疯狂的Jerrick

Is Kimi so popular now?
We have to pause for even the tiniest little problems. This is the first time I’ve encountered an AI that was paused not because my quota wasn’t enough. #Aİ

I used to think MicroStrategy would update this holding position every week in a fixed way, regardless of whether there were additions or reductions. Today I found that its official website hasn’t updated last week’s holding details.
After asking Claude, I finally understood the list inclusion rule: this List on the official site adds a new row only when "BTC Acq (Bitcoin net increase/decrease) ≠ 0".
If a given week involves neither buying nor selling BTC, that week won’t appear in this list, even if the company did submit the report on time.

The great ones have been going long too much.
You can rest assured.
Although in many cases, the order-taking logic definitely has to be based on your own logic—definitely define the entry direction according to your own knowledge, cognition, and understanding of what looks right—but seeing that some of the masters can align with you in certain ways is also a strengthening of confidence.$BTC

Has the AI bull market ended?
I don’t think we should jump to conclusions too easily.
Today I saw a piece of news:
AI money has started flowing into traditional industries. U.S. tech blue chips have generally pulled back—Nvidia, AMD, TSMC, SK Hynix, and others have all fallen. Many people have started shouting “a bear market is here.”
But I think what’s worth focusing on right now is capital rotation (Sector Rotation), rather than simply labeling it as a bear market.
A real bear market usually shows several common features:
✅ The leading stocks keep falling, with no new sector stepping in to take over;
✅ ETFs continue to see net outflows as institutions begin systematic de-risking;
✅ Market breadth deteriorates, and most stocks fall together;
✅ The Fed stays hawkish, and liquidity keeps tightening;
✅ The VIX, the U.S. dollar index, and Treasury yields rise in sync—risk assets are under overall pressure.
What we’re seeing now is:
📌 After AI valuations became too high, some profit-taking appears;
📌 Funds start moving into lower-valued sectors like financials and consumer;
📌 Geopolitics and the Fed’s remarks are amplifying market sentiment.
This looks more like risk being released from an overvalued sector, not all assets entering a bear market at once.
For those of us who trade crypto, I actually pay more attention to a few indicators:
Is there sustained net outflow from the BTC / ETH ETFs?
Is the U.S. dollar index (DXY) continuing to strengthen?
Are Treasury yields continuing to rise?
Is the Fed further releasing hawkish signals?
If these indicators deteriorate at the same time, then it’s truly time to raise your level of caution.
The biggest trading mistake isn’t the market dropping—it’s treating every pullback as if it’s a bear market.
In a bull market, pullbacks and in a bear market, rebounds can look similar—but the underlying capital logic is completely different.
Do you think this is just a mid-game pause in the AI trade, or has this bull cycle truly begun to turn? Feel free to discuss in the comments. #BTC #ETH #USStocks #AI #TradingMindset

On the way home at night, I excitedly told my wife:
"I finally copied down Hynix all the way."
She nodded, then shouted into the bedroom:
"Come out—your buyer is here."
It suddenly hit me…
Turns out someone is waiting for me to take the fall—in life and in the market too.
$SKHY

How do you say that?!

Using Binance’s AI PRO, I placed an order to trade for lobster. I’ve held the position for many days. Today I checked and found I’m up 18%. It’s not a lot, but it’s enough to keep using it and continue learning.

Now the storage plate sector and the crypto circle are just like a seesaw effect!

IBM’s share price suffered a historic plunge on July 14, 2026, closing down as much as 25.21%. This marked the largest single-day drop in its 115-year history, far exceeding the record of 23.7% during the 1987 “Black Monday.”

The company’s market value evaporated by about $69 billion.

The immediate trigger for the selloff was IBM’s unusual decision to announce preliminary second-quarter results well ahead of its formal earnings report release on July 22—results that were far below expectations.

The figures show:
Revenue: about $17.2 billion, below the market’s expected $17.9 billion.
Adjusted EPS: $2.93, below the expected $3.01.
Infrastructure business: revenue unexpectedly fell 7%, whereas analysts had previously expected only a low single-digit decline.

In the morning, after the Korean stock market opened and surged upward, it then began endless downward declines.

Only now did I realize that you can also buy the CSI Science and Technology Innovation 50 Index ETF on Binance!! Awesome...

Regulation’s first official recognition:
Financial products themselves can already distort, and even dominate, the prices of underlying assets.

Laoté is shameless!

It seems like I finally understand why ETH’s fund inflows have suddenly become so large recently—and even more strong than BTC, while also being more stable.