Crypto KOL Community & Market Trends

@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.

ETH at $1,890—are you panicking?

Look at the surface first: it spiked and pulled back, sending retail traders into a panic.

CPI data came in as expected. ETH rebounded from around $1,880 to above $1,900, touching a high of $1,924.97. But a $132 million sell wall from major players appeared, sending it straight back to $1,875.

Over the past 24 hours, it has moved back and forth between $1,880 and $1,900, unable to rise or fall decisively.

Are you thinking again: “ETH is finished. Should I cut my losses?”

First: Vitalik just dropped a bombshell, and you may not have understood it at all.

On August 12, Vitalik updated Ethereum’s roadmap.

The “six phases” from 2023 have become a new plan extending through 2029. Quantum security has been moved significantly higher on the priority list, while strong privacy has been listed as a top-level goal for the first time. Recursive STARK verification and AI-assisted formal verification have been positioned as core protocol components.

Second: The staking rate has reached a record high, locking up circulating supply.

Today’s data: 41.89 million ETH is staked, accounting for 34.7% of the total supply, a record high. There are approximately 789k active validators. The staking rate was only around 30% at the beginning of the year, rising by nearly 5 percentage points in six months.

More importantly—the network inflation rate has fallen to approximately 0.86%.

More than one-third of ETH is locked up, new issuance is almost zero, while demand is still rising.

This is a classic “supply shock.” The price has not moved because macro conditions are suppressing it; once the macro environment turns, the supply-side elasticity could trigger an explosive move.

Third: The macro environment is quietly turning.

The Federal Reserve has held rates at 3.50%-3.75% for five consecutive meetings. July CPI rose 3.4% year over year, while core CPI was 2.5%. July nonfarm employment fell by 23k, while an increase of 80k was expected.

Inflation is cooling and employment is weakening—the probability of a rate hike in September has fallen sharply.

Once the Fed pivots, high-beta assets like ETH will have much greater upside elasticity than BTC.

Key levels

Resistance above: 1920-1940 (sell-wall zone) → 2000 (psychological level) → 2030 (200-day moving average)

Support below: 1875-1885 (current area) → 1850 (strong support) → 1800

Technicals are neutral to bullish—RSI is around 50-53, while MACD momentum is weak but has not formed a death cross. Volatility has compressed to an extreme, and a directional move could emerge at any time.

Trading strategy

Short-term traders:

Open a small long position around 1875-1885, with a stop-loss at 1845-1850 and a target of 1900-1920. If it breaks above 1920 on strong volume and holds, add to the position and target 1950-2000.

Swing traders:

Accumulate in batches on dips as long as 1850 holds, targeting 2000 → 2100-2250. If 1850 breaks on strong volume, stand aside for now.

Long-term believers:

A 34.7% staking rate, a 0.86% inflation rate, and Vitalik just laying out a vision through 2029—ETH at $1,900, what are you afraid of? Just dollar-cost average.

ETH’s current script—

It is exactly the same as at the end of 2022: fundamentals are improving, the price is low, retail traders are panicking, and institutions are accumulating.

The staking rate has hit a new high, Vitalik has laid out a new vision, and CPI is cooling.

You want to dismiss all of this based on a one-month candlestick chart?

What is your ETH cost basis?

At $1,900, are you selling at a loss or adding to your position? #GateLaunchpool瓜分141万枚DOS #7月CPI符合预期通胀继续降温 #我的七夕交易分享 $BTC $ETH $SOL

If even the leading players are bullish, I feel reassured.

Buffett likes buying Coke $KO because people have to keep drinking it.
In the AI era, Coke is computing power because AI has to keep consuming it!
$NVDA $AMD $TSM $AVGO $MU $ASML $SMCI $MSFT $AMZN.

Advice from a middle-aged person with a net worth of over 100 million:
1. Don’t think about moving into a bigger home or getting a better car, and don’t casually replace the people around you either. Maintaining the status quo steadily is already very good.
2. Don’t invest a single cent in an industry you have never been involved in. The cost of learning through mistakes and pitfalls can be far greater than you imagine.
3. Keep your mouth shut. No matter who you’re talking to, don’t reveal your current situation or your true net worth.
4. Assets can be allocated as follows: 30% to leading industry stocks, 30% to Bitcoin and Ethereum, 20% in fixed-term deposits, and the remaining 20% reserved for daily expenses.
5. Spend less time in entertainment venues frequented by all kinds of people, keep your distance from the opposite sex, and don’t invite unnecessary romantic trouble.
6. There’s no need to reach out again to people you haven’t been in contact with for a long time.

You don’t realize how valuable money is until you travel. Normally, I’ll casually cut a position on a single coin and lose a few thousand U without even feeling bad about it. These past few days, the six of us drove around and visited several cities, and spent less than 3,000U on food, drinks, lodging, and activities for an entire week. I really need to be more frugal with crypto trading from now on 🫪🫪

Make bold assumptions and seek rigorous verification.

Can you still hold on with BTC at $63,700?

Look at the surface first: positive catalysts are losing their impact, while negative catalysts are everywhere.

The July CPI data met expectations, and the probability of a rate hike fell from 46% to 38%, but BTC only bounced briefly before continuing to lie flat. ETFs went from $850 million in net inflows over five consecutive days to $250 million in net outflows over three days. Bollinger Bands have narrowed to their tightest level in recent years, with the price hugging the 50-day moving average at $63,300, far below the 200-day moving average at $69,000. Either a sharp rise or a sharp drop—there is no middle ground.

The first point: CPI was positive, but BTC did not rise—this is the most dangerous signal.

July CPI was 3.4% year-on-year, with core CPI at 2.5%, both meeting expectations. Market expectations for a September rate cut rose, but BTC remained unmoved.

Before: Positive CPI → BTC surged 5%.

Now: Positive CPI → BTC rises 0.5% → then falls back.

This is called “positive-catalyst fatigue”—in a bull market, it means “it should rise but doesn’t”; in a bear market, it means “it still has further to fall.”

U.S. stocks are rising, gold is rising, and only BTC is lying flat.

The second point: ETFs changed direction faster than a page can turn.

In early August, there were $850 million in net inflows over five days, and everyone shouted, “The bull market is back.” As a result, this week saw $250 million in net outflows over three days, with institutions running faster than anyone else.

MSTR continues to sell BTC, and miners are selling as well. The supply held by long-term holders declined on a weekly basis for the first time— even the most loyal bulls are beginning to waver.

The third point: A technical signal not seen in two years has appeared.

Bollinger Band width has narrowed to a multi-year low. What does this mean?

In September 2024 and July 2025, whenever the Bollinger Bands compressed this much, a one-sided move of more than 20% followed.

Up or down? No one knows. But I do know this: the longer the consolidation, the more explosive the breakout.

The key level is $63,700, with $65,000 above and $62,500 below. Whoever holds their level first wins.

The bulls and bears face off—you decide

On one side:

Bollinger Bands compressed to an extreme, with a trend change imminent

The number of whale wallets is increasing, and smart money is accumulating

RSI at 46–47, neutral to slightly weak, with room for a rebound

The price is hugging the 50-day moving average; holding above it would signal strength

Extreme Fear at 26; historically, buying during panic has had a very high win rate

On the other side:

$250 million in ETF net outflows over three days, with institutions withdrawing

BTC did not rise on positive CPI, a dangerous sign of “positive-catalyst fatigue”

The price is far below the 200-day moving average, with medium-term bears in control

MSTR continues to sell, miners are selling, and short-term holders are cutting losses

August has historically fallen by an average of 10%

Key levels

Upside resistance: $64,500–$65,000 → $66,000–$67,000 → $69,000 (200-day moving average)

Downside support: $63,300–$63,700 → $62,500–$62,800 → $60,000–$60,500 (iron floor)

Trading strategies

Bullish approach:

Open a small long position at $63,300–$63,700, with a stop-loss at $62,800 and a target of $64,500–$65,000. If it holds above $65,000 on strong volume, add to the position and target $66,000–$67,000.

Bearish approach:

Try a short at $64,500–$65,000 on a rebound, with a stop-loss above $65,500 and a target of $63,000–$62,000.

For those staying on the sidelines:

Go long if it holds above $65,000 on strong volume; go short if it breaks below $62,500 on strong volume.

Position-sizing rule:

A single trade should not exceed 5–10% of total capital, with leverage no greater than 5x. Consolidation markets are the easiest places to lose money because both bulls and bears can get trapped.

BTC’s current script—

September 2024: Bollinger Band compression → breakout → 30% rise

July 2025: Bollinger Band compression → sharp drop → then a V-shaped reversal and 40% rise

August 2026: ??

The only certainty is this: however long it consolidates, that is how far it will explode.

When Extreme Fear hits, it is often not the time to be afraid.

It is the time to open your eyes wide and watch for the direction.

Are you holding a position or sitting in cash now?

At $63,700, are you betting on an upward move or a downward move?#GateLaunchpool瓜分141万枚DOS #Gate多项交易指标全球Top4 #我的七夕交易分享 $BTC $ETH $SOL

Why are fewer and fewer people interested in buying cryptocurrencies now?
Because many cryptocurrencies are simply no good.
They fall for months, suddenly surge for a few days, and then slowly lose 80% or even 90% of their value.
Meanwhile, some stocks in the stock market can rise 500% or even 1,000% in just six months.
When stocks can also deliver such massive gains, why buy cryptocurrencies that decline over the long term and rely on a few days of explosive growth to attract attention?
The problem may not be that people dislike high returns.
Rather, more and more people are realizing:
High returns do not necessarily have to come from cryptocurrencies.

Xina is a very capable young woman whom I reposted once before. In a bear market, it’s rare to find someone willing to share their own research, so you might want to follow her. Maybe one CA could bring you a massive win. Treat everyone and every meme equally—the next massive win could be yours.

Before entering the workforce, I thought my biggest advantage was that I could endure hardship
After a few years of experience in society, I realized others could eat shit...

SNDK at $1355—would you dare buy in?

First, the surface: plunging from 2354 to 998, the market was gripped by panic that the "cycle had peaked."

It rose 5% over the past 7 days, but from the June high of 2354, the maximum drawdown exceeded 40%, wiping nearly $100 billion off its market cap. It closed at 1344 yesterday, up 5.76%, with an intraday range of over $80—a classic "short squeeze + long-side probing" structure.

The candlestick chart tells you: the low at 998 could be the medium-term bottom.

First: earnings exploded, but the market is still "pretending not to believe it."

In its Q4 earnings report on August 5, revenue reached $8.97 billion, up 372% year on year, EPS was 39.25, and gross margin was 84.6%—all crushing expectations.

Under the NBM (New Business Model), multi-customer multiyear contracts have cumulative minimum contracted revenue of approximately $93.9 billion, already covering more than half of FY2027 capacity.

The company also announced an expansion of its buyback program to $15.5 billion, with Q1 guidance of $10.3-$10.8 billion in revenue and EPS of 44-46, both setting new records. Analysts' average price target is above 2000, with some seeing 3000.

Second: today's Investor Day could become the "starting gun for the second wave of the rally."

SNDK is holding its Investor Day today (August 13), and it is highly likely to announce its AI storage roadmap, capacity expansion details, and new customer signings.

Historical pattern: when leaders in the AI sector hold an Investor Day, it is often not about "telling stories," but about "showing orders."

Enterprise SSDs already account for 48% of global NAND shipments. AI inference is shifting storage demand from "training" to "inference + storage," representing a larger market than HBM. The ninth-generation 2Tb QLC 3D NAND was just launched, with higher density and faster speeds, targeting data-intensive AI scenarios.

Third: a signal has emerged technically that must be taken seriously.

The drop from 2354 to 998 was a drawdown of more than 40%. In both magnitude and duration, it has already met the criteria for a "healthy correction within a medium-term bull market."

On the daily chart: MACD momentum is improving, RSI has returned to the neutral 45-55 range, and the Bollinger Bands are expanding again after narrowing—a classic "calm before the storm."

Bulls versus bears—you decide

On one side:

Q4 revenue surged 372% year on year, gross margin was 84.6%, and EPS was 39.25, all crushing expectations

NBM contracts lock in $93.9 billion, with more than half of FY2027 revenue already secured

A $15.5 billion buyback, with Q1 guidance setting new records

Analysts' price targets are above 2000, with some seeing 3000

Today's Investor Day, a potential catalyst

A 40%+ pullback from 2354, with sufficient time and room

On the other side:

It rose 2700% in a year, and fear of heights is severe

The debate over whether the NAND cycle has "peaked" continues

YMTC's share is rising, intensifying competition

If Investor Day falls short of expectations, another sell-off could follow

Key levels

Resistance above: 1380-1400 → 1450 → 1500 → 1600+

Support below: 1300-1310 → 1260-1270 → 1200-1220

Trading strategy

For short-term traders:

Buy in batches on a pullback to 1320-1330 or around 1300, with a stop-loss at 1280 and a first target of 1380-1400; if it breaks through, look toward 1450-1500. If Investor Day brings a high-volume breakout above 1400, chase it directly, with a stop-loss at 1350.

For swing traders:

Add to positions after it holds above 1400, targeting 1600-1800, with a stop-loss at 1300. Reassess if it falls below 1200.

For long-term believers:

Dollar-cost average in batches below 1300. The AI storage supercycle has only reached halftime, not the final whistle. The 2027 target is 2000-2500+.

Shorting requires caution:

Only take a small short position if a rebound is rejected at 1400 and accompanied by a high-volume bearish candle, targeting 1320 with a stop-loss at 1420.

SNDK's current script—

Exactly the same as NVDA in 2023: explosive earnings → stock price surges → profit-taking → 40% pullback → retail panic → institutions buy the dip → Investor Day confirms the thesis → new highs.

Every time you sell at the lowest point, you are handing your chips to institutions.

Contracts worth $93.9 billion have locked in revenue for the next two years, and you're telling me the cycle has peaked?

Gross margin went from 20% to 84%—you call that a "sunset industry"?

What is your cost basis for SNDK?

Today's Investor Day—do you think it will be the "starting gun" or the "closing whistle"? #GateLaunchpool瓜分141万枚DOS #7月CPI符合预期通胀继续降温 #我的七夕交易分享 $BTC $ETH $SNDK

I recently tried Invincible Star, and my biggest takeaway is how easy it is to use. There’s no need to research complicated configurations—just download and install it, then connect with one click. You can also switch between nodes in different regions whenever needed, making it very beginner-friendly. It is currently still in the free trial period and only supports Android for now. After the free data allowance runs out, you can claim more and continue using it. ✅ Currently in free trial ✅ Claim more after the data allowance runs out ✅ Currently only supports Android 🎁

When I was young, my family was poor, so we couldn’t afford Claude Code.
We couldn’t afford ChatGPT either, nor Kimi or Gemini.
We could only use Doubao and listen to her Tang Xiao.
Every answer I got from Doubao made me maintain a certain degree of skepticism.
This cultivated my critical thinking skills.
I regard it as a gift poverty gave me.

Not every Altcoin is trying to solve the same problem.
That’s what makes this market interesting.
Some projects are focused on finance. Some are building around AI, DeFi, real-world assets, scalability, or decentralized computing.
Here are 10 major alts and what they’re mainly building around:
➜ $HYPE - Fast onchain trading and decentralized financial infrastructure.
➜ $LINK - Connecting blockchains with real-world data.
➜ $UNI - Making decentralized trading and liquidity more accessible.
➜ $SUI - Building fast infrastructure for the next wave of Web3 users.
➜ $AAVE - One of the key lending and borrowing protocols in DeFi.
➜ $ONDO - Bringing traditional financial assets onchain through RWA tokenization.
➜ $TAO - Building a decentralized ecosystem around artificial intelligence.
➜ $RENDER - Providing decentralized GPU power for AI, rendering, and compute.
➜ $KAS - A Proof-of-Work network built around scalable BlockDAG technology.
➜ $OP - Helping Ethereum scale through an ecosystem of connected Layer 2 networks.
Different coins. Different ideas. Different markets.
AI, DeFi, RWA, scalability, compute, interoperability, and Proof-of-Work are all competing for attention.
But a strong narrative can only take a project so far.
Long term, I’m watching which projects can turn the story into actual users, adoption, activity, and value.
That’s where the real winners could come from.
Which Altcoin narrative are you most bullish on? 👇

Jensen Huang Reveals the Truth: Will Semiconductors Surge Another 10x in the Future?

1. Shortages Across the Entire Industry Chain
Don’t think it’s only NVIDIA’s GPUs that are in short supply. From memory and storage to optical modules and advanced packaging, all the way to TSMC’s foundry services, every segment is scrambling for capacity, and the supply gap is enormous.

2. This Isn’t a Traditional Consumer Cycle—It’s an Infrastructure Revolution
This time is different!
This isn’t a cycle driven by consumer demand; it’s a restructuring of computing infrastructure.

3. The Current Scale Simply Can’t Support the AI Era
Compared with the massive computing infrastructure buildout, current semiconductor capacity is barely a drop in the bucket.
The entire industry must expand by another 5-10x just to barely keep pace with the times.
The semiconductor industry’s golden decade has only just begun!