Crypto KOL Community & Market Trends

This whale/market maker really knows what they’re doing—probably also saw my articles and is pumping hard.

$Monkey Coin 0x6927c3646D50595858918A9a332E30E6Edc94444 40k–400k (10x) The Monkey Coin is a bit of a rumor—there was a Ponzi scheme shared in groups a long time ago. It’s rare to get a 10x on BSC—got the energy.

Today I shared two in the group: one $shitcoin, and one $monkeycoin.

$shitcoin 7x, $monkeycoin 5x

$monkeycoin 0x6927c3646d50595858918a9a332e30e6edc94444

The $monkeycoin should also be ready to take off. Monkeycoin is a very Ponzi-like web2 coin that’s especially popular. It’s very suitable for BSC.

As for BSC’s new season right now: Dragon One is the $shitcoin, and Dragon Two has a high probability of being the $monkeycoin.

$shitcoin 0xE14B77ce30250CF94182b7019020fA00e7354444 The shit-and-pee meme’s wind finally blew onto BSC. BSC is always a bit slower—this time it was two years late. The idea behind the shitcoin concept is really pretty good. Since BSC is all shit, BSC’s memes aren’t as good as shitcoin. Weren’t you after high aesthetic taste? High aesthetic has arrived—come, a lump of shit.

Dear, while watching the World Cup as Argentina battles Spain, let’s also review the recent stock market!
Although valuation for storage-chip concept stocks has pulled back sharply over the past few days by 15% to 18%, the spot market shows a completely different picture.
The spot prices for high-capacity DDR5 64GB/96GB server RDIMM modules have surged against the trend by 27.9% over the past 30 days; the price per module has reached $1,375, setting a new all-time high.
This round of spot premiums has already far exceeded the expected 13% to 18% increase in enterprise contract prices for a quarter.
It also reflects that the procurement pace for AI hardware has clearly outpaced supply-chain capacity expansion.
The core reason is that storage-chip wafer fabs have redirected a large portion of capacity originally meant for producing traditional DRAM toward prioritizing the production of high-bandwidth memory (HBM).
Normal wafer capacity has been squeezed by as much as 300%, further pushing spot prices for DDR5 server memory to keep rising.

The circle is still a bit chaotic lately, with projects mixed together. Let’s refocus on the community track and take a closer look—MoonCoin’s activity is clearly speeding up. Hard push through, city nodes, captains’ networks, and the KOL matrix all move together: buying with 3% slippage, with half routed into the liquidity pool and half automatically triggering repurchases. Simply put, this isn’t just pushing the price with emotions—it’s using real promotion and continuous buybacks to form a closed-loop growth cycle. We’re still in the consensus launch stage; the further it goes, the more people will know,

Michael Saylor hints at buying more Bitcoin.
"What's next?"

Recent understanding of “fault tolerance rate” is becoming deeper

No matter which market, the process of confirming the bottom must be repetitive. Even if you want to “buy the dip,” you must prioritize the index rather than individual stocks. Many individual stocks look strong during the decline, but once a genuine rebound arrives, they start to underperform. Choosing the index can avoid this kind of pullback trap as much as possible, improving your win rate and operational fault tolerance.

The fault tolerance rate of single-stock positions is definitely much lower than that of the index.

Can you dare to bottom-fish on SKHY at $154?

First, look at the surface: a roller coaster + panic stampede, with retail investors shouting, “You can’t touch a US stock IPO.”

It was issued on July 10 at $149; it surged 13% on the first day to close at $168. On July 14, it climbed to a historical peak of $194.8. On July 16, it crashed 13.69% in a single day to $152. On July 17, it briefly dumped as low as $145.57. Over 9 trading days, the range exceeded 30%.

The $145–$154 range has been tested continuously. Buy orders keep propping it up repeatedly, and panic has reached its extreme—an upside rebound feels imminent.

First thing: a Korean brokerage says it’s “below expectations,” but you might be getting led into a ditch.

On July 13, Korea Investment & Securities (KIS) issued a report forecasting SK hynix’s Q2 operating profit of 60.4 trillion KRW, about 8% lower than the market consensus of 65 trillion KRW. After the news, the Korean stock price plunged more than 10%, and within three weeks it pulled back 33% from its all-time high.

HBM pricing benefits in the short term are limited because HBM contracts are typically long-term and locked. But that doesn’t mean the company is bad. Q2 revenue is expected at 80.9 trillion KRW, up 264% year over year; operating profit at 60.4 trillion KRW, up 556% year over year. Operating margin is 74.6%, setting a new historical high.

Second thing: all HBM capacity will be sold out in 2026—so why are you panicking?

SK hynix has a 62% global share in HBM, and in the HBM3E segment it accounts for more than half. By 2026, HBM capacity is already fully sold out; regular orders are booked out to Q1 2027. Nvidia long-term contracts are locked through the end of 2027. Inventory is kept at only 4 weeks, and output ships immediately.

The three HBM suppliers—SK hynix, Samsung, and Micron—will have all their 2026 capacity sold out. SK Group chairman hinted shortages may persist until 2030. The industry is facing the most severe supply shortage in nearly 15 years.

Third thing: on-chain capital is voting with its feet.

On July 14, on Hyperliquid, SK hynix-related contracts recorded $604k in 24-hour trading volume, surpassing BTC and becoming the platform’s highest-volume asset. Total crypto derivatives成交 was $8.8 billion, equal to 30% of the combined trading volume of Korean stocks and ADR. ADR has an approximately 40%-42% premium versus the underlying Korean shares. Starting July 29, two-way conversion opens; that premium will likely be compressed quickly by market forces. As the premium narrows, it may also bring additional sell-pressure.

Long vs short—judge for yourself

One side says:

All 2026 HBM capacity is sold out; orders booked to 2027
Q2 revenue is expected to jump 264% year over year, and profit 556%
Operating margin at 74.6% hits a record high
On-chain derivatives trading volume surpasses BTC; big whales are putting in real money
The $145–$154 range keeps getting tested; buy-side orders keep propping it up

The other side says:

ADR trades at a 40% premium to Korean stocks; after two-way conversion on July 29, it may compress
Korean brokerage downgrades sparked panic; sentiment is damaged
Only listed for 9 days; the chip structure is unstable
If the AI narrative cools, high-multiple targets will be hit first

Key levels

Resistance overhead: 168–170 (first-day close) → 176–180 → 194.8 (all-time peak)
Support below: 145–150 (issue price + psychological anchor) → 135–140 (0.618 retracement)

For short-term traders:

Go long with light position in the $154–$156 range; stop loss at 145. First target 168–170, second target 176–180.

For swing players:

Wait for the daily line to hold above 170, then add on the right side; target 200+. If it breaks below 145, stop out unconditionally. Around the opening of two-way conversion on July 29, watch for the risk of premium compression and manage position size in advance.

For long-term believers:

$145–$150 is near the issue price—DCA in batches as usual, eyes closed. The AI memory super-cycle isn’t over, and the HBM supply-demand gap is rigid.

Risk reminder: Opening two-way conversion on July 29 could trigger premium compression, and you may then get another dump. Is this a chance to get on board or a pit? It depends on your position sizing and mindset.

SKHY is like Nvidia in 2020—

99% of people think “it’s risen too much, it should drop,” and the result is that every pullback becomes a historical bottom.

On the day it breaks above 170, you’ll find:

Turns out it’s not that SKHY is bad—you keep cutting loss at the lowest panic points every time. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $SKHY $MU $SNDK

$4,020 gold—are you bold enough to buy the dip?

First look at the surface: it slid from 5,600 to 4,000, down 28%. Retail traders panicked and cursed.

See the top in January 2026 at 5,602, then a steady grind lower: it probed a low of 3,940 by end of June, and entered range-bound trading around 4,000-4,100 in July. The Middle East situation escalated, pushing up oil prices; inflation expectations rebounded; and the market started pricing in the possibility that the Fed might raise rates—gold got hit by a double kill: “rising real yields + a stronger dollar.”

But what then? The 4,000 level held for the third time, volume expanded, and the candlesticks showed an early “double bottom” pattern.

First thing: rate-hike expectations scared gold, but you were led astray by the news.

Iran’s situation pushed up oil prices; inflation expectations rebounded; and the market quickly priced a surge in the probability of a Fed rate hike in September 2026. A stronger dollar and rising real yields—gold got double-killed.

But think about it—if geopolitical conflict is heating up, shouldn’t that be bullish for safe-haven gold?

The answer is: in the short term, the market is being held hostage by the logic “inflation → rate hikes,” completely ignoring the stronger logic of “safe-haven demand + central banks buying gold.”

Second thing: central banks are buying, while retail traders are afraid—familiar recipe.

Central banks in emerging markets like China and India continue net purchases; they still held at high levels in 2026 Q1. Mine production is growing slowly, and gold recovery is limited—supply remains tight long term.

Central banks buy gold not to make money, but to “de-dollarize”

Since 2022, this trend has never been interrupted—when it falls, they buy even more.

Gold isn’t like Bitcoin—it has real supply-and-demand support.

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

The 4,000 level has been tested three times—end of June at 3,940, early July at 3,990, and mid-July at 4,000—each time it was defended. This is the early shape of a triple bottom, ironclad proof that buy pressure is gradually strengthening.

But don’t forget—at 4,100-4,120, gold also slammed into a wall three times. The battle between bulls and bears is imminent.

Bulls vs bears—you judge for yourself

One side says:

4,000 defended three times, triple-bottom structure emerging

Central banks keep net buying; the foundation of a structural bull market remains unchanged

If geopolitical conflict de-escalates or oil prices fall, gold could violently rebound

RSI is neutral to low; sell pressure is gradually exhausting

The other side says:

The Fed may raise rates; real yields keep rising

The U.S. dollar index is strong; technicals still in a downward channel

4,100-4,120 failed three times; resistance is effective

Key levels

Resistance overhead: 4,100-4,120 → 4,200-4,250 → 4,380

Support below: 4,000 (psychological level) → 3,940-3,960 (iron bottom) → 3,850-3,900

For short-term traders:

Go long 3,990-4,010, target 4,100-4,120, stop-loss 3,940. Go short 4,090-4,110, target 4,000-3,980, stop-loss 4,140.

For swing traders:

Pullback to 3,940-4,000 is a high-quality add-on opportunity, target 4,200-4,380, breakout to look for 4,500+. Stop-loss below 3,850.

For long-term believers:

Build positions in batches in the 4,000-4,200 range. Central bank gold buying + de-dollarization is the big trend for the next 3-5 years; target a return to 5,000+.

Gold’s current trend is almost exactly like BTC at 40,000 in 2024—

99% of people think “it will fall more,” and then institutions absorb months of supply at the bottom, and then it rockets.

On the day it breaks above 4,100, you’ll realize:

It’s not that gold is bad—it’s that you keep cutting losses at the moment of maximum panic. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $XAU $XAUT

A whale that's already sitting on $12M in profits just doubled down.

They're now long:

• $29M $ETH (25x leverage)

• $20M $BTC (20x leverage)

That's a serious amount of conviction and risk.

Nobody knows the future, but when wallets of this size start making aggressive moves, it's worth paying attention.

The real question is: What are they seeing that the rest of the market isn't?

$BTC keeps testing traders' patience.

The market is consolidating after another resistance rejection.

One strong move above $66,000 or below $61,500 could change everything.

My cumulative pnl is up 340% of which more than 60% is from $BANK .

I bought it around 0.05$ and now $259% return around 3.5x i entered.

How lucky I'm in this boring market.

MU worth $852—are you brave enough to bottom-fish?

First, look at the surface: a plunge of 30%+—retail investors are panicking and cursing.

In late June it surged to a record high of 1,255, then turned down. Over 5 days it fell 12%, in one month it dropped 20%, and now it’s at 852. The market cap has evaporated by more than $150 billion from the peak, and retail investors are shouting, “AI is over.” The candlesticks tell you: 850 is the key support before the June breakout plus the 50-day moving average. The market is already at an extreme oversold level—any bounce is imminent.

First thing: earnings hit a record, but the price fell—you got fooled by “sell the news.”

Q3 revenue was $41.5 billion (vs. $35.7 billion expected), EPS was $25.11 (vs. $20.49 expected), and gross margin jumped to 84-85%. Q4 guidance is even stronger: revenue around $50 billion.

Then what happened? The stock price fell from 1,255 to 852.

Because retail looks at price, while institutions look at valuation.

With the same earnings report, AI giants (Meta, Amazon) are still aggressively buying memory; HBM capacity has already been fully locked.

Second thing: the opponent is stirring things up, but the fundamentals are rock-solid.

CXMT plans an IPO; SK Hynix moving funds to list on Nasdaq will siphon capital from competitors, who are making moves.

But look closely—Micron just signed long-term strategic agreements with Tier 1 automakers like Ford. There’s $250 billion+ in U.S. investment, and the New York plant has already broken ground.

All HBM capacity is sold out; customer prepayments are already in hand; revenue visibility extends to 2027.

If products can’t sell enough, customers line up to send money.

Even expanding capacity through 2027 can’t catch up with demand.

Gross margin is 85%—profits come pouring in.

AI memory isn’t a bubble; it’s a necessity.

Third thing: a technical signal has appeared that you must take seriously.

In terms of structure, there are early signs of a double-bottom; RSI has dropped from the high to neutral; the MACD histogram is starting to converge; and volume is amplifying on the pullback—some people are selling, but someone bigger is stepping in to take it.

Above 850, look for 800-820. Hold 850 and see a volume-backed rebound, targeting 1,100-1,200+.

Long vs. short—judge it yourself.

One side is:

Earnings beat expectations across the board; gross margin at 85% is a record

CEO says shortages to 2027, with HBM fully locked

Big-name firms like Ford signed long-term deals—revenue visibility is very high

850 triple support + early double-bottom; technical oversold repair is imminent

The other side is:

Down 32% from 1,255; the medium-term is still in a correction cycle

Competitors CXMT/SK Hynix siphoning funds

Pressure from rotation in the U.S. tech sector

If 850 breaks, it accelerates a deeper drop to 800-820

Key levels

Resistance overhead: 900 → 950-980 → 1,000-1,030 → 1,100-1,200

Support below: 850 (line between life and death) → 810-820 → 750-780

For short-term traders:

Buy in batches in the 850-860 range, stop loss at 840, targets 900-950. Leverage 5-10x (for beginners 3-5x). If it holds above 880, you can add.

For swing players:

After holding 850 and seeing a volume-backed rebound, get in on the right-side move. Target 1,000-1,100. Take profit in batches: sell half at 900 first, keep the rest for 1,000+. If it breaks 840, exit unconditionally.

For long-term believers:

Do closed-eye DCA below 850. AI memory is one of the most certain tracks for the next 3 years; Micron is one of only three global HBM suppliers, with a 2027 target of 1,500+.

MU right now is like NVDA in early 2023—

99% of people think “AI has already pumped too much,” and NVDA went from 200 to 1,000 anyway.

The day you see 850 hold, you’ll realize:

It wasn’t the AI bubble that broke—it was that you cut losses every time at the lowest point. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $MU $SNDK $SKHY

SK Hynix shows signs of a short-term rebound opportunity. The hourly chart has completed a W-bottom formation, and the 1,146 support at the bottom is solid.
Buy on pullbacks at 1,175–1,180, set stop loss at 1,145. First target is 1,204, and the second round looks for above 1,220.
Only a rebound from oversold conditions—keep a light position for a short-term trade, and strictly control leverage!

❗❗Zoom out. The chart is telling a much bigger story than the daily candles.

Look at previous $BTC cycles, every time the weekly #RSI cooled into this zone, it created room for the next leg higher instead of ending the bull market.

Right now, we're seeing a similar reset. Momentum has cooled, but the bigger trend is still intact.

Corrections are part of every bull run. They shake out weak hands before the next move

$PI Packing Massive Momentum!

The $PI chart on the 15m interval is looking incredibly bullish today, printing a massive green candle and hitting a high of 0.09306!

Current Price: 0.09203 (+7.72% daily gain)
Volume Spike: Strong buying pressure pushing it right into a key local resistance level.

While today’s intraday reversal is an absolute win for short-term scalpers, remember that the asset is still fighting significant macro headwinds (-32% over 30 days).

Is this a genuine trend reversal or just a temporary bounce?#SummerCreationCamp #GateDEXIntegratesWithRobinhoodChain

SNDK worth $1,356—are you brave enough to buy the dip?

First, look at the surface: a sector-wide selloff, and retail investors panicking and shouting “the top is in.”

On June 22, it hit a record high of 2,354, and then it kept plunging all the way down to 1,300—a 42% drop. With Samsung ramping up production, OpenAI’s IPO being postponed, and rumors that Meta has idle computing power, the semiconductor sector got hit across the board. The candlestick chart tells you: 1,300–1,320 is an important support zone. RSI has already entered oversold territory. Panic has reached its peak, and the rebound window is open.

First thing: the stock price got cut in half, but the fundamentals doubled.

Q3 revenue was $5.95 billion, up 251% year over year. Gross margin is close to 80%. No debt + net cash + a $6 billion share repurchase plan. AI giants like Meta, Google, and Microsoft have listed SanDisk as a core beneficiary of AI storage.

Sounds like all good news? But the stock fell from 2,354 to 1,356.

Same company: when June revenue doubled, the stock was 2,354; now with even stronger performance, the stock is 1,356. Is this “a bubble bursting”? No—this is “excessive panic.”

Second thing: AI storage demand hasn’t changed—what changes is your nerve.

Samsung ramping production? That’s to meet demand over the next two years—not a reason to dump the stock. Meta releasing idle computing power? That’s about optimizing efficiency, not cutting AI investment.

Data centers are still under construction. SSDs are still being bought.

SanDisk is a pure NAND player. Enterprise storage demand driven by AI is structural growth.

$6 billion in buybacks = the company thinks its own stock is ridiculously cheap.

The AI narrative hasn’t broken—what’s broken is your faith.

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

1,300–1,320 is the prior dense high-volume trading area + a psychological line in the sand + the Fibonacci 0.618. If it holds, the first rebound target is 1,450–1,500, and the second target is 1,800+. The August 5 earnings report + the August 13 Investor Day will be major catalysts.

If 1,300 can’t hold, it may pull back to 1,200—or even 1,000.

You decide the battle between bulls and bears—take a look yourself.

One side is:

Q3 revenue surged 251%, gross margin 80%, no debt + $6 billion buyback

AI data-center storage demand is still in an explosive phase

Goldman Sachs and Wedbush target prices of 2,000+

Down 42% from 2,354; RSI is oversold; technical rebound odds are extremely high

The other side is:

Overvaluation (TTM PE 55–65x), sensitive to negative catalysts

Sector selloff + Samsung ramp causing supply concerns

If US tech keeps pulling back, SNDK could fall along with it

If 1,300 breaks down, the next stop is 1,200

Key levels

Resistance overhead: 1,450–1,500 → 1,600–1,700 → 1,800+ (earnings catalyst)

Support below: 1,300–1,320 (strong support) → 1,200–1,250 → 1,000–1,100

Short-term traders:

Go long with a small position at 1,330–1,350, stop-loss at 1,300, target 1,450–1,550. If it rebounds to 1,450–1,500, you can short again, targeting 1,200–1,250.

Swing traders:

Build positions in batches in the 1,300–1,400 range—the logic is long-term AI storage demand. Reduce exposure if it breaks and closes below 1,200–1,250; take profit in batches at 1,800 and 2,000. You can hold before the August 5 earnings report, but strictly manage risk.

Long-term believers:

DCA blindly below 1,300. SanDisk is a core pick for AI infrastructure—analogous to NVDA in 2020. Target: 2,000+ after Investor Day, and 3,000+ in 2027.

SNDK right now is like Nvidia in 2023—

99% of people think “AI hardware has already run up too much,” and then the earnings come out and it doubles.

The day 1,300 holds, you’ll realize:

It wasn’t that SNDK wasn’t good—it was that every time it crashed, you cut losses. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $SNDK $MU $SKHY

@0xBeyondLee In a bear market, manage your finances more wisely!

@Lies88888 Argentina!