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🔍【David Splitting Companies · Episode 11】Lumentum
NVIDIA put in $2 billion to take an equity stake in a company that had been operating at losses for three straight years—on the same day, it also invested $2 billion in its rival.
AI data center data is carried by light; the source of that light is tightly controlled by a small handful of players like it. In its latest quarterly report, a customer whose name wasn’t listed accounts for 26% of its single-quarter revenue. Holding a choke point doesn’t mean you can collect tolls from passing traffic.
Who makes money after you “split” it in 9
NVDA-5.04%
LITE-6.71%
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I originally wanted to cut my losses and sacrifice to the heavens, but I didn’t get to sacrifice the heavens—only for the short position to roast its own profits first. A few days ago, in my last glance before sleep, $LTC was still wildly oscillating at a high level. It looked like it was going to keep pushing higher on the surface, but in reality every time it went up, it was just missing that last breath; as soon as the sell wall appeared, it shrank downward.
During the session, I watched the changes in LTC’s order book support and found that the bounce lacked continuity, while volume also
LTC-1.19%
BTC-2.82%
ETH-4.56%
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bitcoin:native
BTC-2.79%
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【$PHAROS Signal】Go long + 1H breakout accelerates
$PHAROS 1H RSI surges to 87.66, with buy pressure continuously pushing up, and the upper Bollinger Band at 0.4478 has been broken through. 4H MACD bullish bars expand, the funding rate at 0.0158% is at a low level. The short-squeeze conditions are not fully met, but momentum is sufficient. The order-book imbalance is 3.33%, with a clear tilt toward buy orders. The current risk-reward ratio is 1.5; for chasing gains in the short term, strict risk control is required.
🎯 Direction: Go long
⚡ Entry / limit orders: 0.455130 - 0.456500
🛑 Stop-los
PROS21.77%
USD10.01%
BTC-2.79%
ETH-4.61%
SOL-4.69%
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$COTI Signal】Go long - Negative funding squeeze + pullback to support
$COTI 1H RSI 55.55, MACD death-cross energy histogram enlarging but funding rate -0.14%, and the short positions’ cost basis has spiked. The 4H MACD histogram bars are shrinking but still above the zero line; the long trend hasn’t broken. Buy orders are heavily concentrated around 0.0111, and the bid/ask depth ratio at 1.01 remains balanced. Stop-loss is only 0.6%, reward-to-risk is 1.5; worth trying a short-term long to squeeze shorts.
🎯Direction: Go long
⚡Entry / orders: 0.01113350 - 0.01116700
🛑Stop-loss: 0.011
COTI55.12%
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Global Chip Industry Enters Another Event-Filled Week
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$SLX After recently finishing rollouts on multiple platforms, it quickly reversed—its price plunged vertically from a high of 0.45 to 0.09, with a single-day drop exceeding 60%. On-chain data shows extreme new-coin liquidity shortage: buy orders on the book are sparse, and any small amount of sell pressure can trigger a cascading collapse—this is a typical liquidity crisis after “good news is already priced in.”
This 20x short position was opened at 0.45481, precisely hitting the densely trapped-chips zone near the initial listing. The logic is to spot the “no-volume rebound” bull-trap—when t
SLX-11.55%
ETH-4.56%
SOL-4.74%
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#MinnesotaPredictionMarketBanBlocked Federal Judge Blocks Minnesota’s First-in-the-Nation Prediction Market Ban
A landmark ruling days before the law was set to take effect delivers a major victory for Kalshi, Polymarket, and the CFTC.
The Breaking News
On July 27, 2026, U.S. District Judge Katherine Menendez issued a preliminary injunction blocking Minnesota from enforcing its newly enacted law banning prediction markets. The ruling came just days before the ban was scheduled to take effect on August 1.
The injunction was granted at the request of the Commodity Futures Trading Commission (CFT
KALSHI-3.76%
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Just finished lunch and was checking the chart when the green lights on my screen suddenly became densely packed—the drop came even more decisively than I expected. Earlier, $FIL had been grinding at high levels with low trading volume, and the rebound didn’t form a solid enough bid. Every time the price neared a key level, it got pushed back. At that moment, I preferred to wait for the shorts to confirm rather than get steered by false moves.
While the market kept churning back and forth, I saw FIL still couldn’t hold its ground, so I opened a long position around 0.9335. Now the price is 0.
FIL-6.19%
BTC-2.82%
ETH-4.56%
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Waiting for the market to stabilize, we move forward toward the sun
$XAUT
XAUT-1.67%
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Which Altcoin vs $BTC ?
First correct answer will earn a month free in the Patreon.
BTC-2.79%
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🔥 Gate Hot Chat|Event Contract Order Posting & Sharing Is Now Open!
In the next 5 minutes, do you think BTC will go up or down?
During the event, complete any single Gate event contract trade and share your order screenshot or trading card in the Gate prediction market hot chat group to be eligible for a daily raffle.
🎁 Daily draws for 10 users
Each user receives a 50 USDT BTC contract position experience voucher
How to participate:
1️⃣ Complete an event contract trade
2️⃣ Share your order screenshot or trading card in the group
Gate event contract official first-order protection (compensate
BTC-2.82%
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BlackBullion_Alpha:
Bull Run 🐂
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$ON Signal】Bulls actively push the offensive + deep squeeze
$ON The buy side crushed the sell orders with depth at 1.82x, funding rate 0.064%, with no sign of extremes. 1H RSI 69.8, MACD red bars keep expanding, and the Bollinger middle band accelerates upward. On 4H, bulls are aligned as well—upper band 0.2210 is within touching distance. A gap in buy orders hasn’t appeared yet, and support below remains solid. The cost of missing out is far higher than the risk of catching a falling knife—if not now to chase, when?
🎯 Direction: long
⚡ Entry/limit orders: 0.2183928 - 0.2190500
🛑 Stop los
ON24.14%
BTC-2.79%
ETH-4.61%
SOL-4.69%
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$ON Signal】Buy from 1H support · Short-term rebound
$ON 1H RSI 66.9, buy-side depth is 1.21 times stronger, funding rate 0.0738% is somewhat high. The 4H Bollinger Band upper rail at 0.2192 forms resistance, the 1H MACD histogram has turned negative, and short-term bullish momentum is fading. But the 4H trend has not broken down yet, and near 0.21, dip-buying is active.
🎯 Direction: Long
⚡ Entry / limit orders: 0.210865 - 0.211500
🛑 Stop loss: 0.209385
🚀 Target 1: 0.214672
🚀 Target 2: 0.216259
🛡️ Trade management: - Execute strategy: after reaching Target 1, reduce position by 50%, and
ON24.14%
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Market updates of BTC
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In a bear market, once you start losing money, it’s easy to fall into complete self-doubt—thinking that nothing is going to work, becoming anxious about your looks and body, and ending up feeling like you’re short and overweight.
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SNDK 7.28 Su Wan evening market analysis
The bearish trend on the four-hour timeframe remains very stable. The resistance from the moving averages overhead is extremely strong. When it rebounds, we should decisively seize the opportunity to short!

Trading plan:
Set up short positions around 1230-1245, with a stop loss at 1260. Downside targets to watch are 1200 and 1160 in sequence.
Follow the trend. Everyone, set your stop losses properly and steadily take profits! $BTC $SNDKG #CLARITY法案进入最后关键阶段
BTC-2.79%
SNDKG-20.64%
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BREAKING: $15 trillion BlackRock says the CLARITY Act is a critical step for US crypto regulation.
Coinbase expects a vote as early as Monday, August 3.
If Congress misses the August 7 deadline, the bill could be delayed until after the November 2026 midterm elections.
$BTC
#CLARITYActEntersFinalCriticalStage
BTC-2.79%
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VolReaper:
Vote on Monday to watch how it plays out—if it passes, add to the position; if it doesn’t, treat it like a black swan. Either way, BTC doesn’t survive on laws.
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Fun fact (or not so)
This is the lowest volatility we've ever had on 1D timeframe on $ALTCOINS
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July 28 evening strategy plan—priority order, fan-only
Trade priority order
Priority 1: 1886—1895 rebound short at high levels
This is the strategy that best matches the current chart right now.
Reasons:
The overall trend is bearish; rebound height is limited; clear resistance lies above 1888 / 1895.
Execution:
Short 1886—1895 in batches. Stop-loss 1898.5—1903. Targets 1880 / 1875 / 1870 / 1865.
---
Priority 2: after breaking below 1865, short on the pullback
If the market keeps weakening in the evening, this is the trend-following setup with the biggest profit room.
Execution:
A valid 5-minut
ETH-4.56%
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