 co-founders bailed, and the 220,000 GPUs from Colossus 1 are being rented out to Anthropic to rake in profits... that’s some serious execution, wow.
For regular users, Grok will still be functional in the short term; in the long run, who knows, we might actually see something as sci-fi as 'space AI'.
Elon is really looking to streamline his empire—rockets + satellites + AI + X, all in one.
Is this integration a stroke of genius or just another pie-in-the-sky idea?
He officially announced the dissolution of xAI! It's not a shutdown; it's fully merging with SpaceX, rebranding as SpaceXAI, and from now on, Grok will be under the SpaceX banner.
Is this guy really trying to shove AI into rockets? With not enough power and cooling issues on Earth, why not just set up data centers in space? Starlink + solar power + low gravity, that's some next-level thinking.
He just fully acquired it in February, and within 3 months, he dismantled the independent company. All 11 co-founders bailed, and the 220,000 GPUs from Colossus 1 are being rented out to Anthropic to rake in profits... that’s some serious execution, wow.
For regular users, Grok will still be functional in the short term; in the long run, who knows, we might actually see something as sci-fi as 'space AI'.
Elon is really looking to streamline his empire—rockets + satellites + AI + X, all in one.
Is this integration a stroke of genius or just another pie-in-the-sky idea?
In the past few days, many people have been asking why BTC has risen?
My understanding is that this wave of increase is more like a result of technical repair, emotional recovery, and short covering rather than a sudden appearance of a super positive factor that could completely change the trend.
I mainly see these reasons:
1. There is significant support around 70k
The market sentiment was weak, and many people were waiting for further declines, but when BTC reached around 70k, it didn't lose control, indicating that there was buying interest at this level.
2. Short covering pushed it up
When the market was originally biased towards bearishness, but the price did not continue to move down, the most likely outcome is short stop-loss and covering.
This is also why the speed of this rebound has been relatively fast.
3. The market has not welcomed any new major bearish factors
Although geopolitical and macro disturbances are still present, there hasn't been a worse shock than before in the short term.
In this situation, the market can easily recover from extreme pessimism.
4. BTC itself has held its ground at a critical position
From the market perspective, this wave is not just a simple spike; it has pushed the price back up to the vicinity of the key resistance zone.
This indicates that short-term initiative has returned to the bulls.
However, my current view remains relatively restrained:
I acknowledge that this wave is strong, but I have not directly defined it as a full-on trend reversal.
Because what is truly more important is not how much it has risen, but whether it can stabilize this rise.
If it just rushes to the resistance level and then drops again, it looks more like a corrective rebound;
If it can continue to hold after a pullback, then it would be more deserving of a positive outlook.
So, regarding this wave of BTC rise, I prefer to understand it as a recovery after a deep drop, short covering, and effective key support. The short-term bias is strong, but it still needs to be observed whether it can maintain this strength.
My understanding is that this wave of increase is more like a result of technical repair, emotional recovery, and short covering rather than a sudden appearance of a super positive factor that could completely change the trend.
I mainly see these reasons:
1. There is significant support around 70k
The market sentiment was weak, and many people were waiting for further declines, but when BTC reached around 70k, it didn't lose control, indicating that there was buying interest at this level.
2. Short covering pushed it up
When the market was originally biased towards bearishness, but the price did not continue to move down, the most likely outcome is short stop-loss and covering.
This is also why the speed of this rebound has been relatively fast.
3. The market has not welcomed any new major bearish factors
Although geopolitical and macro disturbances are still present, there hasn't been a worse shock than before in the short term.
In this situation, the market can easily recover from extreme pessimism.
4. BTC itself has held its ground at a critical position
From the market perspective, this wave is not just a simple spike; it has pushed the price back up to the vicinity of the key resistance zone.
This indicates that short-term initiative has returned to the bulls.
However, my current view remains relatively restrained:
I acknowledge that this wave is strong, but I have not directly defined it as a full-on trend reversal.
Because what is truly more important is not how much it has risen, but whether it can stabilize this rise.
If it just rushes to the resistance level and then drops again, it looks more like a corrective rebound;
If it can continue to hold after a pullback, then it would be more deserving of a positive outlook.
So, regarding this wave of BTC rise, I prefer to understand it as a recovery after a deep drop, short covering, and effective key support. The short-term bias is strong, but it still needs to be observed whether it can maintain this strength.
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