朱老师区块链
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朱老师区块链
Square Verified+价值投资社区，项目投研专家，返佣码：BC3000。2项国家级区块链重点研发项目核心成员，10年讲3000个项目。公众号：共识偏差（新）书中自有大饼屋，油管：朱老师区块链3000问，b站知乎，喜马拉雅同名节目，推特：朱老师区块链
2025 Blockchain 100 — Independent Researcher
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High-Frequency Trader
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This Foward Industrial U.S. stock rose 15% today. By all logic, U.S. stocks shouldn’t be moving during the day, so I looked into it and found that this company has become a SOL treasury company, similar to SOL’s MicroStrategy. But this news should have been announced on July 1, so the intraday rise today should have been for some other reason, right? I suspect a small number of people knew in advance about a potentially positive announcement that might be released on Monday! Otherwise, it wouldn’t be possible for them to start rushing to buy on Saturday! Does anyone know?
$FWDI
$FWDI
BTW, maybe, perhaps need to start, it has been going sideways for nearly a month. Just guessing, not providing investment advice, after all, I’m not the boss!
$BTW
$BTW
War robots are here. The best application for physical AI is the battlefield. This time, when the U.S. military attacked Iran, 400 people died. How much compensation would one person be owed? Once the cost of robots comes down, the cost-effectiveness can be said to be maximized.
In the second half, AI will definitely be physical AI. Find companies related to the core components of robots.
$TSLA
In the second half, AI will definitely be physical AI. Find companies related to the core components of robots.
$TSLA
Verified
I looked into why AKE has been rising so fast—up nearly 10x in 3 days. After checking its fundamentals, it’s just a fairly mediocre AI agent project with average funding.
Also, the holdings are highly concentrated, and there’s news from July 16: an address on Aster opened a $3 million long position.
If this isn’t a dog-and-pony scheme, I don’t know what is—because in those 3 days, AKE was still at the bottom. Its market cap was $4 million; only after a 10x pump did it reach $40 million. Who would dare to go all-in with so much money on a trash project like this?
However, I’ve also looked at this wallet address. On the Aster browser, it has already been set to private, so you can’t view it anymore!
$AKE
Also, the holdings are highly concentrated, and there’s news from July 16: an address on Aster opened a $3 million long position.
If this isn’t a dog-and-pony scheme, I don’t know what is—because in those 3 days, AKE was still at the bottom. Its market cap was $4 million; only after a 10x pump did it reach $40 million. Who would dare to go all-in with so much money on a trash project like this?
However, I’ve also looked at this wallet address. On the Aster browser, it has already been set to private, so you can’t view it anymore!
$AKE
Inflation data is favorable—this year, rate cuts could be on the horizon! Let’s go, big coin!
$BTC
$BTC
币安上线36只BStocks：AI、半导体、Crypto龙头全解析，一文看懂全球核心资产！
币安中文社区
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🤩 My brave fellow, I see that your bones are astonishing
Why not come and co-create a book, 《bStocks Practical Guide》❓
Choose the chapter you’re good at or interested in, write tutorials, guides, or practical experience. Forward this post with #币安用户共创 to participate.
✍️ If your content is included, you’ll receive the author’s credit + 199 USDT
🏅 The top 10 pieces will receive the Co-Editor-in-Chief credit + 1 BNB + #币安九周年 swag
Building a better product depends on all of us—立即报名!
Why not come and co-create a book, 《bStocks Practical Guide》❓
Choose the chapter you’re good at or interested in, write tutorials, guides, or practical experience. Forward this post with #币安用户共创 to participate.
✍️ If your content is included, you’ll receive the author’s credit + 199 USDT
🏅 The top 10 pieces will receive the Co-Editor-in-Chief credit + 1 BNB + #币安九周年 swag
Building a better product depends on all of us—立即报名!
SanDisk’s Q2 earnings are currently expected to be 8.3 billion, which is 2 times the previous quarter; quarter-over-quarter, they are up 7 times compared with Q2 2025. It has beaten expectations for 6 consecutive quarters already—once the earnings report drops, it’s likely there’s still one final dance left!
$SNDK
$SNDK
朱老师区块链
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SanDisk is down more than a dozen points tonight. For now, I’m watching 1300; 1300 looks like it can break below the wave low.
$SNDK
$SNDK
Partly True
Binance is about to list Hong Kong stocks. Tencent and Xiaomi have launched Minmax today, along with Zhipu. But can it be listed for spot trading instead of futures? Don’t list it on contracts. These companies are worth holding spot, but the fees for futures are really unbearable!
$MINIMAX
$MINIMAX
Verified
The main upside today from ONDO is that it has launched tokenized stocks based on DTCC. DTCC is the Depository Trust & Clearing Corporation in the U.S., officially connecting on-chain tokens with Wall Street. Many people say that since CEX listings have U.S. stocks, ONDO has no opportunity anymore—I don’t think so. I believe ONDO has always had opportunities, and it keeps working. And recently it even launched perps—still making moves. No worries! $ONDO
After semiconductor adjustments, what is truly worth关注 is these 8 major AI application tracks $GOOG.US
GOOGUS-2.26%
Verified
SK hynix Q2 revenue estimate: 83 trillion KRW, up 60% year-on-year from Q1’s 52 trillion KRW. It’s up 4x quarter-on-quarter compared with Q2 of 2025, which was 22 trillion KRW. The estimated revenue for 2026 is 50+83+103+115=351 trillion KRW. Using the 44% net profit margin from 2025, the 2026 net income is 154 trillion KRW. With the current market cap at 135.8 trillion KRW, a rough estimate puts the dynamic P/E at around 8. Considering that storage has cyclicality, this valuation is actually fairly reasonable.
$SKHYNIX
$SKHYNIX
The fake season is really here. As Ethereum rises, the ETH ecosystem is also catching up. Many established DeFi tokens are going up too, such as LDO, UNI, ETHFI, AAVE, CRV, etc. Why does the DeFi sector pump first? Many DeFi projects have revenue and buyback plans, with burn mechanisms—so there’s still more to stimulate demand. Others keep facing ongoing unlock sell-pressure, and without real revenue, things become difficult later on!
$LDO
$LDO
朱老师区块链
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The Copycat Season Might Have Already Begun—These 4 Signs Can’t Fool Anyone
Lately I feel like the copycat season might be coming!
Why do I say that? Here are the reasons:
1. Recently, a lot of on-chain memes have exploded. The first is ansem on the Solana chain—at the beginning of July, it jumped 400x in a single day. Then there’s the cz meme on the BSC chain—its market cap exceeded $100 million in one day. And on the Robinhood chain, a cashcat meme came out—its market cap surpassed $120 million in a day.
Then many articles and news stories appeared, like how “smart money” bought a few hundred dollars’ worth and instantly turned it into millions. This kind of plot has shown up countless times before—this is the best marketing material in the crypto world.
Why do I say that? Here are the reasons:
1. Recently, a lot of on-chain memes have exploded. The first is ansem on the Solana chain—at the beginning of July, it jumped 400x in a single day. Then there’s the cz meme on the BSC chain—its market cap exceeded $100 million in one day. And on the Robinhood chain, a cashcat meme came out—its market cap surpassed $120 million in a day.
Then many articles and news stories appeared, like how “smart money” bought a few hundred dollars’ worth and instantly turned it into millions. This kind of plot has shown up countless times before—this is the best marketing material in the crypto world.
SanDisk is down more than a dozen points tonight. For now, I’m watching 1300; 1300 looks like it can break below the wave low.
$SNDK
$SNDK
朱老师区块链
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Even Chinese stock market is rising like a shady coin—one day it can go up or down 20 points 😂
Yesterday SK Hynix also really hit the daily support level, so here we can only look for a rebound! After the rebound, run—feels like there’s nothing good coming in the market afterward. Hurry back to the crypto circle!
$SKHYNIX
Yesterday SK Hynix also really hit the daily support level, so here we can only look for a rebound! After the rebound, run—feels like there’s nothing good coming in the market afterward. Hurry back to the crypto circle!
$SKHYNIX
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