华尔街操盘手余哥

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Stop buying more $SPCX ! A brutal drop right at the open—turns out Musk’s calls were for himself to offload his holdings

With this leg of the selloff, it’s clear now: unless the price doesn’t hit an extreme enough “value-for-money” level, institutions won’t step in to accumulate.

Now even if a rocket launch succeeds, they still won’t lift the price. As soon as U.S. stocks open, it will crash—who can stand that?

On top of that, there will be unlocks in August, bringing even heavier selling pressure.
#SpaceX将星舰13号试飞推迟至7月23日

$币安人生 A big investor clears out and runs, plunging 7.8% in a single day—has the faith collapsed?

To put it plainly, this drop isn’t a normal pullback; it’s a full-on retreat by the big players.

Most likely there hasn’t been any good news recently, and after the rebound from the bottom, the profits are already more than enough.

It has now fallen to a key support level on the four-hour chart.

Now, as long as the real body breaks below that level, the next target below is around 0.45.

In terms of strategy: you can enter with a light position around 0.6 to go long, targeting 0.66, with a stop-loss around 0.58—risk/reward looks reasonable.
#韩国散户芯片杠杆ETF亏损

The big one is really coming.

Now the World Cup is over; all that’s left is for the shorts to step in and smash BTC into a golden pit, so retail investors can jump on board. But this kind of selloff usually needs the news to cooperate. I’m really curious what kind of news could make BTC drop ten thousand points!

$BTC
#2026足球风潮

$ACE Short it!

This coin has stayed up until now without being taken down—that’s exactly what this move is about.

Other chain games haven’t rallied, and there’s no good news.

Instead, they’re urgently pumping to distribute/sell off.

This rally has started to lose momentum; next comes a slow grind down.

At the current price 0.134, short; add more at 0.15, and hold until it gets taken down!

#WTI原油涨2%至84美元

Iran completely gives in, announces a 10-day ceasefire! Oil prices hit the daily limit down!

Iran has now unilaterally announced a ten-day ceasefire. Crude oil immediately drops 4% and the big pie (gold) surges straight up!

As long as Trump doesn’t pull any unexpected moves, there’s a very high probability that BTC will indeed go to 66,000.

For the oil that’s hit by this negative news, it will then likely enter a slow, drifting downtrend. I laid out long positions in the trading room earlier; I’ve already secured a 123% gain. If anything else happens later, I’ll notify you in the trading room. If you want to follow along, you can come find me in the trading room.
#台积电拟追加1000亿美元美国投资
$BTC

Won another 100%—did everyone catch up on this early momentum play?

Brother Yu gave strategy this afternoon, clearly stating that Hailix is already at the bottom stage.

Those who followed the ambush position have already gained 100% and are currently taking profit.

Next, we’re looking to short from the high point. If you’re not sure how to set up your positions, you can come to the chat room to find Brother Yu.
$SKHYNIX
#韩国筹备第二阶段CBDC试点

Is PEPE over? Once the king of memes on the ETH chain, now nobody plays it anymore!

Now nobody pays attention to PEPE at all—the trading volume is abysmal.

Back then, whenever PEPE pumped, other memes would rise along with it.

Now the market’s attention to PEPE has clearly cooled compared with the peak period.

As for now, $PEPE is also relatively a low point. If you want to bide your time and pick up for the next bull market, it’s best to set up a small position.

If you have 1 wu, use 1000 u to set up a position. Getting a 2–3x return is still possible.

Even the meme leaders are a common consensus—$DOGE can also be positioned. The current price is also among the most cost-effective in the mainstream. You can even do spot DCA (buying in installments) and set up a position.

If later you’re unsure about anything, you can come to the chat room and we’ll plan the layout together.
#韩股KOSPI启动Sidecar半导体领跌

$LAB team personally smashes the order book! Cash out $40 million in 120 days, LAB coin price halves in two days by 54%

Stop going long! Even if you go long again, it won’t go back.

This round of LAB won’t pump.

Now LAB’s market cap is $70 million; there’s still room for it to fall. If you enter now to catch the falling knife and go long, it’s very likely you’ll get buried.

Yu Ge says honestly—right now the plaza is full of people going long on LAB. No matter who it is, nobody will pull it back to help you get out. If you’re holding a short position, then just hold it. Close the position when the market cap drops to $20 million.
#LAB

$CL Heavy news from the Middle East! Oil prices suddenly plunged, and the market has changed?

Brothers, oil prices have started to fall again. This time, it’s Iran taking the initiative to back down, not Trump starting his usual bluster. Most likely, this round’s oil-price high is around 84. As long as Trump doesn’t stir up trouble, oil prices will probably enter a long period of gradual decline again.

Short at the current price of 81.5! Add positions at 83, and target the normal range below 70. If you’re not clear about the next steps, you can come to the chat room and follow my moves.
#2026足球风潮

$ACE One-year project party cashed out 20 million. Now the project party is coming back to hype this up again—this time, how much are they getting ready to cash out?

From the order book, you can tell that ACE is a coin that eats people but won’t spit out the bones. The lows have kept staying low; they never thought about pumping. And the ones who bought at the top can never get out of their position. Now they’re starting to pump, but the transaction fees are high—so shorting has no arbitrage opportunities.

My suggestion is to stay on the sidelines. If it meets resistance and pulls back around 0.178, you can short with a small position; the target is still zero!
#2026足球风潮

When things fall, there are opportunities everywhere—it's all about whether you dare to step up. I'm already laying the groundwork. My next moves will be announced in the chat room.
#台积电拟追加1000亿美元美国投资

It has already appeared at the bottom of the $SKHYNIX stage. On Monday’s open, there was no big drop or big surge, which indicates that leverage has been cleaned up for the most part. Next comes consolidation, accumulation, and then pushing higher again. The current price is 1200, which is a good time to place staggered orders. Add to your position every time it drops 10%. If you need operation entry levels, you can come to the chat room to find me.
#布伦特原油涨4.6%

$SPCX Old Ma has already become a big brand and is shouting about it a lot. Will it really be different this time?

Most likely it’s because it’s the end of the month, and the company also needs a run of market-cap performance. On top of that, Musk has recently been frequently releasing positive signals, which easily boosts market sentiment. The shorts might also choose to close their positions first and observe, so in the short term, the bulls may regain control.

After all, spcx has already been falling for a month straight. Typically, after a continuous plunge, there’s a technical mean-reversion adjustment.

However, Musk is a businessman, not a philanthropist. If the U.S. stock market doesn’t drop when it opens in the next couple of days—on the contrary, if there are players supporting the market—then it would be more suitable to start laying out long positions again. Also, there’s a rocket launch scheduled for this Friday, which will likely fuel some expectations.

For execution, you can watch support at 124–122. That zone offers a good long-entry value. For resistance, 130–135 is where you can take profit in batches.

If anything changes later, I’ll notify you in the chat room.
#布伦特原油涨4.6%

It’s important to take a heavy position—if you open with a small position, at least the profit will shrink by half. When you’re confident about the logic, the order flow/market funds, and the timing/pace, you should dare to increase your position size. Opportunities in life that are truly worth going all-in for aren’t actually that many.

As for the bank/benchmark, it has already taken profit and exited the trade. Now, the upward move is becoming increasingly sluggish. If the trading volume can’t keep up later, the probability of a drop is higher, and there will be more profit-taking on long positions.

If you’re not sure how to position yourself, you can come to the chat room to find me, and I’ll guide you in setting up
$BANK
#布伦特原油涨4.6%

Fortunately, we already took profit and exited from the position internally. As expected, 65,000 is the recent high point. Next, if the support at 64,000 holds, then it’s still okay to enter long positions.

Right now the World Cup has ended, so there will be capital flowing into the crypto market—meaning new funds.

This week’s important data is on Friday: when Trump attends a dinner hosted by the White House Correspondents’ Association. What he says will directly affect the market.

So from Monday to Wednesday it’s not about a key safe-haven factor—the key is Friday. If the judgment is correct, we can enter another batch of long orders. Take profit in stages around 65,000–66,000.
$BTC
#布伦特原油涨4.6%

Bitcoin and the stock market are not the same kind of trade, and they are not in the same point of a cycle either. The crypto bear market began in October 2025 and lasted for nine months, while the stock market refused to fall. Bitcoin dropped from 125k to 60k, a decline of 52%. In the same window, the S&P 500 hit new highs. The crypto market has already been repriced, while stocks remain overvalued. Therefore, the crypto market is likely to benefit from a stock market crash, because profits will shift from overvalued assets to undervalued assets. In the era of tokenization speculation, discussions about stablecoins, and the CLARITY Act, these funds are likely to flow into the crypto market.
#CLARITY法案仍待参议院推进 $BTC

Weekend crypto circles are boring—let’s look at US stocks.

After reviewing last week’s real customer positioning report from Goldman Sachs Prime Brokerage ledgers, US tech/AI is already close to having finished the washout. Funds are waiting on the sidelines; Wednesday’s earnings report is the key.

A few takeaways

1 Tech/AI = nearly at an extreme “washout”
IT’s Prime ledger gross/net exposures were still at 5-year highs 6 weeks ago—23.4% and 26.3%.
Now they’ve fallen to 19.4%/14.7%.
This is a one-year 20th percentile and a five-year 40th percentile situation… most of the positions that needed to be closed are basically closed.

Over the past 8 weeks, hedge funds sold tech for 6 weeks straight; the cumulative drop is the largest in the past 10-year records, matching the summer of 2024.

Friday in US stocks was basically the panic sell-off leg—most of what could run away already ran. If it continues to fall, it will require fresh deterioration in fundamentals. (Wednesday’s big-tech earnings)

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2 Overall de-leveraging

Gross leverage at 204.9%—about a one-year 60th percentile.
Net leverage at 51.2%—about an 90th percentile (1 year).
Both are extremely low.

This suggests these past few weeks have been a broad de-risking. The remaining forced-selling pressure isn’t much left, while a large amount of capital is still on the sidelines watching from outside—hasn’t entered yet (waiting for an entry catalyst, like Wednesday’s big-tech earnings).

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3 Last week rotated out of tech/defensives into financials, healthcare, energy, and industrials
Most net sold: IT, communication services, consumer, utilities
Most net bought: financials, healthcare, energy, industrials

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4 What hasn’t been fully washed out is momentum positioning
PB ledger momentum exposure: down to the 65th percentile over one year, but still at the 93rd percentile over five years.

So some of the bubble has come out over the past year. But over a longer horizon, the positioning is still high. So you could call it the later stage of a sell-off—yet it hasn’t turned into an end to the decline.

If July’s big-tech earnings capex comes in below expectations, there could be another leg to smash it down.

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5 Funds are hedging the downside, but the market hasn’t priced a large-scale breakdown yet
The market is betting on stock-level divergence, not a system-wide collapse.

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Overall conclusion
Currently: low exposure, low leverage, defensive rotation is in place… If, for example, next Wednesday Google / hyperscalers’ capex has a catalyst (or comes in stronger), then that recently sidelined capital will be fuel for a rebound.

But if Wednesday’s capex breaks badly, then there’s still more momentum positioning that can keep getting washed out and keep breaking down…
#美国错过GENIUS稳定币规则期限
$BTC

$TSLA Tesla is also getting close to the bottom; plus there is important data on Tuesday. You may want to pay attention for updates firsthand. It will likely rally.

In terms of strategy, you can enter near 378 to go long as a position to hold.

#SpaceX空头持仓达流通量29%

Next week we’ll mainly focus on Hynix’s earnings report.

Most likely it will come in above expectations again. I’m very optimistic, and there’s a good chance of a pull-up.

If the market starts a risk-avoidance selloff on Monday and Tuesday, I think that would be a good opportunity to accumulate shares in batches.

What moves a company is its earnings report—volatility is definitely 10% or more, so there’s room for trading.

$SKHY

#2026足球风潮