比特大熊

We'll continue streaming at 8:30 tonight.

Yesterday’s livestream was absolutely insane.
The bottom-entry longs on SanDisk and SK hynix netted over ten profitable trades.
And the livestream even called it in advance: SK hynix would pick up speed after hitting 1,000.
Today, when we reviewed the trades on stream, all 15 of them were profitable.
There’s no one on the whole platform better than me, right?
Which livestream dares to give entry points in advance, live on air?
Which blogger dares to confidently call the market’s direction live on stream?
The biggest letdown yesterday was Bitcoin and Ethereum. When will my Ethereum at 2,400 and Bitcoin at 82,000 get there?
U.S. stocks are rallying, and you two are just sitting there doing nothing?
So who’s really part of the crypto world?

I didn’t do anything. A child at home was using my phone to watch videos when a verification window popped up. My ID was in the phone’s photo album, and just like that, I was verified without any facial recognition. Then I was forced to inherit the penalties too. What an absolute joke. You can even renounce an inheritance, but these one-sided terms say you have to inherit the penalties.

$ETH I'm saying Ethereum will be above 2400 tonight? Bitcoin above 8200? Anyone disagree?

What’s happened to the atmosphere in the Square?
Every time I open it, it’s full of dog-eat-dog posts.
The Square was meant to give everyone a place to share market updates and trading insights, not to argue and tear each other down.
How many decent people are in this circle? Decent people wouldn’t join it. No matter how big an influencer you are, none of them has good intentions.
Some encourage others to gamble; others gamble themselves.
Then again, I’m no good person either—I encourage people to gamble, and I gamble too.
For a little traffic, look at how these big influencers throw all sense of decency out the window.
Could you share more worthwhile posts instead? What’s the point of keeping tabs on other people every day?
What does it matter to you whether others are good or bad? There are no fools in crypto.
If they managed to get into this circle despite all the layers of regulation, they must have some exceptional talent!
Please help make the Square a place for quality posts and a market where people compete fairly!#

$ETH It's Monday, and today is crucial.
Will we rebound after hitting bottom, or break down through it?
We need to see an outcome today.
No one can say you're wrong whether you go long or short right now,
because either direction is possible until the outcome is clear.
But since we're placing a trade, we have to pick one.
Personally, I'm absolutely convinced we'll rebound after hitting bottom. And if the bottom holds this time, the rebound could reach at least 2400.
At this level, I wouldn't open a short position, because going long offers better risk-reward.
Even if the price moves down, it'll just be a long wick before quickly recovering.
The market loves to stir things up, deliberately faking a breakout to trap shorts.
The direction hasn't fully emerged yet, so anything is possible.
I'm firmly convinced that a rebound after hitting bottom is the most likely outcome right now, and this trend hasn't run its course yet.
If the price really is going to break down, it'll have to wait until the monthly candle rolls over. So I think this trend still has another week or two to run.

Today’s
SanDisk $SNDK
Hynix $SKHYNIX
It’s been really easy to trade.
I’ve already gone long near the bottom and taken profits three or four times.

$ETH If you’re going to drop, don’t break out first and then bounce back up. What are you playing at—making a fake breakout and then pulling it back? First you take out some of the heavily leveraged, all-in longs, then you dip below support to fake a breakdown and lure in shorts, only to pull it back up again. Are you trying to squeeze both sides?

On the daily chart, it’s a head-and-shoulders pattern, but the right shoulder isn’t finished yet. It won’t drop that soon; it’ll take another week or two for the right shoulder to play out before it falls. So I’m still trading the range-bound action on the right side.

What do you all think?

I. Key points to keep in mind during earnings season (especially important from a trading perspective)

1. Expectations matter more than the results themselves
The most common scenario during earnings season: results beat expectations, but the stock has already surged before the report and priced in the news, only to plunge once the results are announced as investors sell the news. That’s exactly what happened with your SNDK trade this time.
Key rule of thumb: The bigger the run-up before earnings, the greater the chance of a post-earnings reversal.

2. Guidance > current-quarter EPS
Institutions focus more on management’s outlook for the next 1–2 quarters than on how much the company earned last quarter. Even if this quarter’s results are excellent, lowered guidance for next quarter can hit the stock hard.

3. Interest rates and U.S. Treasuries are an underlying theme
During earnings season, don’t look at individual stocks in isolation. Treasury yields and expectations for Fed rate cuts can drive valuations. Rising rates put pressure on high-valuation growth stocks (semiconductors, AI); falling rates benefit growth stocks.

4. Timing and sequence
Typical earnings sequence: banks first → industrials/energy → tech giants. Semiconductor and memory companies tend to report in the middle to latter part of the season, and memory stocks often move in tandem with expectations for cloud providers’ capital spending.

5. Increased volatility means increased risk
After-hours trading in U.S. stocks is illiquid, so stocks can gap sharply when earnings come out, making stop-loss orders difficult to execute. High-beta sectors like memory and semiconductors are especially prone to sharp one-way moves and sudden spikes or dips.

6. Divergence within sectors—not everything rises or falls together
Within the same broad sector, some companies may beat expectations and rally while others deliver disastrous results. Don’t blindly assume the whole sector will move in one direction.
II. Structural opportunities to watch (observational framework, not a strategy)

• Memory semiconductors: The strongest catalyst for a memory-stock rally is the convergence of inventory normalization, a pricing upcycle, and increased cloud capital spending. Conversely, cloud providers cutting budgets is negative.

• AI computing infrastructure: Prioritize companies that are already converting AI demand into revenue, have healthy cash flow, and can control capital spending. Avoid companies that rely on a story alone and keep burning cash.

• Banks: Stabilizing net interest margins and no deterioration in bad loans make them worth watching as a defensive play;

• Rotation: When tech giants collectively give conservative guidance, capital can readily rotate into defensive sectors (utilities, consumer staples, and some healthcare). #EarningsSeason

$SNDK Guys, I just caught the long on SanDisk. How was that? That was a great entry, right? I've nailed the direction after the open four days in a row.

$SNDK Sandisk may be hard to gauge tonight. It probably won’t move in just one direction. I expect it to dip a bit more before the market opens, then rise and fall after the open. Consider going long in the 1260–1270 range, and look for a short entry in the 1330–1360 range 🈳

How come we haven’t heard anything about Liang Xi in the crypto world these past two years? Don’t tell me he really paid off his 200 million in debt and left the scene? #LiangXi

$ETH has already taken off, right?