Crypto KOL Community & Market Trends

@Lies88888 Argentina!

$556 worth of ZEC—are you chasing it?

First, look at the surface: a V-shaped reversal, with retail FOMO rushing in.

What happened over the past 6 weeks? The Orchard vulnerability was exposed: the price crashed from near 600 down to 250, and the panic index went through the roof. Then in mid-to-late June, the market started a V-shaped reversal, continued trending higher through July, broke multiple resistance levels, and reclaimed 550. Weekly up 11.83%, monthly up 16.56%, and over 1 year gains are more than 1100%.

The bottom reversal is confirmed, and upside momentum is still building.

First thing: that vulnerability which almost killed ZEC is now the biggest positive.

In late May, severe vulnerabilities in the Orchard privacy pool were disclosed—at least in theory, it could enable infinite minting of fake ZEC. The price plunged 40-50%, and the whole network screamed, “privacy coins are done.”

The team performed a 48-hour soft fork to disable Orchard, then rolled out the Ironwood upgrade—an entirely new shielded pool plus a turnstile mechanism that allows public verification of the total supply without breaking privacy.

Zooko Wilcox announced that formal verification (mathematical proofs) is close to complete, with AI-assisted proving that Ironwood has no comparable vulnerabilities. The mainnet upgrade is locked for July 28.

Second thing: supply is being locked down, and you might not have realized it yet.

Zcash has a total supply of 21 million coins. In November 2024, it underwent the second halving—inflation is now around 4%. Shielded supply is at a record high, at roughly one-third of total supply, and is highly illiquid.

One-third of ZEC is locked in the privacy pool and can’t come out.

Your actual circulating supply is far smaller than you think.

With the halving effect on top, supply contraction is accelerating.

Forbes just added ZEC to its 2026 list of best crypto assets. Halving + privacy lockups + institutional recognition—triple kill on the supply side, and the price has huge upside elasticity.

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

From 250 to 556, it’s up 122%. It’s currently consolidating around 550-560, which is in the “pullback confirmation after breakout” stage. The moving-average system is biased bullish: short-term MAs have crossed above long-term MAs. Oscillators are neutral (not overbought, still room to move).

The bulls vs. the bears—see for yourself:

On one side:

Ironwood upgrade lands on July 28, with mathematical proofs close to completion.

Shielded supply is one-third of total supply, with extremely compressed actual liquidity.

Halving + lockups + institutional recognition—triple kill on the supply side.

From the 250 V-shaped reversal (+122%), with strong volume at the bottom and aggressive buying.

On the other side:

Around 560, there’s profit-taking pressure.

“Sell the news” risk may appear before and after the upgrade.

If BTC breaks below 60k, ZEC could be dragged down.

Privacy-coin regulatory risk has never fully disappeared.

Key levels

Major resistance: 560 → 670-700 (post-upgrade target) → 900-1000

Major support: 500-520 → 480 (strong support) → 380-420

For short-term traders:

Buy in batches on pullbacks of 500-520, set stop-loss at 480, first target 560-600, second target 670. Position size no more than 10% of total funds.

For swing traders:

If the July 28 upgrade goes smoothly, and after breaking 560 with volume and holding firm, add positions; targets 700-900. If “sell the news” happens around the upgrade, sell 30-50% first to lock in profit, then re-enter on the pullback.

For long-term believers:

Dollar-cost average with eyes closed below 500. With the privacy track + halving + institutional logic, the 2027 target is 1000+. But remember—this thing is extremely volatile: keep position size within 15% and keep cash for adding on dips.

This time, ZEC isn’t just a pure hype trade—it’s a value return after a double repair of fundamentals + narrative—

99% of people think, “once privacy coins have vulnerabilities, it’s over.” Turns out the team fixed it in 5 days, and upgraded within a month—the price jumped back from 250 to 556.

On the day the July 28 upgrade succeeds, you’ll realize:

It’s not that ZEC isn’t good—it’s that you always cut loss at the lowest point and chase at the highest point. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $ETH $ZEC

Honestly, the first time I saw bStocks, what flashed in my mind wasn’t “how to buy,” but “why.” Why could an on-chain token be exchanged 1:1 for real US stocks? Why could it be traded at 3 a.m. in the middle of the night? Why did a Tesla suddenly show up in the collateral? Later, I looked up some information and found that this wasn’t just pure concept speculation. Behind bStocks is ADGM

$64,600 worth of BTC—do you still have to wait for a pullback?

First, look at the surface: it rebounded from $58,000 to $65,000, up 12%.

Over the past week, it’s up 1.26%, over the past month, up 2.69%. After a strong bounce from early July lows, it’s currently ranging between 62,800 and 65,200. The daily chart formed a higher-high, higher-low structure, with price staying above the Ichimoku cloud. All technical indicators are basically saying one thing: once $65,000 breaks, it’s smooth sailing above.

But it’s exactly this $65,000 that’s suffocating everyone.

First thing: the MicroStrategy sell-off you’re afraid of has already been eaten up by the market.

For the first time in 4 years, it reduced its Bitcoin holdings to use for dividends—community chaos erupted: “The big guys already ran, why aren’t we?” What happened? The price bounced from $58,000 back to $64,600. The amount it sold wasn’t even enough to fill up a single week of ETF inflows.

Retail investors are still panicking that “MicroStrategy is selling,” while BlackRock has been quietly accumulating for half a month below 62k. ETF flows swung from record outflows in June to consecutive net inflows in July—institutions are telling you with real money that, at this level, they think it’s cheap.

Second thing: a historic on-chain signal has appeared.

The cost basis of short-term holders has just fallen below that of long-term holders—how many times has this crossover signal appeared in history? Every time, it was the eve of a major rebound.

Short-term speculators’ average cost is lower than long-term holders—meaning new entrants are making money.

Long-term holders refuse to sell; short-term players are accumulating.

The last time this signal showed up, BTC jumped from $20k to $70k.

Third thing: the technicals have reached the moment when you must decide.

In terms of structure, after rebounding from the $58,000 low at the start of July, it has already formed a clear higher-high, higher-low structure, with the early shape of a W bottom starting to emerge. RSI is neutral but slightly bullish, and trading volume has expanded during the rebound—buyers are building momentum, just one step away.

But don’t forget—late-July FOMC, Middle East geopolitics, and leverage liquidations. Any variable could turn $65,000 into a ceiling.

You decide where the battle lies between bulls and bears:

One side is:

July’s ETF has continued net inflows; institutions are buying
Short-term holder cost basis is below long-term holder cost basis—historically bullish signal
Whales keep accumulating; long-term holdings are increasing
After rebounding 12% from $58,000, the technicals have turned bullish

The other side is:

$65,000 failed to break three times—psychological pressure is massive
Middle East geopolitical tensions; Trump’s remarks lift oil prices
FOMC hawkish dot-plot; rate-cut expectations delayed
If it can’t break through, it could retrace to $62k or even $61,000

Key levels

Resistance overhead: $65,000 → $66,000-$68,000 → $70,000 → $75,000
Support below: $63,800 → $62,800 → $61,600 (strong support)

For short-term traders:

Wait for a breakout above $65,000 on increased volume to go long, stop-loss at $64,000. First target $68,000, second target $70,000. If it pulls back to $62,500-$63,000, buy in batches, with stop-loss at $61,500.

For swing traders:

After breaking $65,000, get in from the right side; targets $68,000-$70,000. If it breaks below $62,000, exit first and observe, then look to re-enter at $58,000-$60,000.

For long-term believers:

DCA with blind conviction below $62,000. As the halving cycle moves into the mid-to-late stage, historical patterns say: every bout of panic turns into a gold mine. But remember—keep cash, and add heavy exposure after the FOMC lands.

Right now, BTC is like the $30,000 in Q4 2023—

99% of people think “it can’t keep rising,” and then once the ETF clears, it directly runs to $70,000.

On the day $65,000 breaks, you’ll realize:

It’s not that BTC can’t work—it’s that you keep cutting losses at the lowest points. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #台积电Q2净利暴增77.4% $BTC $ETH $SOL

ETH worth $1,865 — V God has just dropped a nuclear bomb!

First, the surface: it fell from 4,950 to 1,500, down 70%. Retail traders have been cursing “ETH is trash” for half a year.

V God throws a heavyweight bomb: a full overhaul of Ethereum in the next 3–4 years—new cryptography, new execution engines, a new storage model, and a new verification mechanism. Privacy becomes a top-level goal, and it also needs to withstand quantum computing. The “Glamsterdam” upgrade will follow immediately, with Gas Limit potentially doubling and parallel transaction processing.

The candlestick chart tells you: an inverted head and shoulders bottom breakout. RSI at 55–60 is neutral-to-bullish, MACD has turned positive, the bottom has already been tested and confirmed—new story time.

First item: “Lean Ethereum”—this isn’t an upgrade, it’s a revolution.

This time, V God isn’t doing small fixes. In 2022, the Merge was a swap of the consensus mechanism—this time is a full-body overhaul.

All cryptography changes → quantum-resistant, hackers can’t break it anymore

Execution engine redesigned → transaction speed so fast it flies

Storage model revamped → nodes no longer need to download several hundred GB of data

Privacy becomes a top priority → nobody can ever see your on-chain activity again

Second item: institutions are quietly buying, while you’re quietly getting cut.

Bitmine increased its holdings by more than 325k ETH in the past month, with total holdings reaching 5.74 million ETH,疯狂扫货 in the 1,500–1,600 range.

The Federal Reserve will meet at the end of July. The market expects rate hikes to pause, and the liquidity inflection point may be right in front of us. Macro pressure is about to ease, and ETH’s upside elasticity could be 3x stronger than BTC.

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

On the daily timeframe, ETH bounced from 1,500 back to 1,865, a 24% gain, breaking through a key descending trendline. An inverted head and shoulders bottom pattern is forming—this is a textbook-level reversal signal.

But $2,000 is the line between bear and bull. Price is now 1,865, only $135 away from $2,000. If it can break $2,000 with strong volume and hold, the target goes straight to 2,250–2,500. If it can’t hold 1,800, it may retest 1,750 or even 1,700.

Bull vs bear showdown—you decide.

One side is:

Lean Ethereum: the biggest upgrade in 4 years, comparable to the 2022 Merge

Glamsterdam upgrade: Gas doubling + parallel processing, fees drop again

Bitmine bought 325k coins in a month—institutions sweep 1,500–1,600

The monthly chart is up 9%, and the inverted head and shoulders breakout is imminent

The Fed by end of July may release a dovish signal

The other side is:

Down 62% from 4,950, and long-term moving averages are still under pressure

$2,000 failed three times—huge psychological pressure

Genesis Trading bankruptcy liquidation continues to sell coins

High interest rate environment suppresses risk appetite

Key levels

Resistance overhead: 1,850–1,900 (current main battlefield) → 2,000 (bear-bull line) → 2,250 → 2,500–3,000

Support below: 1,800–1,750 (strong support) → 1,700 → 1,550–1,600 (iron bottom)

For short-term traders:

Wait for a pullback to 1,750–1,800 for staggered entries; stop-loss at 1,730. First target 1,850–1,900. If it breaks above 1,850, add more targeting 2,000. If you chase long on a breakout above 2,000, stop-loss at 1,950, target 2,250–2,500.

For swing traders:

Wait for the daily close to hold above 2,000 before going in heavier on the right side; target 2,250–2,500. If it breaks below 1,750, reduce exposure and wait.

For long-term believers:

DCA with eyes closed below 1,700. Double upgrade: Lean Ethereum + Glamsterdam, target 4,000+ in 2027. The ETH fundamentals haven’t changed—what changes is your panic. Remember—keep enough cash, and add on the pullbacks.

This upgrade of ETH is even harsher than the 2022 Merge—

99% of people are still bashing “ETH is done.” V God has already drawn the roadmap for the next 4 years.

On the day $2,000 breaks, you’ll realize:

It’s not that ETH is bad—it’s that you cut losses every time at the lowest point. #PreIPOs第二期OpenAI认购 #台积电Q2净利暴增77.4% #夏日创作营 $BTC $ETH $SOL

Many Meme projects originally were just a simple meme. What truly gives them slow-burning life is often not the price, but a community of people who are willing to participate, spread it, and co-create it. Recently I saw a Meme project preparing to launch Robinhood Chain — $ROBINHORSE. Robinhood Chain is a blockchain platform introduced by Robinhood; its ecosystem is still in the early stage, and there are many new projects, $ROBINHORSE

BTC UPDATE:

Bitcoin is currently 3% ahead of its average July performance.

The interesting part?

July 2016 and July 2019 both saw $BTC ‌ gain around 20% for the month.

If Bitcoin follows a similar path this time, another 10% upside from here could take it toward the $70K level.

History doesn't repeat perfectly, but the setup is worth watching.

#PreIPOsSeason2OpenAISubscription
#SummerCreationCamp

$BTC UPDATE:
Bitcoin is currently 3% ahead of its average July performance.
The interesting part?
July 2016 and July 2019 both saw $BTC gain around 20% for the month.
If Bitcoin follows a similar path this time, another 10% upside from here could take it toward the $70K level.
History doesn't repeat perfectly, but the setup is worth watching.

Recently researching on-chain projects, I’m getting an increasingly clear feeling: projects that are built on community consensus are more likely to break out and run. Truly promising projects are often not about a sudden pump that lets you see it right away; instead, when nobody is paying attention, the funds and positions have already quietly shifted. Over the past two days, I looked at the on-chain data for $BoLe and found a few metrics worth recording. First, let’s look at the funding side. Currently, the $BoLe treasury has accumulated 860+

Recently, most projects in the market can’t seem to make it—either they just run after pulling in liquidity, or they end up going to zero directly. When I saw $BoLe , I took an extra look because it feels completely different from everything else. I went to check the on-chain data specifically—so far, 4.3 million tokens have already been burned. The mechanism executes fully automatically end to end; the burned coins disappear permanently, and the circulating supply will only keep decreasing.

Using the most accurate model to predict World Cup match results, predict the outcome of this final
Grok 4.3 (xAI): Spain to win / 60%
Claude Sonnet 4.6: Spain to win / 59%
Squawka Signal: Spain to win / 59.3%
Gemini 3.1 Pro: Spain to win / 58%
Opta: Spain to win / 57%
Integrate the predictions from the most precise AI large model + professional sports model + traditional statistical model for this tournament to get the final result prediction

Can you really bottom-fish LAB at $0.17?

First, look at the surface: from a “100x” hype coin to zero, it only took 45 days.

On June 2, ATH was $27.96; on July 8, it got dumped from $14 to $2 in a single day (-85%); on July 14, the unlock day price fell to $0.4. Today, it’s $0.17.

In just over a month, the market cap shrank from nearly $5 billion to being wiped out by 99.3%.

The downtrend has been perfectly orderly: all moving averages are bearish stacked, and the MACD dead cross has kept going.

First thing: ZachXBT warned you back in May

On-chain sleuth ZachXBT publicly accused in May: LAB insiders control over 95% of the effective circulating supply. You thought it was a free market—actually, you’re betting against the project team.

A related entity received over 196 million LAB from the team in April, deposited 18.4 million LAB to Aster on July 10-11, and then dumped them on the DEX spot market, causing the price to get slammed from $1.2 to $0.55 (-54%). The entity still holds about 81.5 million LAB.

Second thing: the July 14 unlock is only the start of the nightmare.

On July 14, LAB’s first unlock day after the crash—16.23 million investor tokens unlocked, about $4.06 million. On-chain data shows that on the unlock day, entities related to the team continued to sell nonstop; the token’s on-paper value fell from $977 million to about $4 million.

Even scarier: there’s more ahead.

From August 14, 2026 to December 14, every month will unlock another 16.23 million LAB. In addition, 14.8 million tokens are allocated for airdrops + 31.5 million for investors—totaling 46.3 million tokens that could enter circulation in the coming days. Still, 70.8% of the project’s token supply is labeled “Untracked”—anytime it could unlock.

Third thing: the team burned $11 million, but that was for you to watch.

On July 10, the team destroyed 10 million LAB (about $11.3 million), trying to stabilize the price. The price did bounce from $1 back to $1.17.

But ZachXBT points out: the team may be simultaneously managing buybacks, burns, and token sales. Left hand burns coins, right hand dumps the market—every “good catalyst” you see is something the project wants you to notice.

More painful: even after burning $11 million, the price still fell from $1.17 to $0.2.

Long vs short—judge for yourself

On one side:

An AI multi-chain trading terminal with real products

A buyback-and-burn mechanism

“On paper,” huge rebound room from $0.2

On the other side:

ZachXBT accuses 95% of the float being controlled/locked

A related entity still holding 81.5 million LAB ready to sell

Future monthly unlocks of 16.23 million, continuing until December

70.8% of supply marked “Untracked,” able to dump at any time

The founder previously screwed up projects (Eesee)

Key level: $0.2

Resistance: 0.25-0.30 → 0.50-0.80 → 2-4 (structure repair)

Support: 0.16-0.18 (current) → 0.10 (psychological) → 0.074 (historic low)

Brothers who are already holding:

Any rebound is a chance to escape. Don’t fantasize about “averaging down”—in a project where 95% of the chips are controlled, averaging down is like putting money into the market-maker’s pocket.

Brothers with no position who want to bottom-fish:

I know what you’re thinking—“It’s down 99%, so how much lower can it go?”

I’ll tell you: it can.

Only 31% is circulating; 70.8% of the coins are still locked. If the market-maker wants to smash, they can smash anytime.

If you really can’t help it: wait until after the unlock peak is over (at least after August), and once price chops sideways with shrinking volume in the $0.10-$0.15 range for more than two weeks, consider a tiny position. Don’t let total position size exceed 1-2%. Set the stop-loss at $0.07.

Can LAB still be bottom-fished?

A coin where 95% of the chips are held by insiders,

A coin from a founder who previously ruined projects,

A coin with 16 million tokens unlocking every month, continuing until December—

So why do you think you can make money?

Not all -violent dumps are “golden pits.”

Some pits go down another eighteen layers. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $ETH $LAB

Morgan Stanley internal research report: $MU gross margin will reach 90% in 2027!
With 16 long-term customer agreements, it can ensure that over the next 5 years—until 2030—the minimum revenue will also exceed $100 billion.
Next year’s revenue is expected to rise by +65% to ~ $285.9 billion, and the gross margin will increase to 89.5%, ~90%!
It also emphasized that AI memory demand is long-term rather than cyclical—suggesting Morgan Stanley also holds a significant position in Micron stock 😂

Undervalued! 20 treasure companies whose current stock prices are below fair value—while the main funds are crazily accumulating positions:
1. Microsoft $MSFT
has strong moats such as Windows, Office, and Azure cloud computing, while also deeply investing in AI. Its business is stable and profit margins are high.
2. Nvidia $NVDA
is the absolute leader in AI chips. Compute demand continues to grow, and its profitability and cash flow are both in the top tier among global tech companies.
3. Amazon $AMZN
—the e-commerce leader plus global cloud computing giant AWS—its advertising business is also growing at a rapid pace. Multiple business lines jointly drive earnings.
4. Broadcom $AVGO
is seeing a surge in demand for AI networking chips and custom chips, while it also has stable software revenue, combining growth potential with strong cash flow.
5. Meta $META
, home to three major social platforms—Facebook, Instagram, and WhatsApp—has billions of users. Its advertising business keeps innovating and reaching record highs, and AI is also enhancing monetization capabilities.
6. Mastercard $MA
is a global payments network giant. Nearly every card swipe generates revenue. Its asset-light model has high profit margins, and it will benefit long term from the global shift toward cashless payments.
7. ServiceNow $NOW
is the leader in enterprise digital management platforms, with extremely high customer stickiness. AI is further enhancing product value, making it a star company in the enterprise software space.
8. Adobe $ADBE
—creativity software such as Photoshop and Premiere—are almost industry standards. Subscription revenue is stable, and AI features are continuously improving users’ willingness to pay.
9. Intuitive Surgical $ISRG
is the global leader in the da Vinci surgical robot. The moat in the medical robotics sector is extremely deep, and long-term growth potential is broad.
10. Spotify $SPOT
is the world’s largest music streaming platform. Its user base continues to grow, its profitability keeps improving, and in the future, there is still potential in advertising and subscription revenue.
11. MercadoLibre $MELI
, known as the “Amazon of Latin America.” It operates three major businesses—e-commerce, payments, and financial services—making it one of the most competitive platforms in Latin America’s internet space.
12. Uber $UBER
has developed from ride-hailing into food delivery and logistics distribution, and it has already entered a stable profitability stage, with free cash flow continuing to grow.
13. Boston Scientific $BSX
is one of the leading global medical device companies. Its products cover multiple high-growth areas such as cardiovascular and neurointerventional fields, and its performance continues to grow steadily.
14. HubSpot $HUBS
represents the CRM software for small and mid-sized enterprises. AI is helping companies improve marketing and sales efficiency, and the number of customers keeps expanding.
15. AppLovin $APP
is the leader in mobile advertising platforms. Its AI ad algorithms keep optimizing ad delivery performance, and profitability is improving quickly. It is one of the fastest-growing software companies in recent years.
16. Fair Isaac $FICO
is the core company behind the U.S. credit scoring system. The FICO score is almost the standard in the U.S. financial industry, and its business model has a very strong moat.
17. CoreWeave $CRWV
is one of the world’s leading AI cloud computing service providers. It focuses on high-performance GPU compute and benefits from the continuous expansion of AI infrastructure. Its growth pace is drawing significant market attention.
18. Nu $NU
is one of the largest digital banks in Latin America. Its user growth is rapid, and there is still substantial room to increase fintech penetration.
19. Zeta $ZETA
is an AI-driven marketing technology company that helps businesses precisely reach users. It benefits from the development trend of digital advertising and enterprise intelligent marketing.
20. SoFi $SOFI
is a representative U.S. consumer internet financial enterprise. It covers multiple businesses including lending, investing, and savings. As profitability improves, more and more investors are paying attention to its growth potential.
Of course, being below fair value doesn’t mean the stock price will rise immediately—which one do you like the most?

🚨 $38B HAS LEFT DEFI TVL SINCE JANUARY.
It shows capital is still leaving riskier on-chain positions. Until TVL starts recovering, DeFi liquidity may remain fragile.

$60 worth of HYPE—are you brave enough to buy the dip?

First, look at the surface: it fell from 76.87 to 60, down 22%.

24-hour trading volume is $433 million—selling is on heavier volume, a volume-backed decline. 60 is the psychological level; once it breaks, it could go to 55. If support holds, the question is whether you can withstand it.

First thing: this buyback mechanism is the most vicious “money-printing machine” in the whole market.

Hyperliquid takes 97%-99% of trading fees, uses them to buy HYPE on the open market, and then burns them.

Cumulative buybacks have exceeded $1.1 billion, with more than 44 million HYPE burned—accounting for 4.4% of the total supply. Just on July 3, it executed a single buyback of $283 million—the largest in the industry since 2026.

Platform cumulative protocol revenue broke $1 billion by June 30.

Other projects pull volume by talking big; HYPE pulls with real buy-side demand—actual cash.

Second thing: ETFs are seeing sustained inflows, while the broader market is bleeding—it’s basically “drinking up” the bleeding.

BTC ETF net outflows totaled $6.5 billion over 8 weeks, and ETH ETFs are also bleeding—but since the HYPE spot ETF launched in June, it has already recorded $300 million in net inflows.

Just last week (July 6-10), the HYPE spot ETF recorded another $10.36 million in net inflows. Bitwise’s BHYP led with $8.97 million, bringing total assets to $133 million.

In just two days, institutions added another $12.75 million in ETF positions.

Third thing: unlock sell-pressure? The market didn’t even raise an eyebrow.

On July 6, HYPE unlocked 452,000 tokens, worth about $32.4 million.

The market’s biggest fear is an “unlock sell-off”—so what happened?

The price didn’t crash.

Why? Because some of the unlocked tokens were re-staked instead of being sold off. And the size of this buyback fund is 4.6 times the amount being unlocked.

Fourth thing: Arthur Hayes is back.

In early June, he cleared out HYPE, and the market was in panic.

Then by late June, addresses associated with him pulled another 44,156 HYPE from Gate, worth about $2.93 million.

Longs vs shorts—you decide.

One side is:

Cumulative buybacks exceed $1.1 billion, supporting with 2.57 million buys per day

Protocol revenue over $1 billion, annualized $840 million

ETF cumulative net inflows of $300 million, with net inflows every week

Arthur Hayes calls for an August target of $150

Analyst targets: $95-$100

The other side is:

It dropped from 76.87 to 60, down 22%

Unlocks every month, continuing through 2027

Singapore’s MAS has added it to the warning list

BTC is still ranging around 63k, and the broader market is dragging at any time

Key levels

Resistance above: 68 (EMA50) → 73 → 76.87 (ATH) → 85-95

Support below: 60 (psychological level) → 55 (May low) → 53-54 (range bottom)

For short-term traders:

Wait for a pullback to 60 to confirm support, enter with a small position, and place a stop-loss at 55. First target: 68-70—sell half there. If there’s a volume-backed breakout above 77, chase the long; stop-loss at 74, then aim for 85-95.

For swing traders:

Build positions in batches in the 60-65 range, stop-loss at 55. Targets: 85-100; add more if it breaks above 77.

For long-term believers:

DCA on dips below 60. Betting on the DeFi leader + the buyback flywheel + continued ETF inflows. Target: $150-$200.

But remember—

Risk no more than 5% of your total funds per single trade

Leverage no more than 3x

If it breaks below 55, you leave unconditionally

With $6.5 billion fleeing for safety, HYPE’s ETF keeps seeing net inflows week after week.

Who’s selling, who’s buying—you need to think it through.

From clearing out to buying back, Arthur Hayes only took 20 days.

From panic to missing the move, you might only need one night. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $ETH $HYPE

Dear, is the fate of the United States on the decline?
From the trade war to the AI war, along the way, due to Trump’s tightening immigration policies, many outstanding research talents decided to leave the United States.
For example, Yang Zhilin of Moonshot AI’s Kimi.
He has a PhD in computer science from the prestigious Carnegie Mellon University in the United States—among the world’s top computer programs.
As a result, he returned to China and started a company.
He became the founder of an AI company with a valuation of $20B.
There isn’t much of a sci-fi vibe in the office—just a few people gathered around computers, repeatedly troubleshooting and tuning.
Someone is wearing shorts and slippers, with half-drunk cold tea on the desk, and uneaten takeout food.
The most conspicuous thing on the wall is Richard Sutton’s paper, “Bitter Lesson.”
Recently, Moonshot AI released Kimi K3.
It surged all the way to the top of the global Arena Frontend leaderboard, letting the world recognize the team again.
It also prompted Bloomberg to post: the model Kimi K3 released by Moonshot AI broke the prevailing notion that the United States leads China in AI.

“Bitcoin doesn’t need guardians of purity; it needs guardians of neutrality.”

This line is Michael Saylor’s exact wording from his long post on July 19.

But what really makes my spine tingle isn’t those 110 reasons.

It’s something else.

On the very same day, a developer named Dathon Pwn claimed to have found a BIP-110 “late-stage upgrade consensus vulnerability.”

What does that mean? Here’s my translation into plain human terms:

Nodes upgraded from older software versions will retain a portion of on-chain history. But nodes newly deployed and running according to BIP-110 rules will refuse that history.

Same network. Two sets of rules. An invisible chain split.

This isn’t something that’s merely “theoretically possible.” It’s a time bomb hard-coded into the system.

Once it goes off, the Bitcoin network could end up with two versions of history—your BTC could have different value on different “chains.”

Do you still think this is just a “technical detail”?

Hold on—let me walk you through what BIP-110 actually is.

BIP-110, full name “Reduce Data Temporary Soft Forks.” It was proposed by the pseudonymous developer Dathon Ohm, and supported by Luke Dashjr, co-founder of the Ocean mining pool.

Goal: limit the storage of “non-payment data” on the Bitcoin chain, such as Ordinals inscriptions and BRC-20 tokens.

So how does it do it? Within one year, it adds seven consensus restrictions:

OP_RETURN output trimmed to 83 bytes

Arbitrary data push limit of 256 bytes

New transaction output limit of 34 bytes

Disable certain Taproot extension paths—specifically the ones commonly used by Ordinals

At its core: a group of people say, “Block space is too crowded—we need to push ‘garbage’ out.”

Sounds pretty reasonable, right?

But the problem is—who gets to define what counts as “garbage”?

Saylor’s 110: this isn’t about inscriptions—it’s about who you are

Saylor’s argument is so precise you can’t really refute it:

First, the Bitcoin protocol can’t determine the purpose of data. A transaction is “payment” or “storing pictures”—the protocol can’t tell. If you force the distinction, you’re effectively teaching the entire network how to judge value in a dogmatic way.

Second, the 55% activation threshold is too low. Traditional BIP upgrades require 95% of miners signaling support. BIP-110 cuts it down to 55%, and also removes timeout and FAILED state protection. Setting a lower threshold for controversial rule changes is basically an invitation to a chain split.

Third—and this one is the most painful—

“There are 110 things more dangerous than garbage information.”

Regulatory overreach, mining-pool centralization, software vulnerabilities—any one of these poses more of a threat to Bitcoin than inscriptions. If you spend your energy fighting “garbage information,” who’s watching the truly dangerous things?

Adam Back put it even more bluntly: BIP-110 is “trying to regulate other people.”

But what still keeps me up the most is that vulnerability.

A consensus vulnerability disclosed by a developer isn’t something that “might” cause a fork—it’s a fuse for a fork that’s intentionally buried into the design.

Different node upgrade paths → different views of chain history → in the same transaction, some nodes accept it, while others don’t.

This isn’t a difference of opinions. This is the physical foundation of network fragmentation.

And what about BIP-110’s support rate?

Miner signaling support is below 1%.

Since it launched in December 2025, it has never exceeded 1%.

No major mining pools (Foundry, AntPool, F2Pool) have expressed support.

Out of 102,674 nodes across the network, only 15,035 are willing to execute it—14.64%.

A proposal with support below 1%, but because of the 55% “low threshold” design, could push the entire Bitcoin network right to the edge of a fork.

Ask yourself: which camp are you in?

Supporters of BIP-110 say: block space is a scarce resource—it should be reserved for financial settlement.

Opponents say: protocol neutrality is Bitcoin’s core value—so long as you pay the fee, all transactions are equal.

This isn’t really a technical dispute.

It’s the ultimate question of what Bitcoin should be.

“A governance solution is more dangerous than the problem itself.”

Whether inscriptions are “garbage” can be debated for a hundred years.

But a consensus change with vulnerabilities, a 55% low threshold, and a forced fork with only 1% support—

Compared to these, the damage to Bitcoin from 10,000 monkeys’ picture memes is nothing. #PreIPOs第二期OpenAI认购 #GateDEX全面接入RobinhoodChain #夏日创作营 $BTC $GT $ETH