Crypto_君少

Community position transfers to Binance group chat,
Here there are meme experts,
Here there are precise research teams,
Here there are secondary analysts,
Here there is a group of like-minded comrades!

The captain will take you flying, no crashing of the plane!

There are various benefits in the group, when making money everyone celebrates with red envelopes together, if you miss out, there will be someone to commiserate with you!
https://app.binance.com/uni-qr/group-chat-landing?channelToken=4jfOFh7j1A9DVg9w1kTuiA&type=1&entrySource=sharing_link

This time I must win🥇
Although the conditions are a bit poor, where there is a dream, there is a distance!

Huang Renxun just said:
As the pace of growing computing demand outstrips the ability of frontier labs to secure infrastructure, the next bottleneck for AI is “land, power, and enclosures.”

$NVDA is currently using its balance sheet to lock in long-term sites like PORTS-Pike. Each compute generation may support about 1.5 million GPUs, and could bring up to $200 billion in NVIDIA revenue.

OpenAI’s broader commitment could reach about 16 GW, representing computing capacity of roughly $600 billion by 2030, as Nvidia expands from supplying chips to securing the entire infrastructure around them.

The total value of the 10 most valuable stocks by market capitalization worldwide is currently $29.78 trillion, down from $30.17 trillion last week.

Elon Musk: “In the coming years, the United States is likely to win the AI race. Then it will depend on who controls AI chip manufacturing. If more factories are owned by China, then China will win.”

“Right now, all chip manufacturing plants are in Taiwan. 100%.”

“If China invades Taiwan in the short term, the world will be cut off from the supply of advanced AI chips.”

“I think, from a national security perspective, it is crucial that we start making our own chips in the United States.”

UBS is optimistic about the outlook for $SPCX

As the “Starship” ushers in a new phase of satellite internet and AI, it is expected that by 2030 annual revenue will reach US$400 billion, with EBIT of approximately US$200 billion.

Recent key catalysts:
➫ 14th test flight: Will be the first to deploy commercial V3 satellites, and will attempt to recover the upper-stage spacecraft. Musk says the heat-shielding top challenge has been solved
➫ Scaled expansion: Plans to deploy as many as 1,000 V3 satellites by the first half of 2027

Stanley Druckenmiller opened a new $IREN position, buying 87,100 shares worth approximately $4 million.

Druckenmiller is widely regarded as one of the greatest investors in history, achieving about 30% compounded returns per year over nearly three decades.

Such a badass figure—should we dig into the details a bit more...?

Intel $INTC Chief Executive Officer Tan Lipu last week additionally purchased 105,263 shares of Intel stock at a price of $95 per share

Tan Lipu now owns a total of 1,331,640 shares of Intel stock

Kevin O’Leary dropped a major bombshell:

Tens of trillions of dollars are lining up to buy $BTC , and all of this will begin the moment the law is passed.

“Once that bill is signed, real money will start pouring in.”

This will be the largest capital inflow in Bitcoin history 🔥

Buffett vs. Gavin Becker Latest Public Holdings for 2026

One bet on “proven great companies,”
one bet on “the future infrastructure that’s taking shape”

For investing in US stocks, what holdings do you have?

Harvard has just invested more than half of the $4.26 billion public equity portfolio into $SPCX .

Below is a heat map of their current other major holdings.

$TMS
$AMZN
$GOOGL

Just in: Harvard paused its Bitcoin ETF sales in the second quarter, after reducing its holdings for two consecutive quarters. It now holds 3.04 million shares of BlackRock $IBIT.ETF stock, worth $101.4 million.

Its disclosed total gold holdings amount to $171.2 million, while it continues to maintain zero exposure to Ethereum ETFs.

$SPCX remains Harvard’s largest publicly disclosed holding, worth $2.21 billion, accounting for 52% of its disclosed investment portfolio.

🚨 Alert: Morgan Stanley maintains Tesla $TSLA rating as “Equal Weight,” with a target price of $415, implying an increase of about 26% from $330.

The company still views Tesla as a potential leader in embodied AI, but lower margins, increased R&D spending, and a longer-lasting cash burn mean investors now need to see measurable progress from Robotaxi and Optimus.

🚨 Major News: Swiss banking giant UBS increased its bullish Bitcoin ETF options exposure by 24x within just a single quarter, according to a new SEC filing.

This $7 trillion asset manager boosted its investment in BlackRock’s IBIT from 80,000 shares of underlying stock to 1.95 million shares, while increasing its direct holdings by 12% and cutting put option protection in half.$BTC

🇺🇸 The government opposes Apple $AAPL purchasing storage chips from Chinese companies, as US Commerce Secretary Lutnick revealed via the WSJ.

Trump President said: Soon, I will announce the Strait of Hormuz as the territory of the United States of America.

I don’t care about your bird stuff,
I just want to ask you one thing:
Can we get a wave going next week $BTC ?

🚨 Binance will block transactions between it and 16 crypto platforms, including HTX and EXMO, starting August 23. This applies to all users worldwide.

Everyone, please watch out and be careful—don’t wait until then and find that they’ve converted everything to gUSDT for you!

The JPY shorts are still holding the line; once the September rate hike hits, the whole world will have to tremble along

Short positions surged to a nine-year high not long ago
Every short position, in essence, is a potential forced buyer

The death spiral is already turning:
As the yen falls to around 160—its weakest level in 40 years—the Bank of Japan is likely to hike rates in September to defend it
Carry trades are forced to unwind
To buy back yen, you have to sell what you’re holding
The first thing sold will be U.S. Treasuries
Japan is the largest foreign holder of U.S. Treasuries
The yield on 30-year Treasuries is already 5.26%, the highest since 2007
With forced selling, yields can surge even higher
The U.S. government’s interest on debt alone is already $1.25 trillion a year
If it goes higher than that, they truly can’t carry it
At that point, the Federal Reserve will have to choose between two options: support the bond market or protect against inflation
Most likely, it will support the bond market
Trump’s side will also pressure the Fed to do the same
The result is continued money printing
Middle-class real income gets wiped out
Floating-rate debt and small businesses are the first to fail
A consumption cliff
With lower tax revenue, the deficit gets bigger
The global economic crisis kicks off directly
Don’t forget: Japan is almost 100% reliant on imported oil, and it still has to pay for it in dollars
That’s a structural sell pressure on the yen—not something a couple of interventions can fix
Two weeks ago, the U.S. and Japan jointly intervened, and the yen popped up
But now it has already given back half
The market simply doesn’t believe
This round is different from before
Iran is still on fire; with China facing pressure from the tech race, oil prices are heading higher, and consumer confidence is already worse than at the peak of the Great Depression

The situation is getting worse every day—we don’t know when it will end

🇺🇸 Latest News: According to Bloomberg, U.S. President Donald Trump is expected to meet with executives from the cryptocurrency and prediction market industries at the White House next Wednesday.

Could there be a market rally around next $BTC ?