Henryzhang的研究所

The market is entering its fourth day, and the copycats are starting to stir!
So far, the copycats’ gains are far below expectations, but it’s still a good time to set up a trap.
In this round, copycats won’t necessarily moon multiple times over, but it’s fine to capture some short-term upside.
Popular token Hype is leading the trend—this is the strongest innovation of this round. Related tokens should be closely watched, especially the strong whales on Hype!
We haven’t found any particularly explosive coins in the public chains. SOL’s gains are moderate, but you can buy it—this is currently where capital is most active.
AVAX is a solid pick to hold, but don’t expect too much.
Mining coins are surging hard! Because the mining rigs are running—this category has real-asset backing, so it’s the fastest “horse” in the market.
Domestic public chains are like $10 lottery tickets—for example, CFX…
For platform tokens, hold BNB tightly and it won’t let you down. OKB—buy boldly. Gt—be a bit more cautious, but it also has been rising very aggressively! Ht—like one of those by the roadside…
For old-school meme coin leaders, watch the risk: new leaders may emerge and drain liquidity.
For meme coins, pay more attention to public-chain activity—there may be large capital coming in.

The practical significance of TermMaxd is not “to create another lending agreement,” but to turn uncertain floating interest rates into a term curve that can be priced, transferred, and hedged.
In TradFi, bonds, forwards, swaps, and options are all built on this curve; over the past decade in DeFi, the main market has been floating pools like Aave/Compound, where institutions can’t pre-lock their funding costs, and RWA can’t do asset-liability matching by duration.
TermMax’s FT/XT essentially AMM-ifies interest rates themselves: the lender locks in yield, the borrower locks in costs, and the GT compresses revolving lending into a single transaction.
With this mechanism, TermMax has stronger forward-looking expectations—this is also a key reason it was a focus of investment by Binance.
#termmax @TermMax

Jiang Zhuoer’s judgment is: this market trend will be at most at the 70,000 line, and there will be further downside to form a dip.
At the beginning of August, Jiang Zhuoer posted his view on the market on X.
He successfully predicted this Bitcoin market trend.
However, his prediction for the upside magnitude is relatively conservative.
At present, Bitcoin has broken through the crucial 70,000 level; there is a high chance of pushing toward 80,000.

In early August, I predicted this market move on X.
The reason is simple: Bitcoin can’t fall further. It just keeps oscillating—this is exactly an accumulation pattern.
On a broader macro level, Bitcoin is absorbing the liquidity left behind by the U.S. stock market; it’s a new value “low point” for capital.
Back then, only 257 people viewed it—don’t know if anyone really took it in.

To be honest, TST is a bit difficult.
Because there are too few big idle accounts...
With that amount, it’s not enough to make the big player spend so much effort to push it up by several times...

So good to eat!
The mansion has started evacuating—I've eaten so much I'm numb!

Fall! Give me a fall!
If you follow, you get to eat meat!

Almost at the top!
Trading volume has already surpassed ETH—dare to short into it!
Set your stop-loss!
Don't use large capital!

IOTX’s long positions surged so much—looks like someone is stirring things up.
But the short positions are small—does the market maker only covet this little bit of capital?
This is a bit hard to believe…

They say this is the last Weibo post from the top girl.

TUT’s position size has increased very rapidly.
There’s no doubt that the bulls will keep winning.
But you need to be careful about a head-cutting gate.
At the moment, it’s not recommended to go long.
It’s very dangerous.
Retail investors are a bit overexcited, thinking that if they follow the big players they can make money.
Little do they know—that’s the biggest trap.

I have confidence in AMD. Chip demand is stable, even though it's not as intense as the storage frenzy. But chips still hold very high value at the consumer level.
The big shots in storage have already exited, and the value reset has completed the closed loop. Chips are about to begin a new round of consumer legend.
Intel is naturally also a key player. I firmly believe consumer goods and gold, as well as Bitcoin, are the focus of the next round of speculation.

Keep up and keep eating!
Bless’s data still supports further growth—don’t go short!

Bless very good data, 🈶 an upward trend.
Oi data is genuinely increasing—multiple forces start adding to positions, and the operator’s intent is very clear.
If you go short, I’ll add to my long—now it’s a battle of endurance.
From what it looks like, at the beginning there will be a push up and a wave of rising.

The data on Home is really great. The Air Force has given the Zhuang enough chips, and the Zhuang’s willingness to push the market will only get stronger.
Currently, the Zhuang’s long positions are still being increased.
Don’t short. There’s not a single bit of hope that the Air Force can win.

The moment the ban rumor came out, today’s optical communication sector is simply amazing!
The news just broke that there will be a ban on China’s new optical modules, and three leading stocks immediately shot up, up, up!
Coherent Lumentum Applied Optoelectronics
The logic is simple: the ban can’t stop demand, and strong demand will drive prices soaring.
Optical modules—these data transmission tools—are essential for every AI data center.
What’s more, the industry is currently upgrading. Once the new 1.6T technology is rolled out, AI optical transmission will be the big trend of this cycle.
Coherent is the optical-module leader that NVIDIA secured orders for very early on; Lumentum is similar—both hold the majority of market share.
Applied Optoelectronics is a U.S.-based optical module company with huge potential.
In the pre-market, the gains are still expanding—just watch how it performs at the open.
One is happy, the other is worried. Tomorrow, China’s A-share optical module stocks are probably going to… You know what I mean.

The US stocks rebound is really strong.
In the pre-market, it surged incredibly fast—I guess last night’s drop was the last one.
I bought Tesla, I bought SPCX—let’s back Musk.
Earnings are coming up; sales may not be great, but the stock price is cheap.
Around 100, it’s definitely consolidated solidly—stable and with momentum.
Small stop-loss.
Damn!

A tenfold surge AKE—don’t short!
All data is precisely pointed out: the main force’s long positions are still increasing, while the shorts that are topping up margin are still “killing themselves.”
The longs have no intention to cancel orders—don’t rush in to give away your money!

ARX's recent shakeout is interesting.
The main force's positions are split up extremely scattered, so scattered that you feel like it’s not even necessary...
The accumulation has also been spread across many addresses.
Looks like they’re setting the stage for the later plot.
But I don’t know how far they’re planning to take it after setting things up for so long...
I bought a little, and I’ll follow along and play with the crew.

BTW, as I mentioned, last night we had a massive spike that wiped out all the big players, and then it dropped.
Let’s share the trading results!
In the last 24 hours, liquidation data shows 6.14 million, with long positions at 1.5 million and short positions at 4.64 million.
The liquidated orders mainly came from Binance contracts within the 10k to 50k range.
Currently, the total trading volume across the network is 1.4 billion, with an open interest of 145 million USD, and trading volume has increased by 260%.
You can't go against the shitcoins; you can only ride them for spot trades in a timely manner.
For the bros who are shorting, I guess most of them are pretty much wiped out by now.