Crypto KOL Community & Market Trends

Last night before the market even opened, I pulled back a kid who was almost about to go off the rails😂. That said, after you’ve made a full round of “storage” and then come back to take another look at the big pie… it really matches that line: “Everyone doesn’t have high hopes for you, yet you still can’t seem to do any better yourself”!

Damn, if this main force doesn’t go stir things up a bit, it’s really going to scatter and be gone. Can it finally hold up or not, huh?

Gate is hosting the Ondo Tokenized Stocks Trading Competition with a prize pool of up to 100,000 USDT making it a great opportunity for anyone interested in tokenized U.S. stocks.

Here how to participate:

1. Trade 1,000+ USDT in eligible tokenized U.S. stocks to enter the rankings.

2. Take advantage of 5× trading volume on weekends to climb the leaderboard faster.

3. Hold eligible Ondo assets to unlock additional rewards.

One of my most memorable U.S. stock trades came after a major earnings announcement where strong momentum created exciting opportunities.

It reinforced the importance of timing, research and proper risk management.

Competitions like this make trading even more engaging while exploring the growing world of tokenized assets.

Who’s joining the challenge?

Link:gate.com/campaigns/ondo…

#Gate #Ondo #TokenizedStocks @Ondo

MU worth $910—do you dare to chase it?

First, look at the surface: an astonishing reversal—short sellers get blown out.

It fell to the 738 low on July 29, then surged 18% on a single day on the 30th, with after-hours continuing to push it up to 900+. After pulling back 30% from the June high of 1255, a single long bullish candle swallowed the entire week’s decline. RSI rebounded from oversold back to the mid-40s (46), moving to a neutral range; the MACD histogram has narrowed—either a violent reversal, or the rebound is already ending, and we’ll know in three days.

First thing: the fundamentals are so strong they’re almost unbelievable—but retail investors are still in panic.

Micron’s Q3 revenue was $41.5 billion, EPS 25.11, and gross margin jumped to 85%. Q4 guidance is $50 billion, far above expectations.

AI memory is already selling out. HBM is sold out through 2027; customers signed 16 long-term orders, locking in $22 billion in supply commitments—plus terms with penalty clauses and a price floor.

Apple’s Cook said memory costs are like a “once-in-a-century flood”; Samsung said the shortage could last until 2028. Amazon alone mentioned $220 billion in AI-related capex. The four tech giants combined are charging toward $700 billion+.

Second thing: the big short is still shouting, but the market has started to reverse and harvest them.

Michael Burry added to his shorts on MU and NVDA; the CEO reduced holdings as scheduled. In late July, hedge funds reportedly focused on deleveraging. These headlines scared retail investors to death.

Then what? It rose 18% in a single day on the 30th—the shorts were blown out immediately.

Third thing: a technical signal has appeared that you must pay attention to.

At 738, you have the 100-day moving average plus a prior low support. After pulling back with a high-volume long bullish candle, the volume confirms the rebound is valid.

But 950-1000 is a dense resistance zone, with the 50-day moving average pressing around 950. If it can’t break through here, that’s the standard “pullback to confirm a broken level,” and it could probe toward 800 again.

Long vs short—judge it yourself.

Bull case:

HBM sold out through 2027; supply tightness for at least two years

16 long-term orders locking in $22B+ and a price floor for protection

Q4 guidance at $50 billion, with EPS still surging; valuation PE only 17-20x

AI spending from mega-scale manufacturers is only increasing, not decreasing

Bear case:

From 1255 down to 738, the trend has already broken

The Fed’s interest rates at 3.5%-3.75% are still high, suppressing growth stock valuations

Michael Burry short + CEO selling reduces sentiment support

The semiconductor sector as a whole is deleveraging; the rebound may just be a dead-cat bounce

Key levels:

Resistance above: 950-980 → 1050-1100 → 1255 (ATH)

Support below: 850 → 780-800 → 738 (the “iron bottom”)

For short-term traders:

Try a light long near 910, stop loss at 850, first target 950-980. If it breaks 950 and holds, add more.

For swing players:

Wait for a pullback to 880-900 or near 850 to buy in batches at lower levels; stop loss 780-800. Targets at 1000-1100. If it breaks above 950 on strong volume and RSI confirms a golden cross, you can add.

Short strategy (only for pros):

If it quickly spikes to 980-1000 and then fails, with the funding rate turning positive, you can short lightly at highs. Stop loss 50 points above; target a pullback to 900.

Micron fell from 1255 to 738—a drop of 30%.

A one-day rebound of 18% took it back to 910, and the shorts were liquidated.

If you didn’t dare to bottom-pick at 738, do you dare to chase at 910?

In this AI cycle, every pullback is a chance to get in.

But every pullback, 90% of people are panicking and cutting losses.

In 2023, NVDA fell from 200 to 150, down 25%, then later surged to 1000.

In 2026, MU fell from 1255 to 738, down 30%—so what happens next?

On the day 950 breaks through, you’ll realize:

It wasn’t that the AI story got worse; it’s that you keep getting stopped out at the lowest point.

What’s your MU cost basis?

At 910—do you dare to get in? #Gate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 $MU $SKHY $NVDA

On BNB Chain, the way to play US stock Memes has been completely unlocked today. Now, when launching projects, you can directly choose tokenized US stocks like bStocks as the trading pair—the first one listed is NVIDIA $NVDAb , and after that, there are still a bunch of assets waiting in line. This is not only among the earliest deployed US stock trading pools on BNB Chain, but it is also

The traffic secrets of the past few days:
(1) I lost everything—I went bankrupt overnight, and my family had to bear the disaster for me!
(2) Only after I hit zero did I understand: what I lost wasn’t money—it was my life!
(3) In the bull market, I thought I was a genius; in the bear market, it told me: I was only lucky once!
(4) In three days, I wiped out everything I’d saved for three years—the U.S. stock market crash snapped me fully awake.
(5) I’m already financially free, but greed made me lose it all—principal and interest—down to the last cent.
(6) Only at this moment did I realize the so-called former stock god was actually just a joke.
(7) At this moment, I’m standing on a rooftop thinking back on the past—if there’s a next life, I’ll never play the U.S. stock market again!
(8) Watching the U.S. stock market crash, I survived it—alive and well—and I’m so glad I managed to restrain myself and didn’t play.

I’ve given you the title—shouldn’t you be able to write the content? If not, then I’ll teach you. If you still can’t use AI, hahaha. By the way, the eighth title is my true inner feelings—I really want to write it out!

Privacy should not depend on which device you use.
Liberdus is available through web, Android and iOS, combining a familiar interface with native notifications and access to messaging and payments.
Useful privacy is privacy people can actually use.
@liberdus $LIB

SNDK worth $1,345—are you going to chase it?

First look at the surface: brutal halving, violent rebound.

Dropped from the June ATH 2,354 to around 1,000 by late July, a drop of over 57%. On July 30, it surged 26% in a single day, and the overnight perpetual continued to push it to 1,345. The daily chart printed a huge long bullish candle; the RSI violently rebounded from oversold. Either a V-shaped reversal kicks off the second wave, or it’s a dead-cat bounce followed by continued bottom-finding.

First thing: AI storage demand isn’t a story—it’s a money-printing machine.

Quarterly revenue: $5.95 billion, up 251% year-over-year

Gross margin: 78%+ (you read that right—selling storage is even more explosive than selling weed)

Already signed 5 multi-year agreements, locking in at least $42 billion in contract revenue

Even more outrageous: demand for high-capacity SSDs from AI servers is pushing NAND prices to rise every quarter in 2026. Jefferies expects another 40-50% increase in Q3, another 30-40% in Q4, and a supply gap of 4-5%, with relief only likely in the second half of 2027.

Second thing: from 2,354 smashed down to 1,000—what actually happened?

No fundamental deterioration, no company blowing up. Only one reason—this went up way too much and needs to be washed out.

Over the past year, it went from 40 to 2,354, up over 5,800%. If any asset rises 58x, a 50% pullback is normal. Add to that the chip sector’s collective crash in late July (AI valuation reset + concerns about low-price competition from China), and SNDK gets slammed from 2,000+ straight down to 1,000, wiping out all leveraged longs.

Third thing: the August 5 earnings report—could be the next explosion catalyst.

SNDK will release its Q4 and full-year guidance on August 5, and there’s also an investor day on August 13.

Right now, most of Wall Street is “Buy,” with a median target price of 1,500-2,200+. If earnings again beat expectations (guidance revenue $7.75-$8.25 billion, EPS $30-$33), SNDK could directly surge back to 1,800+. If it misses, then a second dip toward 1,000.

Longs vs shorts—the choice is yours to make.

Bull logic:

AI storage demand is truly exploding, revenue up 251% YoY

78% gross margin—like a money printer

$42 billion in contract deals locked for long-term revenue

After being oversold, a 26% rebound on volume, clear signs of capital flowing back in

Bear logic:

Already halved from ATH, and the trend is still bear-arranged

China’s capacity could potentially hit supply in 2027

If earnings miss expectations, it may probe 1,000 again

High interest-rate environment suppresses high-multiple tech stocks

Key levels

Resistance overhead: 1,350-1,400 → 1,500-1,600 → 1,800+

Support below: 1,280-1,320 → 1,200-1,250 → 1,000 (iron bottom)

For short-term traders:

Pull back to 1,280-1,320 for a small-lot long, stop-loss at 1,250; first target 1,400-1,450, cut half there. If it breaks 1,400 with expanding volume, add more; target 1,550-1,600.

For swing traders:

Wait for the daily close to hold above 1,400, then enter on the right side; target 1,600-1,800. If it breaks below 1,250, exit unconditionally and stay on the sidelines.

For long-term believers:

DCA with eyes closed from 1,000-1,200, betting that “AI storage demand still has at least a 2-year explosion window.” Target 2,000+; look at 2,500-3,000 in 2027.

SNDK: up from 40 to 2,354, then down back to 1,000—

You wouldn’t buy at 40 dollars, you chased in at 2,000 dollars, and cut at 1,000 dollars.

On August 5 earnings day—what do you think will happen?

History doesn’t repeat, but human nature is always the same.

Are you up or down on SNDK?

At this $1,345 level—do you dare to get in? #Gate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 $SNDK $SKHY $MU

# Simple Summary
Today is the last day of July, the day the monthly line closes.
I want to write something, but there’s just too much I want to say.
So I’ll simply summarize each thing I wanted to say:
1、July ends successfully, and I’m fairly satisfied. From the 1st to every fundamental-driven move from last night, I basically caught them in advance. The regret is that I didn’t perfectly capture the full move. The follower tracking test account also achieved returns of 200%+, and drawdowns were controlled within 12%.
2、August won’t be easy, but once we make it through August, there will be a transition in September, and Q4’s行情 will be much better;
3、Fundamentals remain the main line. Technical analysis serves as a supplement. In July, I put a lot of effort into understanding deeper macro information, and I also reaped the returns for that effort.
4、I’m bullish on gold and BTC. The main direction ahead is to buy the dips and go long. In August, I’ll consider using more dip-buying tools.
5、The US stock market is too deep. It’s not a familiar area, so I’ll look for speculative opportunities by finding extreme highs and lows.
Each of the points above will be discussed in more detail from time to time in live streams on Binance Square and Star Planet!
ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38 bitcoin:native

Today is the last day of July, the end-of-month monthly candle close.
I want to write something, but it feels like there’s nothing really worth writing.
I’ll simply summarize each thing I wanted to say:
1、July ends successfully—I’m fairly satisfied. From the 1st to every fundamental-move opportunity I caught as of last night, I grabbed each one in advance. The regret is that I didn’t manage to capture it all perfectly. The copy-trading test accounts also achieved 200%+ returns, with drawdown controlled at 12%.
2、The August market won’t be easy, but after getting through August, we’ll transition through September—Q4’s行情 will be much better;
3、Fundamentals are still the main line, while technicals serve as support. In July, I put a lot of effort into learning deeper macro-level information, and I also reaped the rewards for the time invested.
4、Bullish on gold and BTC. The main direction going forward is to buy the dips and go long; in August, I’m considering using more dip-buying tools.
5、The US stock market is too deep water. It’s not an area I’m familiar with, so I’ll look for opportunities for speculation by hunting for the extreme high and low points.
Each of the points above will be discussed in more detail from time to time in live streams on the square and in Star Planet!
$BTC $CL $XAU

HYPE at $54—are you brave enough to catch a falling knife?

First, look at the surface: bearish pressure is smashing in, with bloodshed everywhere.

HYPE has been dumped all the way from its 76.8 ATH to $54, with a cumulative drawdown of nearly 30%. In the past 24 hours alone, it once fell by more than 10%, and its market cap evaporated to $13.8 billion. Down more than 8% on the weekly chart—it's the hardest hit among the top 10 by market cap. The daily RSI has already dropped to 29.42, extremely oversold. Either $54 holds for a reversal, or it cascades down to $50.

First: the $600 million unlock just got done—yet you’re getting scared again.

On July 29, 9.92 million HYPE tokens were unlocked, worth $600 million, accounting for about 4% of circulating supply. Multicoin Capital applied to remove collateral for 1.96 million HYPE (worth $120 million), and Selini Capital also removed collateral for 504k. Bitwise transferred about 160k tokens to Coinbase.

Sounds scary? But the market already dropped 28% in advance to digest this bearish news.

Besides—that’s not even how it’s framed. Multicoin’s managing partner publicly stated that the extraction of these 1.96 million tokens was not for selling, but rather routine institutional wallet rotation.

Second: the fundamentals are unbelievably strong, yet you’re being fooled by the price.

Even though the HYPE price is falling, Hyperliquid’s fundamentals have not collapsed at all:

Protocol revenue has surpassed $1 billion—not TVL, not FDV, but real revenue

Open interest is $11.45 billion, at the highest level in 2026

24-hour perpetual contract trading volume exceeds $9.29 billion

Daily generates about $2.20 million in fees and $1.51 million in protocol revenue

RWA open interest hit a record high at $3.6 billion

A total of 47.30 million HYPE have been burned, accounting for 4.73% of total supply

97-99% of protocol fees are automatically used to buy back HYPE

Third: whales are adding positions against the trend—you didn’t notice.

Right as Multicoin applied to remove collateral—

A suspected a16z address staked 9.92M HYPE across 20 wallets, worth about $164 million.

Another whale-linked wallet staked 2.93 million HYPE in the past 24 hours; its average holding cost is only $44, with an unrealized gain of about $44.5 million.

Fourth: four bearish catalysts hit at the same time, crushing sentiment to the extreme.

These past two days, HYPE’s breakdown has four drivers:

First, the market worries Hyperliquid will start forced KYC. But in reality, this feature only applies to that one specific deployed market; the native market and other HIP-3 markets remain permissionless.

Second, SK Hynix perpetual contracts flashed and crashed by about 18% due to an oracle anomaly, triggering over $57 million in liquidations.

Third, the Iran-U.S. situation suppresses risk appetite.

Fourth, the technical picture shows a double top—HYPE was knocked down around $76 in two consecutive attempts.

With four bearish catalysts hitting at the same time, the price wouldn’t fall unless it was trying not to. But the real question is: are the bad news catalysts already fully out?

Bull vs bear—you decide

Bull logic:

RSI 29.42 is extremely oversold; historically, there’s a 90% probability of a rebound

Protocol daily revenue of $1.51 million—the buyback is still running

Open interest of $11.45 billion, setting a new annual high

Whales add 2.93 million HYPE in a countertrend stake; a16z is suspected of adding as well

Grayscale valuation model shows HYPE is undervalued

RWA weekly trading volume is $25.1 billion, accounting for over 50% of the platform’s trades

Bear logic:

The $600 million unlock just happened—there is a real supply shock

Multicoin and Selini Capital transferred $130 million to exchanges

In the next 7 days, another 6.93 million tokens will have collateral unlock/removal

ETFs have had net outflows for three straight weeks; cumulative July outflows exceed $13 million

Overall crypto risk appetite is low; BTC is ranging around the $64k area

Key levels

Resistance overhead: 57-58 → 60-63 → 67-68 → 76.8 (ATH)

Support below: 54-55 → 52-53 → 50 (200-day EMA + psychological level)

For short-term traders:

Wait for the 54-55 support zone to stabilize, then go long with small size and cut loss if it falls below 50; target 57-60. If it breaks below 52 on high volume and confirms, the bears follow through shorting all the way to 50.

For swing traders:

Wait for a reclaim of 57-58 and daily-chart confirmation, then add on the right side; target 67-70+. If it breaks below 52, exit and observe.

For long-term believers:

DCA in batches at 52-58. DeFi’s flagship with annualized nearly $800 million in revenue, but the market cap is only $13.8 billion. The 2027 target looks like 100-150+—betting on RWA + an explosion in full-asset trading. But remember—only keep investing idle money; if it goes to zero, don’t cry.

A project with annualized nearly $800 million in revenue and a market cap of $13.8 billion—worth only $54?

From 76 down to 54, it’s not the project that died—it’s that traders keep cutting losses at the lowest points.

In 2020, UNI went from $8 to $3, down 62%; later it rose to $45.

In 2021, SOL went from $1.5 to $0.5, down 67%; later it hit $200.

$54 HYPE—will it be the next 100x start, or just another stop on the road to zero?

The answer isn’t on the candlestick chart—it’s in the protocol’s daily $2.2 million in fees.

What’s your HYPE cost basis?

At this $54 level—do you dare to bottom-fish? #Gate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 $HYPE $SOL $UNI

Sure enough, 🤣 when the big players got hit hard, it was also the lowest point for everyone’s emotions—so they went bargain-hunting with 1wu just for fun, and made a 40% gain. Why is the US stock market even more intense than BTC?? No wonder nobody plays BTC; they all went to US stocks. So it turns out you’re the biggest gamblers of all—heading to an even higher-end casino.

Livermore’s buying method:
1. Buy 20% first (test)
2. If you’re wrong: drop 10% → stop out entirely (total loss: 2%)
If you’re right: rise 10% → add 20%
Rise again by 10% → add another 20%
After further confirmation → add the final 40%
4. Position: let profits run; when it retraces about 10% from the peak → sell everything

Ansem’s current asset allocation:
1. Cash reserves
To withstand sharp overall market volatility and maintain liquidity.
2. Precious metals
Bullish on gold and silver; these metals are currently in excellent long-term breakout long positions.
3. Core technology stocks
Mainly Magnificent 7 $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA ; tech giants are still the safest stock targets.
4. On-chain meme coins with high risk and high returns
The bottom of the crypto market has appeared; in the near term, on-chain ecosystems are全面复苏.
5. Extremely bullish on Ethereum $ETH
, and even viewing it as the core driving force behind this round of on-chain rebound!

Leopold Aschenbrenner’s main shareholdings are:
- $BE at 23%
- $SNDK at 19%
- $CRWV at 14%
These percentages are too high. After the Castle Investment takes over, it may reduce its position, my ⚠️

Ah, when I look at GIGGLE again today
it’s already 40+
CTM sold at the wrong time
$GIGGLE

🚨 More than $38 million in Bitcoin was reportedly stolen after a vulnerability affected Coldcard wallets.
Around 594.48 $BTC was moved from nearly 500 wallets to the hacker’s address.
Cold wallets are considered safer, but this is another reminder that no system is completely risk-free.
Still sleeping peacefully, cold wallet holders? 😥
And if security risks look like this today, imagine the challenge once quantum computing becomes more powerful.

@BTC_Alert_ @grvt_io 😭

South Korea’s stock market “painted the door” this time—bringing the brutal nature of crypto leveraged contracts into the traditional market

Down 17% in three days; up 18% in one day.

On July 31, the KOSPI index in South Korea surged 17.91% at close, smashing the record for the largest single-day gain in history. During the session it surged by more than 18% at one point, with SK hynix hitting the daily limit—up 30%, the first time in the company’s history; Samsung Electronics climbed 26.81%, with its market cap returning to $1.2 trillion.

Just three days earlier—on July 28 and 29, consecutive trading days triggered circuit breakers. KOSPI fell sharply over the three days, down 17% in total. SK hynix, compared with its June peak, had at one point shrunk by 57%.

Down 17% in three days—everything was fully back up in one day, and then some.

This isn’t “painting a door”—what is “painting a door,” then?

This isn’t a long-short double explosion—what is a long-short double explosion?

Who directed this show? Three forces detonated at the same time.

First force: leveraged products—the “official version” of crypto contracts

On May 27 this year, South Korean exchanges for the first time approved 16 single-stock leveraged ETFs for listing, mainly tracking Samsung Electronics and SK hynix. Retail investors can go two-times long or short on individual stocks.

An “ant army” of retail traders flooded in. Off-market borrowing, on-market financing, and leveraged products were “triple nested.” Retail net buying reached 14 trillion won (about $9.7 billion). Just four major leveraged ETFs flipped from a total profit of 2 trillion won to a loss of 6 trillion won.

What happened next? More than 1.2 million leveraged accounts hit the margin call liquidation line, and 320k to 460k accounts were forcibly liquidated in full, with principal wiped out.

Isn’t this essentially opening a nationwide contract trading exchange in South Korea?

On July 29, South Korean Finance Minister Gu Jun-cheol publicly apologized in the National Assembly—admitting he “considered too little” when rolling out single-stock leveraged ETFs and failed to anticipate the damage caused by extreme volatility. Lee E-won, chair of the Financial Services Commission, said he regretted it and is considering restricting such products to professional investors only.

An apology from the finance minister? Too late. Tens of thousands—or rather, hundreds of thousands—of accounts have already been zeroed out.

Second force: FX intervention—state-level “pump”

On July 30, South Korea’s FX authorities, in a rare move, sold dollars to intervene. The won strengthened 2% to 1418, reaching a nine-month high. The market suspected a joint intervention between Japan and South Korea.

Isn’t this “the national team stepping in”?

Third force: AI earnings—fundamentals “on-the-fly rescue”

Overnight, U.S. stocks: Microsoft’s market cap jumped by $12k in a single day, and Amazon’s cloud business revenue grew 37%. AI trading drove a rebound, with semiconductors leading the surge.

With three forces stacking together, they directly blew up the shorts.

The script most familiar to the crypto crowd—played out fully in South Korea’s stock market

Plunge—leveraged longs get liquidated in bursts.

Rally—news plus the national team’s pull, with shorts being precisely detonated.

Down 17% in three days; up 18% in one day. What is this? It’s a perfect replication in a traditional market of the “needle insertion” and “hunt for stop-loss” from crypto leveraged contracts.

The only difference is:

When your meme coin gets liquidated, that’s just liquidation—no one will save you. When South Korean retail investors got liquidated, it was a three-shot sequence: the finance minister’s apology, the national team’s intervention, and FX intervention.

The KOSPI index fell by more than 22% for July, the largest single-month decline since the Asian financial crisis in 1997.

But in the same month, KOSPI also set a record for the largest single-day gain in history.

Between the explosive rally and the explosive plunge, what disappeared was the principal of hundreds of thousands of retail investors.

Laugh at South Korean stock retail investors? Don’t laugh.

The altcoins you hold are going through the exact same script every day.

The difference is just one thing:

South Korea has a central bank backstop; your altcoins don’t. #Gate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 $SKHY $SAMSUNG $SKHY

@zordcrypt The next phase may be about adoption.

The cognition and mindset of the community friends are already several floors above 90% of the KOLs.