Crypto KOL Community & Market Trends

Discover crypto KOL insights, community sentiment, emerging market trends, and industry trend analysis.
Mining_sLittleSheep
SNDK at $1,420—are you brave enough to buy the dip?

First, look at the surface: a continuous free fall, with retail traders panicking and cursing.

The close on July 17 was $1,354, down another 4% on the day. Compared with the historical high of $2,354 on June 22, it has crashed about 40% in a few weeks. Since July, there have already been 5 two-digit percentage declines. The semiconductor sector is collectively pulling back; news of Samsung expanding production sparked supply concerns, and panic sellers are fleeing relentlessly.

From a jump from $40 to $2,354—a 58x rally—pulling back 40% is totally normal in a super bull market. Strong support is around the $1,400 area—hold it and it can launch a second time.

First thing: the stock price is down 40%, but Wall Street has collectively raised price targets.

Goldman Sachs raised its target price from $1,200 to $2,200, reiterating a “Buy.” Evercore ISI is even more aggressive, raising it directly from $1,400 to $3,100. Citigroup raised it to $2,500. Bernstein raised it to $3,000. Of 23 analysts, 21 gave “Buy” or “Strong Buy” ratings.

Second thing: the Meta supply agreement is in place, and demand simply won’t stop.

Around July 9, rumors about Meta’s multi-year NAND flash memory supply agreement surfaced, and the stock surged 10%+ in a single day. Then SanDisk CEO publicly said: in 2026, data centers will become the largest market for NAND for the first time, and they “cannot meet demand.”

NAND demand for 2026-2027 is expected to grow 18% per year, but on the supply side, 2026 will shrink by 5%. There will be no meaningful new capacity additions before 2028.

Demand is rising, supply is tightening—so prices can only go up.

Third thing: a technical signal has appeared that must be taken seriously.

On July 17, the intraday low was slammed to $1,325, then it rebounded and closed at $1,354. This is the classic “long lower wick + volume expansion” pattern—someone is accumulating at the lows.

On the 4H timeframe, if it breaks below $1,350, it could accelerate the downside. But the RSI is already close to oversold, so there is rebound momentum.

Bull vs bear—you decide.

One side says:

Q3 revenue YoY +251%, data center +645%, gross margin 78.4%

Of 23 analysts, 21 call it “Buy,” with average target price $2,035-$2,144

The Meta supply agreement is in place, with a structural shortage in AI storage demand

Down from $2,354 to $1,400, a 40% pullback—risk is released massively

Q4 earnings on August 5, expected revenue $7.75-8.25 billion, EPS $30-33

The other side says:

In July, there were 5 instances of two-digit declines, and panic sentiment is spreading

News of Samsung expanding production triggers supply concerns

If $1,350 can’t hold, it may test $1,230 or even lower

The semiconductor sector as a whole is pulling back, with broader market sentiment weak

Key levels

Resistance above: $1,500-$1,600 → $1,700-$1,800 → $2,000+ → $2,354 (prior high) → $2,500-$3,250 (institutional targets)

Support below: $1,350-$1,400 → $1,230-$1,300 → $1,030 (extreme)

For short-term traders:

Lightly go long near $1,400, stop-loss at $1,350. First target: $1,500-$1,600—sell half first, then reassess at $1,700-$1,800.

For swing players:

Wait for the daily chart to firmly hold above $1,500 before adding on the right side. Target $2,000+. Take profits along the way while reducing gradually. August 5 earnings is the key catalyst—if results beat expectations, it can directly launch.

For long-term believers:

Dollar-cost average in batches below $1,400. SanDisk is an absolute leader in the AI storage track; the supply-demand gap will last at least until 2028. The 2027 target price consensus is $2,144, and aggressive institutions see $3,000+.

Hard rule for risk control:

Keep total position size within 10%-20% of total capital

Leverage no more than 3-5x

Watch August 5 earnings; reduce positions in the first three days to observe

Set alerts: $1,350 support, $1,500 resistance, abnormal trading volume

This 40% pullback in SNDK is just a “pressure test” for the AI track—

99% of people think the “AI bubble burst,” but Wall Street has collectively raised price targets; Meta is rushing to sign the supply agreement; and the Q4 revenue guidance is raised to something almost unreal.

At the $1,400 level—are you brave enough to buy the dip?

In crypto, the ones who always make money are the few—most people don’t buy at $40, chase it at $2,354, and cut losses at $1,400. #GUSD年化升至3.8% #GateDEX全面接入RobinhoodChain #夏日创作营 $SNDK $SKHY $MU
SNDK-0.18%
SKHY+0.86%
MU-0.63%
3
FourHundredAndEighty
Big money has to play it safe and hold; small money has to gamble. If you have 5000w, then if you just stack big “BTC” for a few years, it’s easy to earn a few hundred million. If you only have 5w, then you can only gamble with memes on-chain to make 5000w. Actually, many people chase status and pay attention to the trading behavior of big holders, but there’s no real value in it. Big holders have their own way of playing; losers have a different way of playing.
BTC-0.67%
MEME-0.94%
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BlackAndWhite123
The World Cup is over, and Trump has also announced a ceasefire. Even if we’re still short by the final dip at this level, we should get a rebound first. A rebound in the 68K–71K range should be no big deal. August—expect the market to take off!
0
Lenadunhamm
Today, Bitcoin smashed through $65,000 Ethereum powering toward $1,900

$20M in shorts liquidated in under 60 minutes... short squeeze loading?

Momentum is real. Where are we heading next
#SummerCreationCamp $BTC
BTC-0.67%
17
LighthouseSays
Today, the Fed’s megaphone Nick Timiraos disclosed an important dataset (as shown).
This time, he almost pinpointed the core PCE with precision to 0.18%, and the overall PCE also directly gave a negative reading of -0.07%.
This isn’t a forecast.
This is the Fed, via his mouth, leaking the answer to the market in advance.

The so-called “value” of the new Fed communications agency is fully reflected at this moment—rather than saying it’s a financial reporter’s scenario analysis, it’s more like the policy side is laying the final-mile groundwork for expectation management.

For us traders, the signal value of this is overwhelming:
The core PCE’s 0.18% month-over-month implies that annualized it has already firmly landed within the Fed’s 2% target. And when overall PCE shows negative growth, it directly strikes “inflation” off the checklist of “policy constraints.” With the interest-rate-cut path and the pace of easing— the biggest hurdle earlier on—already removed, what’s left is merely the timetable and the magnitude.

When translated onto the market, this is a clear “tell” for liquid assets:
The top in the dollar and US Treasury yields is nailed down by this data—so in the short term, it’s hard to expect any big wave to be kicked up again. Gold’s macro foundation is further reinforced—under the dual boost of “inflation cooling” and “easing expectations heating up,” the logic pushing gold prices higher actually becomes even smoother. For risk assets like BTC and US stocks, over the past half year the biggest funding-side demon question—“will inflation rise again?”—can basically be put on hold for now.

But on timing, there’s one detail worth noting:
Precisely because the “leaked question in advance” has become market consensus, the bulls’ head start in pricing will have been completed for the most part before the actual data release. On the day PCE is officially published, if the numbers do arrive as expected, the short-term thing to watch out for is a rinse-and-dump where “good news is fully sold.”

In the long-cycle perspective, the logic is already closed-loop:
Inflation constraint removed → easing path becomes smooth → liquid assets benefit. The mid-to-long-term framework of going long risk assets and gold on dips now has even firmer macro backing.

Don’t get shaken off the bus by short-term volatility. That’s also one reason behind the recent continuous low-buy strategy.

$BTC $XAU
Declaration of interests: Currently holding long positions in gold and BTC.
【The above is for personal trading framework sharing only and does not constitute any investment advice】
GLDX-0.40%
PAXG+0.37%
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Mining_sLittleSheep
ZEC $536, and in 8 days it will change!

The pain of the Orchard vulnerability crashing from 680 to 300 hasn’t been forgotten, and after the Ironwood upgrade came just 8 days later—ZEC is holding steady at $536. In the past 24 hours it has edged down slightly by 2%. Two opposing forces are fiercely battling: “upgrade positives are about to be realized” and “after the upgrade, good news is exhausted and turns into bad news.” Both bulls and bears are too afraid to make rash moves; trading volume has shrunk to 300–400 million, down 70% from the peak. These 8 days may be ZEC’s most important window of the year.

First: July 28, the most important upgrade in Zcash history

This is called the Ironwood upgrade. Block height is 3,428,143, and activation is expected next Tuesday at noon (UTC).

That “infinite minting” bug from late May has been completely sealed.

It adds a mechanism called “turnstile”—all funds are migrated from the old pool to the new Ironwood pool, and must pass through public checkpoints. The origin and trail of every ZEC can be verified; there’s no possibility of “minting out of thin air.”

Second: your fear is exactly someone else’s opportunity

What are you afraid of? Afraid the upgrade will go wrong? Afraid the positive news will run out and turn into negative? Afraid regulators will come back to pick at things?

ZEC has been listed by Forbes in its 2026 best-buy lineup

shielded supply hits a new historical high

Whales have been steadily building long positions in the 500–550 range

Exchanges have delisted ZEC before, but after the upgrade the audit passed; relisting is only a matter of time

Third: BTC is still lurking around 64k—if ZEC wants to break out independently, it has to rely on real skill

What’s the broader market situation now? BTC is drifting around 64k, the fear index is 29, extreme fear. There’s no money in the market—liquidity is tight—and capital is sheltering in BTC and ETH.

For ZEC to pull a rally in this environment, there’s only one way:

Make its fundamentals strong enough that the market has no choice but to buy.

Ironwood is the reason it’s “impossible to not buy.” Private, auditable, verifiable, mathematically secure—one hand can count the compliant privacy assets worldwide, and Zcash is the only one that has paved this path.

V God once said that privacy is the future, but he didn’t tell you that in the privacy track, the hardest mathematics is Zcash.

Support: $500–520 (recent demand zone), $470 (second line of defense)

Resistance: $540–560 (near-term pressure), $600 (key breakout level), $690 (mid-term target)

Trading volume is contracting and adjusting—this is “accumulation,” not “distribution”

One sentence: as long as it doesn’t break $500, this structure hasn’t broken.

Spot players:

Buy in batches around $530 or on a pullback to $510–520; stop-loss at $495

Targets: take half off at $580–600, hold the other half at $620–690; anything above $800 is a bonus

Perp/derivatives players:

Leverage must not exceed 3x. Wait for a breakout with volume above $560 before chasing longs; stop-loss at $530

July 25–28 is the most volatile window—reduce positions early

No-position players:

Wait until the upgrade is in place, confirm that the daily chart holds above $560, then enter from the right side; even if you make slightly less, you’ll sleep well

Every bottom you missed is because you were too greedy at the top and too afraid at the bottom.

ZEC has bounced from $300 to $536—and you hesitated for two months. Once the Ironwood upgrade lands, the audit passes, and exchanges relist, you won’t be able to get on this train again.

ZEC at $536—see the outcome in 7 days. #GUSD年化升至3.8% #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $ETH $ZEC
BTC-0.67%
ETH-1.26%
ZEC+1.16%
0
GateUser-667b5a85
ROBINHOOD × VIRTUALS Early Alpha | EP.07 $150M+ in agent volume. 4,500+ agents launched. $2.3M+ raised for builders.
HOOD+3.16%
0
Mining_sLittleSheep
ACE worth $0.13—dare you chase it?

First, look at the surface: a “dead” token that fell from $17 to $0.06 suddenly “came back to life.”

In the past 24 hours, ACE violently surged from the low of $0.0614, with a rise that at one point exceeded 122%. The 24-hour trading volume expanded to about 6 times the 7-day average. The price has cumulatively gained 95%, and is now at $0.1353, ranking 7th on the hot search list. Its market cap is only a little over $10 million, with a circulating supply of 104 million tokens.

First thing: historical all-time low + violent rebound—the script is way too familiar.

On July 13, ACE just set a historical low of $0.068. It fell from $17 to 6 cents, a drop of 99.6%—tell me, how much lower can it go?

Then what? On July 20, it doubled in a day.

We’ve seen this same storyline too many times: ZEC crashed from 680 to 250, then rebounded back to 400; ALLO fell from 0.48 to 0.28, then violently rebounded.

Second thing: don’t let the “doubling” make you lose your head—this could be a liquidity trap.

But then again—ACE is fundamentally different from ZEC and ALLO.

“This is a standard liquidity trap. The main force pumps a 20% move using only 2% of the funds—the real bid is paper-thin.”

On-chain data shows that over the past 4 hours, more than 6 million ACE have piled up in the $0.078–$0.08 range—mostly trapped positions and short-term profit-taking. 70% of the transaction value is exchange-internal wash trading; the signal light for retail bag-holders is already flashing red.

Doubling feels great, but you need to figure it out—are market makers pulling the strings, or is someone truly buying?

Third thing: the technicals are at a level that you must treat with caution.

On the daily chart, it has jumped from $0.06 to $0.15, and the RSI has already entered the overbought zone. On the 4H timeframe, there are clear signals of volume expansion with a stalled grind.

But the $0.15–$0.18 area is the high-point zone of the May rebound. If it can’t break through, then it becomes a double top, with a pullback back below $0.10.

Bulls vs bears—judge for yourself.

One side says:

From $17 to $0.06, down 99.6%—where else can it go?

A 24-hour doubling + trading volume up 6x + 7th on the hot search list, with capital flowing in

Low market cap ($10 million), small float—easy to push up

The game keeps getting updated; ACE Arenas Season 2 is already live

The other side says:

Unlocked on July 11, with continuous sell-pressure diluting supply

70% of trades are wash trading; real buying is weak

$0.15–$0.18 is the densest historical trapped-position area

Fundamentals haven’t changed—purely capital-driven

Key levels

Resistance above: $0.15 → $0.18 → $0.20–$0.25

Support below: $0.10–$0.12 → $0.08 → $0.065 (a “hard floor”)

For short-term traders:

If you want to “lick blood off the blade,” place orders to enter at $0.072–$0.074, with position size no more than 3% of total funds. Stop-loss at $0.069. Take-profit in two stages: sell half at $0.079 first, and exit the rest at $0.085.

For conservative players:

Wait. Wait for the daily close to hold above $0.15, and for trading volume to keep expanding, then consider getting in from the right side.

For the bears’ playbook:

If around $0.15 you see volume-expansion but a stalled move plus long upper wicks, you can consider shorting with a light position, stop-loss at $0.165, target $0.10–$0.08.

Risk-control iron rules:

Don’t let your ACE position exceed 3–5% of your total funds

Don’t touch leverage—this volatility can wipe you out in a 5x move

Set your stop-loss—don’t hold and hope. A coin that fell from $17 to $0.06—anything can happen

ACE fell from $17 to 6 cents—down 99.6%—

This isn’t a return to value; it’s dancing on a corpse.

A one-day doubling is tempting, but think it through: are you here to invest, or to gamble?

In a bull market, you make money with good judgment. In a bear market, you make money with patience. With a coin like ACE, staying alive matters more than making money. #GUSD年化升至3.8% #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $ETH $ACE
BTC-0.67%
ETH-1.26%
ACE-4.36%
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Lenadunhamm
$ACE Massive Momentum Alert!

$ACE is showing massive strength today, surging over +67.70% and reaching a local high of $0.15363!

After a strong reversal off the $0.06408 low, the price is consolidating healthily around $0.14144 on the 15m chart.

Key Trading Levels:
Immediate Resistance: $0.1536
Key Support: $0.1300 / $0.1150
24h Volume: 24.04M ACE ($2.75M USDT)

Bulls remain in strong control.

A clean breakout above $0.1536 could push prices higher, while holding support maintains the bullish structure. Manage your risk carefully!
#SummerCreationCamp
ACE-4.36%
12
Mining_sLittleSheep
ETH worth $1,870—are you going to cut your losses?

First, look at the surface: it’s down 62% from the all-time high of 4,946, and down 36% since the start of the year.

It’s been bouncing between 1,800-1,900, with less than $9 billion in 24-hour volume—low volume, hesitation, fear. The late-June low at 1,500 hasn’t been revisited since.

After ETH bottomed at 1,500 and started to recover, it broke the downward trendline that had been suppressing it for nearly six months— the bottom is in place, and it only needs one big-volume bullish candle to confirm.

First thing: the ETF hellish outflows ended for 8 weeks, and institutions are back.

Over the past two months, spot Ethereum ETFs have been bled dry—8 straight weeks of net outflows. But in the second week of July, the picture changed: net inflow of $84 million in a single week, and last week even reached $105 million.

BlackRock’s ETHA was the standout—pulled in $135 million in one week. On July 14, all 10 Ethereum ETFs recorded positive net inflows. In the first half of July, net inflows for the ETH ETFs had already hit $128 million.

Second thing: whales are accumulating like crazy, while you’re panicking and cutting.

On July 14, four whale addresses cumulatively bought 87,083 ETH within 12 hours, worth $153 million.

In the same period, institutional whales bought 75,000 ETH within 12 hours; total institutional holdings reached 6.1 million ETH, 5.1% of circulating supply, the highest since the March Dencun upgrade.

A new wallet withdrew 50,000 ETH from exchanges.

Net outflows from exchanges have been negative for 8 consecutive days, the longest stretch this year.

Third thing: the Glamsterdam upgrade— the biggest since Merge.

Go live on the mainnet on September 16. The target Gas Limit will be raised from 60 million to 200 million—more than triple.

Two core changes:

ePBS (EIP-7732): fully separates the block proposer and builder, extending the “life-or-death 2-second” window for validators to 9 seconds—L1 throughput is set for a qualitative change.

Block-Level Access Lists (EIP-7928): enables parallel processing of transactions, no longer a slow, single-lane road, with fees potentially dropping by up to 78%.

Bull vs bear—judge for yourself:

On the one side:

ETF ends 8 weeks of net outflows; net inflow was $105 million last week.

Whales accumulated billions of dollars over two weeks; exchange ETH is nearly being emptied.

Glamsterdam upgrade goes live in September, the biggest catalyst since Merge.

Rebounded from 1,500 to 1,870, breaking the 6-month downward trendline.

Fear index at 29—extreme fear often matches a bottom characteristic.

On the other side:

Escalation of the Iran-Iran conflict, macro black swans could hit the market at any time.

Down 36% since the start of the year—the trend hasn’t fully turned yet.

Failed to break 1,900-1,950 three times—huge psychological pressure.

Rebound on shrinking volume; liquidity conditions remain weak.

Key levels

Resistance overhead: 1,900-1,910 → 1,950 → 2,000 (psychological level) → 2,163

Support below: 1,850-1,860 → 1,800 → 1,750-1,780 (strong support)

For short-term traders:

After a pullback to 1,850-1,860 stabilizes, go long with a light position; stop-loss at 1,820; target 1,900-1,920. If it breaks above and holds 1,900 on volume, chase long; stop-loss at 1,870; target 1,950-2,000.

For swing players:

Build positions in batches within 1,750-1,820; stop-loss at 1,720; first target 2,000-2,163; second target 2,500+.

For long-term believers:

DCA with eyes closed below 1,800. ETH fell from 4,946 to 1,500—a 70% drop. Historically, every time ETH drops more than 70%, it becomes a golden pit. By end of 2026, target 3,000-4,000—betting on the Glamsterdam upside + continued ETF inflows + a rate-cut cycle.

ETH right now is like the bear-market bottom at end of 2022—

99% of people think, “This time is different—ETH will go to zero.” The result: it rose 3x in 2023-2024.

On the day 1,900 breaks through, you’ll realize:

It wasn’t that Ethereum is bad— it’s that you cut losses every time at the lowest point. #GUSD年化升至3.8% #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $ETH $SOL
BTC-0.67%
ETH-1.26%
SOL-0.77%
0
HenryInsights
Bro: Don’t trade with emotions
Also bro:
0
Bit_Bull
$BTC still not giving a clean reversal yet, it’s compressing between support and resistance.
$71K is the first real reclaim; above it, $83.5K opens.
Lose the structure and $52.5K becomes the liquidity target
BTC-0.67%
0
LighthouseSays
The market across the board is leaning bullish right now.
I think 57K has already become the interim bottom.
I’ve been going long low and keeping it there recently.
Only long.
$BTC $XAU
{spot}(BTCUSDT)
BTC-0.67%
XAU+0.38%
0
Tom_Tucker
Closed source privacy asks for faith.
Open source privacy allows verification.
Liberdus makes its major components public so developers can inspect the code, challenge assumptions and contribute improvements.
Trust the evidence, not only the marketing.
@liberdus
12
Mining_sLittleSheep
BTC worth $64k—did you get washed out?

First, the surface: it bounced, but it just can’t break past $65k.

Over the past month, it strongly rebounded from the 57K-58K lows, topping out at 65K+, then entered choppy consolidation in the high range. Today it’s at 64,100, down 1.12%, grinding within the 63.7K-64K support band. Every attempt to push through 65K gets smashed back—long upper wicks everywhere. You need to pick a direction. Don’t let both sides slap you in the face.

First thing: ETF flows are back, but retail is still panicking.

In June, there were ETF outflows at a record-history level. Retail went into a frenzy: “The institutions left, the bull market is over!” What happened afterward? Since July, ETFs have gradually warmed up again. Major products like BlackRock’s IBIT have started seeing net inflows, and layered on top of that, short-term short squeezes helped drive BTC’s violent rebound from 57K to 65K.

In the past 60 days, big players have net accumulated over 60k BTC. While you panic-sell and cut losses, the whales are quietly eating the bids.

Second thing: BTC’s scarcity is already at the extreme.

After the 2024 halving, block rewards dropped sharply. Circulating supply is about 20.06M, with only 5% left until the 21M cap. What does that mean? In a few more years, there won’t be any new BTC left to mine.

Hashrate has stayed above 900+ EH/s at high levels, so network security is not a concern. The “supply shock” logic after the halving has never changed—there will be fewer and fewer coins, while demand keeps rising. Won’t the price go up? Do you believe that?

Third thing: at the $64k level, it’s time to choose a direction.

From the 57K rebound until now, a high-range flag-style consolidation has formed. Around 64K is the most concentrated area of on-chain buy orders, and the 63.7K-64K strong support zone has been defended multiple times. But the upside at 65K hasn’t been cleared three times—each surge gets knocked back hard, with heavy sell pressure.

The Fed meeting on July 29 is coming up. CPI has already fallen to 3.5%. If rate-cut expectations heat up, BTC could take off directly. If geopolitical tensions further escalate and 64K breaks, we could see pullbacks to 62K or even 61K.

A battle between bulls and bears—see for yourself.

One side is:

ETF funds continue returning in July; institutions re-entering

Whales have accumulated 60k BTC in 60 days; whales are疯狂 buying at the bottom

After the halving, supply is extremely low; only 5% remains until the cap

Buy orders are concentrated near 64K; support is strong

CPI falling to 3.5%; rate-cut expectations warming

The other side is:

65K has failed three times; heavy overhead sell pressure

Ongoing Middle East geopolitical conflict; risk appetite under pressure

High uncertainty before the Fed meeting on July 29

US Treasury yields + a strong USD continue to suppress risk assets

Key levels

Upper resistance: 65k → 66,000 → 67,000 (profit-taking concentration zone)

Lower support: 63.7k-64k (strong support) → 62,800-63,000 → 61k-62k

Aggressive longs:

Hold above 64k-64,200 and add on volume;试多 with a light position. Targets 65,500-66,500; stop-loss at 63,200. If it breaks 65K, add more.

More prudent approach:

Wait for a pullback to 62,500-63,500 to build positions in batches (DCA) and hold long-term. Reduce or hedge around 64,800-65,500. Or just wait it out—after the Fed meeting on July 29 + geopolitical situation become clearer, then go heavier. No need to rush right now.

Risk control:

No single trade over 5-10% of total funds; stop-loss must be set. Don’t chase or cut hard—especially when headlines are chaotic. The news you’re seeing has already been traded by institutions 10 minutes ago.

BTC’s move this time—from 57K to 65K—is another “stress test” for the halving cycle—

99% of people think “the bull market is over.” In the end, institutions accumulated 60k BTC below 65K.

The day 65k breaks through, you’ll realize:

It’s not that BTC isn’t working—it’s that you keep cutting losses at the lowest points and FOMO-ing at the highest points. #GUSD年化升至3.8% #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $SOL $ETH
BTC-0.67%
SOL-0.77%
ETH-1.26%
1
DirectorAnnie
Cathie Wood’s latest big move! Cutting losses after a big drawdown—$AMD was actually for adding heavy positions in these under-the-radar winners:

【Buy】
$SPCX +147,805 shares - Musk’s No. 1 fan girl, continuously adding to her position in SpaceX, bullish on space exploration and reusable rockets and other innovations; repeatedly buying on dips
$CRWV +115,827 shares - Focused on providing high-performance NVIDIA GPU cloud platforms; the stock price has fallen 35% from its peak
$XE +16,136 shares - Bullish on nuclear power driven by AI data center power demand
$AVAV +37,077 shares - Fits the robotics and defense innovation theme
$KTOS +82,151 shares - Autonomous combat drones; bullish on defense autonomy and AI military applications
$ISRG +7,975 shares - Intuitive Surgical, a global leader in surgical robots
$PONY +133,285 shares - Positioning for autonomous mobility and AI travel
$WRD +32,861 shares - An autonomous driving company in China
$KDK +26,792 shares - An autonomous driving platform integrating AI and modular hardware
$XE +4,440 shares - Nuclear power, supporting AI energy demand
$META +5,726 shares - Valuation looks more attractive than other tech giants
$NFLX +38,068 shares - Bullish on long-term 10%+ growth potential
$CMPS +101,791 shares - Focused on mental health innovation therapies; a leading player in psychedelic drug therapy—potential upside of 100%
$ABSI +33,110 shares - Uses AI to design new protein-antibody drugs
$PRME +81,580 shares - Gene-editing biotech targeting inherited diseases, with potential to double
$KTOS +33,661 shares - Betting on the wave of global defense modernization and autonomous unmanned systems

【Sell】
$TWST -6,657 shares
$TXG -111,013 shares
$AMD -12,057 shares
$HOOD -59,131 shares
$SRTA -8,256 shares
$BIDU -7,651 shares
$DE -3,171 shares
$CAT -2,166 shares
$AMD -3,886 shares
$IRDM -120,058 shares
$ROKU -197 shares
$NET -7,273 shares
$HOOD -20,089 shares
$AMD -4,436 shares
$TWST -1,784 shares
$ATAI -70,667 shares
$ROKU -7,646 shares
$SRTA -5,693 shares
$IRDM -24,576 shares
$DE -2,610 shares
$AMD -3,194 shares
AMD+11.55%
SPCX+8.74%
CRWV+6.18%
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Lenadunhamm
$BTC Bitcoin just swept liquidity and bounced from the $63.7K zone.

Bulls managed to defend the key support, but the real test is still ahead.

Holding above $64.2K could open the door for another push toward $65K+.

Losing this level may bring $63.7K back into focus.

Right now, it’s all about patience. Let the market confirm the next move instead of chasing candles.#GateDEXIntegratesWithRobinhoodChain #SummerCreationCamp
BTC-0.67%
12
Mining_sLittleSheep
HYPE at $60—would you buy the dip?

First, the surface: a 21% pullback, retail investors swearing up a storm.

ATH was $76.80 (June 16). Now it’s $60.83, down nearly 21%. In the past 24 hours it’s down another 1.28%, around $59.24. It ranks #9 by market cap, roughly $15.2 billion.

The 50-day moving average is still above the 200-day moving average; the golden cross structure remains intact. This is a pullback, not a reversal—building up strength, not breaking down.

First thing: token unlocks dumping pressure? Nice try—repurchases are even stronger.

On July 6, about 9.92 million HYPE tokens were unlocked to the market. Based on the then price, that was worth roughly $645 million. Retailers were terrified: “This is going to get dumped again!”

But look closer—Hyperliquid’s foundation holds repurchase funds about 4.6x the value of the unlocked portion.

Right at the beginning of July, Hyperliquid completed a single $283 million repurchase, the largest in the industry since 2026. Cumulative repurchases are already over $1.1 billion; over 44 million HYPE have been permanently burned, accounting for 4.4% of total supply.

Second thing: protocol revenue has broken $1 billion—this isn’t an air coin.

As of June 30, Hyperliquid’s cumulative protocol revenue has surpassed $1 billion. The annualized run-rate is close to $840 million.

Over the past 12 months, revenue was $871 million—#1 among all crypto protocols.

User trades → generates fees
Fees → repurchase HYPE
Repurchase → burn HYPE
Supply decreases → value rises

The more people use the platform, the more valuable it becomes; the more it trades, the more deflationary it gets. This is 10,000x stronger than 99% of “governance tokens.”

Third thing: open interest flips XRP—capital votes with its feet.

CoinGlass data shows HYPE futures open interest reached $1.45 billion, higher than XRP’s $1.12 billion. It climbed to #4, behind BTC, ETH, and SOL.

The spot price is falling, but in the derivatives market, funds and trading heat are still concentrating into HYPE.

Meanwhile, the HYPE spot ETF keeps pulling in money—net inflow of $10.36 million in the first week of July. Bitwise’s BHYP cumulative net inflow has reached $130 million. ETF holdings are close to 2.4% of HYPE’s supply.

Long vs short—judge for yourself.

One side has:

Protocol revenue has broken $1 billion, annualized $840 million, #1 across the whole industry
Single $283 million repurchase; cumulative repurchases over $1.1 billion; 44 million tokens already burned
Futures open interest surpasses XRP, rising to #4
ETF continues to see net inflows—institutional channels open up
50-day MA > 200-day MA; golden cross structure intact

The other side has:

Dropped from 77 to 60, down 21% on the pullback—technical pressure
Core contributors unlock on the 6th of each month, continuing through 2027
Singapore’s MAS has placed Hyperliquid on an investor warning list
If BTC breaks below 60k, it could drag down all altcoins

Key levels:

Resistance above: 65-68 (short-term) → 76.90 (ATH) → 88-100 (bull-flag target)
Support below: 58-60 (current) → 53-55 (strong support)

For short-term traders:

Wait for a pullback to 58-60 to go long with light position sizing, stop loss at 55; first target 65-68, second target 76.

For swing traders:

Wait for the daily chart to put volume behind it and hold above 65 to enter on the right side; target 77-100. If it breaks below 55, stop out unconditionally. Watch BTC—if BTC holds, HYPE bounces; if BTC crashes, HYPE follows.

For long-term believers:

DCA in batches in the 55-60 range. Hyperliquid is one of the most solid projects in the current crypto market—real revenue + automatic buybacks + deflationary model. Hold for 1-2 years; target 100+.

HYPE right now is like BNB in 2020—

99% of people thought, “A platform that’s essential won’t go up.” Then platform revenue exploded + buyback deflation kicked in, and the price multiplied by 20x.

The day it breaks above 65, you’ll realize:

It’s not that HYPE isn’t good—it’s that you keep cutting losses every time at the lowest point. #GUSD年化升至3.8% #台积电Q2净利暴增77.4% #夏日创作营 $BTC $ETH $HYPE
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byte_drift1
Imagine buying 700 $BTC for $22.34M and then holding through 5 years of market chaos.
That same Bitcoin is now worth around $45.3M.
The whale just moved the coins for the first time in 5 years.
More than 2x on the investment.
The hardest part was probably doing absolutely nothing.
What a legend. 🐋
BTC-0.67%
6
MarkEth
$HYPE HyperliquidX was not enough to overcome previous rejections and results straight daily candle bleed.
‎
‎I'll wait more to settle this panic around $54-55 for next endeavors.
‎
‎They are planning to enable permissionless deployment of HIP-4 Outcome Markets.
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