小智Leo

In the next big bull market in the crypto space, I personally still have strong optimism about the imagination space of #BNB .
Boldly speaking, I think it’s not entirely impossible for BNB to reach 2000 USD, or even 3000 USD in the future. The core logic is not just “if it goes up, it can keep going up,” but rather the possibility that more and more positive catalysts could stack up behind it:
Once a genuine crypto bull market gets underway, leading platform tokens usually capture the most direct liquidity dividend; on top of that, as developments in US stock-related channels, regulatory-compliance narratives, and the entry of traditional capital continue to advance, whether there will be future linkages with Hong Kong stocks—and even more new positives that haven’t been released yet—are all worth imagining.
BNB itself is also not supported purely by sentiment. Its ecosystem, trading scenarios, platform benefits, Launchpool/events, VIP benefits, and some relatively decent annualized financial products all provide stronger reasons to hold it. Especially as stock shares, traditional asset entry points, and the on-chain/off-chain connection of assets continue to increase, the space for BNB value capture may be repriced.
Of course, if I say it a bit more bluntly, it’s a painful truth:
Those with money can buy spot, sleep easy, and wait for the winds to blow.
And I’ve already lost everything—so I don’t have any BNB anymore.
So this piece is mainly meant to leave a record for the future.
If the next big bull market really comes, whether BNB can reach 2000 USD or 3000 USD will be proven by time.
The above is just my personal view and does not constitute any investment advice. Crypto risks are extremely high; you are solely responsible for gains and losses. Never go all-in (all in a single bet).
#BNB

SPCX: This position is in a much more comfortable state than the earlier ones—7x long, entry at 131.32, current price 141.79, with unrealized profit of about +52%. But here, I won’t just say “keep looking for upside”; the key is how to understand this level.
From the price action, it’s not a straight vertical move up. It first moved sideways, then lifted, then moved sideways again, and only later accelerated again. This structure is healthier than a single-stab surge. It suggests there has been some turnover in the middle—not simply pushing up purely on momentum/fever.
My bullish point is: the price has clearly moved away from the entry zone, and the 131–135 area has turned into a cost-support zone. As long as it doesn’t pull back and fall back into that range, the uptrend remains in the hands of the bulls. For the short term, the key level to watch is 145–150. If it can hold above that area, the market will likely start re-evaluating the previous high resistance again, and the next leg of upside could be around 160.
But don’t get too greedy here. With 7x leverage, an unrealized gain of +52% is already a very good spot. The worst scenario is having profitable positions slammed back down by a sharp retracement. My plan would be: keep the bullish bias unchanged, but raise the defensive line. For example, if it cannot effectively break down below around 138, that matters. A breakdown would indicate that short-term chase-long funds are starting to retreat. If it stands on 150 with volume, then keep holding and look toward 160–170.
In one sentence: the long structure for SPCX hasn’t broken yet, and the unrealized profit isn’t luck—it’s the trend delivering after the low-level absorption earlier. This is suitable for holding while tightening protection, not for blindly adding. Not investment advice.

In the US stock market, I’m still bullish on BABA in the medium to long term.
In the short term, looking at the chart, things do look ugly: the 7x long position is sitting at a floating loss, the price has been grinding down from the highs all the way, and it has recently been around $122. It has been weak for several straight days. However, in the medium to long term, I don’t really see this area as a trend reversal—it looks more like a valuation and sentiment pullback after the prior rally.
There are three core reasons:
First, BABA is not the same Alibaba that used to be valued purely on e-commerce. Cloud and AI have already started to be repriced. For fiscal year 2026, cloud’s external revenue growth is expected to reach 40%, and AI-related product revenue has been growing strongly for multiple consecutive quarters. If this keeps being delivered, the market will sooner or later shift its view of BABA from “cheap China e-commerce ADR” to “AI + cloud infrastructure + consumer ecosystem.”
Second, the stock is still more than 30% away from its 52-week high, which suggests it’s not a situation where everyone is bullish at the top. Instead, it has returned to a zone of disagreement. Medium- to long-term opportunities often emerge in places like this: fundamentals are improving, but the market initially complains that profits are being pressured; once the investment starts turning into revenue and cash flow, the valuation can repair.
Third, from a technical perspective, the area around $120 is crucial. If it can hold steady there, then later it should be able to move back above 130–135, turning the trend from a weak rebound into a recovery structure. Above that, we could look at 150 and 170. The thing to watch carefully is an effective breakdown below the 115–120 range—that would indicate the market wants to keep washing.
My view: BABA is under short-term pressure now, but the medium- to long-term thesis hasn’t broken. This isn’t the kind of stock that rockets immediately on a single bullish candle. It’s more like it needs to rely on cloud, AI, buybacks, and profit recovery to gradually lift the valuation. As long as the $120 area isn’t decisively broken through on heavy volume, I remain biased toward the upside—looking for a re-rating over the next few quarters. Not investment advice.

SPCX, I still lean bullish on this weekly candle.
The reason is simple: it’s not just because it “went up 10%.” Instead, after being hammered down continuously earlier, today’s long rebound/engulfing bullish candle managed to catch the short-term panic selling. Near the lows there is clear absorption; the price has moved back above 140, suggesting it’s not that nobody wants it—someone is actively picking it up.
The order book is also interesting: there are sizable sell orders above 150, but the buy-side support around 140, 130, and 120 looks much thicker, as if they’re providing a cushion for any pullback. As long as 130–135 doesn’t break, I’m more inclined to view this as the start of a post-decline repair, not the end of the rebound.
In the short term, watch whether 150 can rise with volume and hold. If it can, there’s a chance to keep pushing toward 160–170. If it can also swallow 170, then the upper half of that earlier sharp sell-off would truly be opened up.
My own take: SPCX now looks more like a reshuffling of positions after a brutal drop. The risk is still there, but the bulls have already started their counterattack. It’s not the right time to chase aggressively here, but if the pullback doesn’t break support, I’ll continue to look for the rebound to extend. The big rocket keeps taking off.

#SPCX

I’m still bullish on Alibaba (BABA) — in the near term, I’m looking at 160–180.
The main logic is very straightforward: it has been falling steadily from a high point. In the past few years, whatever was supposed to drop, whatever was supposed to be criticized, whatever was supposed to be pessimistic — the market has basically already played through it all. At this level, I don’t think it’s reasonable to treat it as a company with zero value.
Alibaba is still one of China’s most core software/internet giants, after all. Its fundamentals in e-commerce, cloud, local services, and international business are still there, and its cash flow is still there too. In China, there are only a handful of internet companies that can sit at the table for the long term; it’s not that any random company can simply replace them.
Also, Tencent has been somewhat quiet lately. If the market starts looking again for upside/“elasticity” among China’s internet assets, Alibaba is hard to avoid. As long as sentiment for Chinese ADRs (CNC) recovers a little, and capital starts looking back at these large-cap names, for BABA to reprice upward and adjust its valuation a bit higher — I think that’s very normal.
I’m not saying it will immediately return to its peak, and I’m not saying it has no volatility. I’m just saying that based on its position, valuation, company fundamentals, and market sentiment, Alibaba does have room to rebound right now.
Personally, in the short term I’m looking for 160–180.
If you’re right, you’ll feast; if you’re wrong, you’ll recognize the loss.
The above is only my personal opinion and does not constitute investment advice.

Let’s talk businesslike:
If you’re trading cryptocurrencies, prioritize top-tier exchanges—especially the top 5 platforms; personally, I would recommend Binance first.
If you’re looking for a job in the crypto industry, I’d also suggest prioritizing top-tier exchanges—the top 5 platforms are generally more worth considering; and Binance is still one of the highest-priority choices.
The reason isn’t complicated—more of it comes down to the industry’s long-established reputation. Although I sometimes complain about my former employer or point out issues with certain product experiences and detail execution, for now, Binance is still the benchmark among crypto exchanges.
From a trading perspective, Binance’s liquidity and market depth are strong enough, and its capital safety, risk-control capabilities, and incident response speed are also among the best in the industry. If you really run into problems, its response efficiency and handling capability are indeed more reliable.
From a job perspective, the workload difference among top exchanges isn’t actually that big. The top 5 platforms are basically not easy, and they all do layoffs, last-place eliminations, or organizational adjustments. But when you look at overall compensation, industry influence, platform resources, and the value of work experience for your career resume, Binance is still the industry standard.
Every company has its own issues, but if we’re only discussing trading safety, platform depth, industry standing, and career development, Binance is still the most worth prioritizing right now.

#BNB #SPCX #BTC

I’m still quite optimistic about #SPCX.
The IPO price is around 135U. Now the market has started to reprice it, and various institutions are also gradually raising their expectations. There will definitely be fluctuations in the short term, but if you zoom out and look at the cycle, I think its imagination space has just begun to open.
The core logic is simple: this AI wave looks like it’s in full swing, but in reality it may still be only an early stage. The truly large-scale applications, industrial restructuring, demand for computing power, capital allocation, and the linkages among on-chain assets—many of these things haven’t fully unfolded yet.
If later the AI narrative continues to ferment, and you add in more catalysts such as the U.S. stock market, traditional finance, institutional capital, ETF/stock-share-type products, and additional positive developments that haven’t been released yet, then an asset like SPCX—one with strong storytelling and high attention—will very likely be repriced by the market.
From the 135U IPO to where people are now starting to raise valuation expectations, what’s reflected in that isn’t just a change in price, but the market searching for the next batch of imaginative assets. AI is one of the most certain major trends for the coming years, and assets that can capture this trend often won’t have their upside limited to just these near-term gains.
Of course, I’m not saying it only goes up and never down. The higher the heat, the bigger the volatility—and pullbacks can be brutal. But personally, I prefer to treat it as a trend asset rather than only focusing on the K-line over a day or two.
My personal view:
#SPCX, if it continues to stand above higher levels afterward, I wouldn’t be surprised at all.
The AI wave has only just begun, and the real story may still be ahead.
The above is purely my personal opinion and does not constitute any investment advice. The market is risky—manage your position size yourself.

The big rocket continues to hold.

I hope the big rocket can reach above 160. I’ll keep watching the upside, continue holding. Right now, these are the only two orders I have. I hope they’ll bring good returns. As for the weird monsters I don’t understand, I won’t touch them.

This order was received in September—let’s see how the returns look. Honestly, ever since around 90, it’s been repeatedly tormenting us: repeatedly opening positions and closing them.

Also, there’s another position with the #SPCXUSDT ID that we’re continuing to hold—let’s see how far it can go around September.

Alibaba also has it, wait until 160.

Keep holding the big rocket; I won’t analyze it further. I’m just lucky—unfortunately I entered too early, and there are no bullets left at 105.

Chasing the rocket, waiting for takeoff