币毒

Why did I dump as soon as I started running? Because I kept staring at the chart.

When trading crypto normally, it's all fake liquidation, fake news, and all kinds of split addresses tricking my brothers into the trap. But this—damn this—is a real stock: real dividends, real buys, real repurchases. If I don’t run, what, I’m supposed to wait and get beaten?

On August 19, the board of SK Hynix approved a stock repurchase of 4 trillion won with subsequent cancellation, marking the largest share cancellation in the history of Korean listed companies:

1. Repurchase details: Based on the prior trading day’s price of 1.662 million won per share, the company plans to repurchase about 24.07 million shares—about 3.3% of total outstanding shares. Repurchases will start on August 20 and last for three months; all repurchased shares will be fully cancelled. The company believes the current share price does not reflect intrinsic value, with net cash positions of 6.9 trillion won as of the end of Q2, and a significant improvement in cash flow.

2. Upgraded shareholder return policy: The previous policy was to return up to 50% of cumulative free cash flow for 2025–2027, and this has now been raised to at least 50%.

3. Dividend plan: The company will combine repurchase-and-cancellation with cash dividends, including consideration of increasing the fixed dividend and distributing special dividends. The specific details of the new return scheme will be announced by the board together with the Q3 report, and implementation of the returns will be carried out on the premise of maintaining a sound financial structure.

$SNDK heard that storage is running low again, I’m leaving first.

This meal costs less than 20 bucks

Hesitation means defeat.
Hesitate when dealing with people and you’ll be easily outmatched.

Do it now—Zhuoyong $UNITREE ’s R&D is not as advanced as LEGO. Xiaomi’s daily R&D investment expenses are already close to more than 60% of Unitree’s entire annual R&D investment. What are you doing building robots? As I just said, before you solve the real problem, relying on hype, drumming, and dancing square dances won’t last long.

The 30D profit leaderboard has been sitting for 19 days now, and it’s finally come down from the 30D trading volume leaderboard. This month hasn’t brought Binance much in terms of trading fees. Each order was made with a deep, long-term mindset—holding for the long run and looking further ahead. Not only has profit not decreased, the trading fees have also been saved by more than half. It’s a good start.

Now I’ve heard that users who previously hadn’t bound anything also have a feature to complete binding. You can find me and we’ll set it up—because it really saves a lot of money. Whether the trades are profitable or losing, saving on this part is still making money.

Xiao Kong’s “One Hand” Yushu. The robotics competition track may be a blue ocean, but for now Yushu’s solution is only a mall dance-and-performance show. As long as robots can’t be integrated to replace parts of human work and daily life scenarios, it’s just fun.

This is also probably one of the reasons Yushu is anxious to go public. After all, in the short term, if the product can’t generate revenue, then revenue has to come from the stock price—otherwise it won’t be able to keep surviving and fund R&D. The robotics track is a long way ahead; it’s a road that’s still difficult but promising.

Daily news is here: BTC 64480, ETH 1913, BNB 603.6, SOL 76.9. In the past 24 hours, the overall market is still ranging. SOL is relatively stronger, while BNB has slightly given back. The total market cap across the whole network is back around $2.29T. Market sentiment is cautious; in the short term it feels more like the market is waiting for direction. My own feeling is: don’t rush to chase here—first watch whether BTC and ETH can bring the rhythm back.

No wonder someone shows up as soon as it gets to key positions lately.

It turns out OCC granted conditional approval. After WLFI is officially launched and its own country's trust bank is in place, this whole issuance, custody, and reserve management setup—$USD1 —can be handled more by yourselves, instead of always relying on an external institution like BitGo.

On the other hand, a former Coinbase institutional business head has joined WLFI. The goal of bringing in that institutional leader is very clear—so what they’re dealing with later won’t just be retail users; they’ll also be dealing with money from institutions.

Seen together, these two things fill in the missing pieces: the licenses, and the people.

Step by step, push $USD1 toward a more compliant, more like a financial product direction—build a set of financial infrastructure. After all, every company will do subsidies like that. Institutional money won’t come just because your returns are high; what they care about is regulation, compliance, and whether the entire infrastructure is under your control.

The volatility in the crypto market has been sluggish for a long time. Meanwhile, the U.S. stock storage sector has straightened its back.

Just look at SanDisk’s volatility—at this rate, “crypto-toxin” is going to be renamed “stock-toxin.”

For trading, in the past stretch, $BTC $ETH was absolutely awful. Orders have been sitting for more than a week with hardly any movement—dead and lifeless.

On the other hand, around me, my fans who trade U.S. stocks—especially people at SanDisk, Hynix, and Micron—seem to have all kinds of ups and downs every single day. Watching them really makes me jealous.

Also, recently there’s been a popular domestic animated short “Bull Comes” with a meme that seems to have benefited a small group of people again. Unfortunately, you can’t watch it in Seoul—otherwise, I’d really want to experience this kind of madness everyone goes through together.

Finally, I’ve reserved the elder’s coins and hope it will go through. If not, I still hope I can buy a set later at a reasonable market price.

Take a look at the early session on August 18: BTC 64,328 (+2.3%), ETH 1,908 (+1.6%), BNB 604.7 (+0.4%), SOL 75.97 (+1.9%). The total market cap across the entire network has returned to $2.28 trillion, up 1.7% in the past 24 hours, with BTC’s market share at 56.5%.

The market still looks like it’s in a corrective recovery—mainstream coins are moving up together, but the pace isn’t that wild. For now, it feels more like a steady rise following a rebound in sentiment. Today, keep an eye on whether BTC can hold above 64,000, and whether ETH can continue making up for lost ground.

Is shorting Hynix $SKHYNIX really happier than shorting SanDisk $SNDK ? That spike just now blew me out of bed and made me research for a long time, but I couldn’t find the cause.

When I looked back at the group chat, I found out it was an eagle (after-hours) liquidation—positions held off-exchange were also closed. Combined with the stop-loss level of 1700, which is a common stop for many people, it directly squeezed upward to take the longs, and it surged 6%. It briefly topped at 1774 before quickly pulling back.

By contrast, for Hynix and Micron… short sellers are doing pretty well.

August 17 Morning News: Don’t get excited about the market at first—the overall performance of mainstream coins is still just a minor pullback. BTC 62,860 USD (-0.26%), ETH 1,877 (-0.19%), BNB 601.85 (-0.83%), SOL 74.57 (-1.09%). Total market cap across the entire network is about $2.24 trillion, and the funds are still waiting for direction.

My take: This feels more like range-bound consolidation that shakes people out, not a situation where the trend has completely turned bad. Don’t chase randomly today—watch whether BTC can hold the 62k line. If alts want to rebound, they’ll also have to look at their leader’s mood first.

Early, the market still leans toward range-bound movement. BTC 63024（24h +0.10%），ETH 1881（+0.01%），BNB 607（-0.06%），SOL 75.43（+0.17%）。

The total market cap across the whole network is about $2.25 trillion, with BTC accounting for 56.16%. From last night to now, price action has basically not broken out of the prevailing trend; the funds seem more like they’re waiting for a direction.

My view is the same as usual: don’t rush to chase; first, see whether the key levels can break out with volume and hold steady.

August 15 Morning Brief: The overall market is still in a minor pullback. BTC 62957 (-0.8%), ETH 1880 (-0.3%), BNB 607 (-0.5%), SOL 75.3 (-0.9%). Total market cap across the network is $2.25 trillion, with about a 0.59% decline over the past 24 hours. Overall, it’s still choppy and frustrating—don’t rush to chase. First, keep an eye on trading volume and whether BTC can hold steady around the 63,000 level.

woc this team is suspicious, gotta run

Quick morning update: BTC is currently at 63,475, basically flat over the past 24 hours; ETH 1,887, BNB 610, and SOL 76—all have only seen mild intraday fluctuations. The total market cap for the whole network has returned to around $2.27 trillion, and the market still looks like the typical “no direction, but money hasn’t left.”

My take is: don’t overthink a big move in the short term—just accept that this is a grinding range right now. BTC is still holding the flag; the majors are following with small incremental steps. Sentiment hasn’t crashed, but it also hasn’t reached collective euphoria. This level is better for watching shifts in strength/weakness and trading volume—less chasing, and more patience.