Crypto KOL Community & Market Trends

Recently, as I’ve been configuring on-chain strategies, I’ve become more and more reluctant to make the structure too complicated. Even if the returns are high, if I have to keep watching the interest rate, health metrics, and liquidation lines every day, in the end I often either can’t hold it, or my operations get distorted.

So during this period, I reallocated some TRX back into my own setup. My approach is very simple: first, deposit TRX into JustLend DAO, convert it into sTRX, and then get it for Super Representative voting and Energy Rental.

Ask your friend—what is this software?
Also, what’s going on with that 6 K? Is it per session?

Many kids who have just finished the college entrance exam are going to factories in Jiangsu, Zhejiang, and Shanghai to work summer jobs, following intermediaries 🙃
My relatives’ child is planning to go as well, and I truly feel that parents’ vision directly affects what their children will do in the future.
Some kids are already 18 and have started using codex to build projects, begin studying AI, and start implementing enterprise AI applications.

👀 Notable on-chain activity.

The U.S. Government has reportedly moved:

• 234M in Bitcoin to Coinbase
• 53M in Ethereum to Coinbase

Exchange deposits don't automatically mean assets will be sold, but moves of this size are worth monitoring.

The next few hours could provide more clarity.

$BTC $ETH ‌ ‌#PreIPOsSeason2OpenAISubscription
#MillionDepositCashback

$63的HYPE，你要接盘吗？

先看表面：ATH跌了18%，散户慌得一批。

过去7天跌了8-10%，市值16 billion排名第9，24小时成交340 million。K线告诉你：大级别上升通道完好，周线月线还是多头，短期均线走平但未破位，MACD动能减弱但未转空

第一件事：它可能是全网“最会赚钱”的项目。

Hyperliquid是目前最强的去中心化永续合约交易所，加上自己的L1公链。过去一个月，它的协议收入接近$1 million

而且这笔钱不是给团队发奖金的——协议收入用来回购HYPE。过去90天，已经回购了$135 million。项目方是市场上最大的“买家”，每个月几千万真金白银往里买。

第二件事：基本面不是“故事”，是实打实的现金流。

HYPE它的数据是实打实的：

持仓量（OI）创纪录$11 billion——市场上有史以来最高的衍生品持仓

周活用户超200 thousand

TVL高位运行——资金没跑

Bitwise等机构多次喊“严重低估”

也就是说，价格从76跌到63，但链上数据告诉你：没人离开，反而更多人进来了。

第三件事：技术面出现了一个所有人都在盯的信号。

$63这个位置，正好是前面大涨时的密集成交区，也是3D级别三角收敛的下沿。如果守住，目标直接指向$100。如果失守，下面还有$55-$58、$50-$53两个支撑区。

多空对决，你自己看

一边是：

月收入近$100 million，90天回购$135 million，项目方是真金白银在买

OI创新高$11 billion、周活200 thousand、TVL高位运行，生态数据爆表

大级别上升通道完好，63是多重技术支撑

Bitwise等机构喊“严重低估”

一边是：

从76跌到63，ATH跌了18%，短期获利盘出逃

FDV 60 billion，全流通市值偏高，早期解锁压力存在

高Beta标的，如果BTC破位，HYPE会被拖累

市场情绪从狂热转为犹豫

关键位置

上方阻力：66-68 → 70 → 76.9（ATH）→ 80+

下方支撑：62-63（当前战场）→ 55-58 → 50-53

短线选手：

62-63.5区间分批低吸，止损在61.5下方，第一目标66-68，第二目标70+。仓位控制在5-10%，别上重仓。如果跌破61.5，先出来观望，等55-58再接。

波段玩家：

这个位置可以开始建底仓，跌破60加一笔，55-58加第二笔。目标80-100，持有周期1-3个月。止盈分批：到80出30%，到100出30%，底仓拿到150+。

长线信仰者：

如果你真信Hyperliquid是“DeFi里的BTC”，63以下定投，每月买一点，拿到2027年。目标150-200。前提是：你能忍受30%的波动不割肉。

HYPE现在就像2023年底的SOL——

所有人觉得“涨太多了该跌了”，结果回调20%后直接翻倍。区别是：HYPE的收入比当时的SOL还猛。

不是HYPE不行，是你总在涨的时候信它，跌的时候怀疑它。而真正的钱，都是在怀疑中赚到的。#PreIPOs第二期OpenAI认购 #百万充值补贴 #沃什听证会撞上CPI $BTC $ETH $HYPE

Meme coins on Solana ecosystem are rising once again. I want to add 2-3 newly launched with :
▫ Strong community
▫ Backed by influential supporters
▫ Attractive Story
Shill below 👇

Just after the disaster of the Hynix ADR listing
Samsung has also revealed it is studying whether to go to the U.S. for an ADR
So far, it has only had preliminary talks with banks, and whether it can actually be made into a deal is still not certain
Is the same play going to be played again
Two major memory storage leaders that prop up half of the Korean stock market
After the hype expectations have run their course and the good news has been realized, what other story is left to support the market trend?

Now looking back at this video from seven years ago, Musk is still one step ahead of Jack Ma!
Jack Ma: AI can never be smarter than humans, because AI is created by people.
Musk: Humans are just the drug ingredient for AI superintelligence; in the future, people will connect to computers through Neuralink brain-computer interfaces to become cyborgs, otherwise humans will be in danger! ⚠️

$ENA on the Move!
$ENA is showing some solid short-term strength today, reclaiming the $0.083 level with a +5.72% pump!

The Quick Stats:

24h Low/High: $0.07705 ➡️ $0.08366

7-Day Trend: Up +9.55% (Short-term momentum is building)

The Bigger Picture: Still down on the 90D/180D timeframes, making this a crucial area to watch for a structural trend shift.

Are we looking at a genuine trend reversal, or is this just a relief bounce before the next test? 👇#GateSpotGrowthRankedFirstGlobally

Guys Sell Short Now $LAB With 10x Leverage Isolated In Futures...
Entry Zone: 0.32 - 0.34
Tp1: 0.30
Tp2: 0.27
Tp3: 0.25
Tp3: 0.20
Stop Loss: 0.38
Margin: 1% – 3%
Risk Tip: If TP1 is reached, book partial profit and move stop loss to entry to protect capital.
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Robinhood’s meme season has only started up for 2 days—does it not look like it’s over already? Vlad openly spreading FUD memes are air coins.
memecoin: 🤡

Strategy didn’t buy BTC for three straight weeks, but still easily raised $466 million—did the market misunderstand?

For the first time in history.

Strategy, the biggest corporate “bitcoin hoarder” of them all, has gone three straight weeks without buying a single BTC.

But even stranger is what happened in the very week it stopped: it raised $466 million through selling stock.

Its cash reserves went straight up to $3 billion.

It holds $3 billion in cash, yet didn’t spend a single cent on BTC.

Isn’t that weird?

Strategy’s total holdings are 843,775 BTC, with a total cost of $63.69B and an average price of $75,476.

But its accumulation pace has nearly stalled since May.

Just two weeks ago, it did a “blasphemous” thing: it sold 3,588 BTC and cashed out $216 million.

This was the largest-scale bitcoin sale in the company’s history.

In May, it sold 32 BTC—everyone treated it like a joke. From late June to early July, it directly sold 3,588 BTC—this is how it personally dismantled the “never-sell” pedestal it built for itself, piece by piece.

Meanwhile, the market value of the entire “treasury company” segment has shrunk by more than $100 billion since October 2025.

I used to think Saylor was nothing more than a fanatic believer in hoarding coins.

Now I understand—he was never a believer. He’s a top-tier capital operator.

In the past, Strategy’s logic was simple and brutal: issue debt, issue equity, buy coins, and hold. The market gave it a premium because it was willing to buy—when others panicked, it was greedy; when others were greedy, it became even greedier.

But now, Strategy is managing the liability side.

The sale of 3,588 BTC is to pay dividends on STRC preferred stock. The $466 million in equity financing pushes cash reserves from $2.55B to $3.0B. The ATM plan still has $23.8B in available capacity lying there.

It’s using the funds raised from equity financing to cover the cash needs for dividend payments, while also preserving its BTC holding baseline.

This isn’t a “hoarder.” This is a financial institution learning how to breathe.

So is “not buying coins for three straight weeks” bearish?

TD Cowen says it isn’t, reiterating a Buy rating with a target price of $260. Benchmark also says it isn’t, maintaining a Buy rating with a target price of $570.

Analyst: “This isn’t a negative signal. The key is whether the company can support its preferred stock capital structure while increasing its per-share bitcoin holdings.”

Previously, the market looked only at how much Strategy was buying. Now the market looks at how well Strategy is managing.

With $3 billion in cash reserves, the coverage period for annual dividends has already been extended to more than 20 months. That’s called leaving itself room to breathe.

At the same time, Strategy pulled off a new move—“Bitcoin bank adoption by index.” Fidelity leads with 71%, BNY Mellon is second at 46%, and Goldman Sachs is third at 45%. Overall institutional adoption is 32%.

While taking care of its own balance sheet, it’s also scoring traditional financial institutions—this company is shifting from “the biggest buyer of bitcoin” to “a rule-setter for the bitcoin ecosystem.”

“Previously, the market gave Strategy a premium because it dares to buy; in the future, it will give a premium because it knows how to manage.”

With 840k BTC as the backing, the real question is how it uses this asset—that’s the real test of its play.

Saylor used to be a gambler who only knew how to go all-in. Now he’s learned a more advanced skill: on the gambling table, he doesn’t go all-in—and still wins.

July 30—Q2 earnings.

The data I care about most isn’t the size of its holdings—anyway it’s around 840k BTC, so it won’t change much.

What I want to see is the trajectory of changes in the asset-liability ratio and cash reserves. #PreIPOs第二期OpenAI认购 #百万充值补贴 #沃什听证会撞上CPI $BTC $MSTR $STRC

$ZIG isn't a trade I'm rushing to sell.
As long as the ecosystem keeps growing and adoption continues, I'm staying focused on the bigger picture.
My long term targets remain $0.50 first, then $1.00.
The strongest moves usually reward the most patient holders.

🚨 CryptoQuant’s 365-day PnL Index is still pointing lower.
Historically, this signal has cooled off before the final stage of major Bitcoin tops.
If that pattern continues, the current cycle may still have room to run before reaching its peak.
Patience often matters more than prediction. 📈

A month ago they said Iran’s charging for maritime passage “violates international law,” and today the U.S. itself collected 20%—double standards, played very smoothly.

In the early hours of July 14 Beijing time, Brent crude surged 9.6%, closing at $83.30 per barrel, the biggest single-day gain since May 2020. After the Asian session opened, Brent kept pushing higher and moved above $85

WTI crude rises above $80 for the first time in a month

Meanwhile, Bitcoin falls below $62,000, with a 24-hour drop of more than 3%

What’s going on?

On July 13, Trump announced on social media:

The U.S. is resuming its maritime blockade against Iran. At the same time, the U.S. will become the “Guardian of the Strait of Hormuz,” charging a 20% fee for all cargo transported through the Strait

U.S. forces will formally carry out the blockade at 4:00 a.m. Beijing time on July 15, covering all Iranian ports and areas along the coast. Vessels entering without authorization may be intercepted, diverted, seized, or even destroyed with force

Trump has already formally notified Congress: hostilities involving Iran have reignited

This set of double standards is really played very smoothly

Last month, U.S. Secretary of State Rubio also said in a stern and righteous way: Iran absolutely cannot charge in the Strait of Hormuz, because that violates international law

Rubio’s exact words: “If you can only pass by paying—call it whatever you want, a toll or a donation—that’s an international waterway. No country on Earth supports having to pay to pass through the strait.”

He also said that charging is unwise, cannot happen, and is simply not workable

A month later, the U.S. itself became the one charging

Not only does Trump charge—he also self-appoints himself as the “Guardian of the Strait of Hormuz,” and insists it’s for the sake of fairness and on fairness grounds

Iran’s Foreign Minister Araghchi’s response is nothing short of textbook-level mockery:

“Trump is completely correct. Whoever provides security for merchant ships to safely transit the strait should be entitled to compensation. Iran has always been the guardian of the strait, and it will always be so. 20% is of course too high—we will charge fairly.”

Translation: You’re right—charging is reasonable, but we’re the real deal, and we charge less than you

At the same time, Iran’s Revolutionary Guards took action—two foreign oil tankers were accused of “ignoring warnings and shutting down navigation systems,” were attacked, and destroyed. The UAE said the two UAE-flagged tankers were hit by Iranian cruise missiles, with 1 person killed and 8 people injured

What does this mean for the crypto market?

Bitcoin gets smashed from above $64,000 down to below $62,000. The signal from the market is very clear:

Geopolitical conflict → oil prices surge → inflation expectations rise → the Fed dares not cut rates → risk assets come under pressure

In this transmission chain, every link is tightening

And don’t forget—U.S. forces have carried out airstrikes on Iran for the third consecutive night. There are no signs the conflict is cooling down; instead, it’s escalating

An over-the-counter trader at Wintermute said something worth pondering: Bitcoin held on to $62,000 through multiple rounds of U.S. airstrikes and concerns about the closure of the Strait of Hormuz, showing that “weak hands seem to have already exited.”

In translation, that means: the people who should sell have already sold, and the rest are just old retail hodlers

“International law, in America’s eyes, is nothing more than a piece of paper that can be torn up at any time. Today they tear up Iran’s passage-fee ban; tomorrow they might tear up your position.”

Rubio said a month ago that charging violates international law, and a month later the U.S. itself leads the way in violating it. Do you think it’s a question of principle? It’s always a question of self-interest

Do you think this Brent move can push up to $90?

At the $62,000 level for Bitcoin, are you buying the dip or running away? #PreIPOs第二期OpenAI认购 #百万充值补贴 #伊朗宣布关闭霍尔木兹海峡 $BTC $BZ $CL

Attention is cheap. Ownership is priceless.
That's exactly why I'm bullish on @CXInc_SocialFi.
For years, creators have built massive audiences while platforms captured most of the value. One algorithm update could impact reach, income, and growth overnight.
CreatorX changes the equation.
Built on Base, it gives creators the ability to build an economy around their own brand, while turning supporters into true participants instead of passive followers.
This is bigger than creator tokens.
It's a future where creators own what they build, communities grow alongside them, and value flows to the people who create it not just the platforms.
SocialFi is still early, and I believe projects like #CreatorX have the potential to reshape the creator economy.
I'm super bullish on this vision. 🚀
@CXInc_SocialFi

A sharp oversold rebound—be sure to strictly cut losses. If you’ve made money, don’t get too comfortable or too “hands-off”—try not to be overly emotional. Once you increase leverage, whatever you do is bound to go wrong.

Guys, the World Cup semifinals are about to kick off—I'll keep sharing my predictions ⬇️ 🇫🇷 France vs 🇪🇸 Spain: I think France can settle the match in 90 minutes. Spain's ball control is still top-tier, but France's counterattacking defense is exactly what can counter possession-based systems, and Mbappé's burst of pace could be the deciding factor. 🏴 England vs

ANSEM The ANSEM ecosystem is conducting another round of airdrops, targeting all memecoin traders active on Solana. I just received 11,725 $ANSEM. Use my referral link to check your allocation:

## CPI cooling off? Don’t be fooled by the numbers! Waller’s one line makes Bitcoin scare straight past 62,000

Last night, Christopher Waller—right on the eve of the CPI release—spoke out directly:

“If this week’s core inflation data keeps burning hot, the FOMC will have to consider rate hikes in the near term.”

He added one more line—“We can’t repeat the playbook of 2021, when the response to inflation was sluggish.”

The market blew up right after.

Bitcoin fell more than 3%, at one point dropping below $62,000. Spot gold lost the $4,000 level, and slid nearly 3% on the day. Yields on 2-year U.S. Treasuries surged to 4.29%, hitting a new high since February 2025.

Overnight, the probability of a July rate hike jumped from 35% to close to 50%.

So the question is: At 8:30 tonight’s CPI—will it actually make the Federal Reserve press the rate-hike button?

### Numbers can lie, but core inflation won’t

First, look at market expectations.

Wall Street expects June’s overall CPI to fall 0.1% month over month—this would be the first monthly negative inflation since the 2020 pandemic. Year over year, it would drop from 4.2% in May to 3.8%.

Oil prices are the only reason. In June, gasoline prices fell 10% month over month, marking the fourth-largest single-month decline in nearly a decade. Just this one item alone pulls overall CPI down by 0.4 percentage points.

What happens after stripping out food and energy?

Core CPI is expected to slip only slightly year over year—from 2.9% to 2.8%. That number is almost exactly the same as a year ago, with no sign of a downtrend whatsoever.

Even more terrifying is services inflation—covering rent, car repairs, travel, and dining out—annualized growth at 3.4%, far above the 2.6% average level between 2010 and 2019.

One-sentence summary: Oil prices fell, and the inflation print looks good. But the money regular people spend every day didn’t get any cheaper.

### What Waller is truly afraid of isn’t oil

In his remarks, Waller revealed a deeper concern.

He said inflation pressure may no longer be just short-term shocks from tariffs or energy—it’s spreading across the entire economy.

Translation: Price increases are no longer caused by just a single factor like “imported goods are more expensive” or “gas prices are higher.” Instead, a vicious cycle has formed between wages, rent, service prices, and companies’ pricing behavior.

He also pointed to one more thing—AI.

He said tech companies are building data centers like crazy, buying compute power, and rolling out infrastructure. These demands are transmitting price pressure into broader areas of the economy—through electricity, equipment, construction, and labor.

In the Fed’s eyes, AI could be the fuel for the next round of inflation.

### How likely is a July rate hike, really?

My take: More than 40%, and still rising.

CME FedWatch shows the probability of a 25 bps July hike is already 41.7%—up from 25% a week ago. The probability of a September hike has surged to more than 75%.

Why?

Because Waller has already put it this plainly: “If the data shows inflation is still clearly above 2%, and even continues to rise, the Fed may need to raise rates again in the near term.”

Don’t forget: At the June FOMC meeting, among 18 decision-makers, 9 already expected at least one rate hike before the end of the year. Fed Chair Waller’s debut pushed the dot-plot rate expectations from 3.4% to 3.8%.

These people aren’t just talking.

### What does this mean for crypto markets?

If tonight’s CPI comes in hotter than expected, Bitcoin may get hit again.

Rate hikes → a stronger dollar → pressure on risk assets. The logic chain is crystal clear.

But there’s a detail worth noting: Bitcoin ETF flows are quietly reversing.

Last week, U.S. spot Bitcoin ETFs recorded net inflows of $197 million, ending eight straight weeks of outflows. BlackRock’s IBIT also logged its largest single-day net inflow in nearly two months—$221.7 million.

Institutions are accumulating against the market while prices pull back.

What does this mean? It means smart money believes that, no matter whether rates are raised or not, someone is already picking up bargains at this level.

“CPI cooling off is for retail. Core inflation is the Fed’s ace in the hole.”

At 8:30 tonight, the numbers will speak.

But I’d advise you not to look only at the headline—look at core, look at services, and look at the things Waller is truly worried about.

Do you think tonight’s CPI will beat expectations? For the July rate hike, are you betting or waiting?#PreIPOs第二期OpenAI认购 #百万充值补贴 #沃什听证会撞上CPI ￥$BTC $ETH $SOL