ainym

In childhood, words fail to express; when grown up, words are insincere.

Let’s talk about my recent view of the market. As for the U.S. stock market, the AI narrative is still continuing—after all, there are still a few unicorns that haven’t gone public yet. Also, the “yellow-haired” guy has a midterm election coming up; they can’t let the narrative fall apart.
Second, the AI narrative is becoming quite differentiated. In pure storage stocks, the bleeding is getting worse. After all, the listing of Changxin will erode the market share of other storage players, and later AI will accelerate the introduction of new storage materials. Other sectors are doing slightly better than storage.

The “big pie/big BTC” has been rising pretty sharply lately. The main drivers are that the “yellow-haired” guy has effectively been giving orders, and plus the probability of the upcoming Clarity Act passing is increasing. ETF inflows have also accelerated, giving the market a real boost.

But you also need to stay vigilant at all times: if it doesn’t pass by mid-September, will there be a big “draw a picture and then nothing” scenario—where the money comes from nowhere and then goes nowhere, trapping a lot of people? Maybe it really does get passed; then you could see a pullback and directly kick off this new bull cycle—it’s not impossible either. Keep focusing on the CB premium rate and the ETF inflow/outflow situation. Always respect the market.

Who’s going to get bitten by the 🍉🤔🤔

Recently, US stocks and Korean stocks are behaving like memes 😂, and storage is cyclical stocks, not the long-term large-cap blue chips. So it's still for short-term trades—just take a bite and run. After all, the volatility is even crazier than Ethereum. The market is just that size: the leading players keep rotating seats, and latercomers chase and catch up, so I'm not very optimistic. This is a good time to lay low and position yourself for the next phase's hot sectors, then just wait for the flowers to bloom!

Three major bag holders combined are nearly worth the market cap of one Nvidia. Every time there's an IPO, it seems to crash, and it's likely that Bitcoin will drop to its bottom by the end of the year, then trade sideways for 2-3 months before kicking off the next bull run. The odds are pretty high, and the pattern is quite clear, so everyone should do their own research! 🤔🤔
#BTC走势分析

Next up, there’s a massive wave of US stock IPOs, and the ones I'm most bullish on are SpaceX and Anthropic. I'm looking to scoop them up at a solid dip 😋😋
#美股IPO

Technical analysis shows that Bitcoin has attempted to break through twice; the focus is on whether the third attempt can break out. If it can't, this bounce is likely to end. However, keep an eye on the stablecoin legislation, the market reaction to the change in Fed chair, and the results of the short-term yellow-haired visit to the flower! These are all crucial factors influencing the short-term direction #BTC

Yesterday's trash talk king has started to brag again, which seems premeditated. We need to see through the performance to understand the essence; on the surface, it seems like there is a desire to negotiate, but sending more troops to the Middle East is problematic, and Judas hasn't stopped his actions, so think more🤔
#中东局势

This data has become so distorted that it looks fake at first glance. One can imagine how many people this will affect; it wouldn't do justice to the data if it were any lower. 🤔🤔
#非农就业数据

Please remember that we are currently in a bear market, this is just a rebound, not a reversal. Stay true to your own opinions. Don't let the flood of external information overwhelm your self-awareness 🥴🥴
#BTC

The first token of the predicted track, everyone guess how far it goes 😂😂
#OPN

There is a high probability that the upcoming trend will drop sharply, and it has also reached a strong support level. The main reason is that many old OGs have already been investing since the 6s, so it needs to consolidate for a while. Additionally, it needs to repair the candlestick patterns and sentiments; the indicators have dropped to single-digit sentiments that have not been seen in years, reaching extreme pessimism. Don't be overly optimistic either; the real bottom has not yet been reached. Each bottom is only formed when 90% of the market feels hopeless, and a rebound is not the bottom; it's the bottom that doesn't rebound 🙃🙃
#BTC走势分析

Well, this sentence is very pertinent, come on, everyone smash each other together 😛😛

Has everyone been feeling hopeless lately? That's right, it's all about making everyone feel hopeless; this is the beginning of a bear market. May everyone enjoy this slow process, as fear is the beginning of greed. 🙃😛

The price of Bitcoin has fallen below MicroStrategy's cost line for the first time since October 2023. Previously, I remember MicroStrategy's CEO mentioned that if it falls below the cost line, they might consider selling their coins. This is the biggest 'gray rhino' that many people may not have paid attention to, or may not have an intuitive feeling about it.🤔🤔
#BTC

The trend in the past few days has been as expected, and we may really be迎接 the correction cycle of the US stock market, so do not have any thoughts, follow the market, and respect human nature🙃
#btc

It's about what I expected, but the gold has risen too sharply, directly hitting 5500. The bloodsucking is too severe, much more volatile than Bitcoin, who can resist the temptation of profits! After the tech stocks' earnings reports, the US stock market should correct. According to historical trends, the US stock market is likely to correct in the first quarter of each year, so the current liquidity is really pitiful. Let's wait for a deep correction, unless there is a huge structural benefit. Otherwise, everything is in vain🤔🤔
#BTC

Objectively speaking, the rise last night was a bit confusing. ETFs are selling, yet it rose last night; I don't know what that represents. Perhaps many people don't care about short-term trading, or maybe it's a reaction to the anticipation of interest rate cuts. As for the upcoming tech earnings reports, I don't know if they will be good or bad.
Everyone always believes that gold and silver won't have a significant pullback, or come down directly, and that crypto is hard to recover. Funds are pursuing profit returns 🙃🙃
#btc

The upcoming earnings reports from the seven giants of the US stock market could be a thunderclap! The interest rate cut expectations have already been digested by the market, and the government shutdown is no big deal anymore. If the earnings reports from the seven giants do not meet expectations or show a significant gap, it could trigger a series of valuation cuts on AI, which would inevitably lead to a substantial correction in the US stock market, and similarly, a collapse in the cryptocurrency market. Currently, most of the gains in the US stock market are driven by the seven giants. If these giants invest endlessly in AI without generating proportional revenue, Wall Street will likely be unhappy, as businessmen focus on profits rather than empty promises. Additionally, the international situation has been unstable in recent years, leading to a significant rise in gold and silver. Structural cryptocurrency legislation has been delayed, funds have been withdrawn, and liquidity in the market is lacking, making it hard to see positive trends in the future. This coincides with the so-called four-year cycle, where everyone is cautious with their resources, and perspectives vary.🤔🤔
#BTC走势分析

Get up to go to the bathroom, and see this familiar scene, not sure if it's good or bad😢
#关税