Binance Square
Shin-obi
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Shin-obi

👾
ຜູ້ຖື LSK
ຜູ້ຖື LSK
ຜູ້ຊື້ຂາຍປະຈໍາ
5.2 ປີ
0 ກໍາລັງຕິດຕາມ
68 ຜູ້ຕິດຕາມ
219 Liked
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Hey mates 👋 Mói āi i konei e waiho i ke tātaritanga ʻenehana a i ʻole e hoʻokau i kekahi manaʻo. Ua maʻalahi ka pahuhopu: e kūkulu i kahi kaiāulu paʻa no ka day trading kahi e hiki ai iā kākou ke kaʻana like ākea i nā hoʻolālā, nā manaʻo, a me nā manaʻo maoli o ka mākeke. E aʻo kākou, hoʻololi, a ulu pū #trading #TradingCommunity
Hey mates 👋
Mói āi i konei e waiho i ke tātaritanga ʻenehana a i ʻole e hoʻokau i kekahi manaʻo. Ua maʻalahi ka pahuhopu: e kūkulu i kahi kaiāulu paʻa no ka day trading kahi e hiki ai iā kākou ke kaʻana like ākea i nā hoʻolālā, nā manaʻo, a me nā manaʻo maoli o ka mākeke.
E aʻo kākou, hoʻololi, a ulu pū #trading #TradingCommunity
ເບິ່ງການແປ
What’s your read on $DOS right now? 👀 {future}(DOSUSDT)
What’s your read on $DOS right now? 👀
🔥 Accumulation happening
🐋 Whales playing games
🪤 Another trap loading
🍿 Just watching the chaos
21 ມື້ທີ່ຍັງເຫຼືອ
ເບິ່ງການແປ
Been holding this $LSK long for a few days mostly out of curiosity 😂 Position is sitting around -$18 unrealized while realized PNL is already +$15 largely from the extreme negative funding Shorts have been paying heavily just to maintain their positions This doesn’t mean everyone should go long I’m genuinely curious how long shorts can keep paying these funding rates and stay alive 😭
Been holding this $LSK long for a few days mostly out of curiosity 😂
Position is sitting around -$18 unrealized while realized PNL is already +$15 largely from the extreme negative funding
Shorts have been paying heavily just to maintain their positions
This doesn’t mean everyone should go long
I’m genuinely curious how long shorts can keep paying these funding rates and stay alive 😭
ເບິ່ງການແປ
$LSK Bearish trend + leverage flush + oversold momentum + increasingly squeeze-friendly derivatives conditions — but no confirmed reversal yet. The $0.33–$0.37 area is the key zone. I’d pay much more attention to what price, OI and taker flow do there than to the negative funding rate alone {future}(LSKUSDT)
$LSK Bearish trend + leverage flush + oversold momentum + increasingly squeeze-friendly derivatives conditions — but no confirmed reversal yet.

The $0.33–$0.37 area is the key zone. I’d pay much more attention to what price, OI and taker flow do there than to the negative funding rate alone
ເບິ່ງການແປ
$LSK Market is getting interesting 😂 Huge liquidity is sitting around 0.34 and below which could become a target if the flush starts Most traders seem to be leaning short now so a short squeeze is also possible before the real move I’m still carrying my position from 0.47 💀 Either we flush to 0.34 or below or the market decides to squeeze every short first🦧
$LSK Market is getting interesting 😂
Huge liquidity is sitting around 0.34 and below which could become a target if the flush starts
Most traders seem to be leaning short now so a short squeeze is also possible before the real move

I’m still carrying my position from 0.47 💀
Either we flush to 0.34 or below or the market decides to squeeze every short first🦧
ເບິ່ງການແປ
$LSK Update LSK is showing serious weakness after the news driven spike Price crashed toward $0.48607 with aggressive taker selling dominating the order flow Open Interest dropped from 43.5M to 41.7M as leverage got flushed Funding is deeply negative at -0.2331% while Basis sits at -0.012 Top Trader Account ratio climbed from 1.49 to 1.74 showing dip buying But the Position ratio remains bearish at 0.93 This is an interesting divergenceRetail accounts are buying the dip while larger positions remain short biased The key question is whether sellers can continue pushing price lower or whether crowded shorts become fuel for a squeeze Watch OI and taker volume closelyA fresh OI increase with aggressive buying could change the structureUntil then LSK remains highly volatile Patience over FOMO #LSK #Crypto #BinanceSquare {future}(LSKUSDT)
$LSK Update
LSK is showing serious weakness after the news driven spike
Price crashed toward $0.48607 with aggressive taker selling dominating the order flow
Open Interest dropped from 43.5M to 41.7M as leverage got flushed
Funding is deeply negative at -0.2331% while Basis sits at -0.012
Top Trader Account ratio climbed from 1.49 to 1.74 showing dip buying
But the Position ratio remains bearish at 0.93
This is an interesting divergenceRetail accounts are buying the dip while larger positions remain short biased

The key question is whether sellers can continue pushing price lower or whether crowded shorts become fuel for a squeeze

Watch OI and taker volume closelyA fresh OI increase with aggressive buying could change the structureUntil then LSK remains highly volatile

Patience over FOMO

#LSK #Crypto #BinanceSquare
ເບິ່ງການແປ
$LSK ⚠️ Watch out for the dump. This lady is about to dump harder than my ex did. 💀
$LSK ⚠️ Watch out for the dump. This lady is about to dump harder than my ex did. 💀
ນេះ​ជា​ផ្នែក​ដែល​ធ្វើ​ឲ្យ​ខ្ញុំ​រំខាន ខ្ញុំ​ដាក់ $260 ចូល​ក្នុង Futures Grid ជុំវិញ TAO $237 តម្លៃ​បាន​ធ្លាក់ ហើយ​ដោយ​សារ​ខ្ញុំ​បាន​បើក Fill All Orders មែន ធ្វើ​ឲ្យ bot នៅ​តែ​បន្ត​ប្រមូល TAO ខណៈ​ពេល​ក៏​ទិញ និង​លក់​ឆ្លង​កាត់​ការ​ធ្លាក់​ជាបន្ទាប់ៗ បន្ទាប់​ពី Grid ប្រហែល 100 ជំហាន ខ្ញុំ​បាន​រក​បាន​ប្រហែល $12 ក្នុង Matched Grid Profit ហើយ​មុខតំណែង​របស់​ខ្ញុំ​បាន​ធំ​ដល់​ប្រហែល 3.7 TAO ដោយ entry ដែល​បង្ហាញ​ប្រហែល $229 ឥឡូវ​នឹកស្រមៃ​ថា TAO ត្រឡប់​មក​ដល់​កន្លែង​ដែល​ខ្ញុំ​ចាប់ផ្តើម​គឺ $237 វិញ នេះ​ហើយ​ជា​កន្លែង​ដែល​ខ្ញុំ​រំពឹង​ថា​យុទ្ធសាស្ត្រ​គួរ​តែ​មាន​សមហេតុផល បើ​ខ្ញុំ​គ្រាន់​តែ​ប្រមូល 3.7 TAO នោះ​ជុំវិញ $229 បន្ទាប់​មក​ចលនា​ពី $229 ទៅ $237 គឺ​ប្រហែល​ជា​ប្រាក់​ចំណេញ​បន្ថែម​ប្រហែល $28 ក្នុង​មុខតំណែង ហើយ​ខ្ញុំ​បាន​រួច​មក​ហើយ​ប្រហែល $12 ពី​សកម្មភាព Grid ដូច្នេះ​ហេតុ​អ្វី​បាន​ជា​ខ្ញុំ​ចាប់ផ្តើម​គិត​ថា​យុទ្ធសាស្ត្រ​គួរ​តែ​បង្កើត​តម្លៃ​បន្ថែម​ដែល​មាន​ន័យ ប៉ុន្តែ equity របស់ bot ពិតៗ​កំពុង​ចាប់​ពី​ប្រហែល $247 បន្ទាប់​ពី drawdown ហើយ​ការ​គណនាធ្វើ​ឲ្យ​វា​មាន​អារម្មណ៍​ថា​ខុស​គ្នា​ខ្លាំង នោះ​ហើយ​ដែល​ធ្វើ​ឲ្យ​ខ្ញុំ​រំខាន ខ្ញុំ​មិន​បាន​សួរ​ថា Grid រក​បាន $12 ទេ វា​បាន ខ្ញុំ​សួរ​ថា ការទិញ និង​លក់​ទាំង​អស់​នោះ ពិត​ជា​បាន​បង្កើត​តម្លៃ​បន្ថែម​ជាង​ការ​គ្រាន់​តែ​ប្រមូល​មុខតំណែង​នៅ​ពេល dip ដែរ​ឬ​ទេ ព្រោះ​បើ​ខ្ញុំ​ចាប់ផ្តើម​ជាមួយ $260 នៅ $237 ហើយ​ចុងក្រោយ TAO ត្រឡប់​មក​ដល់ $237 ដដែល នោះ​ខ្ញុំ​ចង់​ដឹង​ថា bot ពិត​ជា​បង្កើត​អ្វី​សម្រាប់​ខ្ញុំ បន្ទាប់​ពីថ្លៃ​សេវា និង​ការ​ផ្លាស់ប្តូរ inventory ទាំង​អស់ ឬ​អោយ​និយាយ​ឲ្យ​ច្បាស់ តើ​ចំណុច​របស់​ការ​ធ្វើ 100 trades គឺ​អ្វី នេះ​ជា​ការ​ពិសោធន៍​ដែល​ខ្ញុំ​កំពុង​ព្យាយាម​យល់ មិន​មែន​ថា bot មាន​មុខងារ​បន្ថែម​ទេ គ្រាន់​តែ​ថា​វា​ពិត​ជា​រក​ប្រាក់​ច្រើន​ជាង​ការ​ធ្វើ​រឿង​សាមញ្ញ​នោះ​ឬ​ទេ 😂
ນេះ​ជា​ផ្នែក​ដែល​ធ្វើ​ឲ្យ​ខ្ញុំ​រំខាន
ខ្ញុំ​ដាក់ $260 ចូល​ក្នុង Futures Grid ជុំវិញ TAO $237 តម្លៃ​បាន​ធ្លាក់ ហើយ​ដោយ​សារ​ខ្ញុំ​បាន​បើក Fill All Orders មែន ធ្វើ​ឲ្យ bot នៅ​តែ​បន្ត​ប្រមូល TAO ខណៈ​ពេល​ក៏​ទិញ និង​លក់​ឆ្លង​កាត់​ការ​ធ្លាក់​ជាបន្ទាប់ៗ
បន្ទាប់​ពី Grid ប្រហែល 100 ជំហាន ខ្ញុំ​បាន​រក​បាន​ប្រហែល $12 ក្នុង Matched Grid Profit ហើយ​មុខតំណែង​របស់​ខ្ញុំ​បាន​ធំ​ដល់​ប្រហែល 3.7 TAO ដោយ entry ដែល​បង្ហាញ​ប្រហែល $229 ឥឡូវ​នឹកស្រមៃ​ថា TAO ត្រឡប់​មក​ដល់​កន្លែង​ដែល​ខ្ញុំ​ចាប់ផ្តើម​គឺ $237 វិញ
នេះ​ហើយ​ជា​កន្លែង​ដែល​ខ្ញុំ​រំពឹង​ថា​យុទ្ធសាស្ត្រ​គួរ​តែ​មាន​សមហេតុផល
បើ​ខ្ញុំ​គ្រាន់​តែ​ប្រមូល 3.7 TAO នោះ​ជុំវិញ $229 បន្ទាប់​មក​ចលនា​ពី $229 ទៅ $237 គឺ​ប្រហែល​ជា​ប្រាក់​ចំណេញ​បន្ថែម​ប្រហែល $28 ក្នុង​មុខតំណែង
ហើយ​ខ្ញុំ​បាន​រួច​មក​ហើយ​ប្រហែល $12 ពី​សកម្មភាព Grid
ដូច្នេះ​ហេតុ​អ្វី​បាន​ជា​ខ្ញុំ​ចាប់ផ្តើម​គិត​ថា​យុទ្ធសាស្ត្រ​គួរ​តែ​បង្កើត​តម្លៃ​បន្ថែម​ដែល​មាន​ន័យ
ប៉ុន្តែ equity របស់ bot ពិតៗ​កំពុង​ចាប់​ពី​ប្រហែល $247 បន្ទាប់​ពី drawdown ហើយ​ការ​គណនាធ្វើ​ឲ្យ​វា​មាន​អារម្មណ៍​ថា​ខុស​គ្នា​ខ្លាំង
នោះ​ហើយ​ដែល​ធ្វើ​ឲ្យ​ខ្ញុំ​រំខាន
ខ្ញុំ​មិន​បាន​សួរ​ថា Grid រក​បាន $12 ទេ វា​បាន
ខ្ញុំ​សួរ​ថា ការទិញ និង​លក់​ទាំង​អស់​នោះ ពិត​ជា​បាន​បង្កើត​តម្លៃ​បន្ថែម​ជាង​ការ​គ្រាន់​តែ​ប្រមូល​មុខតំណែង​នៅ​ពេល dip ដែរ​ឬ​ទេ
ព្រោះ​បើ​ខ្ញុំ​ចាប់ផ្តើម​ជាមួយ $260 នៅ $237 ហើយ​ចុងក្រោយ TAO ត្រឡប់​មក​ដល់ $237 ដដែល នោះ​ខ្ញុំ​ចង់​ដឹង​ថា bot ពិត​ជា​បង្កើត​អ្វី​សម្រាប់​ខ្ញុំ បន្ទាប់​ពីថ្លៃ​សេវា និង​ការ​ផ្លាស់ប្តូរ inventory ទាំង​អស់
ឬ​អោយ​និយាយ​ឲ្យ​ច្បាស់ តើ​ចំណុច​របស់​ការ​ធ្វើ 100 trades គឺ​អ្វី
នេះ​ជា​ការ​ពិសោធន៍​ដែល​ខ្ញុំ​កំពុង​ព្យាយាម​យល់
មិន​មែន​ថា bot មាន​មុខងារ​បន្ថែម​ទេ
គ្រាន់​តែ​ថា​វា​ពិត​ជា​រក​ប្រាក់​ច្រើន​ជាង​ការ​ធ្វើ​រឿង​សាមញ្ញ​នោះ​ឬ​ទេ 😂
ເບິ່ງການແປ
I spent the last few days testing Binance Futures Grid because I wanted to build a second desk for myself The idea was simple I already trade manually so I wanted something running in the background that could capture small moves while I focus on my main tradesI put $260 into a TAO Futures Grid and enabled Fill All Orders because I wanted the bot to keep enough TAO inventory to sell if price moved upThe bot did what it was supposed to do Around 100 grid trades were completed and the bot made roughly $12 in Matched Grid ProfitSounds good rightBut then I started looking deeperThe account went from around $260 to about $247 because the bot was also carrying open inventory and showing around $25 of Unmatched PNLThen I started asking the obvious questionIf the bot accumulated around 3.6 to 3.7 TAO while price dropped and the position average moved toward $229 then when TAO comes back toward $237 where exactly is the benefit from all those grid tradesAfter going back and forth with Binance support for what felt like forever I finally understood the important partThat $12 grid profit is realBut it does not automatically mean I made $12 more than I would have made by simply accumulating and holding the TAO In a sideways market the grid can make sense because it keeps buying low and selling high But if the market drops and then makes a strong recovery holding the accumulated position can sometimes capture more because you still have the full position And that honestly changed what I was trying to build I wasn’t looking for a bot that just creates 100 transactions and shows me a nice Matched Profit number I wanted a second desk that actually adds value compared with simply holding a futures position So now the real question is not Did the Grid make money It did The real question is Did it make more money than simply holding the same capital That is what I need to figure out next And honestly after all those buttons features settings and calculations I am sitting here thinkingMaybe I was just looking for a simple answer to a very complicated button 😂
I spent the last few days testing Binance Futures Grid because I wanted to build a second desk for myself
The idea was simple I already trade manually so I wanted something running in the background that could capture small moves while I focus on my main tradesI put $260 into a TAO Futures Grid and enabled Fill All Orders because I wanted the bot to keep enough TAO inventory to sell if price moved upThe bot did what it was supposed to do
Around 100 grid trades were completed and the bot made roughly $12 in Matched Grid ProfitSounds good rightBut then I started looking deeperThe account went from around $260 to about $247 because the bot was also carrying open inventory and showing around $25 of Unmatched PNLThen I started asking the obvious questionIf the bot accumulated around 3.6 to 3.7 TAO while price dropped and the position average moved toward $229 then when TAO comes back toward $237 where exactly is the benefit from all those grid tradesAfter going back and forth with Binance support for what felt like forever I finally understood the important partThat $12 grid profit is realBut it does not automatically mean I made $12 more than I would have made by simply accumulating and holding the TAO
In a sideways market the grid can make sense because it keeps buying low and selling high
But if the market drops and then makes a strong recovery holding the accumulated position can sometimes capture more because you still have the full position And that honestly changed what I was trying to build
I wasn’t looking for a bot that just creates 100 transactions and shows me a nice Matched Profit number I wanted a second desk that actually adds value compared with simply holding a futures position So now the real question is not Did the Grid make money It did The real question is Did it make more money than simply holding the same capital That is what I need to figure out next And honestly after all those buttons features settings and calculations I am sitting here thinkingMaybe I was just looking for a simple answer to a very complicated button 😂
ເບິ່ງການແປ
sitting duck🐣
sitting duck🐣
ຢືນຢັນແລ້ວ
ເບິ່ງການແປ
US import prices came in hot today. That adds inflation pressure and could keep yields and the dollar firm. BTC may stay volatile but the Fed decision is the real trigger tonight.
US import prices came in hot today. That adds inflation pressure and could keep yields and the dollar firm. BTC may stay volatile but the Fed decision is the real trigger tonight.
ເບິ່ງການແປ
$LSK ⁠ triggers a textbook Short Squeeze, Long! (↑ ↑ ↓). Price is UP (↑): Surged vertically to $0.67096. Open Interest is UP (↑): Expanded aggressively to >50M contracts. Funding Rate is DOWN (↓): Plunged to an extreme negative -0.0762%. This exact configuration proves the market is aggressively shorting the token, but those shorts are trapped and being forced to cover, violently propelling the price upward. This technical squeeze is backed by major structural catalysts. Lisk recently announced a strategic pivot from a Layer-2 blockchain to an enterprise stablecoin payments platform. Furthermore, the DAO approved a massive 100 million LSK token burn, permanently reducing the maximum supply from 400 million down to 300 million. With the legacy Lisk chain facing a hard shutdown on October 31, 2026, forcing a migration, this hard deadline and supply shock have collided to create explosive derivatives-driven price action. With whale positions net-short at 0.67 and trapped in a deeply negative funding regime, the coiled spring is unleashing. Read the pattern. Tradewith patience
$LSK ⁠ triggers a textbook Short Squeeze, Long! (↑ ↑ ↓).

Price is UP (↑): Surged vertically to $0.67096.
Open Interest is UP (↑):

Expanded aggressively to >50M contracts.
Funding Rate is DOWN (↓): Plunged to an extreme negative -0.0762%.
This exact configuration proves the market is aggressively shorting the token, but those shorts are trapped and being forced to cover, violently propelling the price upward.
This technical squeeze is backed by major structural catalysts. Lisk recently announced a strategic pivot from a Layer-2 blockchain to an enterprise stablecoin payments platform. Furthermore, the DAO approved a massive 100 million LSK token burn, permanently reducing the maximum supply from 400 million down to 300 million. With the legacy Lisk chain facing a hard shutdown on October 31, 2026, forcing a migration, this hard deadline and supply shock have collided to create explosive derivatives-driven price action. With whale positions net-short at 0.67 and trapped in a deeply negative funding regime, the coiled spring is unleashing. Read the pattern. Tradewith patience
ເບິ່ງການແປ
$LSK Don’t Marry Your Trade One thing I want to remind every LSK trader today Don’t marry your trade. Trade your plan. We have a lot of sitting ducks between $0.60 and $0.90. People who bought the pump and are now waiting just to break even.If price reaches those levels we could see serious selling pressure from holders looking to exit. That doesn’t mean it will happen but it’s something to watch. The 100M Burn Reality Yes Lisk is burning 100M LSK. That’s a real supply reduction from 400M to 300M once completed.But let’s do the math. If the old supply was 400M and price was $0.10 Market cap = $40M After burning 100M 300M supply × $0.10 = $30M market cap To reach $1 with 300M supply Market cap needs to be $300M That’s a 10x increase from the old $30M market cap.Burning tokens doesn’t automatically create that demand. The new Lisk business model and actual money flowing into the ecosystem matter. ⚠️ Today Watch OI If LSK pumps and OI rises aggressively it means more leverage is entering.If price starts falling while OI stays high or increases we could see liquidations.Don’t blindly long just because you see a green candle.And if you are already in a bad long tradeIt’s okay to exit. It’s okay to reduce exposure.It’s okay to hedge if you understand the risk. But don’t open an opposite trade blindly. A hedge is not a magic button that saves a bad position. It can also increase your losses if managed badly. Use the volatility. Grab a bite. Don’t try to eat the whole market.Protect your capital first. Trade smart 🐦 #LSK #Crypto #BinanceSquare #Trading {future}(LSKUSDT)
$LSK Don’t Marry Your Trade
One thing I want to remind every LSK trader today Don’t marry your trade. Trade your plan.

We have a lot of sitting ducks between $0.60 and $0.90. People who bought the pump and are now waiting just to break even.If price reaches those levels we could see serious selling pressure from holders looking to exit. That doesn’t mean it will happen but it’s something to watch.

The 100M Burn Reality

Yes Lisk is burning 100M LSK. That’s a real supply reduction from 400M to 300M once completed.But let’s do the math.

If the old supply was 400M and price was $0.10

Market cap = $40M

After burning 100M

300M supply × $0.10 = $30M market cap

To reach $1 with 300M supply

Market cap needs to be $300M

That’s a 10x increase from the old $30M market cap.Burning tokens doesn’t automatically create that demand.

The new Lisk business model and actual money flowing into the ecosystem matter.

⚠️ Today Watch OI

If LSK pumps and OI rises aggressively it means more leverage is entering.If price starts falling while OI stays high or increases we could see liquidations.Don’t blindly long just because you see a green candle.And if you are already in a bad long tradeIt’s okay to exit.
It’s okay to reduce exposure.It’s okay to hedge if you understand the risk.
But don’t open an opposite trade blindly. A hedge is not a magic button that saves a bad position. It can also increase your losses if managed badly.

Use the volatility. Grab a bite. Don’t try to eat the whole market.Protect your capital first.
Trade smart 🐦

#LSK #Crypto #BinanceSquare #Trading
ຍອດຂາຍປີອາເມຣິກາທຸກມື້! ເວລາ 6:00 ໂມງແອັດສຕິ 🇺🇸 ຍອດຂາຍປີຍ່ອຍ + ລາຄານຳເຂົ້າກຳລັງຫຼຸດລົງໃນມື້ນີ້. ຄວາມຜັນຜວນຂອງ BTC ອາດຈະເພີ່ມຂຶ້ນ ເມື່ອນັກຄ້າຈັບຕາຂໍ້ມູນກ່ອນການຕັດສິນຂອງ Fed. ຢູ່ກັບຕາ. 📊 #newscrypto #Crypto #RetailSales
ຍອດຂາຍປີອາເມຣິກາທຸກມື້!

ເວລາ 6:00 ໂມງແອັດສຕິ 🇺🇸

ຍອດຂາຍປີຍ່ອຍ + ລາຄານຳເຂົ້າກຳລັງຫຼຸດລົງໃນມື້ນີ້. ຄວາມຜັນຜວນຂອງ BTC ອາດຈະເພີ່ມຂຶ້ນ ເມື່ອນັກຄ້າຈັບຕາຂໍ້ມູນກ່ອນການຕັດສິນຂອງ Fed.

ຢູ່ກັບຕາ. 📊

#newscrypto #Crypto #RetailSales
I-US. Ityala + UkuQhumeza kwe-AI: Ingozi Akukho Bani Oyayibhekayo?Bendisihlola ingxaki yetyala e-US kunye nokuqhumeza kwe-AI ngaxeshanye. Ubudlelwane buyancomeka. I-US inamatyala angaphezulu kwe-$40T, ngelixa iintlawulo zenzala zonyaka zingaphezulu kwe-$1T. Izivuno ze-Treasury zikwasondele kumanqanaba angazange abonwe ukusukela ngo-2007.Umgqaliseli? Ngelo xesha, ityala laliphantsi kakhulu. Namhlanje, nokunyuka okuncinci kwiindleko zokuboleka kuyabiza. Ngoku yongeza i-AI. 💰 Amakhulu eebhiliyoni ezizayo atyhalelwa kumaziko edatha, ii-GPU, umbane, kunye neziseko zelifu. Kukho imfuno yokwenene kunye nengeniso yokwenene. Kodwa ndihlala ndizibuza:Ingakanani ukukhula okungokwemvelo, kwaye kungakanani kutsalwa phambili ngemali? Inkampani yezobuchwepheshe iyatyala kwi-AI. I-AI ichitha kwiinkonzo zelifu nakwiii-GPU. Iinkampani zeziseko zifumana ingeniso kwaye ziyaqhubeka nokwandisa. Imali iyaqhubeka ihamba ngaphakathi kolu qoqosho lunye. Oku akuthethi ukuba ingeniso iyeyiyo. Kuthetha ukuba umjikelo woxhaso ngemali ufanele ujongeke.Ngoku urhulumente wase-US kunye neenkampani ze-AI zombini zifuna inani elikhulu kakhulu le-capital ngexesha elinye.Kwaye xa wonke umntu efuna imali, ixabiso lemali liyabalulekile.Ukuphakama kwezivuno kungabeka uxinzelelo kwimali karhulumente, ukuboleka kweekorporeshini, iindlela zokuxabisa i-AI, i-stocks, i-real estate, kunye nokuhamba kwemali kwi-crypto. Anditsho ukuba iidola iya kuwa ngomso. Anditsho ukuba i-AI yibhabhula.I ndithi le ndibaniselwano ifuna ingqalelo:Italya elikhulu + inkcitho enkulu ye-AI + i-capital ebiza kakhulu.Ngexesha elithile, umntu kuya kufuneka ahlawule inzala. Ucinga ntoni? Ngaba i-AI yenza uguquko lokwenyani kwimveliso, okanye sibukele umjikelo wokuxhaswa ngemali onokuthi ube yingozi ukuba izivuno zihlala phezulu? #us #Ai #Macro #BTC #bond
I-US. Ityala + UkuQhumeza kwe-AI: Ingozi Akukho Bani Oyayibhekayo?Bendisihlola ingxaki yetyala e-US kunye nokuqhumeza kwe-AI ngaxeshanye. Ubudlelwane buyancomeka.

I-US inamatyala angaphezulu kwe-$40T, ngelixa iintlawulo zenzala zonyaka zingaphezulu kwe-$1T. Izivuno ze-Treasury zikwasondele kumanqanaba angazange abonwe ukusukela ngo-2007.Umgqaliseli? Ngelo xesha, ityala laliphantsi kakhulu. Namhlanje, nokunyuka okuncinci kwiindleko zokuboleka kuyabiza.

Ngoku yongeza i-AI.

💰 Amakhulu eebhiliyoni ezizayo atyhalelwa kumaziko edatha, ii-GPU, umbane, kunye neziseko zelifu.

Kukho imfuno yokwenene kunye nengeniso yokwenene. Kodwa ndihlala ndizibuza:Ingakanani ukukhula okungokwemvelo, kwaye kungakanani kutsalwa phambili ngemali?

Inkampani yezobuchwepheshe iyatyala kwi-AI. I-AI ichitha kwiinkonzo zelifu nakwiii-GPU. Iinkampani zeziseko zifumana ingeniso kwaye ziyaqhubeka nokwandisa. Imali iyaqhubeka ihamba ngaphakathi kolu qoqosho lunye.

Oku akuthethi ukuba ingeniso iyeyiyo. Kuthetha ukuba umjikelo woxhaso ngemali ufanele ujongeke.Ngoku urhulumente wase-US kunye neenkampani ze-AI zombini zifuna inani elikhulu kakhulu le-capital ngexesha elinye.Kwaye xa wonke umntu efuna imali, ixabiso lemali liyabalulekile.Ukuphakama kwezivuno kungabeka uxinzelelo kwimali karhulumente, ukuboleka kweekorporeshini, iindlela zokuxabisa i-AI, i-stocks, i-real estate, kunye nokuhamba kwemali kwi-crypto.

Anditsho ukuba iidola iya kuwa ngomso. Anditsho ukuba i-AI yibhabhula.I ndithi le ndibaniselwano ifuna ingqalelo:Italya elikhulu + inkcitho enkulu ye-AI + i-capital ebiza kakhulu.Ngexesha elithile, umntu kuya kufuneka ahlawule inzala.

Ucinga ntoni?

Ngaba i-AI yenza uguquko lokwenyani kwimveliso, okanye sibukele umjikelo wokuxhaswa ngemali onokuthi ube yingozi ukuba izivuno zihlala phezulu?

#us #Ai #Macro #BTC #bond
ຢືນຢັນແລ້ວ
$LSK ການເຄື່ອນໄຫວກ່ອນນີ້ເກືອບແນ່ນອນວ່າເປັນການປະສົມກັນຂອງການປະກາດດ້ານອົງກອນ/ພື້ນຖານແທ້ຈິງ ແລະການບີບສັ້ນທີ່ຮຸນແຮງທີ່ຂັບເຄື່ອນໂດຍ derivatives. ນອກຈາກນັ້ນ ຍັງມີການໂອນທີ່ຖືກລາຍງານ ແລະມີແຫຼ່ງທີ່ນ່າເຊື່ອມາຈາກໂຄງການ ປະມານ 3.29 ລ້ານ LSK ໄປຍັງ Binance ແຕ່ການອ້າງອີງການແທກທີ່ຢູ່ຂອງ wallet ຍັງບໍ່ໄດ້ຖືກຢືນຢັນຢ່າງເປັນເອກະລາດ. ເຮົາຍັງບໍ່ທັນມີຂໍ້ມູນທີ່ຢືນຢັນພໍສໍາລັບການກ່າວວ່າ Binance ພຽງຢ່າງດຽວເປັນສາເຫດທີ່ເຮັດໃຫ້ລາຄາພຸ່ງ ຫຼືວ່າການເຄື່ອນໄຫວທັງໝົດແມ່ນການດໍາເນີນງານພາຍໃນ. {spot}(LSKUSDT)
$LSK ການເຄື່ອນໄຫວກ່ອນນີ້ເກືອບແນ່ນອນວ່າເປັນການປະສົມກັນຂອງການປະກາດດ້ານອົງກອນ/ພື້ນຖານແທ້ຈິງ ແລະການບີບສັ້ນທີ່ຮຸນແຮງທີ່ຂັບເຄື່ອນໂດຍ derivatives. ນອກຈາກນັ້ນ ຍັງມີການໂອນທີ່ຖືກລາຍງານ ແລະມີແຫຼ່ງທີ່ນ່າເຊື່ອມາຈາກໂຄງການ ປະມານ 3.29 ລ້ານ LSK ໄປຍັງ Binance ແຕ່ການອ້າງອີງການແທກທີ່ຢູ່ຂອງ wallet ຍັງບໍ່ໄດ້ຖືກຢືນຢັນຢ່າງເປັນເອກະລາດ.
ເຮົາຍັງບໍ່ທັນມີຂໍ້ມູນທີ່ຢືນຢັນພໍສໍາລັບການກ່າວວ່າ Binance ພຽງຢ່າງດຽວເປັນສາເຫດທີ່ເຮັດໃຫ້ລາຄາພຸ່ງ ຫຼືວ່າການເຄື່ອນໄຫວທັງໝົດແມ່ນການດໍາເນີນງານພາຍໃນ.
ຢືນຢັນແລ້ວ
နီးနီးကပ်ကပ် $LSK ကိုကြည့်နေခဲ့တယ်၊ ဘာလို့လဲဆိုတော့ စျေးနှုန်းလှုပ်ရှားမှုက အမှန်တကယ်တော့ ရှုပ်ထွေးနေတယ်လို့ထင်လို့ပါ။ အဲဒါက $1.16 လောက်အထိအမြန်တက်ပြီး၊ ပြီးတော့ လုံးဝပြန်ကျသွားကာ $0.42 လောက်အထိကျသွားတယ်။ အချိန်တစ်ချို့မှာတော့ Lisk က ပိတ်သိမ်းတော့မယ်ဆိုတဲ့ စကားတွေ အများကြီးထွက်နေတာလည်းရှိတယ်။ ဒါပေမယ့် ဒီခေါင်းစဉ်က နည်းနည်းတော့ လမ်းလွဲစေနိုင်တယ်။ Lisk က ရိုးရိုးလေး ပျောက်ကွယ်သွားတာမဟုတ်ဘူး။ လက်ရှိ Lisk Layer-1 ကို ၂၀၂၆ ခုနှစ်၊ အောက်တိုဘာ ၃၁ မှာ ပိတ်သိမ်းမယ်၊ ဒါပေမယ့် ပရောဂျက်ကတော့ စီးပွားရေးဘဏ္ဍာရေးနဲ့ enterprise payments လမ်းကြောင်းကို အကြီးအကျယ် ပြောင်းသွားနေပါတယ်။ အဲဒီအပိုင်းကိုတော့ ကုန်သည်အများစုက လက်လွတ်နေကြတယ်လို့ ကျွန်တော်ထင်တယ်— 👉 $LSK တိုကင် ကိုယ်တိုင်က ရိုးရိုးလေး ပျောက်ကွယ်သွားတာမဟုတ်ဘူး။ ဒီတိုကင်က Ethereum နဲ့ Base လို ကွန်ယက်တွေမှာ ဆက်လက်တိုးတက်နေပြီး၊ ပရောဂျက်ရဲ့ လမ်းကြောင်းအသစ်ထဲမှာ အသုံးချမှု (utility) နဲ့ loyalty ကို အဓိကထားနေတယ်။ ဒါဆို… ဘာကြောင့်ဒီလောက် ပြင်းပြင်းထန်ထန် တက်သွားတာလဲ? အကြီးမားဆုံး အချက်တစ်ခုက အဆိုပြု/အတည်ပြုထားတဲ့ 100M $LSK treasury burn ပါ။ 400M supply ထဲကနေ တိုကင် 100M ကို ဖယ်ရှားလိုက်မယ်ဆိုရင် 25% လျော့ကျမှုပါ။ ပြီးတော့ အခြားတစ်ဖက်ကတော့ ရှိလာတယ်— ကုန်သည်အများအပြားက “Lisk ပိတ်သိမ်း” ဆိုတာကိုမြင်ပြီး သဘာဝအတိုင်း shorting စလုပ်လိုက်ကြတယ်။ burn narrative က လာထိတဲ့အချိန်မှာတော့ အဲဒီ shorts တွေက ရုတ်တရက် ပြန်ဝယ်ရတော့တာ။ အဲ့ဒါကနေ အရာတွေက မူးမတ်ပဲ ဖြစ်သွားနိုင်တယ်။ Shorts တွေ squeeze ဖြစ် → စျေးနှုန်း ဖောက်ထွက်တက် → FOMO ဝင်လာ → နောက်ကျမှ ဝယ်သူတွေ ဝင်လာ → squeeze က လောင်စာကုန်သွား → စျေးနှုန်း ပြန်ကျသွားတတ်တယ်။ ဒါက $LSK က bullish ဖြစ်တယ်လို့ အလိုအလျောက် မဆိုလိုပါဘူး။ သေပြီလည်း မဆိုလိုပါဘူး။ အဓိကကတော့ ပရောဂျက်က လမ်းကြောင်းပြောင်းပြီးနောက် $LSK ကို ဘယ်လိုတန်ဖိုးထားမလဲဆိုတာကို စျေးကွက်က စမ်းစစ်နေတယ်ဆိုတာပါ။ Exchange မှာ $LSK ကို ကိုင်ထားနေတာဆိုရင် “shutdown” ဆိုတဲ့ စကားလုံးကိုမြင်လို့ မပင်မပြန်နဲ့ မတုန်လှုပ်ပါနဲ့။ ဒါပေမယ့် အဟောင်း Lisk chain မှာ ကိုင်ထား/လောင်းထား (staking) နေတာဆိုရင်တော့ အခြေအနေက မတူပါဘူး။ နောက်ဆုံးအချိန်အထိ စောင့်မနေဘဲ တရားဝင် migration instructions နဲ့ deadline တွေကို စစ်ဆေးပါ။ ကိုယ်တိုင်တော့ စိတ်ဝင်စားစရာက pump က မဟုတ်ဘူးလို့ထင်တယ်။ hype ပျောက်သွားပြီးနောက် ဘာဖြစ်လာမလဲဆိုတာပါ။ ဒီ စီးပွားရေးမော်ဒယ်အသစ်က $LSK အတွက် တကယ့်လိုအပ်ချက် (demand) တကယ်ဖြစ်လာနိုင်မလား? တိုကင် burn က supply ကိုလျော့ချနိုင်ပေမယ့် demand ကိုတော့ မတည်ဆောက်နိုင်ဘူး။ အဲ့ဒါကိုပဲ စောင့်ကြည့်မယ်။ $LSK: သေတဲ့ coin လား၊ ဒါမှမဟုတ် ကျွန်တော်တို့မြင်ဖူးသမျှထဲက အကြီးမားဆုံး pivot တစ်ခုလား? #LSK
နီးနီးကပ်ကပ် $LSK ကိုကြည့်နေခဲ့တယ်၊ ဘာလို့လဲဆိုတော့ စျေးနှုန်းလှုပ်ရှားမှုက အမှန်တကယ်တော့ ရှုပ်ထွေးနေတယ်လို့ထင်လို့ပါ။

အဲဒါက $1.16 လောက်အထိအမြန်တက်ပြီး၊ ပြီးတော့ လုံးဝပြန်ကျသွားကာ $0.42 လောက်အထိကျသွားတယ်။ အချိန်တစ်ချို့မှာတော့ Lisk က ပိတ်သိမ်းတော့မယ်ဆိုတဲ့ စကားတွေ အများကြီးထွက်နေတာလည်းရှိတယ်။ ဒါပေမယ့် ဒီခေါင်းစဉ်က နည်းနည်းတော့ လမ်းလွဲစေနိုင်တယ်။

Lisk က ရိုးရိုးလေး ပျောက်ကွယ်သွားတာမဟုတ်ဘူး။ လက်ရှိ Lisk Layer-1 ကို ၂၀၂၆ ခုနှစ်၊ အောက်တိုဘာ ၃၁ မှာ ပိတ်သိမ်းမယ်၊ ဒါပေမယ့် ပရောဂျက်ကတော့ စီးပွားရေးဘဏ္ဍာရေးနဲ့ enterprise payments လမ်းကြောင်းကို အကြီးအကျယ် ပြောင်းသွားနေပါတယ်။ အဲဒီအပိုင်းကိုတော့ ကုန်သည်အများစုက လက်လွတ်နေကြတယ်လို့ ကျွန်တော်ထင်တယ်—

👉 $LSK တိုကင် ကိုယ်တိုင်က ရိုးရိုးလေး ပျောက်ကွယ်သွားတာမဟုတ်ဘူး။
ဒီတိုကင်က Ethereum နဲ့ Base လို ကွန်ယက်တွေမှာ ဆက်လက်တိုးတက်နေပြီး၊ ပရောဂျက်ရဲ့ လမ်းကြောင်းအသစ်ထဲမှာ အသုံးချမှု (utility) နဲ့ loyalty ကို အဓိကထားနေတယ်။ ဒါဆို… ဘာကြောင့်ဒီလောက် ပြင်းပြင်းထန်ထန် တက်သွားတာလဲ?

အကြီးမားဆုံး အချက်တစ်ခုက အဆိုပြု/အတည်ပြုထားတဲ့ 100M $LSK treasury burn ပါ။ 400M supply ထဲကနေ တိုကင် 100M ကို ဖယ်ရှားလိုက်မယ်ဆိုရင် 25% လျော့ကျမှုပါ။

ပြီးတော့ အခြားတစ်ဖက်ကတော့ ရှိလာတယ်—

ကုန်သည်အများအပြားက “Lisk ပိတ်သိမ်း” ဆိုတာကိုမြင်ပြီး သဘာဝအတိုင်း shorting စလုပ်လိုက်ကြတယ်။

burn narrative က လာထိတဲ့အချိန်မှာတော့ အဲဒီ shorts တွေက ရုတ်တရက် ပြန်ဝယ်ရတော့တာ။

အဲ့ဒါကနေ အရာတွေက မူးမတ်ပဲ ဖြစ်သွားနိုင်တယ်။
Shorts တွေ squeeze ဖြစ် → စျေးနှုန်း ဖောက်ထွက်တက် → FOMO ဝင်လာ → နောက်ကျမှ ဝယ်သူတွေ ဝင်လာ → squeeze က လောင်စာကုန်သွား → စျေးနှုန်း ပြန်ကျသွားတတ်တယ်။
ဒါက $LSK က bullish ဖြစ်တယ်လို့ အလိုအလျောက် မဆိုလိုပါဘူး။
သေပြီလည်း မဆိုလိုပါဘူး။
အဓိကကတော့ ပရောဂျက်က လမ်းကြောင်းပြောင်းပြီးနောက် $LSK ကို ဘယ်လိုတန်ဖိုးထားမလဲဆိုတာကို စျေးကွက်က စမ်းစစ်နေတယ်ဆိုတာပါ။

Exchange မှာ $LSK ကို ကိုင်ထားနေတာဆိုရင် “shutdown” ဆိုတဲ့ စကားလုံးကိုမြင်လို့ မပင်မပြန်နဲ့ မတုန်လှုပ်ပါနဲ့။

ဒါပေမယ့် အဟောင်း Lisk chain မှာ ကိုင်ထား/လောင်းထား (staking) နေတာဆိုရင်တော့ အခြေအနေက မတူပါဘူး။ နောက်ဆုံးအချိန်အထိ စောင့်မနေဘဲ တရားဝင် migration instructions နဲ့ deadline တွေကို စစ်ဆေးပါ။

ကိုယ်တိုင်တော့ စိတ်ဝင်စားစရာက pump က မဟုတ်ဘူးလို့ထင်တယ်။

hype ပျောက်သွားပြီးနောက် ဘာဖြစ်လာမလဲဆိုတာပါ။
ဒီ စီးပွားရေးမော်ဒယ်အသစ်က $LSK အတွက် တကယ့်လိုအပ်ချက် (demand) တကယ်ဖြစ်လာနိုင်မလား?
တိုကင် burn က supply ကိုလျော့ချနိုင်ပေမယ့် demand ကိုတော့ မတည်ဆောက်နိုင်ဘူး။ အဲ့ဒါကိုပဲ စောင့်ကြည့်မယ်။
$LSK: သေတဲ့ coin လား၊ ဒါမှမဟုတ် ကျွန်တော်တို့မြင်ဖူးသမျှထဲက အကြီးမားဆုံး pivot တစ်ခုလား?

#LSK
$DOS liquidation data is looking pretty interesting right now 👀 Over the last 24 hours, around $97.8K in DOS liquidations have been recorded, and almost all of it is coming from longs roughly $90K longs vs $7.8K shorts. The imbalance is pretty clear. Even looking at the shorter timeframes, the same thing is happening. Around $39.5K of longs were liquidated in both the 1H and 4H data, while short liquidations were basically negligible. On the 12H timeframe, we’re seeing about $44.2K in long liquidations vs $7.3K shorts. To me, the interesting part isn’t simply that liquidations are high. It’s that longs are getting flushed much harder than shorts. That can be a sign that leveraged longs are being cleared out and the market is getting less crowded. Now I’d mainly watch what happens next. If DOS starts stabilizing while OI comes down, followed by a strong reclaim with volume, that could become an interesting setup. If price keeps making lower lows, though, there’s no reason to rush into a long just because a lot of longs have already been liquidated. Basically, let the liquidation flush happen first, then watch the price structure. If the sellers start running out of momentum, that’s where things could get interesting. DOS is definitely on my watchlist right now 👀 #DOS #Binance #Altcoins #Liquidations #Trading
$DOS liquidation data is looking pretty interesting right now 👀

Over the last 24 hours, around $97.8K in DOS liquidations have been recorded, and almost all of it is coming from longs roughly $90K longs vs $7.8K shorts. The imbalance is pretty clear.
Even looking at the shorter timeframes, the same thing is happening. Around $39.5K of longs were liquidated in both the 1H and 4H data, while short liquidations were basically negligible. On the 12H timeframe, we’re seeing about $44.2K in long liquidations vs $7.3K shorts.
To me, the interesting part isn’t simply that liquidations are high. It’s that longs are getting flushed much harder than shorts. That can be a sign that leveraged longs are being cleared out and the market is getting less crowded.
Now I’d mainly watch what happens next. If DOS starts stabilizing while OI comes down, followed by a strong reclaim with volume, that could become an interesting setup. If price keeps making lower lows, though, there’s no reason to rush into a long just because a lot of longs have already been liquidated.

Basically, let the liquidation flush happen first, then watch the price structure. If the sellers start running out of momentum, that’s where things could get interesting.

DOS is definitely on my watchlist right now 👀

#DOS #Binance #Altcoins #Liquidations #Trading
$CRDO ຂ້ອຍໄດ້ໄປຄົ້ນໃນກຳໄລຂອງ Credo ເພາະວ່າ ການຕອບສະໜອງຈາກຕະຫຼາດ ມັນບໍ່ເຂົ້າໃຈໃນຕອນທຳອິດ.ຕົວເລກຫົວຂ່າວຈິງໆແລ້ວເຂັ້ມແຂງ.ລາຍຮັບອອກມາທີ່ $479M ທຽບກັບຄາດຄະເນປະມານ $471–473M ດັ່ງນັ້ນ Credo ຊະນະຄາດຄະເນລາຍຮັບໂດຍປະມານ 1–2%.Non-GAAP EPS ແມ່ນ $1.20 ທຽບກັບ $1.17 ທີ່ຄາດໄວ້ ຊະນະປະມານ 2.6%.ແມ່ນແຕ່ຄຳແນະນຳ Q2 ກໍແຂັງແຮງ:Credo ໃຫ້ຄາດຄະເນລາຍຮັບ $525–535M ມີກາງຢູ່ທີ່ $530M ສູງກວ່າຄາດຄະເນຂອງນັກວິເຄາະປະມານ $520M. ແລ້ວຈະເປັນຫຍັງຕະຫຼາດຂາຍອອກ? ຂ້ອຍຄິດວ່າຄຳຕອບຢູ່ທີ່ຄວາມຄາດຫວັງ. Credo ກຳລັງສົ່ງການເຕີບໂຕຂະໜາດໃຫຍ່ ແຕ່ອັດຕາການເຕີບໂຕກຳລັງເລີ່ມຊ້າລົງ: 274% → 272% → 202% → 157% → 115% YoY ການເຕີບໂຕລາຍຮັບ.ການເຕີບໂຕ 115% ຍັງບ້າຢູ່.ບັນຫາຄືຕະຫຼາດອາດຈະໄດ້ລາຄາດ້ານອັບອອກ (upside) ສຸດທີ່ກຳລັງຈະເກີນຄາດຫວັງອີກແລ້ວ.ໄຕມາກ່ອນໜ້າຍັງມີການຊະນະຄາດກຳໄລໃຫຍ່ກວ່າຫຼາຍແລ້ວ.ເທື່ອນີ້ບໍລິສັດຊະນະ ແຕ່ຊະນະແຕ່ແຄບພຽງນ້ອຍ. ດັ່ງນັ້ນນີ້ບໍ່ເຫມືອນກໍລະນີ “ກຳໄລບໍ່ດີ”.ມັນເຫັນໄດ້ວ່າ: ບໍລິສັດສົ່ງຕົວເລກໄດ້ດີຫຼາຍ ແຕ່ຕະຫຼາດກັບຄາດໄວ້ວ່າຈະດີກວ່ານີ້ອີກ. ນັ້ນກໍເປັນເຫດວ່າຂ້ອຍກຳລັງຈັບຕາ CRDOB ຢ່າງໃກ້ຊິດ. ການຂອງມັນໃນຄືນນີ້ −17% ອາດກຳລັງຊີ້ວ່າການຕອບສະໜອງຈາກລະບົບຈະແຮງກວ່າທີ່ Nasdaq market ຈະສະທ້ອນອອກຕາມຈິງ. ຄຳຖາມໃຫຍ່ຕອນນີ້ງ່າຍໆ: ເມື່ອ Nasdaq ເປີດ, ລາຄາ CRDO ຈະໄປຈົບຕົວຢູ່ໃສ? ຖ້າ CRDO ເປີດສູງກວ່າລາຄາຂອງ CRDOB ໃນຄືນນີ້ຢ່າງຊັດເຈນ ຮຸ້ນທີ່ແປງເປັນ token ອາດຈະຕ້ອງມີການ “ໄລ່ຕາມ” ທີ່ຈະສົມດຸນກັນໄປຕໍ່. ບໍ່ແມ່ນຄຳແນະນຳດ້ານການເງິນ. ພຽງແຕ່ພະຍາຍາມເຂົ້າໃຈວ່າຕະຫຼາດກຳລັງລາຄາການເຄື່ອນໄຫວໄວ້ແນວໃດຈິງໆ.
$CRDO ຂ້ອຍໄດ້ໄປຄົ້ນໃນກຳໄລຂອງ Credo ເພາະວ່າ ການຕອບສະໜອງຈາກຕະຫຼາດ ມັນບໍ່ເຂົ້າໃຈໃນຕອນທຳອິດ.ຕົວເລກຫົວຂ່າວຈິງໆແລ້ວເຂັ້ມແຂງ.ລາຍຮັບອອກມາທີ່ $479M ທຽບກັບຄາດຄະເນປະມານ $471–473M ດັ່ງນັ້ນ Credo ຊະນະຄາດຄະເນລາຍຮັບໂດຍປະມານ 1–2%.Non-GAAP EPS ແມ່ນ $1.20 ທຽບກັບ $1.17 ທີ່ຄາດໄວ້ ຊະນະປະມານ 2.6%.ແມ່ນແຕ່ຄຳແນະນຳ Q2 ກໍແຂັງແຮງ:Credo ໃຫ້ຄາດຄະເນລາຍຮັບ $525–535M ມີກາງຢູ່ທີ່ $530M ສູງກວ່າຄາດຄະເນຂອງນັກວິເຄາະປະມານ $520M.

ແລ້ວຈະເປັນຫຍັງຕະຫຼາດຂາຍອອກ?

ຂ້ອຍຄິດວ່າຄຳຕອບຢູ່ທີ່ຄວາມຄາດຫວັງ. Credo ກຳລັງສົ່ງການເຕີບໂຕຂະໜາດໃຫຍ່ ແຕ່ອັດຕາການເຕີບໂຕກຳລັງເລີ່ມຊ້າລົງ:

274% → 272% → 202% → 157% → 115% YoY ການເຕີບໂຕລາຍຮັບ.ການເຕີບໂຕ 115% ຍັງບ້າຢູ່.ບັນຫາຄືຕະຫຼາດອາດຈະໄດ້ລາຄາດ້ານອັບອອກ (upside) ສຸດທີ່ກຳລັງຈະເກີນຄາດຫວັງອີກແລ້ວ.ໄຕມາກ່ອນໜ້າຍັງມີການຊະນະຄາດກຳໄລໃຫຍ່ກວ່າຫຼາຍແລ້ວ.ເທື່ອນີ້ບໍລິສັດຊະນະ ແຕ່ຊະນະແຕ່ແຄບພຽງນ້ອຍ.

ດັ່ງນັ້ນນີ້ບໍ່ເຫມືອນກໍລະນີ “ກຳໄລບໍ່ດີ”.ມັນເຫັນໄດ້ວ່າ: ບໍລິສັດສົ່ງຕົວເລກໄດ້ດີຫຼາຍ ແຕ່ຕະຫຼາດກັບຄາດໄວ້ວ່າຈະດີກວ່ານີ້ອີກ.

ນັ້ນກໍເປັນເຫດວ່າຂ້ອຍກຳລັງຈັບຕາ CRDOB ຢ່າງໃກ້ຊິດ. ການຂອງມັນໃນຄືນນີ້ −17% ອາດກຳລັງຊີ້ວ່າການຕອບສະໜອງຈາກລະບົບຈະແຮງກວ່າທີ່ Nasdaq market ຈະສະທ້ອນອອກຕາມຈິງ.

ຄຳຖາມໃຫຍ່ຕອນນີ້ງ່າຍໆ:

ເມື່ອ Nasdaq ເປີດ, ລາຄາ CRDO ຈະໄປຈົບຕົວຢູ່ໃສ?

ຖ້າ CRDO ເປີດສູງກວ່າລາຄາຂອງ CRDOB ໃນຄືນນີ້ຢ່າງຊັດເຈນ ຮຸ້ນທີ່ແປງເປັນ token ອາດຈະຕ້ອງມີການ “ໄລ່ຕາມ” ທີ່ຈະສົມດຸນກັນໄປຕໍ່.

ບໍ່ແມ່ນຄຳແນະນຳດ້ານການເງິນ. ພຽງແຕ່ພະຍາຍາມເຂົ້າໃຈວ່າຕະຫຼາດກຳລັງລາຄາການເຄື່ອນໄຫວໄວ້ແນວໃດຈິງໆ.
E o lo’o matua malosi moni lava tupe maua a Credo: na pa‘ū tupe maua i le $479M, +114.7% YoY, ma le $1.20 non-GAAP EPS. O le popolega o polofiti/margins. Na vaivai teisi le gross margin, ma sa fa‘amoemoe le aufaipisinisi i le fa‘atupula‘ia o le fa‘amanuiaga fa‘atasi ma lena tuputupu a‘e tele. O le vaega mata‘ina: sa ua uma ona fefa‘ataua‘i $CRDO i le lata i le $184 i le vaega sa soso‘o ai muamua a‘o le‘i tapunia i le $206.6. Ina ua uma tupe maua, sa fa‘aauau pea ona fefa‘ataua‘i $CRDOB 24/7 ma ua fa‘atatau i le tali leaga a‘o tapunia le Nasdaq. O lea, e mafai ea ona pa‘ū atili pe a tatalaina le Nasdaq? Ioe. O le -17% o le suiga i le po e LE TATAU ona mautinoa ua i ai le pito i lalo. Afai e tatala $CRDO i le si‘osi‘omaga o le $190–200 ma taofia, e mafai e $CRDOB ona maua se relief bounce. Ae afai e tatala $CRDO i lalo ifo o le $184–180 ma fa‘agasolo pea le fa‘atau atu, e mafai ona alu i lalo $CRDOB. I luga o le siata 1H, o le RSI e tusa ma le 18.7, o lona uiga ua matua tele le oversold. O lo‘o ou mata‘ituina le $184–176 o le vaega autū mo lalo. O le taofia ma le toe maua o le $190–200 o le a foliga mai e sili atu le soifua maloloina. O la‘u manatu autū: e foliga sili atu lenei mea e pei o se valuation/margin reset nai lo se pa‘ū fa‘avae (fundamental) tele. O lo‘o tuputupu a‘e pea le pisinisi i le televave tele, ae sa maualuga tele fa‘amoemoega. Mo $CRDOB, e le tatau ona na‘u e fa‘amasinoina le pito i lalo mai na o le -17% i le po. O le su‘ega moni e sau pe a tatala le Nasdaq ma tatou va‘ai po o le ā le mea moni e faia e le sitepu $CRDO. E lē o se fautuaga tau tupe — na o la‘u su‘esu‘ega.
E o lo’o matua malosi moni lava tupe maua a Credo: na pa‘ū tupe maua i le $479M, +114.7% YoY, ma le $1.20 non-GAAP EPS. O le popolega o polofiti/margins. Na vaivai teisi le gross margin, ma sa fa‘amoemoe le aufaipisinisi i le fa‘atupula‘ia o le fa‘amanuiaga fa‘atasi ma lena tuputupu a‘e tele. O le vaega mata‘ina: sa ua uma ona fefa‘ataua‘i $CRDO i le lata i le $184 i le vaega sa soso‘o ai muamua a‘o le‘i tapunia i le $206.6. Ina ua uma tupe maua, sa fa‘aauau pea ona fefa‘ataua‘i $CRDOB 24/7 ma ua fa‘atatau i le tali leaga a‘o tapunia le Nasdaq. O lea, e mafai ea ona pa‘ū atili pe a tatalaina le Nasdaq? Ioe. O le -17% o le suiga i le po e LE TATAU ona mautinoa ua i ai le pito i lalo.

Afai e tatala $CRDO i le si‘osi‘omaga o le $190–200 ma taofia, e mafai e $CRDOB ona maua se relief bounce. Ae afai e tatala $CRDO i lalo ifo o le $184–180 ma fa‘agasolo pea le fa‘atau atu, e mafai ona alu i lalo $CRDOB.

I luga o le siata 1H, o le RSI e tusa ma le 18.7, o lona uiga ua matua tele le oversold. O lo‘o ou mata‘ituina le $184–176 o le vaega autū mo lalo. O le taofia ma le toe maua o le $190–200 o le a foliga mai e sili atu le soifua maloloina.

O la‘u manatu autū: e foliga sili atu lenei mea e pei o se valuation/margin reset nai lo se pa‘ū fa‘avae (fundamental) tele. O lo‘o tuputupu a‘e pea le pisinisi i le televave tele, ae sa maualuga tele fa‘amoemoega. Mo $CRDOB, e le tatau ona na‘u e fa‘amasinoina le pito i lalo mai na o le -17% i le po. O le su‘ega moni e sau pe a tatala le Nasdaq ma tatou va‘ai po o le ā le mea moni e faia e le sitepu $CRDO.

E lē o se fautuaga tau tupe — na o la‘u su‘esu‘ega.
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