Powerpei

This week I watched the market and the feeling is very direct: chip stocks are still falling, while energy stocks are rising

But that doesn’t mean the AI direction is no longer working
The money is still on the AI track—it’s just moved from one link to another

→ → →

First, US stocks

Chips have risen too much over the past two years
NVIDIA, Hynix, and that whole set of data-center-related names—everyone has bought a lot
Now with the slightest bit of headwind, people who have made money start selling
This is completely normal; it’s not a collapse—just that when stocks have risen too far, they need to take a breather.

At the same time, energy stocks are rising
The situation in the Middle East is tense, oil prices have been pushed up, so oil company stocks have strengthened in tandem

Tech down, energy up—this kind of combination has been showing up frequently lately.

→ → →

Next, Hong Kong stocks

In early July, Hong Kong tech stocks surged: Alibaba rose 12% in a single day, and the Hang Seng Tech Index also climbed nearly 5%

Why did it rise? A few reasons: these companies’ stock prices were already cheap, AI in China has also been moving forward, and the potential sell-pressure from unlocks that everyone had worried about didn’t end up hitting.

But the question is

Can it keep rising from here?

I think it depends on three things: if US chip stocks keep falling, sentiment in Hong Kong will also be affected; whether mainland capital is still willing to keep buying Hong Kong tech; and finally, it still comes down to earnings reports—how much money has AI actually helped these companies make.

Right now, this move is more like
a rebound after a lot of decline
—not the start of a brand-new bull market.

→ → →

Next week, I’ll be watching:

► Earnings reports from major tech companies

► Inflation data and what the new Fed chair, Warsh, says
If they release signals about rate hikes, tech stocks will still face pressure

► Whether mainland capital is still putting money into Hong Kong
Money coming in can support the market; if it doesn’t come in, it’s precarious

In summary, the AI direction hasn’t changed
It’s just that the money inside has shifted positions
moving out of the hardware side and into applications and cheaper companies

The above is my personal observation. Official data prevails, and it does not constitute investment advice.#美股 #Aİ

Today I came across a few USD1 transaction scan posts again. The order book rankings look quite high.

The overall market has been a bit shaky, but USD1’s trading activity is actually more active than the day before yesterday.

That surprised me a little.

I’ve been paying attention to USD1 recently, and slowly I’ve found that its playbook really is different from other stablecoins.

It isn’t driven by marketing to push volume. Instead, it treats heavier real-world scenarios—like institutional settlement and cross-border payments—as its main battlefield.

And with the political and compliance labels behind it, whenever there’s any sign of macro turbulence, it’s easy to be pulled into the discussion.

Today the U.S. stock market pulled back, and geopolitical news is also simmering. In theory, everyone should lean more toward risk aversion.

But USD1’s volume hasn’t shrunk; on some chains, it even holds its ground.

I’ve noticed a similar situation before:
When traditional risk assets get more volatile, stablecoins with real utility are actually the first ones that institutions and market makers move.

━━━━━ ∘ ━━━━━

More realistically, right now Binance and By are still seeing ongoing USD1 holdings and trading activity, and the rewards haven’t stopped.

In the short term, this is indeed bringing in some new capital and positions.

But what I care about more is whether these volumes can be kept after the activity ends.

In the end, USD1 still has to rely on real use cases—not on rewards incentives. Rewards can draw people in, but whether they stay depends on the product itself.

━━━━━ ∘ ━━━━━

For USD1, I’m mainly watching two things:

First, how fast it’s actually penetrating institutional settlement and DeFi payments.

How many protocols truly use it for settlement, and whether transaction volume is growing naturally.

Second, the next-stage progress on regulation and licensing.

Earlier, there was the WLFI application for a federal trust bank license. Whether it gets approved, and when, will directly affect institutions’ trust in it.

Whether these two tracks are steady matters more than short-term price and volume.

#USD1

The No. 9 player is Binance on its ninth anniversary—the new arena is already underway.

The player is on the field. This time, I choose to support from the stands.

Back in 2022—on the night Luna collapsed, I watched the numbers on the screen keep dropping. My position was shrinking right in my hands. I was completely stunned.

During that period, the whole industry was collapsing. Later, FTX also went under. A lot of people around me just left the market.

To be honest, I thought about giving up too.

But I didn’t.

I stayed at Binance, reduced my position to very small, and started over—learning from scratch how to control risk, how to read data, and how not to make decisions based on emotions.

That’s when I truly began to take trading seriously.

For me, Binance isn’t just an exchange. It’s the place I chose to stay after experiencing the darkest moments—where I could begin again.

From that stage when I knew nothing and was taught by the market, to now being able to write and share my thinking with everyone—the majority of that journey happened on Binance.

Nine years.

From a crypto platform to a super financial app, Binance has grown bigger. And I’ve changed too—from someone who was scared away by market moves and almost left, to someone who’s still here.

As long as I’m still here, that’s enough. #币安九周年

BNB Chain has released its technical roadmap for the second half of 2026 in front of me.
I finished reading it and felt really excited.

First, let me talk about what has already been achieved in the first half: with BSC, once a block is produced, it takes only 450 milliseconds (about the time it takes to blink). It can process roughly 5,200 transactions per second, and transaction confirmation speed has improved a lot as well.

Putting these numbers aside for a moment—just six months ago, they were unimaginable. Now they’re already running on the mainnet.

The goal for the second half is to double everything on this basis.

//

But what I’m even more looking forward to is the direction of their next-generation underlying architecture they announced:

- Handle more than 100,000 transactions per second.
- Once you send a transaction, you’ll receive a pre-confirmation within 50 milliseconds.
- Final confirmation will be no more than 1 second.
- Transaction information won’t be visible in advance (to prevent front-running).
- Native privacy protection + account abstraction (no need to remember mnemonic phrases).

If they can truly deliver this, it’s built to support applications with very high speed requirements.

For example: payments, high-frequency trading, AI agents, and financial products used by institutions.

These things need a chain that’s both fast and stable—most chains can’t do that right now.

In the second half, they’ll also focus on two things: one is resource isolation.

That means if some popular project suddenly explodes in demand, it won’t slow down the entire chain, and everyone won’t affect each other.

The other is more rational gas fee pricing—no longer charging the same amount of money for every operation.

Both of these are practical improvements for users’ experience.

//

I’ve been using BNB Chain for a fairly long time. In my day-to-day experience, it really has become much faster than last year.

Especially during the zero-gas campaign, on-chain transfers already feel very close to a regular app.

If these upgrades land according to plan in the second half, BNB Chain will widen the gap significantly in terms of speed.

Of course, a roadmap is a roadmap, and ultimately we still have to see what they actually build.
But at least the direction is right.

This isn’t telling stories or selling dreams—it’s solving real problems of speed and capacity. #BNBChain @币安Binance华语

This week’s US stock market outlook (hold first, then attack—wait for the shots to be fired)

This week I plan to be relatively conservative.

The reason is simple: the US-Iran situation is still a war of words, oil prices are spiking upward, the earnings season officially kicks off, and while the AI theme is still there, sentiment is already a bit high.

With these three things happening at once, volatility will likely be amplified—this is not a time to go all-in and tough it out.

The approach is: hold first, then attack.
Wait for the data and earnings to give a clear direction, and then decide how to move next.

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Position sizing framework

╭─────────────────────────╮
Keep total exposure at 40–60%
AI + semiconductor holdings ≤ 35%
Hold a relatively large cash buffer
╰─────────────────────────╯

This week there is CPI data and bank earnings. Before these come out, I don’t want to fire all my bullets.

━━━━━ ◆ ━━━━━

Three key focus areas

▸ Memory chips / AI supply chain (highest priority)
SK Hynix’s debut in the US stock market has already confirmed that HBM demand is still there. But I won’t chase—I'll buy in batches on pullbacks, using last week’s low as a stop-loss reference.

▸ Big Tech leaders (NVIDIA, Meta, etc.)
Before earnings, I mainly plan to stay on the sidelines. After results, I’ll see whether they beat expectations, then decide whether to add.

▸ Hedging allocation
If oil prices continue to surge quickly upward, I’ll allocate a small position to energy or utilities so the entire portfolio isn’t exposed to growth-stock risk.

════════════════

Specific execution timeline

‣ Before Tuesday’s CPI → light position or no action
‣ If CPI beats expectations → growth stocks likely face pressure; consider trimming a bit more
‣ When bank earnings are released → focus on what they say about the economy and credit; their commentary affects rate-cut expectations more than the numbers themselves

━━━━━ ∘ ━━━━━

This week, I’ll focus on defense, and attack only once signals are clear.

▌ Position size is always more important than direction—if you get the direction right but the position is too heavy, you can still get knocked off by volatility.

For reference only and does not constitute investment advice. Do your own research.

#美股

Up to the quarterfinals so far, every night the plot keeps getting updated.

Yesterday, Haaland scored two goals in stoppage time to send Brazil home. Today, Merino netted a dramatic winner in the 88th minute to eliminate Belgium.

Next up: Morocco vs France, Norway vs England, Argentina vs Switzerland—one game is harder to guess than the next.

At times like this, the emotions before the match and the emotions after are priced completely differently.

//

I’ve recently been playing the event Meme at @Binance Wallet , using U from @UTechStables.

U is one of the fastest-growing native stablecoins on the BNB Chain, and it’s also the settlement currency for this campaign.

The third installment of the Football Carnival Season is officially live today. It runs for 10 days to climb the charts, with full coverage of the second half of the World Cup.

The prize pool works like this: the higher the total U buy transaction volume across the whole platform, the bigger the unlocked prize pool—up to as much as 200,000 U.
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Remember the entry threshold for the prize pool:

Buy at least 3 event Memes under the “World Cup” category. Your actual trading volume must exceed 1,000 U. You must meet both requirements to be eligible for the distribution.

Miss either one and you won’t qualify—don’t waste your effort.

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What’s different about event Memes compared to prediction platforms is that: the price moves at any time—you don’t have to wait for the match result.

High buzz before the match, key goals during the game, and emotions building after the match—every stage lets you enter and exit.

For the next few games, I already have ideas. I’ll place my order first, then come back with updates.

The above is for reference only and does not constitute investment advice. DYOR

Entry link: https://web3.binance.com/zh-CN/activity/predict-tc/single/trading_volume_s3?chain=bsc&ref=TIR6W2XV&utm_source=cn

Before the market opens today, pay attention to a few things.

The Dow futures are down more than 400–700 points, Nasdaq futures are down nearly 1%, and S&P futures are down 0.6–0.8%.

At yesterday’s close, the Dow was down 0.25% and the Nasdaq fell 1.16%.

The trigger is very clear: Trump announced the end of the ceasefire with Iran, and the U.S. is preparing to take action. After the news broke, oil prices surged by 5–6%.

━━━━━ ◆ ━━━━━

When oil prices rise, tech stocks are usually the first to come under pressure—higher energy costs increase companies’ operating costs, and overvalued sectors such as AI and chips are also the most likely to be sold when market sentiment is unstable.

Chip stocks already led the decline yesterday, and today may continue the trend.

In the short term, the volatility caused by geopolitical factors is difficult to predict.

This kind of news can come quickly—and it can also fade quickly. So my own approach is not to chase it, but to stay on the sidelines with a light position and wait until the situation becomes clearer.

In the long run, the Fed still has policy room, and the fundamentals of the U.S. economy have not shown any obvious changes.

The foundation of the bull market has not been broken. If high-quality tech and energy stocks continue to fall, that could actually be an opportunity to gradually build positions.

But this is not the time to take a heavy position. Diversify risk, control position sizing, and don’t let short-term fluctuations affect your long-term judgment.

The above is for reference only and does not constitute investment advice. DYOR

#美股 #油价

Tonight is the match I’m most looking forward to in this World Cup.
Portugal vs Spain, Ronaldo vs Yamal—23 years apart: 41 years old versus 18 years old.
//
Let’s talk stats first.
In Spain’s group stage this edition, they didn’t concede a single goal: possession 68%, passing accuracy 91%. Oyarzabal scored 4 goals, and the whole team has been running very smoothly. In the 8 matches Yamal has played, Spain has won every one—100% win rate.
For Portugal: Ronaldo scored 3–4 goals, and at 41 years old he’s still scoring at the World Cup—this alone is already a legend. But the team stats aren’t as impressive: each match they get only 3.8 shots on target, which is clearly a gap versus their opponents.
In the odds: Spain -220, Portugal +295—a big difference.
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My take: Spain is overall stronger.
The last time these two teams met was the 2025 UEFA Nations League final. It ended 2–2, and Spain won on penalties to take the title. This time it will most likely be another low-scoring grind. In their last five head-to-head matches, there were four matches where the total goals were no more than 2.
But I can’t say Portugal has no chance. Ronaldo in the box is a completely different kind of logic. Spain hasn’t conceded a goal—when they face him, will those numbers be broken tonight? That’s the biggest suspense I want to see.
I’ll back Spain to win, but I won’t back a big goal margin.
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Come predict with Binance Wallet. New users can also claim an extra 10,000 USDT in体验金.
Entry path: Binance Wallet homepage → Prediction → claim in the pop-up
Event prediction:
https://web3.binance.com/prediction/detail/fifwc-prt-esp-2026-07-06
eMeme玩法:
https://web3.binance.com/en/event-meme/0x9f7d037bbe4fc1927a3f2e4c0a09991630074525?chain=bsc&ref=TIR6W2XV&utm_source=cn
The information above is for reference only and does not constitute investment advice. DORY #世界杯

The Binance USD1 Airdrop rules were updated yesterday.

There’s one detail worth saying a bit more about.

Effective from 00:00 UTC on July 3, and the event ends on July 10. Total rewards pool:
178 million WLFI

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The rule change is simple:
Previously, holding USD1 was enough to receive the rewards. This time, they added a new condition.

If you place USD1 into a contract account or a margin account, and your daily position size is kept at 300 USD1 or above, you’ll receive a 1.2x boost.

Binance takes an hourly snapshot and uses the lowest value within the day to calculate, so
you need to keep it up the whole day—you can’t leave it on and off.

Even if you don’t reach 300, as long as your account holds more than 0.01 USD1, you can still get the 1x base reward.

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Let me point out what I think is especially worth注意.

300 USD1 is roughly equivalent to about $300, so the threshold isn’t that high.

Binance designed it this way to bring USD1 into the contract market, improving liquidity—platforms benefit, users get more rewards, and in theory it’s a win-win.

But there’s one thing many people haven’t mentioned:
Contract positions have a funding rate.
Funding rate is the fee paid back and forth between long and short sides every few hours. Both the direction and the amount change day by day—they aren’t fixed.

If the funding rate happens to be in the wrong direction, this cost could eat into part of the extra WLFI rewards, or even all of them.

In the community, people are discussing how to use hedging to get around this issue, but the operational complexity isn’t low. Some also complained that Binance customer support is slow—the rule details weren’t confirmed until days later.

My view:
If you already hold USD1—and you’re already using a contract account—this boost is definitely worth taking.

If you’re considering opening a contract position specifically for the 1.2x boost, first calculate the cost of the funding rate, then decide whether it’s worth doing. Don’t focus only on the rewards.

The above is for reference only and does not constitute investment advice. DYOR

After last night’s Non-Farm Payroll data was released, I took a close look.

In June, the U.S. added 57,000 jobs, while expectations were 10,000.

Not only was it low—also, the previous two months were revised downward by a total of 74,000.
This data is quite ugly.

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The market reacted immediately.
Rate-cut expectations bounced back.
Money moved out of high-valuation growth stocks and rotated into traditional blue chips. The Dow hit a record high, but the Nasdaq and the semiconductor sector clearly pulled back. Memory stocks like Micron (MU) and SanDisk (SNDK) fell by a sizable amount.

The logic is straightforward:
Sectors that had risen too much earlier, once macro uncertainty shows up, are the first to be taken for profit-taking.

━━━━━ ∘ ━━━━━

But my view is that the medium- to long-term logic hasn’t been broken.

There are no signals of weakening on the demand side.

NVIDIA’s orders are still there, data-center expansion plans are still in place, and AI demand for high-bandwidth memory continues to grow. This pullback in memory stocks is more about the prior rally running too far and expansion expectations getting priced in early—not that demand is the problem.

When rate-cut expectations heat up, it’s actually a long-term positive for AI. Building data centers costs a lot, and with the cost of capital lower, big tech companies’ willingness to expand should only get stronger—not weaker.

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My current trading/portfolio approach

AI and tech infrastructure remain the core position (50–60%).

If storage and semiconductors show a clear oversold move, I’ll consider adding in batches—not chasing, but using the pullback to get a better entry.

Defensive allocations to energy, utilities, and defense will be kept.
I’ll hold some cash and wait for clearer buying opportunities.

━━━━━ ★ ━━━━━

Key things to watch next week
➢ Follow-up comments from Federal Reserve officials
➢ Capital expenditure guidance from big tech’s earnings season
➢ Whether the real balance between demand and supply for memory stocks shifts in the short term
Temporary volatility won’t change the direction. The pullback is a gift from the market—provided you understand clearly why it’s pulling back.

For reference only—this does not constitute investment advice. DYOR #美股 #非农

Tonight’s match—based on the data, there’s likely no suspense.
Argentina is ranked No. 1 in the world. They won all three group-stage matches, and Messi alone scored 6 goals.

Cabo Verde is ranked 68th in the world. In three group matches they didn’t win a single one, scraping into the knockout stage by drawing their way through.

But honestly, Cabo Verde is a team worth paying close attention to.

════════════════

Cabo Verde are making their World Cup debut. With a national population of only 540,000.
Their goalkeeper, Vozzinia, is 40 years old. Before the tournament began, he had just been released and was unemployed; his monthly salary was about €5,000.

In the three group games, he made 16 saves, forcing draws against Spain and Uruguay. That’s genuinely impressive.

For Argentina, this tie will likely see Cabo Verde set up a 5-4-1 “iron bucket” formation, relying on Vozzinia’s heroic performances to drag the game into extra time or even a penalty shootout.
That’s their only chance.

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My prediction: Argentina win.

Big data gives Argentina a win probability of 93%–99%.
Messi’s form this tournament is phenomenal. Their attacking options are also varied, and it’s unlikely Cabo Verde’s defense can hold them back.

But I won’t bet on a big goal margin.
Argentina can win, but whether it’s an easy win isn’t certain.
Cabo Verde’s defense has already proven itself in the group stage—this is very likely to be a tough battle.

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Predict this match on the Binance wallet and see whether your judgment matches mine.
Match prediction: https://web3.binance.com/zh-CN/prediction/detail/fifwc-arg-cvi-2026-07-03

eMeme gameplay:
https://web3.binance.com/zh-CN/event-meme/0xce263162852c42991432ec17a73b69ab42dea29a?chain=bsc&ref=TIR6W2XV&utm_source=cn

The content above is for informational reference only and does not constitute any investment advice. DORY

I wonder if anyone has noticed that recently the order book for BTCUSD1 is kind of interesting.

In the past few days while placing orders, I found that at key price levels, the USD1 pair often shows multiple large orders resting on the book—both on the buy and sell sides are relatively well-supported. In contrast, for the USDC pair, at most price levels the book is mostly smaller scattered orders, and the continuity is a bit weaker.

This difference can definitely be felt in real trading.

USD1 has a very low spread, plus a Maker fee of 0.

From my personal experience of having my orders filled, it’s already comparable to mainstream settlement exchanges—

and in some time periods, it’s even more cost-effective.

I understand WLFI’s approach to doing USD1 isn’t just about keeping the pegging stable.

It’s also about giving users tangible benefits on the trading side—low fees, sufficient depth, and small slippage.

It looks like liquidity is indeed gradually improving now.

This trading pair is something I’ll continue to watch closely going forward.

Purely trading observations, not investment advice. DORY