Crypto KOL Community & Market Trends

Everyone, let’s follow each other if you have Blue V verification!
Genuine mutual follows—follow me and I’ll follow back!
The platform’s new rules took effect this weekend, and completing Blue V verification is now required to activate creator monetization.
Many creators in the space are stuck at the monetization threshold, and relying solely on organic follower growth is simply too slow, so I’m gathering everyone together.
Sincerely looking for mutual follows with Blue V creators in the same niche. New and established creators are all welcome—let’s keep the interaction reciprocal and never leave anyone hanging.
We’ll maintain only high-quality, consistent interaction and reject ineffective engagement farming. Let’s support one another as Chinese-language creators and weather the traffic winter together.
#蓝V # Blue V mutual follows #mutualfollows

Crypto is now the worst-performing major asset class since January 2025.
Meanwhile:
Silver: +107%
Copper: +66%
Gold: +60%
Nasdaq: +38%
Russell 2000: +31%
And crypto?
$BTC: -35%
$ETH: -47%
Altcoins: -57%
After such a wide performance gap, crypto is starting to look increasingly undervalued relative to other major asset classes.
The question is whether capital eventually rotates back into the sector.

Would you dare to buy the dip on SNDK at $1,215, the AI storage leader that has fallen 50% from $2,354?

Look at the surface first: a pile of positive news, yet the price is falling instead of rising.

Q4 earnings exploded—revenue of $8.97 billion, up 372% year over year, and EPS of $39.25, far above expectations. Data center revenue doubled, $93.9 billion in long-term contracts were signed, and $14 billion in additional buybacks were announced. The result? The stock was hammered from $1,400+ back to $1,200. It has fallen more than 48% from its ATH of $2,354, with around $1,200 serving as both previous support and a psychological level.

First: earnings “beat expectations, but not enough,” and Wall Street is forcing you to cut losses.

Q4 revenue was $8.97 billion, up 372% year over year and 51% quarter over quarter, beating expectations. EPS was $39.25, also above expectations. Data center revenue doubled. Yet the stock plunged.

The reason is absurd enough to make you laugh: next-quarter guidance was $10.3–10.8 billion, with the midpoint “slightly below some of the most optimistic expectations.”

All this because of that? Yes, because it “failed to satisfy everyone’s fantasies,” Wall Street crushed the stock by 20%.

Second: Do you think you’re trading an AI bubble? You’re betting on humanity’s infrastructure for the next decade.

SanDisk isn’t “trading on a concept”; it is the water and electricity of the AI era.

AI training requires reading massive amounts of data, while inference requires high-speed storage.

Every time your ChatGPT answers a question, it reads from an SSD at least once behind the scenes.

Without SanDisk’s NAND flash memory, all AI models are scrap metal.

Long-term contracts worth $93.9 billion have been signed, covering half of FY27 production and two-thirds of FY28 production, with gross margins locked in at 80%. An additional $14 billion in buybacks was announced, leaving $15.5 billion in remaining repurchase authorization.

Third: RWA tokens give you a “24-hour window to buy the dip on US stocks.”

The SNDK perpetual contract is a tokenized stock product that can be traded 7x24 hours. US markets closed? You can still buy it on the exchange.

Weekend liquidity is poor, volatility is amplified, and funding rates may eat into long profits. But think about it the other way: if $1,200 is the bottom, you enter over the weekend when others are afraid to buy, and by the time US markets open on Monday, you’ll be the one who saw it coming.

The bull-bear battle—judge for yourself.

On one side:

Q4 revenue of $8.97 billion, up 372% year over year, with AI storage demand surging.

$93.9 billion in long-term contracts lock in revenue for the next three years, with gross margins above 80%.

An additional $14 billion in buybacks, with another $15.5 billion in ammunition on the balance sheet.

A drop from $2,354 to $1,215, a 48% retracement, meaning valuation has already been substantially digested.

Analyst price targets are generally $1,800–2,200.

On the other side:

Guidance was “slightly below the most optimistic expectations,” damaging short-term sentiment.

The risk of NAND cycle volatility has not disappeared.

Overall valuations across AI semiconductors are currently contracting.

If it breaks below $1,150–1,100, panic selling could drive it down to $1,000.

Key levels

Resistance above: $1,250–1,300 → $1,350–1,400 → $1,500+

Support below: $1,180–1,200 (strong support) → $1,150 (lifeline) → $1,000–1,050

Trading strategy

Short-term traders:

Lightly test long positions around $1,215, set a stop-loss at $1,150–1,180, take profits in batches at $1,250–1,300, and add to positions on a breakout above $1,300, targeting $1,350–1,400.

Swing traders:

Wait for a pullback to $1,180–1,200 to stabilize, then add on a long lower shadow or a volume-backed bullish candle; chase longs toward $1,500+ after a decisive breakout above $1,300 and sustained trading above it. Cut losses and exit decisively if it breaks below $1,150.

Long-term believers:

Accumulate in batches below $1,200 and hold for at least six months. SanDisk is the undisputed leader in AI storage; long-term contracts lock in revenue, buybacks support the share price, and AI capital expenditure is still accelerating—three fundamentals converging, with a target of $1,800–2,200 by the end of 2026.

SNDK today is Nvidia in 2023—

99% of people thought, “After rising 10x, it must be ready to crash.” When it later pulled back from $200 to $140, nobody dared to buy; it subsequently rose to $1,000.

The day $1,300 breaks out, you’ll realize:

It wasn’t the storage bubble bursting—you were just scared out halfway up the AI revolution every single time.

What is your cost basis for SNDK?

At $1,215, would you dare to buy the dip on the AI storage leader? #MoonshotAIPreIPOs开启 #非农爆雷降息预期逆转 #股票交易分享挑战 $SNDK $NVDA $MU

Crypto is now the worst-performing major asset class since January 2025.

Meanwhile:

Silver: +107%
Copper: +66%
Gold: +60%
Nasdaq: +38%
Russell 2000: +31%

And crypto?

$BTC : -35%
$ETH : -47%
Altcoins: -57%

After such a wide performance gap, crypto is starting to look increasingly undervalued relative to other major asset classes.

The question is whether capital eventually rotates back into the sector.

#MoonshotAIPreIPOsOpen
#StockTradingShareChallenge
#CLARITYActVoteWindowClosing

BTC at $65k, a disastrous nonfarm payrolls report, and ETFs buying aggressively—are you still afraid to get on board?

Look at the surface first: the bad news is exhausted, and institutions are scrambling to accumulate.

Nonfarm payrolls unexpectedly fell by 23k, the probability of a September rate hike plunged, and BTC rose above $65k in response. ETFs have seen net inflows for several consecutive days, including $98.8 million on August 7 alone. But the ATH of 126,200 is still hanging overhead—down 45% from the peak, you held on for almost a year and have just broken even. There is only one thought in your mind: should I run?

The 64,500–65,300 range is consolidating, RSI is neutrally bullish, volume is expanding moderately, and the market is at the end of its consolidation, with a directional move imminent.

First: the nonfarm payrolls data was disastrous, but you may not have understood it at all.

Employment fell by 23k jobs, while the expectation was for an increase of 80k. This is a genuine “economic cooling signal.”

Does that sound like bad news? After the data was released, BTC surged directly from 64,000 to 65,000. Bad news was interpreted as good news: the economy is weakening, the Federal Reserve will not dare raise rates, and may even cut them. When everyone thinks “the economy is going to collapse,” liquidity injections are coming and assets are going to rise.

Second: ETFs have seen consecutive net inflows, and institutions are “lifting the sedan chair” for you.

ETF net inflows reached $98.8 million on August 7, and cumulative inflows in August have already reached several hundred million dollars. IBIT led the gains, while clear signs of whale accumulation have emerged on-chain.

Spot ETF cumulative net inflows have exceeded $50 billion, with total assets of approximately $79.5 billion, accounting for about 6% of BTC’s market capitalization. This figure is still growing rapidly.

Third: the 126k top is not the end, but merely halftime.

From 126k down to 65,000, a 45% drop. Does that look frightening? Then look at history:

In 2021, BTC fell from 69k to 30k, a 56% drop. What happened afterward?

In 2024, BTC fell from 73k to 50k, a 31% drop. What happened afterward?

Every drop was followed by a new high. Is this time different? It is always the same.

Bulls and bears face off—judge for yourself

On one side:

Nonfarm payrolls unexpectedly weakened, rate-cut expectations increased, and risk assets benefited

ETFs have seen consecutive net inflows, with institutional buying providing strong support

The halving cycle effect remains in place, and scarcity will only intensify

The 64,500–64,800 support zone has been repeatedly tested, with bulls defending it tenaciously

On the other side:

After falling from 126k, the trapped supply is huge, and 65,000–66,000 is a dense supply zone

If CPI comes in hot, all the bullish factors will be for nothing

Weekend liquidity is thin, and a single wick can trigger your stop-loss

Strategy has taken selling actions, and miners are also selling

Key levels

Resistance above: 65,500–66,000 (upper channel boundary) → 67,000 → 70k+ (psychological level)

Support below: 64,500–64,800 (short-term moving average) → 63,000–63,500 (strong support) → 62,000–62,500 (last line of defense)

Trading strategy

Short-term traders:

Go long with a small position around 65,000, set a stop-loss at 64,000, take half off at the 65,500–66,000 target, and add to longs if 65,500 holds, targeting 67,000.

Swing traders:

Add to your position after a pullback stabilizes at 64,500–64,800. A confirmed breakout above 65,500 with increased volume is the real confirmation signal; only take a heavy position after confirmation. If 63,000 breaks, get out first—don’t hold on.

Long-term believers:

Just keep dollar-cost averaging. 126k in 2025 is not the end; it will only be higher in 2029. BTC’s bottom in every bear market has been higher than the bottom in the previous bear market, and 65,000 in this cycle may be a price it never returns to.

Risk-control rules:

Leverage no higher than 3–5x

A single position no larger than 10% of total capital

A stop-loss is mandatory; keep a close eye on things over the weekend

BTC now resembles 25,000 in early 2023—

99% of people thought “it can’t go any higher,” but it doubled to 70,000 six months later.

The day 66,000 breaks through, you will realize:

It was not that BTC was incapable—the problem was that you got scared out at the bottom every time.

What is your BTC cost basis?

At 65,000, will you choose to “escape after breaking even” or “add to your position and fight to the end”? #非农爆雷降息预期逆转 #股票交易分享挑战 #周末行情分析 $BTC $ETH $SOL

AI-generated content is now everywhere. Just a few months ago, I was still hearing that the AI era was coming and that, in the future, our desire for a sense of human authenticity would become extremely strong. Yet how long has it been? Now I feel that this world has less and less of that “human touch.” The AI era is destined to make the distance between us increasingly greater～

$ETH Update
Ethereum is consolidating tightly around $1,920 on the 15m chart after a sharp bounce from the $1,912 local low up to $1,923.

Key Market Data:
Current Price: $1,920.45 (+0.11%)
24h High / Low: $1,942.28 / $1,905.63
24h Turnover: $116.36M USDT
Bulls are maintaining control above the $1,918 support line.

A sustained breakout above $1,924 could trigger short-term bullish momentum toward the $1,930+ resistance zone, while a dip below $1,918 opens a retest of $1,912.

What’s your next move long or short? #ContentMining #GateSquare

SPCX at $133: 900 million unlocked shares couldn’t knock the stock price down, while blowout earnings sent it soaring 16%—is this a “golden opportunity” or a “desperate exit rally”?

First, on the surface: the bad news is out, and a violent rebound is underway.

On August 6, 911.5 million insider shares were unlocked, sending the float from 4.9% to 11.8%. The market had expected tens of billions in selling pressure—but instead, the stock surged from 107 straight back to 133, up 15.8% in 24 hours. The double-bottom structure was confirmed, volume expanded on the breakout, the bearish impact of the unlock was absorbed, and the bulls sounded the counterattack.

First point: 900 million shares were unlocked, but they couldn’t knock the stock price down at all.

On August 6, SpaceX’s first major lock-up expiration took place, allowing approximately 911.5 million insider shares to be sold. The float doubled, and retail investors panicked: “Insiders are going to cash out tens of billions—run!”

And what happened? The stock rose instead of falling, climbing from 107 back to 133.

The same script played out when Tesla’s lock-up expired in 2021—how many people were shouting “crash” at the time? Tesla then rose from 600 to 1200.

Second point: Q2 earnings exploded, and SpaceX is not a “story stock”—it is a “money-printing machine.”

Q2 revenue was $7.81 billion, up 92% year over year and beating expectations. Adjusted EBITDA grew significantly, while net losses continued to narrow.

Starlink subscriptions doubled to 12 million, while enterprise and government contracts surged

Starship V3 completed two successful test flights, with full reusability within reach

AI cloud services and chip partnerships, with tens of billions in contracts secured

Analysts raised their target to 160, and Argus directly issued a “Buy” rating

Third point: The fundamentals are absurdly strong, making every dip an opportunity.

SpaceX’s core highlights:

Vertical integration across aerospace, satellite communications, and AI, unmatched globally

Once Starship’s full reusability is implemented, launch costs will drop by 90%

Valuation of $1.7-$1.75 trillion—is it expensive? But Starlink alone could be valued at over $1 trillion if spun off separately

Here’s how the bulls and bears stack up—you decide

On one side:

The lock-up expiration has been absorbed, and the market voted with its feet—it did not fall but rose instead, with strong buying

Q2 revenue of $7.8 billion + 92% growth, with explosive earnings

12 million Starlink users, tens of billions in AI contracts, and three successful Starship flights

Double-bottom pattern + high-volume breakout; the trend has turned bullish

On the other side:

More staggered unlocks are still ahead, including August 21

Continued high Capex, with free cash flow still under pressure

Short-term RSI is overbought, and the stock may retrace to 125-128

The 135 IPO price presents major psychological resistance

Key levels

Upside resistance: 135 (IPO psychological barrier) → 140-150 → 160+ (analyst target)

Downside support: 125-128 (breakout level) → 115-120 (strong support zone) → below 110 (previous low)

Trading strategy

Short-term traders:

Go lightly long around 133, add on a pullback to 128-130, set a stop-loss below 125, take profits in batches at 135-140, and target 150-160 if 140 breaks.

Swing traders:

Wait for a high-volume hold above 135 and a pullback that does not break below it, then add and target 160+. If a false breakout reverses and falls below 125, stay on the sidelines for now.

Long-term believers:

Build positions in batches between 115-125 and hold for at least 6 months. SpaceX is one of the rarest assets on this planet—the true long-term holders after the IPO are not looking at next month’s K-line, but at Starlink’s global coverage + Starship’s Mars program + an AI infrastructure empire. Target 200+.

When everyone is waiting for bad news to crash the market, but it cannot knock the price down—that is the bottom.

SPCX now looks just like Tesla in 2019—

99% of people thought “the valuation of a loss-making company is too high and it is going to crash,” but it then rose from 40 to 400.

The day 135 breaks, you will realize:

It was not that SpaceX was incapable—it was that you kept getting scared into selling at a loss by every lock-up expiration headline.

What is your SPCX cost basis?

At 133, are you brave enough to get on board, or will you wait for a pullback? #非农爆雷降息预期逆转 #股票交易分享挑战 #周末行情分析 $BTC $SPCX $TSLA

Up/down swings of ±17%! Major earnings reports from 9 AI tech stocks are coming next week. Key data at a glance:
Monday, August 10
1. Rocket Lab $RKLB
Wall Street expects a loss of around $0.06 to $0.08 per share this quarter, a smaller loss than last year. Revenue is expected to reach $1.6T to $236 million, up about 60% year over year. The company previously guided for revenue of $225 million to $240 million and a gross margin of roughly 33% to 40%. Investors will mainly watch whether the Space Systems business can remain profitable, whether Neutron rocket testing can stay on track for completion by year-end, how much backlog remains, launch frequency, and new contracts. The options market implies a potential swing of about 14% to 17% in either direction, which is substantial. A slowdown in revenue or project delays could send the stock tumbling, while strong guidance combined with positive rocket news could trigger a surge.
Tuesday, August 11
2. CoreWeave $CRWV
is still expected to post a heavy loss this quarter, with a loss of around $1.22 per share as it continues aggressively expanding capacity. Revenue is expected to reach $2.55 billion, more than doubling year over year. The key questions are how much of its $99 billion backlog can convert into actual revenue, how its AI data center construction is progressing, how much it will spend expanding this year, how many major contracts it has signed, and whether debt will weigh on cash flow. Options imply a move of about 15.5% in either direction. Slow backlog conversion or excessive spending could be a drag, while revenue and guidance beating expectations could send the stock soaring.
3. Super Micro Computer $SMCI
is expected to earn $0.68 to $0.96 per share, a sharp year-over-year increase. Revenue is expected at $11.0 billion to $11.6 billion, roughly doubling. The company recently updated its forecast to revenue of $11.0 billion to $12.5 billion, raised its gross-margin target to 15% to 17%, and reported a backlog of more than $60 billion. The focus will be on whether AI server sales are progressing smoothly, whether cash is converting efficiently, whether competitors are taking market share, and whether capacity can keep up. AI server stocks are highly volatile. Execution problems or tight cash flow would be troublesome, while strong gross margins and backlog could support a rally.
4. Lumentum $LITE
is expected to earn $2.62 to $3.03 per share, potentially several times last year’s level. Revenue is expected at approximately $989 million to $1.01 billion, doubling year over year. Investors will mainly watch whether demand for optical modules, especially AI-related products, remains strong, how gross margins are performing, and what the company says about next-quarter and full-year outlook.
Wednesday, August 12
5. Nebius $NBIS premarket
It is still expected to post a loss of around $0.53 to $0.70 per share. Revenue is expected at $545 million to $592 million, up four to five times year over year. The key points are how rapidly its AI cloud business is growing, whether its year-end ARR target can reach $7 billion to $9 billion, how data center construction is progressing, its planned $20 billion to $25 billion in capacity expansion spending this year, and the pace of GPU deployment. As a high-growth AI cloud stock, overly aggressive expansion or a lack of profitability could create pressure, while strong growth and guidance could drive a sharp rally.
6. Cisco $CSCO
It is expected to earn around $1.17 per share, up about 18% year over year, while the company itself guided for $1.16 to $1.18. Revenue is expected at $16.8 billion to $16.85 billion, compared with the company’s guidance of $16.7 billion to $16.9 billion, up roughly 15% year over year. Investors will focus on whether AI-related orders can continue surging, how networking and security products are selling, whether gross and operating margins remain stable, and how the full-year guidance looks. The stock could weaken if AI orders fall short, while strong AI contributions and solid guidance could provide support.
7. Coherent $COHR
It is expected to earn $1.62 per share, up more than 60% year over year. Revenue is expected at $1.99 billion to $2.03 billion, up 30% year over year. The company’s preliminary guidance calls for revenue of $1.91 billion to $2.05 billion, earnings per share of $1.52 to $1.72, and a gross margin of 39% to 41%. Investors will mainly watch shipments and pricing for 800G and 1.6T optical modules, AI data center demand, and whether capacity can keep up. Optical stocks are highly volatile, potentially swinging 10% to more than 15% in either direction. A rapid price decline or weak demand could send the stock tumbling, while strong shipments and guidance could drive gains.
8. Cerebras Systems $CBRS
It is still expected to post a loss of around $0.17 to $0.19 per share. Revenue is expected at $191 million to $194 million, compared with the company’s previous guidance of approximately $194 million. Investors will watch whether gross margin for the core business can reach 36% to 38%, the size of the loss, how quickly backlog converts into revenue, progress in its partnerships with OpenAI and AWS, and whether full-year revenue can reach $855 million to $865 million. Newly listed AI hardware stocks are highly volatile, potentially swinging 10% to more than 15% in either direction. Excessive customer concentration or slow conversion could cause problems, while solid backlog conversion combined with strong guidance could send the stock higher.
Thursday, August 13
9. Applied Materials $AMAT
is expected to earn $3.36 to $3.46 per share, compared with the company’s guidance of around $3.36, up more than 30% year over year. Revenue is expected at approximately $9 billion, compared with the company’s guidance of around $8.95 billion, up roughly 23% year over year. The key questions are whether semiconductor equipment, especially for AI-related advanced processes, is selling well, whether gross margin can remain near 50%, how far into the future the backlog extends, and whether full-year equipment revenue can grow by more than 30%. Semiconductor equipment stocks are relatively stable, with potential moves of roughly 5% to 10% in either direction. A downturn in the capital spending cycle could weigh on the stock, while resilient AI demand could provide support.

BICO at $0.058—would you bet on it?

First, look at the surface: FOMO is going wild, with exchanges flooding the screens.

It just hit an all-time low of 0.011 on July 28, then violently surged to 0.0638 within a week, up more than 430%. 24-hour trading volume reached hundreds of millions, with an absurdly high turnover rate relative to its market cap. Consecutive high-volume bullish candles broke through, RSI entered overbought territory, and the 4H chart has begun pulling back after a spike, showing short-term overheating. Beware of a violent correction.

First: this is not driven by fundamentals—it is a "short squeeze meat grinder."

There is no major unlock pressure, no major partnerships, and no explosive revenue growth. BICO fell from its ATH of $8 to 0.011 over a full four and a half years, losing 99.86%.

Then it surged 430% in one week.

On-chain data shows that the top 100 wallets control the overwhelming majority of the supply—pushing it up only requires a few whales to work together, and dumping it only requires them to click a mouse.

Second: the account abstraction narrative is appealing, but BICO is not the only player.

Biconomy focuses on ERC-4337 account abstraction infrastructure, gasless transactions, batch transactions, and cross-chain orchestration. The technical direction is sound, but the sector also includes Safe, Pimlico, and Stackup—the competition is extremely intense.

When the AA narrative was hottest in 2021, BICO's market cap reached several billion dollars. Now? After falling 99%, it has only rebounded to a market cap of $50-60 million.

Even the best technology is useless if nobody uses it. Where are the user growth figures? Where is the revenue?—The short-term surge is driven entirely by speculative capital and has nothing to do with fundamentals.

Third: the technical indicators are showing a fatal divergence signal.

The weekly chart's rebound from 0.011 has indeed been strong, but daily RSI has already entered overbought territory, while the 4H chart shows long upper wicks after a spike. Although volume has increased, rising volume with stagnant prices at highs is a classic distribution signal.

Bulls versus bears—see for yourself

On one side:

A violent 430% rebound from 0.011, with astonishing trend strength

New perpetual contracts launching plus points incentives, drawing in speculative capital

No major unlock pressure, with circulating supply essentially fully released

The AA narrative could reignite as the Ethereum ecosystem recovers

On the other side:

The top 100 wallets have extremely high control, and whales can dump at any time

Overbought RSI plus rising volume with stagnant prices at the highs—clear short-term overheating

ATH of $8, while it is still down 99%—the trapped supply is enormous

Fundamentals lack supporting revenue/user data

Key levels

Upside resistance: 0.064 → 0.07-0.075 → 0.08

Downside support: 0.052-0.055 → 0.045-0.049

Trading strategy

Aggressive short-term trading:

Try going long if 0.055-0.057 holds on a pullback, confirmed by a high-volume bullish candle; stop-loss below 0.051, targets 0.064-0.068.

Shorting/taking profits at the top:

If it spikes to 0.062-0.065 and encounters resistance while volume contracts, consider a small short position; stop-loss above 0.068, target 0.052-0.055.

For existing holders:

Reduce positions in batches above 0.06; don't get greedy for the final 10%. Set a trailing stop-loss at 0.052 to protect profits.

BICO now looks just like ICP in 2021—

It fell from 400+ at its ATH to 40, rebounded to 100 as everyone shouted "the bull market is back," and then dropped to $3.

On the day 0.064 breaks through, 99% of people will chase in. Then what?

Remember: Those who make the real big money always buy when nobody cares and sell when the crowd is roaring.

Is it a time when nobody cares or when the crowd is roaring? You decide.

Would you chase BICO at this level?

At 0.058, would you bet on this "dead coin revival"? #非农爆雷降息预期逆转 #股票交易分享挑战 #周末行情分析 $BTC $ETH $BICO

Gold at $4,345—would you dare chase it?

First, on the surface: the bad news is exhausted, and a violent rebound is underway.

Gold surged 7% this week, its best weekly gain in nearly 8 months, jumping straight from the $4,040–$4,100 range at the start of the month to $4,345. A shockingly weak nonfarm payrolls report, falling oil prices, and easing geopolitical tensions—all the catalysts arrived overnight. Gold has broken out of a multi-week consolidation wedge, extending upward from $4,166–$4,220. Friday’s high touched $4,375, with bullish momentum strong, but key resistance is right ahead.

First: the Fed has admitted defeat, but you may still be confused.

July nonfarm employment fell by 23k instead of increasing, far below expectations for an increase of 80k. The probability of a September Fed rate hike plunged from 70% to 55%—in plain English: rate hikes are no longer feasible, and rate cuts are already on the way.

Real yields are under downward pressure, and gold’s biggest enemy is retreating.

Institutions including UBS have already raised their medium-term targets, pointing to $5,000+ in the first half of 2027.

Central banks made net gold purchases of 289 tons in Q2, a sharp year-on-year increase—institutions are buying far more aggressively than you are.

Second: gold’s fundamentals are much stronger than you can imagine.

Mine supply is growing by only 1–2% per year, while central banks continue aggressively buying gold as they diversify their reserves. De-dollarization is not a slogan but a trend. Investment demand is highly sensitive to real interest rates. Now, rising rate-cut expectations → falling real yields → gold must rise.

Third: a signal has appeared on the technical side that must be taken seriously.

This week, gold broke out of a multi-week consolidation structure on heavy volume, extending upward from $4,166–$4,220. Friday’s high touched $4,375. The daily chart shows higher lows and strong bullish candles, with volume supporting the rise and declining volume on pullbacks—a textbook healthy breakout pattern.

But $4,380–$4,392 is a dense resistance zone around the 100-day moving average, followed by the psychological barrier at $4,400. Will gold break straight through and head for $4,500, or pull back to $4,300 first before building momentum?

The bulls and bears face off—you decide.

On one side:

A shockingly weak nonfarm payrolls report, rising rate-cut expectations, and real yields under pressure

Central banks’ net gold purchases of 289 tons in Q2, up year on year, providing strong support

A breakout from the weekly consolidation wedge, with upward momentum

Institutional targets of $4,500–$5,000+, leaving further upside

On the other side:

$4,380–$4,400 is a dense area of strong resistance, with profit-taking pressure in the short term

Weekend liquidity is low, so Monday could see a gap

If CPI data exceeds expectations, it could suppress rate-cut expectations

Discounts for physical gold in Asia are widening, and high prices are curbing some buying

Key levels

Upside resistance: $4,380–$4,392 → $4,400 (psychological barrier) → $4,450–$4,500

Downside support: $4,320–$4,300 (pullback zone) → $4,230–$4,250 → $4,150–$4,180

Trading strategy

For short-term traders:

Lightly enter long positions around the current $4,345 level, with a stop-loss below $4,300. First target: $4,380–$4,400; second target: $4,450.

For conservative swing traders:

Wait for a pullback to $4,320–$4,300 and add positions after stabilization, confirmed by a long lower wick or a high-volume bullish candle. A sustained breakout above $4,400 could be bought, targeting $4,500.

For long-term believers:

Around $4,345 remains a relatively attractive accumulation zone. Build a position through periodic investing, targeting $5,000+. But remember—if gold breaks below $4,230 on heavy volume, reduce positions and wait, then add again at $4,150.

For the bearish view:

Only consider a short position targeting $4,150 after a clear break below $4,230 on heavy volume.

Gold now looks just like the starting point of the 2019 bull market—

99% of people thought, “It’s risen too much; a pullback is due,” but it then surged from $1,400 all the way to $2,000+.

On the day $4,400 breaks through, you will realize:

It wasn’t that gold was incapable—it was that you kept missing out because of hesitation.

What is your cost basis for gold?

At $4,345, would you dare chase it? #MoonshotAIPreIPOs开启 #非农爆雷降息预期逆转 #股票交易分享挑战 $BTC $XAU $XAUT

Crypto has gone from one of the hottest markets to the worst-performing major asset class since January 2025.
Here’s the performance gap:
• Silver: +107%
• Copper: +66%
• Gold: +60%
• Nasdaq: +38%
• Russell 2000: +31%
Meanwhile:
• Bitcoin: -35%
• Ethereum: -47%
• Altcoins: -57%
That kind of divergence is hard to ignore.
Crypto has been heavily repriced while traditional assets continued pushing higher.
If the market eventually rotates back into risk assets, crypto could have some serious catching up to do.
Undervalued or simply out of favor? That’s the question.

Can you really bet on ACE at $0.103?

Look at the surface first: explosive rises and falls, a frenzy for retail traders.

Three days ago it was $0.07, then surged to $0.15 within a day, up more than 100%, with 24-hour trading volume soaring over 800%. It topped trending searches across the crypto market, communities were buzzing, and everyone was asking, “What is ACE?” A long upper wick near $0.15 rejected the price, which fell back to fluctuate around $0.10-$0.11. RSI pulled back from overbought levels, and trading volume began to shrink—the people chasing the rally are already stuck at the top.

First: ACE rose 100% in three days, but there has been no positive catalyst.

No new partnerships, no major game update, no major announcement. The only “positive catalyst” is that—it had fallen too much before.

From its $17.25 ATH on December 17, 2023, it fell to $0.0618 in July 2026, a 99.6% drop. $1,000 turned into $4—who could take that? So when the price rebounded from $0.06 to $0.15, the community went crazy: “It’s back, everything is back!”

A rally without fundamentals will fall the same way it rose.

The long upper wick at $0.15 is the market manipulator telling you, “Thanks for providing liquidity.”

Second: What is ACE? It has a product, but no hype.

Fusionist is an AAA-level mech game with playable content on Steam and its own Endurance blockchain. It is not a scam coin.

Its market cap is only $10-15 million, while its daily trading volume is higher than its market cap

The project has something, but nobody plays it

The price is driven by sentiment, not supported by fundamentals

There is also an unlock on August 18, which will bring more selling pressure

Third: A signal has appeared on the technical chart that must be watched carefully.

The daily MACD is weak and choppy, RSI has fallen from overbought territory to neutral, and trading volume has clearly contracted during the pullback—typical of waning bearish momentum, but the bulls are also running out of strength. $0.100-$0.102 is the current key support. If it fails to hold, $0.090-$0.095 is the next line of defense, followed by the $0.070-$0.080 launch zone.

The bulls and bears are facing off—you decide

On one side:

Down 99% from its ATH, with tokens changing hands extensively

A 100% gain in three days, with market attention surging

Small market cap and high elasticity—once sentiment arrives, it can double quickly

Around $0.10 is a recent low and psychological support

On the other side:

No substantive positive catalyst, purely sentiment-driven

The August 18 unlock is approaching, bringing selling-pressure risk

The GameFi sector is broadly quiet and lacks sustainability

Heavy overhead supply from the long upper wick at $0.15

Trading volume has already begun to shrink

Key levels

Upside resistance: $0.110-$0.115 → $0.130-$0.140 → $0.150

Downside support: $0.100-$0.102 → $0.090-$0.095 → $0.070-$0.080

Trading strategy

For short-term traders:

Try a small long position around $0.103, with a stop-loss at $0.095, a first target of $0.110-$0.115, and a second target of $0.130.

For conservative traders:

Wait for a pullback to $0.090-$0.095 to stabilize, indicated by a long lower wick and declining volume, before entering. Alternatively, wait for a high-volume break and hold above $0.11-$0.12 before chasing; the win rate will be higher.

Bearish approach:

If a rebound to $0.11-$0.12 encounters resistance on rising volume, consider a small short position, targeting $0.095-$0.090, with a stop-loss above $0.125.

Risk-control essentials:

Small market cap + high turnover = a 50% gain in one day can also become a 40% loss in one day. Limit the loss on any single trade to 1-2% of total capital, and do not hold positions overnight over the weekend. When liquidity is poor, a sudden wick can kill you.

ACE now looks just like those “dead-cat bounce” coins from 2024—

99% of people think “this time is different,” only to discover a month later that they are still the same retail bagholder.

Those who chased at $0.15, are you doing okay now? #非农爆雷降息预期逆转 #股票交易分享挑战 #周末行情分析 $BTC $ETH $ACE

@cas_abbe @Acurast This is a much smarter way to scale decentralized compute. Real devices, real participation

Ordinary VPNs turn into slideshows every night, making you switch nodes more often than clothes, secretly throttling your speed halfway through your data, and leaving 4K stuck on the buffering circle—until you switch to Little Rocket VPN. Official website: It uses an IEPL physical dedicated line instead of competing for the single-lane public internet. During peak evening hours, dragging through a 4K original-quality video still responds instantly without buffering. Its self-developed client connects with one click, so even nontechnical users can use it, and it works on both phones and computers.

$BTC short: cooked
$ETH short: cooked
$HYPE short: absolutely cooked HARD
Currently down so bad even liquidation price is starting to look like a take-profit
But still holding the shorts
Either i am about to be right
or this market is about to teach another expensive lesson
What do u say ?

A whale just accumulated 1,346 $BTC worth around $87M.
Does he know something?

Today's AI U.S. stock information gap:
1. The storage supercycle is over! $SNDK continued to plunge 4%, with multiple institutions cutting its price target by 13-40%; $MU $SKHY $STX $WDC fell 1-4%
2. $SPCX surged 16%! No one dares to short Musk, so everyone is aggressively buying call options, while institutions are raising their price targets
3. Weak nonfarm payroll data proves inflation is not severe! Nonfarm employment fell by 23k, far below expectations, sending the probability of a rate hike in September plunging to 40%; next Wednesday, all eyes will again be on the CPI
4. Worried that its large model is too powerful, OpenAI delayed its release! OpenAI's new Astra model can now act as a hacker itself and independently carry out cyberattacks
5. $NVDA is starting to move into power! It invested $3 billion in Lancium, a company specializing in large-scale power and data center infrastructure, which is expected to IPO next year

HYPE at $54—do you dare buy the dip?

First, on the surface: the bearish catalyst has landed, yet resilience is astonishing.

It has retraced nearly 30% from its ATH of $76.95, reaching a low of $51. On August 6, core contributors unlocked 9.9 million HYPE. The market initially feared "$600 million in selling pressure," but the actual selling was only around $22 million—the price didn't collapse and instead rebounded 10%. The $51-$53 support zone has held multiple times, the daily chart has formed a higher-low structure, and volume expanded during the rebound, showing seller exhaustion and a rising bottom.

First point: a $600 million unlock, and that's it?

The unlock of 9.9 million HYPE scared the market half to death: "The whales are going to dump! Run!"

But what happened? Actual selling was only $22 million, and the price bounced directly from $51 back to $57.

The same bearish catalyst caused a 20% drop the first time, a 10% drop the second time, and the market completely ignored it the third time.

Second point: HYPE's fundamentals are stronger than you might believe.

Q2 protocol revenue was $169 million, of which $141 million was used to buy back and burn HYPE. Cumulative protocol revenue has surpassed $1 billion.

Every quarter, $140 million in real cash buys HYPE on the market and then burns it.

RWA perpetual trading has surged to 32% of the total, becoming a new growth engine.

This isn't an air coin—it's a money-printing machine with real revenue, real buybacks, and real deflation.

Third point: a signal has appeared on the technical chart that must be taken seriously.

Since pulling back from its June ATH, the daily chart has fallen about 30%, with the $51-$53 bottom zone repeatedly tested and holding. On the 4H chart, HYPE rebounded from $51 to $57 before pulling back to $54, which is a normal retest after a breakout. The MACD is converging at low levels, while volume contracted during the decline and expanded during the rebound—a textbook bottom-accumulation pattern.

However, $55-$56 is short-term resistance, while $57-$58 is a stronger resistance zone. Will it break through directly and return to $60+, or dump back to $51 again?

You can judge the battle between the bulls and bears yourself.

On one side:

The strong $51-$53 support has held three times, and the bottom is rising.

The bearish impact of the unlock has landed, with actual selling pressure far below expectations.

Q2 revenue of $169 million plus $141 million in buybacks provides real cash support.

RWA's share has surged to 32%, and a new growth engine has been activated.

On the other side:

It is down 21% for the month, with heavy overhead supply.

Resistance at $55-$58 is formidable, making a short-term breakout difficult.

JPMorgan pointed out that ETF inflows are slowing and competition is intensifying.

If BTC falls below $64k, HYPE could follow.

Key levels

Resistance above: $55-$56 → $57-$58 → $60+

Support below: $53 → $51-$52 (strong support; a break below requires caution)

Trading strategy

Short-term traders:

Try a small long position around $54, with a stop-loss at $51-$51.5 and a first target of $55.5-$57 (take profits in batches); if it breaks through, look toward $58-$60.

Swing traders:

Add to your position if $53-$54 holds on a retest, accompanied by a long lower wick or a bullish candle on increased volume. If it breaks through $57 and holds, go long toward $60+.

Long-term believers:

Dollar-cost average in batches below $54. HYPE is the DeFi perp leader, with real cash flow and a buyback mechanism providing hundreds of millions of dollars in buying support every year. The target for the end of 2026 is $80-$100, betting on continued RWA growth and new highs in protocol revenue.

HYPE now looks like SOL in 2023—

99% of people thought "a drop means a collapse," but it rose from $20 to $200.

On the day it breaks through $57, you'll realize:

It wasn't that HYPE was no good—it was that you got scared away by bearish catalysts every time.

What is your HYPE cost basis?

At $54, do you dare buy the dip? #非农爆雷降息预期逆转 #股票交易分享挑战 #宇树发行价150.80元中一签能赚多少 $BTC $SOL $HYPE

Hormuz talks have “made progress”: Half the oil-price hole has been filled, while the other half is still hanging overhead

Have you seen the news?

“U.S. officials said that Iran and Oman have made progress in talks over the Strait of Hormuz.”

Oil prices fell in response—WTI dropped 7.67% this week, closing at $78.18; Brent fell to around $81.50.

From the July 23 high of $93.83, it has fallen a full 16% in less than three weeks.

People in online circles are already shouting: “Oil prices have crashed, inflation is going down, and BTC is about to take off!”

Stop.

Are you sure the risk has really been resolved?

First, let’s discuss what exactly has “progressed.”

Iranian Deputy Foreign Minister Ali Bagheri Kani said on August 5 that the agreement was close to being finalized. Iranian Foreign Ministry spokesperson Esmaeil Baghaei even said that both sides had reached an agreement on the geographical coordinates of the proposed new route.

Sounds great, right?

But what did Trump say on August 6?

“The agreement cannot yet be considered formally concluded.”

Moreover, Iran’s parliament is reviewing a preliminary bill that would ban vessels from the United States, Israel, and other “hostile” countries from passing through the Strait of Hormuz.

Negotiating to open the passage on one hand, while legislating to ban it on the other.

You tell me, does this count as “risk being resolved”?

The bigger problem comes later—the agreement could be a dead letter even if it is signed.

Industry sources revealed a fatal detail:

If a vessel pays a transit fee or passage fee to pass through the Strait of Hormuz, its insurance coverage will automatically terminate.

What does that mean?

Shipowners face a no-win situation—if they do not pay, Iran will not let them pass. If they pay, the insurance company will immediately blacklist them.

Moreover, the United States has imposed sanctions on the “Gulf Strait Authority,” which is responsible for operating the waterway on behalf of Iran. Any payment made to Iran could trigger U.S. sanctions.

Paying carries risks, while not paying makes passage impossible.

This is not an agreement; it is a trap.

So what is the situation now?

The market is celebrating in advance an agreement that has not yet been signed and might not be enforceable even if it is.

Prediction-market pricing for a ceasefire briefly surged to 75%. Oil prices fell from $100 to $78—of this 16% decline, how much reflects a “real reduction in risk,” and how much reflects “traders’ excessive optimism”?

I think the latter accounts for at least half.

What does this mean for crypto?

Short term: bullish, but don’t celebrate too soon.

Falling oil prices have indeed eased inflation concerns. BTC is currently trading sideways around $64,952, while Fidelity’s Bitcoin ETF recorded a single-day inflow of $41 million on August 8.

But the problem is that BTC is still moving sideways below $65k.

If the market truly believed that “the risk had been completely resolved,” BTC should have broken through $70k already.

It has not moved. Because smart money knows that the agreement has not been signed yet.

Here is the painful truth:

With oil prices falling from $100 to $78, the market has already priced in 80% of the “optimistic scenario.”

But as long as the agreement has not been formally signed and genuinely implemented, the remaining 20% could push oil prices back above $90 at any time.

When that happens, inflation fears will return, expectations of interest-rate hikes will intensify, and BTC will take another ride on the roller coaster.

You think the risk has been resolved?

It has merely changed position and is still hanging over your head.#非农爆雷降息预期逆转 #股票交易分享挑战 #Gate首发上线10只A股合约 $BTC $BZ $CL