Crypto KOL Community & Market Trends

Two completely different answersheets, in the same July.

The US June PCE inflation index fell 0.1% month-on-month—its first monthly negative growth since 2020. Inflation is cooling down, and the data couldn’t be clearer.

So what happens next?

The 30-year US Treasury yield kept pushing through 5.27%, the highest since 2007. The 10-year jumped to 4.733%, up by more than 30 basis points within the month, marking the biggest July increase since 2005.

On one hand, they say “inflation is cooling.” On the other hand, they say “inflation isn’t over.”

Who’s lying?

Nobody’s lying. It’s just that they’re looking at different time horizons.

A PCE month-on-month turn negative—this is short-term. Oil prices piling up by about 20% in a single month, domestic demand hitting a two-year high in the second quarter, and the fiscal deficit continuing to worsen—those are long-term.

Short end looks at data; long end looks at belief.

The bond market is telling the Federal Reserve one sentence with real money: “I don’t believe your ‘inflation is temporarily over’ theory.”

On Wednesday, Federal Reserve Chair Waller announced that interest rates would be kept unchanged. Then what? Bond investors took matters into their own hands—“bond vigilantes” tightened financial conditions further, and the 30-year yield rose by another 6 basis points.

Waller himself said: “In the past 42 days, the Federal Reserve has done limited things, but the market has already done a lot of work.”

Plainly translated: “If you don’t hike, fine—I’ll do it myself.”

What does this have to do with our Bitcoin?

It has a lot to do with it.

The 30-year Treasury yield is the valuation anchor for global risk assets. For every 100 basis point increase, the valuation discount of all risk assets deepens by another layer.

Where is Bitcoin right now? Around $63,000. After falling from 65,000+, bearish voices are everywhere in the market. Some analysts call for a drop to $60,000–$62,000, arguing it “lacks macroeconomic support.”

With a risk-free return of over 5%, why would anyone bet their money on your crypto?

This isn’t alarmist.

US Treasury yields have already surpassed the returns from crypto arbitrage trades—so why would marginal buy orders stop at cash? That’s the answer.

But things aren’t that simple.

At the FOMC meeting, three votes favored rate hikes—this is the first time since 2016 that such a clear internal dissent appeared. The Fed even fought itself.

Even more twisted: after the June PCE data was released, short-end Treasury yields fell, but the long end held near the 19-year high of 5.2%.

The market is voting with its feet: I don’t care about short-term data—I care about the long-term direction.

Oil prices, domestic demand, fiscal deficits, and AI investment demand—four forces are all pushing up long-end yields at the same time. This isn’t something you can press down just because PCE month-on-month turned negative.

So is 5.27% the top, or is it a new starting point?

My view is: if oil prices keep rising, 5.27% is not the top.

Gonlakh has already said: long-end yields could climb to the “mid-5.5% range” before the next Fed meeting in September.

And once the 30-year mortgage rate breaks above 7.50% before year-end, borrowing costs will surge—that’s the real tightening of financial conditions, far harsher than the Fed hiking a few more times.

For those of us holding coins, there’s only one thing that’s certain right now:

The Fed is standing by, the bond market is acting, and Bitcoin is getting beaten up.

The true bottom isn’t created by a drop—it’s created by a liquidity turning point.

And the liquidity door is now stuck at that number: 5.27%—and in the story behind it, “the bond market doesn’t believe the Fed.” #Gate独家美股0费率 #USD1持币生息最高8% #长鑫科技市值突破4万亿元 $BTC $ETH $SOL

$ETH supply on exchanges continues to fall.
Are we witnessing long-term accumulation…
or simply running out of willing sellers? 👀

The truth is, at this stage the up-and-down movement of this BTC price really isn’t that sensitive to geopolitical news; the only thing that’s relatively sensitive is oil prices. But having to watch Chuanzi and Langzi every day like kids fighting and stabbing each other is also really annoying 😂

Chuan: Damn it, Iran!
Iran: Excuse me—could you not have sex with my mom?
Chuan: ???
…Okay, then I won’t.
Iran: I’ll have sex with your mom!
Chuan: 🤬

Trump Media sent over 2,600 $BTC to
First thing I noticed wasn’t the transfer
It was how quickly everyone decided they already knew what it meant
Some are calling it a sell, others are saying it’s just a custody move
Reality is,
a wallet transfer only tells us that coins moved
It doesn’t tell us why
we have made enough bad trades by reacting to headlines instead of waiting for confirmation
Sometimes the smartest move isn’t being first
It’s being patient
What’s your take on this one ?

$ENA on the Rise!

$ENA is showing strong bullish momentum today, pumping +11.21% and currently trading around $0.08816!

Key stats from the chart:
24h High: $0.08891
24h Low: $0.07892
24h Volume (ENA): 27.62M

After bouncing off the $0.07911 support level, the bulls took full control on the 15m chart, pushing the price near today’s peak.

Will ENA break past the $0.08891 resistance next, or are we due for a brief consolidation?

Drop your price targets below! #USD1StakingEarnUpTo8%APR #StrategyReports8.2BQuarterlyLoss

This week, I took my family to Nanjing Skin Disease Research Institute to get treatment for acne/“pimples,” and I shared the whole process. I hope it can help people who are going for the first time.

1. First, let’s talk about registration
Currently, there are mainly two ways to register:
Appointment
Walk-in registration
If your schedule allows, I still recommend registering in advance.
Just search for the hospital’s official page—Institute of Dermatology, Chinese Academy of Medical Sciences (医科院皮肤病医院)—bind your ID card and phone number, and you can make an appointment. They release appointment slots every day at 6:30 a.m.
If you want an expert appointment, it’s best to set an alarm in advance, because popular doctors basically fill up very quickly.
Doctors that are recommended online a lot include Li Zhiliang, Xu Changchun, Xu Haoxiang, Lin Tong, Liu Musang, etc. You can choose based on your situation.
If you keep failing to book an appointment, don’t be too anxious either—walk-in registration for a regular/ordinary clinic number is also possible.

2. For this visit, we chose walk-in registration
Before going, I read a lot of攻略 (guides), and most of them basically suggest arriving around 7:00 a.m.
From what I understand, around 7:00 a.m. or a bit after, there are usually still quite a few regular/ordinary numbers available. After 7:30 a.m., more and more people arrive; by around 8:00 a.m., the waiting hall is basically full. So if you want an appointment for the morning, going earlier really does improve your success rate.
However, we had something to do that morning, so we could only go in the afternoon.
Along the way, we had already prepared for the possibility that we might not get a number, thinking that if there was no number, we’d come another day earlier.
But when we got to the hospital, we found that in the afternoon around 2:00 p.m., there were still regular/ordinary numbers available.
So if you don’t have time in the morning, don’t assume there’s no chance that day—you can still go to the site first to check.

3. After arriving at the hospital, how do you get there?
If you’re coming from out of town, taking the high-speed train to Nanjing Station is more convenient. After you exit the station, it’s about ten-some minutes by taxi to get there.
When taking a taxi, I suggest you directly set the destination as the hospital’s South Gate (南门), which is the main entrance. Otherwise, some navigation apps may make you walk a longer distance.
After entering through the South Gate, go straight to the clinic building’s first-floor lobby.
There are many self-service registration machines in the lobby—you don’t need to queue at the staffed window.
Put your ID card on the machine, select Dermatology (皮肤科), complete registration and payment. The whole process takes just a few minutes.
In the end, we successfully got a number for around 3:30 p.m. that day—much smoother than we expected.

4. Don’t forget to check in after you register
This step is easy for first-timers to overlook.
After registration, you must check in on the floor indicated on the registration slip. Our case was on the second floor.
If you booked online, it’s the same: you need to go to the relevant floor, find the check-in machine, and scan the barcode.
Only after you complete check-in will the system call numbers normally.
If you arrive a bit later, don’t worry too much—after check-in, the system usually rearranges the order again. Just wait patiently for your number to be called.

5. During the consultation
When it was our turn, the doctor first asked about the family member’s basic situation.
They mainly asked:
How long you’ve had acne/pimples;
Whether you’ve received treatment before;
Whether you have any medication allergies;
Whether you’re currently using skincare products or medications.
I suggest everyone describe your situation as detailed as possible. Also don’t intentionally cover up skin issues just to look better—so the doctor can see the most real condition of your skin, which makes it easier to judge your condition.
After checking, the doctor prescribed medication based on the situation, and also explained a number of things to pay attention to regarding follow-up treatment and daily care. Overall, the consultation efficiency was quite high.

6. Payment and picking up the prescriptions
After the consultation, the doctor will issue an electronic prescription directly.
First go to the self-service machine on the first floor to pay. Put your ID card on the machine for recognition, and then you can use your payment method (including WeChat/Alipay) to pay.
After payment is completed, go to the pharmacy area and check in at the entrance.
The system will display the corresponding pickup window. Queue up and wait for your number to be called according to the instructions.
After getting the medication, it’s recommended to double-check the medicine name and quantity on-site. If anything is unclear, you can directly ask the staff or the doctor.
The doctor prescribed two types of oral medications and three types of topical medications. The total cost was 110 yuan. Many medicines at the institute are self-made, and the prices aren’t high. We’re still using them now, so I don’t know yet whether they work.

7. My final thoughts
The biggest takeaway from this trip is: not being able to抢到 (grab/get) a registration slot online doesn’t mean you can’t get treatment that day.
If you want an expert appointment, it’s still recommended to book in advance, because popular doctors basically fill up very quickly.
But if you only need a regular outpatient visit, walk-in registration is actually also a good choice.
We came to the hospital in the afternoon around 2:00 p.m., and in the end we successfully got a number for around 3:30 p.m. that day.
Of course, the number of available slots changes every day. On weekends, holidays, and during winter/summer breaks, there are even more people. What I share is just my real experience that day—so the exact situation still depends on what the hospital has on that day.
I hope this post can help friends who are going to Nanjing Skin Disease Research Institute for the first time—so you can understand the process in advance, won’t be flustered when you get there, and I also hope everyone can resolve their skin problems as soon as possible.

About living alone, besides being afraid of ghosts,
and getting sick with nobody to take care of me,
I can’t find any drawbacks.

If the US Military Really Strikes Iran’s Energy Targets—Three Paths for BTC

Brothers, listen to me.

A few hours ago, Trump suddenly announced on social media that he agreed to cancel strikes on Iran. The reason is that “both sides have reached agreement on the framework of the accord,” including the Strait of Hormuz being “opened immediately, fully, and completely.”

BTC instantly rebounded by about $1,500, pulling back from around the $62,200 lows on the 18th to $63,500.

All across the internet, the bulls started chanting, “Peace is back,” “all bad news is already out.”

But I’m going to tell you—

What happened in the past 24 hours is not “peace” at all; it’s the script reaching Act Three.

Let’s first review what happened in these 24 hours:

Act One: Verbal threats. On July 31, Trump said at the Cabinet meeting at Camp David: the United States will “strike Iran hard,” and “one day they will say they can’t take it anymore.” The commander of U.S. Central Command, General Cooper, drafted a 10-to-14-day high-intensity bombing plan, with targets aimed directly at power plants and refineries.

Act Two: Evacuation warning. On August 1, the U.S. State Department issued broad security warnings to U.S. citizens across multiple Middle Eastern countries, advising them to “consider leaving or make preparations for a rapid evacuation.” U.S. embassies in Amman, Jerusalem, and Baghdad released security alerts in sync. Evacuation reminders have never appeared in the “talking” stage—this is a warning sign of an imminent, substantive escalation.

Act Three: Right now. Trump verbally called it off, but the condition is that an “agreement can be reached quickly.” On August 1, Iran’s Islamic Revolutionary Guard Corps just announced that it destroyed 3 U.S. F-35 fighter jets. The trigger is only temporarily not pulled—the finger never left the trigger.

This isn’t a ceasefire. This is the script reaching Act Three—whether to strike or not, it’s only one decision away.

If the strikes really happen, where would BTC go?

Don’t come at me with vague talk about “it will go up” or “it will go down.” The core of trading geopolitics isn’t guessing whether it’s going to happen—it’s figuring out what to do after it happens.

Three scenarios—match them to the situation:

Scenario One: Limited strikes (highest probability)

The U.S. military strikes 1–2 energy facilities as symbolic pressure. Inside the White House, political aides strongly oppose a full-scale strike, and the Pentagon is also worried about excessive depletion of its air-defense missile ammunition stockpiles. Strike once, give an explanation, then return to the negotiating table.

→ How BTC would move: a pulse-like drop (risk-off) → a quick rebound (safe-haven capital inflow). Volatility would surge sharply. Bitcoin is currently ranging between $62,800 and $63,500. Once limited strikes are confirmed, it will first get smashed toward $60,000, and then rebound back to $64,000+. It’s a day-trading-band carnival and a nightmare for trend traders.

Scenario Two: Sustained strikes (medium probability)

A series of bombing continues throughout the weekend, and cutting off Tehran’s power supply is also under discussion. Iran’s full retaliation plan is ready, with targets including key infrastructure in Israel and U.S. energy facilities in the Middle East. Oil tankers in the Strait of Hormuz were just hit by an “unknown projectile,” with damage to the engine compartment.

→ How BTC would move: oil prices would sprint to $100+; global stagflation expectations would heat up. In this scenario, BTC isn’t a risk asset—it’s a hedge tool for “fiat credit collapsing.” It will outperform most assets. But not immediately—first it will endure a round of panic selling, and then it will be repriced again within the inflation narrative.

Scenario Three: Diplomatic de-escalation (just happened)

Trump verbally called it off, the framework agreement was reached, and the Strait of Hormuz was opened. This is the storyline the market is pricing in.

→ How BTC would move: oil prices would crash, and BTC would rebound in the short term. But don’t get too excited yet—when macro uncertainty drops, it means “safe-haven premium” fades. BTC rebounded from $62,200 to $63,500, but how long can this rebound last? It depends on whether the agreement is truly signed or just loosely agreed to.

The three scenarios lead to completely different endings. But one thing is common—volatility will all surge.

No matter whether they strike or how they strike, the market ahead will be a roller coaster.

At this point, betting on direction isn’t as good as selling volatility.

Short options, collect the premium. Betting on what kind of tweet Trump will post tomorrow is ten thousand times more reliable.

If strikes land before the market opens on Monday, can your position withstand a 5% volatility move within 10 minutes? #Gate独家美股0费率 #USD1持币生息最高8% #长鑫科技市值突破4万亿元 $BTC $BZ $CL

I’ve been playing memes for a few years, and it’s still hard to understand how $asteroid with the same IP has already been playing on ETH and SOL for two months, and on BSC, after a hacker steals and then issues a coin, it can still reach 10m.

I believe that every brother who has played Memes will have the same question: why does the lifecycle of most Memes end so quickly? Because their economic models are almost all the same: buy → pump → FOMO → sell off → death. Even the recently launched coin-and-stock Memes don’t have anything particularly interesting in terms of their economic model. If the next-generation Meme’s goal is not to create

A “little note” leaks the truth: the U.S. moves to save the yen—actually saving itself—near-term bearish for BTC

Brothers, something big happened over the weekend.

On July 31, the U.S. Department of the Treasury stepped in—through Goldman Sachs and Morgan Stanley, it sold euros and bought yen.

This is the first time the U.S. has personally intervened in the yen exchange rate since 2011.

After the news broke, the USD/JPY rate plunged from 158.9 straight down to around 157.6.

But what really made this go viral was a photo.

On the day of the Camp David cabinet meeting, reporters with cameras stood behind Bessent. This Treasury Secretary calmly wrote a few words on his notepad:

“To-do: Buy yen (JPY), 5-10 billion.”

And then it was captured.

It spread across the globe.

A Treasury minister’s “shopping list,” watched by the whole world like this.

Why did the U.S. save the yen?

On the surface, the yen has been hit too hard—on July 29 it briefly touched 163.92, the weakest level in nearly 40 years. Japan’s government itself had already poured in 6-7 trillion yen in intervention, plus another 11.7 trillion yen from the April-to-May round, bringing the total to 18 trillion yen.

But the effect only lasted one month.

Then the U.S. couldn’t sit still.

Why? Because if Japan keeps burning money to rescue the yen, the next target to get “smashed” would be U.S. Treasuries.

Japan is the largest overseas holder of U.S. Treasuries. This May, Japan already sold $66.75 billion of U.S. Treasuries to raise funds for intervention. If it does another round of large-scale intervention, $130 billion worth of U.S. Treasuries could be dumped.

So what’s the state of U.S. Treasuries right now? Due to the U.S.-Iran war and a trust crisis involving Federal Reserve Chair Waller, U.S. long-term Treasury yields have just hit the highest level since the subprime mortgage crisis.

If Japan sells more Treasuries, the Treasury market could collapse outright.

So Bessent stepped in—he’s not saving the yen; he’s saving U.S. Treasuries.

A “FX market veteran” who once led Soros’s fund to short the yen and made more than $70k in just three months is now personally buying yen.

Isn’t that ironic? The person who once became famous by shorting the yen is now acting as the yen’s guardian.

So what does this mean for BTC?

In the short term, on the day the news came out, Bitcoin fell 1.25% to $63,034, and in the past 24 hours more than 90k traders were liquidated. Because yen appreciation directly attacked carry trades—borrowing low-interest yen to buy high-interest assets (including BTC) was cut off at the root.

But in the medium term, this is structurally bullish for BTC.

The U.S. Dollar Index has already dropped 1.64% this week to 99.8. The U.S. personally moving to suppress the dollar and boost the yen implies that the strong dollar is being deliberately weakened.

And what’s the relationship between BTC and the dollar? A seesaw.

When the dollar is weak, BTC is strong—this iron rule has been repeatedly verified over the past few years.

More importantly—Japan’s authorities have already confirmed that the intervention action “is still ongoing.” The U.S. Treasury has also notified multiple banks to “prepare for subsequent actions.” This is not a one-off operation; it’s an ongoing, coordinated directional effort.

But don’t get too excited too early.

How long this intervention can hold depends on one key variable: whether the Federal Reserve raises rates in September.

If the September FOMC rate hike lands as expected, the U.S.-Japan interest rate spread would widen again, and the yen might test 160 once more. Then will the U.S. continue to burn money to save it—or give up?

And rate hikes themselves are bearish for BTC.

So the current situation is:

Short term: intervention lifts the yen → carry trades unwind → BTC faces pressure. Medium term: dollar weakens → global liquidity improves → BTC benefits. Long term: if rate-hike expectations heat up → everything gets reset.

Three time horizons, three directions.

My advice:

First, don’t chase pumps or selloffs. This round of yen intervention-triggered crypto volatility is, at its core, a chain reaction from macro policy—not a change in fundamentals. Chasing one-sided moves in the news-driven market is basically handing money to the market makers.

Second, watch the September FOMC. This is the key node deciding whether this round of intervention can continue and whether the dollar can keep weakening. Until then, stay flexible.

Third, if the big trend of dollar weakness is established, BTC’s long-term logic won’t be changed by one or two days of liquidations.

And finally:

A person who once made money by shorting the yen is now using taxpayers’ money to buy yen—this by itself is a signal: the dollar hegemony game is getting more complex than we imagined.

And in this game, BTC may be the only asset not controlled by any central bank. #Gate独家美股0费率 #USD1持币生息最高8% #长鑫科技市值突破4万亿元 $BTC $ETH $XAU

Iran is stubborn and obsessed with face.
Trump is much better in this regard.
He has no idea what “face” even means.
Although both are being tough, everyone wants to end the fight as quickly as possible! $CL
{future}(CLUSDT)

Warning: If you don’t dare to buy stocks right now, read these 10 get-rich rules (you’ll use them sooner or later)
1. Embrace volatility, refuse liquidation
Volatility is the norm in the stock market—it’s also your ticket to making money. Don’t over-leverage. Don’t, like Leopold, fall before dawn. Living at the trading table is the first priority.
2. Profit is the hard truth
Forget all market noise. In the long run, the stock market always follows a company’s earnings per share (EPS). As long as the company’s profit growth rate beats expectations and the fundamentals are solid, the market’s long-term trend will keep moving steadily upward.
3. A good company still needs a good price
A 50% drop doesn’t automatically mean it’s cheap. Only when it falls below a reasonable valuation is it truly an opportunity. For example, a certain fruit company may be a good business, but if its P/E ratio is too high, it’s a no-touch.
4. When others are fearful, I’m greedy—buy when there’s blood on the street
When retail investors go all-in on bearish put options to hedge and the Fear & Greed Index spikes, they often land precisely on the market bottom. When the streets are flowing with blood (even if it’s your own), that’s the best time to buy discounted high-quality assets.
5. Don’t let headline news brainwash you
Don’t look at content from short-selling “masters” to validate your own panic. Watch macro data, watch the S&P 500 P/E ratio, and watch the company’s earnings reports. This is absolutely not an internet bubble—don’t use the 2001 script to scare yourself now.
6. Stretch the time horizon—be friends with time
Give up on short-term speculation. Don’t try to predict tomorrow’s rise or fall. If you trade options, build a long-horizon (at least one year or more) portfolio with put spreads or long call options, so time works for you.
7. Absolute risk-control bottom line
Always keep a healthy proportion of funds in your account. Make sure that even if an extreme black swan hits and your account gets cut in half instantly by 50%, you’re still safe, calm, and even have spare capacity to add more.
8. Turn a full position into your cash-flow guarantee
Don’t let cash sit and gather dust in your account. Convert funds into the S&P 500, Nasdaq indexes, and high-quality individual stocks, and use these quality assets as the underlying collateral to sell put options—achieving both asset growth and cash-flow wins.
9. Build your position in layers based on confidence
Set up your buy-when-watching pool. If you’re bullish, buy the common stock. If you’re extremely bullish, sell put options to earn the premium. If it’s belief-level bullish, buy call options.
10. Keep to yourself and make money from knowledge
Pullbacks are often just because valuations were too high earlier, and they’re now reverting to reasonable levels. Keep your pants on, stay patient, and push through the fog in front of you. In the end, the market will transfer wealth—from the pockets of the impatient—into the pockets of the patient.

Two months after cutting losses again, Trump: Trump Media (US stock code: DJT) transferred 2,628 $BTC ($165 million) into the Crypto .com exchange about 6 hours ago. They are currently down by as much as $555 million on BTC: 👇 1⃣ Trump Media last year in July-August raised funds by selling company stock and convertible bonds, then bought 11,542 BTC ($13.68

A “seller black hole” worth $30k: SpaceX unlocks are siphoning blood from your positions

Brothers, let’s tell a ghost story.

There’s a company whose IPO day surged to $225, with market cap crossing $3 trillion, crushing Amazon and Microsoft.

Six weeks later, it fell to $108.37. Down 20% from the IPO offering price, and halved from the peak.

Its market cap wiped out by more than $1.2 trillion.

That company is SpaceX—and its darkest moment hasn’t come yet.

On August 4, after the U.S. stock market close. SpaceX’s first quarterly report since going public.

This isn’t a normal earnings report. The moment this report is released, it will directly trigger one of the largest batches of insider lock-up shares ever unlocked in human financial history.

On August 6, 911.5 million shares meet the conditions for the unlock.

At the current stock price, the value is more than $100 billion.

And currently, the only publicly traded float that SpaceX has available for free trading is just about 640 million shares. What does that mean? In one night, tradable shares double.

And this is only the first batch. By January 2027, nearly 4 billion shares will continue to be unlocked.

This isn’t an unlock—it’s a release flood.

Morgan Stanley calls it “Max Q,” the moment rockets endure the greatest pressure while rising.

More than two-thirds of institutional investors are bearish on SpaceX.

Short positions once reached one-third of the float.

Musk himself clapped back at the bears on X: “The survival probability of institutions that maintain large short positions in SpaceX long-term is extremely low.”

Words are one thing, but the stock price is still falling.

Where will the money come from to absorb the $100 billion of sell pressure from the unlock?

Morgan Stanley expects SpaceX’s Q2 revenue to be $6.75 billion, but adjusted loss per share of $0.35. The company lost nearly $5 billion last year overall.

Starlink users surpass 10 million, with revenue up 50% year over year—but AI infrastructure alone had quarterly capital expenditures of $7.72 billion.

Burning money into the sky.

Whether the earnings report can provide a path to profitability directly determines whether anyone will take over the $12k（$100 billion）sell-off. If nobody takes it, the stock keeps collapsing. If someone takes it—where does the money come from?

For institutions to absorb this $100 billion, there are only two ways:

First, sell other tech stocks. Apple, Nvidia, Microsoft—cut positions.

Second, reduce BTC/ETH spot ETF holdings. Free up cash.

This isn’t speculation. Back in June, analysts warned that SpaceX, OpenAI, and Anthropic combined to raise more than $240 billion within the year, which would siphon liquidity out of the tech, AI, and crypto markets.

Now, the bloodletting is here.

Liquidity transmission chain:

SpaceX earnings miss expectations → no one absorbs the unlocked shares → stock price collapses → institutions are forced to cut other assets to post margin.

SpaceX earnings beat expectations → institutions expect good prospects and want to take over → sell BTC/ETH ETFs to raise cash.

No matter whether the earnings are good or bad, the crypto market is still the one getting bled.

Two key time points:

August 4, after the close—earnings report. Determines whether it’s worth it.

August 6—unlock. The actual selling pressure lands.

Around these two dates is the toughest liquidity vacuum period for the crypto market.

BTC is currently ranging around $62,000–$63,000. ETH is struggling in the $1,830–$1,880 range.

Don’t ask why it can’t go up. Ask why the money is being siphoned away. #Gate独家美股0费率 #USD1持币生息最高8% #长鑫科技市值突破4万亿元 $BTC $ETH $SPCX

On the weekend, Trump is causing trouble again. Looks like the long positions are already opened—if nothing unexpected happens, this rebound should first eye around 66k, and then we’ll short.

Market forecasts show that the probability of the US Federal Reserve raising rates in September has already risen to about 60%. The market never trades what’s happening now—it trades what it expects to happen in the future.
After the July rate meeting confirmed that interest rates would be kept unchanged, the market’s assessment of the September policy path is no longer based solely on economic data—it is now betting on two new variables:
the US-Iran situation + oil prices.
The logic is actually very clear:
escalation of geopolitical conflict → oil prices rise → inflation comes under renewed pressure → the Fed’s room to cut rates is compressed → rate-hike expectations heat up.
Macroeconomic trading is becoming more interesting—almost turning into trading based on White House news. 😂
But for the crypto market, this is not good news.
Over the past few months, the crypto industry has continued to experience exchange adjustments, projects exiting, and shrinking liquidity. In essence, it has already entered the phase of cleansing at the bottom of the cycle.
What the market needs is a release of liquidity—like waiting for a refreshing rain after a long drought.
The problem is that rate cuts may not arrive as quickly as the market imagines.
The core contradiction behind it still lies with US fiscal policy.
With a debt size approaching $40 trillion, the longer high interest rates are maintained, the greater the interest burden—while also pushing up long-term US Treasury yields, further suppressing valuations of global risk assets.
So the next few key inflection points that will truly determine the market direction are:
August nonfarm payrolls data, August CPI, the Jackson Hole meeting, and the September FOMC.

Received news immediately that Trump has canceled attacks on Iran.
But placing an order is in default limit mode, and I missed the chance to enter at 84+.
In the end, rationality prevailed, and both sides chose to back down.
In the current situation, there are only two options: a full escalation or a retreat to negotiate.
The previous small skirmishes have no real effect anymore.
The market doesn’t buy it anymore.
Now we’ll keep watching the progress of the follow-up negotiations!
If oil prices fall, the August outlook will be slightly less bleak.

$CL Received the news that Trump canceled the attacks on Iran at the earliest moment
But placing an order is based on the default limit order mode, and I missed the 84+ entry opportunity
In the end, rationality ultimately took the lead, and both sides chose to make concessions
In this situation right now, there are only two choices: full escalation and retreat, or negotiations
The earlier minor skirmishes don’t have much effect anymore
The market isn’t buying it either.
Now continue to observe the progress of the subsequent negotiations!
If oil prices fall, the outlook for August won’t be quite as pessimistic.
{future}(CLUSDT)

Did you notice what $AEVO ‌ just did? 👀

Another AEVO long setup played out exactly as expected, even with the market staying highly volatile.

This is why I always say never ignore quality breakout setups. Traders who entered on time had another chance to catch a strong bullish move.

Current Price: $0.02491
24H High: $0.02546

The breakout is still holding strong, just as expected.

Congratulations to everyone who followed the signal on time and locked in another profitable trade.

Have you taken your profits yet?

The momentum is still looking strong.

As long as AEVO stays above $0.0225, the bulls remain in control and the uptrend continues.

#GateStocksZeroFees #USD1StakingEarnUpTo8%APR