Crypto KOL Community & Market Trends

$GOOGL CEO: Planning to send a few TPU chips into space in 2027 to test the waters.
AI computing power will make it to space sooner or later! Bullish for $SPCX
In no more than 10 years, we might even run into the $TSLA convertible Roadster 😂 orbiting the sun.

Mass production of glass substrates has been delayed yet again. Serenity stated that Samsung Electro-Mechanics has postponed the related investment due to bottlenecks in prototype customer reliability testing and pushed back the start of semiconductor glass substrate operations to 2028. SKC had previously postponed its mass production schedule from the second half of 2026 to the first half of 2027, while Samsung pushed its schedule from the second half of 2027 to the first half of 2028.

At the end of June, a whole lot of people were saying the storage supercycle had arrived and the era of supergiants was completely over. Given the circumstances at the time, there was absolutely nothing wrong with that take—but reversals often happen precisely when no one doubts it.
In July, storage came crashing down, while the supergiants instead kept rising all the way.

$BTC ‌ is still stuck inside the range.

After rejecting from the $65,700 resistance, Bitcoin has been grinding around the $63K-$64K area while buyers continue defending key support.

The levels I'm watching:

$64,000 — first reclaim
$65,700 — major resistance
$67,200 — breakout target

If BTC reclaims $64K and holds it, I think we get another attempt at the highs.

But losing $63K changes the picture and could open a move toward the $61K range support.

For now, this looks more like consolidation before expansion than a confirmed breakdown.

Patience.

The next big move likely comes when liquidity gets taken.

#GateLaunchpool141MDOS
#GateTop1GrowthInJuly

The South Korean central bank buys gold for the first time in 13 years, while your BTC is still waiting to break even
Yesterday, gold surged to $4,449, then a single wick plunged it to $4,330.
An $85 one-day pullback.
In the group chat, you saw people saying “gold has peaked,” while others shouted “buy the BTC dip—the baton is being passed to digital gold.”
Don’t rush to take sides.
Because on that very same day, an SEC filing caused an uproar—
The Bank of Korea bought gold for the first time in 13 years.
In the second quarter, the Bank of Korea bought 679,765 shares of the SPDR Gold ETF, worth $250 million.
What does that mean?
The last time this central bank touched gold was in 2013, when it bought 20 tons of physical gold—and it has not moved since. After 13 years of silence, it suddenly pulled out $250 million and charged into gold ETFs.
And this is only the beginning.
The Bank of Korea has already stated that it will establish a new mechanism to purchase domestically refined gold in South Korea—the first time in nearly 60 years.
Put simply: South Koreans are not only back, they are preparing to stay for the long term.
Some people say: “It’s only $250 million. So what?”
You’re wrong.
In the second quarter, global central banks bought a net 289 tons of gold, up 62% year over year. The People’s Bank of China has increased its holdings for 21 consecutive months, sweeping up 640k ounces in July alone.
Forty-five percent of surveyed central banks expect to continue increasing their holdings over the next year.
The Bank of Korea’s $250 million is not an isolated event. It is the latest vote in favor of gold by global central banks collectively “voting with their feet.”
Now let’s get back to the BTC in your hands.
The LBMA survey shows that analysts’ median forecast for year-end gold prices is $4,500. The most optimistic expect $7,150.
Gold is consolidating around $4,350, with global central banks providing a floor below. Every dip brings more buyers.
What about BTC?
When it dips, you wait for a rebound. When it dips further, you wait for the “digital gold” narrative to save you.
But the problem is—
Central banks buy gold, not BTC.
Gold’s rise over the past three years has been driven mainly by purchases from central banks around the world. Bitcoin ownership, meanwhile, remains concentrated in the hands of individuals.
One is supported by sovereign funds; the other is endured by retail investors.
Which one do you think is more stable?
Here’s the painful truth:
In the eyes of central banks, the title of “digital gold” doesn’t even count as a footnote.
You buy it as gold; they sell it as a tech stock.
Global M2 has already reached a new all-time high, but Bitcoin has barely reacted. Because the money went into gold—the “real” recognized by central banks is the “real” in physical gold, not the “digital” in Bitcoin.
Behind this gold rally, global central banks are voting with real money—voting for physical assets, voting for hard money not controlled by any single government.
Bitcoin tells the same story.
But the people telling the story and the people buying the story are two different groups.
Central banks are buying gold. Retail investors are buying BTC.
Who do you think is right or wrong? I’m not judging.
But you need to understand: when “old money” like the Bank of Korea, which had not acted for 13 years, starts rushing into gold—
Who, exactly, is the “digital gold” in your hands competing with for capital?
Is your BTC prepared to wait until the day central banks buy it? #GateLaunchpool瓜分141万枚DOS #Gate7月透明度报告发布 #我的七夕交易分享 $BTC $XAU $XAUT

$BTC is still stuck inside the range.
After rejecting from the $65,700 resistance, Bitcoin has been grinding around the $63K-$64K area while buyers continue defending key support.
The levels I'm watching:
$64,000 — first reclaim
$65,700 — major resistance
$67,200 — breakout target
If BTC reclaims $64K and holds it, I think we get another attempt at the highs.
But losing $63K changes the picture and could open a move toward the $61K range support.
For now, this looks more like consolidation before expansion than a confirmed breakdown.
Patience.
The next big move likely comes when liquidity gets taken.

The overnight market exploded, with $SNDKB surging 250 points in one day and bullish liquidity maxed out.
This rare strong one-way move has brought major gains to holders, as funds pour in and market excitement peaks.
It rose steadily overnight without a pullback; those who held on earned substantial profits, making it the current short-term market benchmark.
Looking forward to tonight’s U.S. stock market performance; $SNDKB may reach 1800$ and move in tandem with Ethereum.
$SNDKB

A newly launched testnet achieved $140 million+ in trading volume in its first week—what level is that, exactly?
@F0Perp These figures did make me take a second look.
From the early testnet stage to now, users have gradually come in to try out and trade on it, while the product has also been improving bit by bit. Basic features such as perpetuals, leverage, and risk control are gradually coming online.
In its first week, it already had 63k+ open positions and 12k+ active wallets. For a project still in the testing phase, I think this level of activity is quite good.
When I look at projects like this, I care more about whether there is genuine usage than how big the story is at the beginning. The fact that people are willing to open positions, trade, and repeatedly try out the product at least shows that it is beginning to see some real demand.
In addition, the provision of 15-minute liquidation protection under 100x leverage is also an interesting design. High leverage is nothing new, but being willing to do a bit more in terms of the risk experience is still worth paying attention to, in my view.
Of course, it is still early, and many things will need to be further validated.
But judging solely from the first week, I have a pretty good impression of F0, so it can be placed on the watchlist for now while we see how it performs going forward.

This wave really knows how to make things happen in the Meme world. After Nvidia and SpaceX, today it also got GameStop’s tokenized stock ($GME b ) launched. GameStop can be considered the OG faith of U.S. retail investors. Now go to to launch a market, and you can directly select $GMEb as the base trading pair, bringing the most hardcore Meme of U.S. stocks

$XAU New viewers may not yet appreciate the value of these advance predictions. If it reaches the line below and touches it without breaking through, I think it would be a good opportunity.

@Baisircrypto Over $400 a week—that's brutal.

How is the never-ending memory shortage actually good for hotel rates?

I heard that hotels in South Korea, especially those near semiconductor factories in Hwaseong, Pangyo, and Pyeongtaek in Gyeonggi Province, are being heavily booked by tech companies, with executive teams staying long term, causing room rates to skyrocket.

Every day, they stake out the factories and track down personnel, begging Samsung and $SKHY for 2–5-year long-term supply contracts. $AAPL even launched a semi-permanent hotel package. 😂

@1YES_yes1 @freedaolife I happened to be hosting an AMA yesterday too, so I couldn't go.

SanDisk has painted an overly rosy picture of an 80% gross margin—is AI storage ultimately about hype or money printing?

SanDisk surged 13.67% in a single day, sending its market cap to $227.6 billion, and investors rushed in to chase the rally.

Then they started fantasizing—“The next Nvidia is here.”

Wake up.

August 13 was SanDisk’s Investor Day.

Management threw out a set of figures that left Wall Street stunned:

For fiscal 2028 to 2030, revenue will grow at a mid-to-high double-digit rate.

Non-GAAP gross margin of approximately 80%.

Operating margin of approximately 75%.

Adjusted free cash flow margin of approximately 50%.

After investing in the business, 100% of the remaining cash will be returned to shareholders.

What does that mean? An 80% gross margin—even Nvidia isn’t that aggressive.

The stock surged more than 17% intraday at one point, closed up 13.67%, and recorded $32.6 billion in trading volume, second among all U.S. stocks.

The storage sector followed higher across the board: Western Digital and SK hynix rose more than 7%, Seagate Technology gained nearly 5%, and Micron Technology rose more than 4%.

Overnight, AI storage became the hottest story in the entire market.

But here’s the question—

Can this story actually become reality?

The core support for this “explosive guidance” is the long-term NBM (New Business Model) agreements SanDisk is rolling out.

Put simply: customers sign long-term contracts with SanDisk to lock in procurement volumes for the next few years.

Eight customers have signed so far, covering approximately 50% of bit supply for fiscal 2027 and roughly two-thirds for fiscal 2028.

TrendForce estimates that these agreements have already locked in at least $93.9 billion in guaranteed minimum revenue.

SanDisk’s CEO said: “AI is fundamentally a storage-centric problem.”

Sounds pretty convincing.

But think about it further—

Why are customers willing to sign long-term agreements?

Because demand for AI storage is truly exploding.

SanDisk expects the global NAND market to exceed $300 billion in 2026, with year-over-year growth of approximately threefold. In 2027, it will approach $500 billion.

By 2030, the potential market for enterprise data center flash storage will reach 1.2ZB.

A single AI server consumes 3 to 8 times as much NAND as a traditional server.

Phison Electronics CEO Pan Jiancheng bluntly said that replenishing NAND capacity will take at least four years, even under the fastest scenario.

Demand is exploding, but supply cannot keep up. Prices can only move higher.

That is the confidence behind SanDisk’s 80% gross margin projection.

But the biggest risk is also right here—

The storage industry is notorious for its cyclicality.

In 2018 and 2022, NAND prices crashed twice, and flash memory companies were battered beyond recognition.

SanDisk says NBM agreements can “reduce the impact of cyclicality in the traditional storage industry.”

The problem is—long-term agreements lock in volumes, but not prices.

If AI demand falls short of expectations, if oversupply returns, or if customers default—

$93.9 billion in guaranteed minimum revenue?

The default protection is $16.5 billion.

What about the rest?

Goldman Sachs has a price target of $2,200.

Evercore ISI is even more bullish at $2,800.

The consensus among 23 analysts is “strong buy,” with an average price target of $2,054.

Sounds wonderful, right?

But—SanDisk has already risen 543% year to date.

Anyone chasing the stock at this level is betting on a story three years from now.

An 80% gross margin is a dream, and a 50% free cash flow margin is a target. But the market’s memory lasts only three months. If the next earnings report falls short of expectations, even the best story cannot withstand a sharp plunge.

You can dream up a rosy story, but don’t count on it to feed you. #GateLaunchpool瓜分141万枚DOS #加密市场回升 #我的七夕交易分享 $SNDK $WDC $SKHY

Been looking into Dusk lately, and the idea is pretty simple.
Dusk is a Layer-1 blockchain focused on private transactions and financial use cases.
It uses zero-knowledge tech so transactions can be checked without exposing sensitive details.
The goal is to bring privacy, real-world assets, and compliant finance on-chain.
Simple idea, but an important one for the future of private finance.
@DuskFoundation #dusk $DUSK

@DuskFoundation
I used to think tokenizing real-world assets was mainly about putting the asset onchain.
But the token is only one piece.
A real market also needs identity checks, ownership rules, privacy, compliance and settlement.
That’s why #Dusk stands out to me.
The bigger idea isn’t just tokenizing assets. It’s bringing more of the actual market infrastructure onchain.
That’s a much stronger RWA thesis.
$DUSK

Another thing I should say: don’t ask for my address. Put simply, it’s easy to find my address anyway. There’s no need for you to copy my trades. I won’t call trades, and I don’t do PvP, so don’t think you can wait for me to post and then dump on my head. In a bear market, getting copy traders rekt is normal. If I end up with too many followers, I might just enter a few illiquid coins and aggressively screw you over back and forth. I trade the way normal people trade crypto.

$ETH Market Update
$ETH is currently trading at $1,876.18, down 0.7% over the last 24 hours.

We just witnessed some heavy short term volatility!

After a steady climb earlier in the session, bears took control, driving the price down to a sharp wick at the 24-hour low of $1,863.71.

Fortunately, bulls stepped in quickly to buy the dip, pushing it back up to current levels.

Keep an eye on that $1,860 support zone it's proving crucial right now.

Stay safe out there in the markets!#GateJulyTransparencyReportReleased #GateHits59MillionUsers #StockTradingShareChallenge

I’ve seen quite a few people shorting $SPCX . Personally, I don’t think the time is right yet. There are basically only two reasons to short it:

1. It has reached a structural resistance level;
2. There are long-term unlocks, so the long-term outlook is bearish.

The first reason is barely acceptable, but the second clearly uses a long-term rationale to guide a short-term trade, which doesn’t make sense.

So let’s start with the technical analysis from point 1:

Damn, $Biyou finally dumped. I told you to launch a new project, I told you to keep people hanging with Alpha expectations, I told you to act all cocky, and I told you to compete with my Marscoin bro for number one.