Crypto KOL Community & Market Trends

0% of miners support—these people still want to hard fork Bitcoin? Wake up. This isn’t an upgrade; it’s a coup.

Bitcoin is being hijacked by a small group of people.

As August approaches, a proposal called BIP-110 is about to enter a mandatory signaling window.

What does this proposal want to do?—limit non-financial on-chain data such as Ordinals and Runes, push the OP_RETURN data capacity back down, and ban writing any arbitrary data longer than 256 bytes.

Sounds pretty reasonable? Clean up junk data and make Bitcoin “cleaner”?

But here’s the problem: almost nobody on the entire Bitcoin network supports it.

As of July 12, the miner signaling support rate is—0%.

You read that right. Zero.

Since it was proposed in December 2025, the historical peak has never exceeded 0.79%. The share of nodes running the BIP-110 software is only in the single digits. No mainstream mining pool has announced support.

It requires 55% miner signaling to activate. And now it’s still not even 1%.

With a 0% support rate, what gives it the audacity to force its way through at the beginning of August?

Even more surreal: the people opposing it are precisely the most heavyweight figures in Bitcoin.

Strategy founder Michael Saylor directly goes in: “There are 110 things more dangerous to Bitcoin than junk data.”

He says BIP-110 turns an argument over junk information into a consensus change that can directly render certain currently valid, fee-paid transactions invalid.

Blockstream CEO Adam Back—cited by Satoshi in the Bitcoin whitepaper—put it even more sharply: “Bitcoin will politely tell you ‘no’.” If supporters insist on doing this, then they can fork on their own—“but Bitcoin won’t join.”

Bitcoin’s richest holders and Bitcoin’s most core developers speak with one voice: get lost.

So who are the supporters?

Ocean Protocol founder Luke Dashjr. What’s this person’s background? In 2014, in the Gentoo Linux Bitcoin software package he maintained, he quietly added an address blacklist that automatically blocked transfers to gambling services. Node operators only realized something had been tampered with when transactions started failing.

Later he apologized and withdrew it. But in 2014 he already wanted to make decisions for the whole network—and in 2026 he’s still doing the same thing.

Someone who once unilaterally made decisions for the entire network now wants to decide for everyone what can be on-chain and what cannot be on-chain.

History never repeats itself, but it always rhymes.

What does this “civil war” mean for Bitcoin?

First, in the short term: uncertainty is a downside.

Bitcoin’s current price is trading around $63,000. ETF outflows are ongoing, the Iran–U.S. conflict is escalating, and the market is already under pressure. Now there’s also the added risk that the chain could split at the start of August.

Once a small number of nodes really form a separate chain, what will exchanges do? Which chain will CME’s Bitcoin futures settle to? The UTXOs of 1,700,000 BTC (about $10.7B) could become “unspendable” under the new rules.

This isn’t a technical discussion—this is a real, ticking financial bomb.

Second, in the long term: what’s truly dangerous isn’t junk data—it’s the precedent itself.

Saylor said it plainly: “This precedent is the real danger.”

Today, they can restrict Ordinals because there’s “too much junk data.” Tomorrow, they can block transactions because “a certain address is too active.” The day after tomorrow, they can review/censor blocks because they “don’t align with certain values.”

The most precious thing about Bitcoin isn’t “fast,” isn’t “cheap”—it’s that nobody can change the rules.

Once you open this door—by a small group of people, with 0% miner support, bypassing consensus, and pushing it through by force—is Bitcoin still Bitcoin?

Let’s say something that cuts deep:

“Ordinals aren’t a threat to Bitcoin.

The ones who think Ordinals are a threat—and want to make decisions for everyone—are the real threat.”

After more than ten years, Bitcoin has gone through the block size wars, through SegWit, and through countless rounds of FUD. Every time, the market chose not to split.

This time won’t be an exception either.

But the mere existence of this proposal already sounds the alarm:

Bitcoin’s governance model is being tested at the boundaries by a small group of “ambitious schemers.” #PreIPOs第二期OpenAI认购 #LAB两日腰斩53% #世界杯冠军预测 $BTC $ORDI $SATS

$141 million worth of ETH was bridged away; this Robinhood Chain L2 might be Ethereum’s biggest narrative of the year

Brothers, there’s a piece of data that has me unable to sleep.

Robinhood Chain went live on July 1. In less than two weeks, the ETH that was bridged over from the Ethereum mainnet has already exceeded $141 million.

Over the past week, this number has surged by 10x.

What’s even crazier is that—over the past 24 hours—the DEX trading volume on this chain hit $877 million, surpassing Ethereum L1 and competitor Base.

A L2 that launched less than two weeks ago has its transaction volume dwarf Ethereum’s mainnet.

Now think about what that means.

I know what you’re going to say—“It’s just meme coin hype again, it’ll cool off in two weeks.”

Yes, on-chain activity is indeed currently driven mainly by meme coins. The Noxa project generated $7.66 million in fee revenue on Robinhood Chain over the past 7 days. A token that had been dormant for a long time on DBK Chain suddenly took off after moving to a new chain.

But that actually points to the real issue: traffic is genuinely pouring in.

In its first week, it processed over 17 million transactions, with active addresses nearing 350k, protocol TVL around $250 million. Daily active users reached 194k.

This isn’t air. It’s real users voting with real money.

Now to the core question: does this have a real impact on ETH’s long-term demand?

My answer is yes—and possibly much more than you think.

Robinhood Chain uses ETH as its native gas token. What does that mean? It means that Robinhood’s users across more than 120 countries—whether they trade tokenized stocks, do DeFi lending, or play meme coins—every on-chain action on the network consumes ETH.

This isn’t the old logic of “the project team issues a token, pumps and dumps, then leaves.”

This is a brokerage with tens of millions of real users moving its business on-chain, and the fuel for that chain is ETH.

Even Token Terminal said: if adoption keeps growing, Robinhood Chain could become a new important source of ETH demand.

Pay attention to that word—“new”.

What was ETH’s demand logic before? It was DeFi locking, NFT trading, and speculation. Now there’s another: real-world business activity.

Robinhood Chain lets users take tokenized stocks and use them for DeFi lending and as collateral. That bridges traditional financial assets with on-chain finance. And the “toll” for that bridge is ETH.

But here’s a painful reality:

Robinhood Chain’s explosive momentum right now is highly dependent on speculative trading like meme coins.

Noxa’s $7.66 million in fees isn’t coming from trading its governance token, but from capturing transaction fees as an on-chain application. Plainly put: the money is made at the application layer, and ETH is just the “fuel” being consumed.

It’s like when a new highway first opens—at the start, only speed-chasers drive on it. It’s hard to say that this represents stable long-term traffic.

But Robinhood’s ultimate goal was never meme coins. Its long-term plan is RWA (real-world assets). Tokenized stocks, 24/7 trading, DeFi lending—those are the real killer features.

Even more interesting is Solana’s reaction.

Because of Robinhood Chain’s rise, there’s been a recent phenomenon: several projects have “officially announced” that they plan to migrate to Robinhood Chain.

What happened then? Solana’s official account stepped in and responded: most of those “official announcements” were just jokes.

Pumpfun and GMTrade followed the meme, but in reality there was no migration plan. GMTrade even showed loyalty in its reply to the tweet: “Once Solana, always Solana.”

Can you read the subtext?

Solana is anxious.

Even though it still ranks first in DEX trading volume—$350k over 24 hours and $194k for weekly trading—Solana specifically came out to respond to the “joke” announcements from those projects.

This shows that Robinhood Chain really has stirred the market—like a catfish in the pond.

So back to the original question: does $141 million worth of bridged ETH have a real impact on ETH’s long-term demand?

In the short term, this is a sentiment catalyst.

ETH is currently hovering around $1,800, down more than 60% from its high. The market needs stories, needs narratives, and needs proof that “ETH isn’t dead.” Robinhood Chain delivered a pretty answer in under two weeks.

In the long term, this is the prelude to a structural shift.

When a brokerage with tens of millions of users chooses to build its own L2 on top of Ethereum, uses ETH for gas, and connects tokenized stocks with DeFi—that’s not speculation, it’s a bet on the infrastructure layer.

Odaily’s assessment nailed it: “In the previous era of the crypto industry, it dumped tokens through infrastructure, and in the next era it will choose to build real businesses with Ethereum L1 + L2.”

Robinhood Chain’s success proves one thing: Ethereum isn’t dead—it’s just changed a new batch of “buyers.”

Back then, the buyers of Ethereum were project teams that issued tokens to extract value. Now, the buyers are real-world businesses doing actual operations.

Finally, let me say something from the bottom of my heart:

“Meme coins bring traffic; RWA brings belief. Robinhood Chain has the former now, and it’s betting on the latter.”

$141 million in bridged ETH is just the beginning.

If Robinhood can truly get that tokenized stock trading across 120 countries running—then ETH’s “consumable” property will be repriced.

Do you think Robinhood Chain’s $141 million in bridged ETH is just a fleeting meme celebration, or a turning point in Ethereum’s demand logic?

I think the former is just an appetizer—the latter is the main meal.

What do you think? #PreIPOs第二期OpenAI认购 #LAB两日腰斩53% #伊朗宣布关闭霍尔木兹海峡 $ETH $SOL $HOOD

That $4,663 I mentioned earlier was also skyrocketing. I didn’t manage to hold on to it myself, though—I made 500 yuan and got out. Because at the time, I poured all the money I had on Robin into my most bullish $1 Robin Hood, and then I pushed these two meme coins—both ended up blasting off. It felt like that Solana vibe from last year: the aesthetics are more high-end, and the play style is more Europe/US-oriented.

Trump says “we’ve worked it out” — and Iran blows up a ship right after

They agreed on a deal just yesterday: dropping all conditions, stepping out of the room in less than an hour, and then hitting a ship with a drone.

These are Trump’s exact words.

Twenty-five days ago, the US and Iran signed a memorandum of understanding, and calm briefly returned in the Strait. Markets relaxed—oil prices pulled back from their highs, inflation expectations cooled, and US stocks and crypto assets caught their breath too.

Then on July 11, a container ship was attacked in the Strait of Hormuz; the stern was damaged, a fire broke out on the deck, and a crew member went missing.

In the early hours of July 12, Iran’s Islamic Revolutionary Guard Corps Navy announced that the Strait of Hormuz would be closed effective immediately, and no vessels would be allowed to pass until further notice.

Right after that, the US military launched the third round of strikes against Iran this week, hitting more than 140 military targets. Iran then fired missiles in retaliation against US bases in Qatar, Kuwait, and Jordan.

Three rounds of mutual strikes in a week. 140 targets hit. Missiles flying over half the Middle East.

One side says it’s shut, the other says it’s open.

Iran says: the strait is closed; no ships may pass.

The US says: passage is still ongoing; Iran does not control the strait.

Trump says: the strait is open and flowing.

Qatar says: all shipowners “temporarily suspend” transit.

Four voices, four versions. This is a “Rashomon” situation.

And the reality is: the number of ships passing through the strait fell from 30 to 22 as of July 9, and kept declining. On Sunday, there were almost no ships transiting. Nearly 6,000 seafarers were stranded inside the Persian Gulf.

All talk is happening, but the ships aren’t moving.

One-fifth of the world’s oil is stuck here.

The reaction in oil prices is in no way surprising.

WTI crude rose 3.29% to $73.76; Brent rose 3.29% to $78.51. Last week, Brent had already gained 5.4% in total.

But this is just the beginning.

How will oil prices move in the midterm—three words: no peak.

Why?

First, this isn’t a normal conflict. It’s a direct, hard confrontation over “control of the strait.”

After the two sides signed a memorandum in June, two shipping routes emerged: a northern route controlled by Iran, and a southern route assisted by the US. Iran now tells the world plainly: there is no such thing as a “southern route.” If you go along the US line, I’ll hit you.

The original words from Iran’s parliamentary speaker, Kalibaf: “The era of unilateral agreements is over. Either keep your promises or pay the price.”

This isn’t negotiation language—it’s war language.

Second, Iran’s wording this time is “closure indefinitely.”

Not “temporary,” not “for 24 hours,” but “until the United States stops interfering.”

Will the US stop interfering? Trump just said “the ceasefire is over.”

Neither side has a way out. In the short term, this situation has no solution.

Third, what the market fears most isn’t “it’s closed”—it’s not knowing how long it’ll be closed.

Wood Mackenzie ran simulations: if the strait is closed for most of the year, by the end of 2026 Brent could be nearing $200 per barrel.

$200. Not $100, not $120—$200.

Of course, that’s an extreme scenario. But what the market is pricing right now is precisely that the probability of an extreme scenario is rising.

Oil prices up → inflation rebounds → the Fed won’t dare to cut rates → it may even raise rates again.

BTC, US stocks, and all risk assets will get hit.

You think Bitcoin is “digital gold” that can hedge risk? When the world is scrambling for oil and grain, nobody thinks first about your cold wallet. When liquidity tightens, risk assets are the first to be sold off.

In this round, breaking $90 in oil is just a matter of time. Breaking $100 isn’t a dream either.

And are your crypto positions ready for the next round of “macroeconomic brutal punishment”?

“Peace is the phrase on the negotiating table; missiles are the Middle East’s native language.”#PreIPOs第二期OpenAI认购 #LAB两日腰斩53% #伊朗宣布关闭霍尔木兹海峡 $BTC $BZ $CL

@tyhvip I don’t see any inflow into gold either—my gold is still in the red. 😂

@Rav_Hedda So sweet

ETF just returned $200 million, but the contract market is going crazy shorting—this BTC divergence, I don’t get it.

On one side, spot ETFs have just ended eight straight weeks of net outflows. Last week saw about $197 million in net inflows. BlackRock’s IBIT pulled in $291.9 million in a single week. Institutions seem to be back.

On the other side, Coinglass shows funding rates across major CEXs and DEXs are broadly negative, and market sentiment is “clearly more bearish.” Shorts are aggressively adding positions in the derivatives market.

With the same BTC: spot is buying, while the futures are smashing it.

This kind of divergence—this year, I haven’t seen it.

And today, July 13, BTC’s latest quote is around $62,800, with a 24-hour drop of nearly 2%.

The shorts are winning for now.

$197 million from the ETF—really not that attractive

$197 million looks like a lot, right? But do you know how much ETFs have flowed out over the past eight weeks?

$8.26 billion.

$197 million only recovers 2.4%.

Even more painful: almost all of that $197 million is being propped up by BlackRock alone—IBIT inflows of $291.9 million. Grayscale’s GBTC saw outflows of $108 million, and Fidelity’s FBTC outflow was $93.4 million.

This isn’t institutions collectively returning—it’s BlackRock shouldering it by itself.

On Monday it surged into $265.7 million, on Wednesday and Thursday it again saw outflows totaling $180 million, and in the end it only barely turned the weekly trend positive with $90 million on Friday.

Is this a trend reversal? This is the “institutional version” of retail-style chasing and killing.

But funding rates don’t lie—shorts are putting their money where their mouth is

ETF data can be polished, can be concentrated, and can be propped up by one giant to put up a good show.

But funding rates are the “votes” cast in real money by countless traders.

When funding rates are below 0.005%, it means the market is shorting. And right now, major CEXs and DEXs are broadly leaning bearish.

What they’re seeing is: BTC still hovering around $63,000. It has already been more than 9 months since it moved away from the short-term holder cost-basis line at $70,700. That $70,700 level has turned from support into a ceiling.

What they’re seeing is: Coinbase’s Bitcoin premium index has been in negative premium for 55 consecutive days, setting the longest streak since the metric was launched. U.S. buy-side demand is completely missing.

What they’re seeing is: Timmer, global macro head at Fidelity, says BTC is nearing the $58,000 bottom support line of the 5.8 trillion power-law model, and may need to churn near there for months.

Spot is hesitating, while the derivatives market is betting on a drop—shorts think they’ve seen the truth.

So who’s right? My take is—

None of it is entirely right, and none of it is entirely wrong.

ETF inflows are a fact, but they’re too weak, too concentrated, and too easy to reverse. $197 million against $8.2 billion in outflows barely registers.

Funding rates being bearish is also a fact, but don’t forget—when everyone is bearish, it’s often not far from the bottom.

The real answer is tomorrow.

On July 14, the CPI data is the test point for everything.

If CPI comes in low, rate-cut expectations rise, ETFs continue to see inflows, shorts get forced to cover, and BTC violently rebounds.

If CPI comes in high, inflation stays sticky, shorts add more positions, ETFs see outflows again, and BTC heads toward $58,000.

Right now the market feels like a tightly drawn bowstring—both sides are waiting for the one shoe to drop.

ETF hesitation is institutional. Funding-rate frenzy is the gamblers. And the real bottom has always been where hesitation and frenzy intertwine.

I’m not telling you to bottom-fish now, and I’m not telling you to short.

I’ll only say one thing: when the data starts fighting with itself, don’t put your entire position on the line.

Wait for CPI. Wait for direction. Wait for the signal that lets you sleep at night. #PreIPOs第二期OpenAI认购 #LAB两日腰斩53% #伊朗宣布关闭霍尔木兹海峡 $BTC $ETH $BZ

Seeing this news, I got all fired up and thought our national football team might finally qualify for the World Cup—then I went to check their ranking: 93rd. This… this… it’s still going to be hard!🥲🥲

Earnings surge by 556%, but the stock price falls anyway into a bear market—this logic for memory stocks has been彻底 changed.

Today in the Korean stock market, blood is spilled.

SK Hynix falls more than 10% straight at the open, breaking below the 2 million won level. Samsung Electronics drops more than 5%. The KOSPI triggers the circuit-breaker mechanism.

Guess what happened? A profit bomb? Did the industry collapse?

On the contrary.

SK Hynix’s Q2 operating profit is expected to be 60.4 trillion KRW, up 61% quarter-on-quarter and up 556% year-on-year.

A 556% surge. One of the most explosive earnings in history.

But the market doesn’t buy it. Not only doesn’t buy it—on the contrary, it crashes hard.

From the June 25 historical high, SK Hynix’s pullback over three weeks is 33%, officially slipping into a technical bear market.

This isn’t an isolated case. A week ago, Samsung Electronics released a Q2 earnings outlook—operating profit up 18 times year-on-year, to 89.4 trillion KRW. What happened then? The stock price fell nearly 7% that day.

The better the earnings, the harder it falls.

The cycle logic of memory stocks is undergoing a brutal reversal.

Why did earnings explode but the stock price crumple instead?

The core is just four words: expectations priced in.

Over the past half year, by how much has SK Hynix’s stock price risen? By more than 300%. Samsung Electronics is up nearly 116% within the year. The market has already chewed up, swallowed, and even fully digested the story of “AI storage demand exploding.”

At this point, when you publish earnings—even with a 556% year-on-year increase—if you don’t beat the number the market has already priced in, it’s a negative.

Where is SK Hynix’s problem this time? KIS, a Korean local brokerage, forecasts 60.4 trillion KRW, while the market consensus is 65 trillion KRW. An 8% shortfall leads to a 10% stock drop.

Capital markets are just that cruel: what matters isn’t how well you perform, but whether you’ve done “so well” that you meet or exceed the level “already expected.”

Even more painful: the reason for this “below expectation” outcome is precisely the biggest selling point Hynix had before—HBM has too high a share.

The logic is like this: HBM uses long-term supply contracts to lock in prices. Contract prices are relatively fixed and won’t rise sharply along with market conditions. Meanwhile, the spot prices for ordinary DRAM and NAND have higher price elasticity—so during this price hike wave, their gains are even larger.

KIS predicts Q2 DRAM average price up about 30% quarter-on-quarter, and NAND up about 50%. But because Hynix’s HBM share is too high, its overall ASP gain is “held back” by the contract prices.

Your bragging moat, at some point in the cycle, becomes a drag instead.

Bulls and bears are arguing like crazy now: is this a short-term pullback, or a cycle top?

The bears say: Memory is a cyclical stock. The thicker the profits, the more aggressive the capex, and the supply-demand gap will eventually be filled. Samsung’s R(F) production ramps up early, Micron rushes to catch up—supply is being released. Plus Meta starts renting compute power; the biggest buyer is signaling it has “bought enough.” The cycle top is here—time to take profits.

The bulls say: You don’t get it. This is an AI-driven supercycle, completely different from past memory cycles.

The Bank of Korea even stepped in to speak: “There are no signs yet that the semiconductor industry cycle has slowed.” AI infrastructure investment has boosted demand significantly, but the pace of supply expansion remains slow.

Bank of America is even more aggressive: it directly raises its storage chip price and revenue forecasts for 2026–2027, judging that the 2026 market size will be close to $604k and that 2027 will break through $1.2 trillion. BofA says the market’s selling of Samsung is “mispriced.”

The CEO of SK Hynix, Kwak Ro-jung, said the key lines as follows: “2027 may become the most supply-tight year in the history of the storage industry. Even with continued capacity expansion, demand after 2030 may still be in shortage.”

Bulls also have another card: HBM4. Industry sources say that the price of the next-generation HBM4 could jump from about $2 per gigabit in the second half of 2026 to $4–$5 or even higher—basically doubling. The HBM4 production cycle lasts 4 to 6 months, and the wafer capacity it consumes is three times that of standard DDR5. Capacity simply can’t keep up.

On one side, panic and stampede from “the cycle is already topped.” On the other, firm bullishness that “the supercycle is only just starting.”

The contradiction you see is exactly the essence of the cycle

Memory stocks have never been growth stocks. They are cyclical growth stocks—having growth attributes, but fundamentally, they’re cycles.

When they rise, the market buys them as AI growth stocks and assigns extremely high valuations. Once even a little wind blows—profit-taking flows out in droves—then it reverts to that cyclical stock where “profits move with prices.”

The deep reason behind this crash can be boiled down to one sentence:

In the past half year, it’s risen too much. Any news that isn’t “perfect enough” will be magnified into a negative.

Last Friday, SK Hynix successfully listed on Nasdaq, rising 12.8% on the first day. Good news got cashed in—some funds naturally chose to take profits. Also, Korean local brokers cut expectations, there were too many profit-taking positions, and trading was extremely crowded—three forces stacking together is today’s stampede.

But is this a signal that the cycle is ending?

I don’t think so.

The Bank of Korea’s assessment, BofA’s upgrades, the CEO’s warning, and the HBM4 pricing expectations—none of these are short-term noise; they’re bottom-layer signals from the fundamentals.

The business model of the memory industry is undergoing deep changes: in the past it was like a commodity, with contracts for quarterly and annual terms; now, cloud providers and AI data centers sign 3-to-5-year long-term agreements to secure key supply. What does that mean? It means capacity for the next few years is already locked in, and supply flexibility is greatly reduced.

This isn’t a cycle that can be easily “fixed” by ramping up production.

“The top of a cycle stock is never at the worst earnings—it's when earnings are the best and everyone thinks, ‘This time is different.’”

But this time, maybe it really is different. #PreIPOs第二期OpenAI认购 #LAB两日腰斩53% #伊朗宣布关闭霍尔木兹海峡 $BTC $SKHY $MU

This week won’t be calm!
Over the weekend, the U.S.–Iran conflict escalated again, the Strait of Hormuz was closed, and both oil prices and the U.S. dollar strengthened. The market is once again trading around energy-driven inflation and the risk of further rate hikes by the Federal Reserve—this is an important backdrop for pressure on risk assets today.
Tomorrow night, Beijing time/Singapore time 20:30, the U.S. CPI will be released; on Wednesday at 20:30, the PPI will be released.
This week will also include Federal Reserve Chair Waish’s testimony to Congress.
Over the next two days, it’s easy for a choppy, back-and-forth trading pattern to emerge.
$XAU $BTC

A brand-new week is here! Let’s keep engaging in mutual support for follow-and-get-follow, keep chatting and exchanging more with everyone—only then can account traffic boost each other. Let’s build it up slowly together.

Keep pushing to reach ten thousand @v followers and mutual following for @v. #BlueVmutualfollowing

A friend of mine was running a gray-industry operation but couldn’t keep it going. Then he started fabricating stories about himself, saying he had been taken by “uncle cops” and that he had activated his “missing mode.” The reason he gave clients was that he had shut down for rectification and was raided and sealed by the “uncle cops.” However, the clients were unusually quiet and kept waiting for the outcome. In the end, when his drive ran out, it all just went nowhere.

Yesterday, I saw someone say #Ju boss Liu Yuan was arrested, and that both his JuBi accounts were cleared out. I don’t know whether Liu the boss staged a self-directed escape, but after all, he’s also a person with very high emotional intelligence and high IQ.

Today’s AI US stock info gap:
1. $SKHY plunges 12%, with two-times Hynix down 21%! A Korean securities firm cuts its forecast for next year’s profits by 11%; with that, crazy upside in the future may be hard to count on.
2. All of Korean stocks dragged down! Storage chip stocks broadly fall! $DRAM $SNDK $MU $RAM $minimax $KIOXIA plunges 5-17%
3. $SPCX to reach a market cap of $600 trillion? Musk: you don’t seem to get it—SpaceX’s value will exceed the sum of everything on Earth.
4. $BTC Polar reversal! Bitcoin ETFs saw net inflows of $197 million last week, ending 8 weeks of outflows. Michael Saylor posts an orange dot chart, implying buying into BTC.
5. Robinhood Chain makes a comeback on meme coins! $CASHCAT market cap breaks $230 million, DEX trading volume hits $800 million in a day, NOXAfun active addresses at 250k, weekly profit $7.6 million—over 4x Pumpfun.

A friend of mine who previously ran a gray-industry operation couldn’t keep it going, so he started making up stories about himself. He claimed that he’d been arrested by the authorities and that it had triggered his “disappearance mode.” His excuse to clients was that he had stopped operations for rectification and that the authorities had seized his businesses. Yet the clients were unusually quiet—they kept waiting for the outcome. In the end, his willpower ran out and it just fizzled out with nothing resolved.

Yesterday I saw someone say #Ju boss Liu Yuan was arrested, and that both of the JuBi accounts were emptied. I don’t know whether Liu the boss staged a “Chan-out-of-the-cicada-shell” escape himself. After all, he’s also supposedly someone with high emotional intelligence and high IQ.

Big week for crypto.
The U.S. House will hold a hearing on the CLARITY Act this Friday—a key step toward clearer crypto regulations in the U.S.
A clear rulebook could bring more confidence, innovation, and long-term growth to the industry. Eyes on Friday.
DYOR.

What people call “man can overcome heaven” is not defeating fate,
but choosing that, in every moment when you want to accept your lot,
you take one more step forward.
This step is the will of heaven 🙏

Classic script: A good piece of news landing immediately becomes bad news
SK hynix shares in South Korea plunged 8.3% in a wild selloff
A rare massive red candle recently smashed through all moving averages
The U.S.-listed “pump-and-doodle” trading hype has officially come to an end
Profits-taking rushed out collectively in a frenzy of panic
Even if they released a major bullish catalyst—CEO says storage will be built up to 2030—capital still can’t be stopped from fleeing
For the short term, don’t blindly bottom-fish and catch a falling knife!

When good news becomes reality, it’s the biggest negative.
SK hynix’s shares in South Korea opened sharply lower today, down 8.2% right at the start of trading.
A rare stretch of huge bearish candles lately.
As soon as the good news landed, it was being crazily cashed out.
The short-term “stampede/trampling” sell-off is here!
Even when the CEO released bullish signals about storage extending to 2030 during the session, it still couldn’t stop the decline～

SK hynix shares in South Korea opened today and plunged straight down by 7.61%, marking a rare big bearish candle in recent times. With the bullish news fully realized, there has been frantic profit-taking—short-term capital panic-chasing has kicked off!
During trading, even the CEO’s bullish signals that storage will reach 2030 couldn’t stop the selloff.

To be reasonable, after that one—“8 Scatman”—ran away, another pure meme one is definitely going to get going, because the Twitter attention will be driven to the extreme—everyone will be talking about it. And this “b” is pretty badass; the account-hijacking is insanely good. It’s purely a prediction and it feels like playing the order book for a long time: I bought a little at a low point and set him up with a move to trap him.