Crypto KOL Community & Market Trends

What is the biggest difference between A-shares and U.S. stocks?
U.S. stocks are a tool for capital allocation; money goes where the most profit is.
A-shares are a tool for national strategic development; money goes where the national strategy requires it, not necessarily where the most profit is.
The country will step on the brakes, regulate, and forcibly steer the direction of capital—that's the biggest difference.
One is a tool for free capital allocation, allowing money to go to the most profitable places;
The other is a tool for national strategy, directing funds to where the national strategy needs them most;
One is for making money;
The other must consider the overall situation, prioritize national interests, political priorities, and only then economic interests—that's the biggest difference. $BTC

$1974 ETH—are you still waiting for it to go to zero?

Bitmine has just bought another 26,000 ETH, with total holdings of 5.42 million ETH, accounting for 4.49% of the circulating supply—institutions treat ETH as a core reserve, but you’re scared at $1974 and want to cut your losses. From $4953 it’s down 60%. All the bad news is laid out on the table, yet just now, the 24-hour trading volume quietly expanded from 1.3 billion to 1.83 billion, and the price bounced from $1956 back to $1974.

First, look at the surface: down 60%, retail investors panic—but someone is catching the bottom.

Over the past 7 days, it’s down 6.4%, down 14.7% over the month, down 33% YTD. Price has fallen from ATH 4953 to 1974, 24-hour trading volume is $1.83 billion, and the volume-to-market-cap ratio is 7.68%—this is whales quietly rotating their positions. The candlestick chart tells you this: in the downtrend channel, the price has repeatedly held around $1955. On the 4-hour chart, a symmetrical triangle appeared along with higher lows. MACD is showing early signs of a bullish crossover.

First thing: Is Bitmine going crazy? They’ve kept buying 26,497 ETH in a row, bringing total holdings to 5.42 million ETH.

Bitmine, associated with Tom Lee, bought another 26,000 ETH this week—total holdings are 5.42 million, accounting for 4.49% of the circulating supply, with the target heading straight for 5%.

Second thing: The fundamentals are the strongest in history, but the price is cut in half—this doesn’t make sense.

- Staking rate 32.4%—nearly one-third of ETH is locked up; circulation shrinks and yields are stable.

- EIP-1559 burn + staking annualized yield 3–5%*—deflationary plus interest-bearing. ETH is already “interest-bearing digital gold.”

- More than 120 million addresses—an unbeatable developer ecosystem.

- The SEC has approved ETH tokenized stocks; RWA + stablecoins continue to tilt toward ETH.

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

On the 4-hour timeframe, the symmetrical triangle is converging. The price keeps testing back and forth between $1955 and $2000, with higher lows forming. Trading volume hasn’t shrunk to extreme levels, and clear signs of institutional buying are visible. MACD shows a slight bullish crossover hint.

The battle between bulls and bears—you decide.

On one side:

- Institutions like Bitmine + Bit Digital continue to buy—real money, real accumulation

- Staking rate 32.4%—nearly one-third of ETH locked up

- Fundamentals at their strongest in history—no rival in the ecosystem

- 4-hour triangle + higher lows—technical repair in progress

On the other side:

- The Federal Reserve policy rate at 3.5%–3.75%, no rate cut in June—macro pressure

- ETF outflows continue, with only slight declines—retail investors panic

- Price is still in a downtrend channel; moving averages are bearish

- It failed to break above 2050 three times—psychological pressure is high

Key level is $1974: it’s only $54 above the “iron bottom” at 1920, and $76 below the breakout at 2050.

Resistance overhead: $2005 → $2050 (short-term life-or-death line) → $2140 → $2280

Support below: $1955 → $1920 → $1880 → $1780 (2026 low)

Aggressive short-term:

Buy in batches between $1920 and $1955, cut losses at $1890. First target is $2050—sell half first. Break above $2050 and chase longs; stop-loss $2010. Watch for $2140–$2280.

Cautious medium-to-long term:

The current price is more than half off the ATH. Fundamentals are top-tier. Do weekly/monthly DCA, and add positions below $1920. Keep total position size to 30–50% in ETH, and hold 30% cash for even lower prices or confirmed breakout.

Risk control:

Sell off 5% below $1920 and wait. Watch the June Federal Reserve meeting, weekly ETF data, and Bitmine’s subsequent buying. No all-in, no leveraging bets.

ETH is like Bitcoin in 2020—

99% of people think “down 60% means it must fall more,” but institutions quietly accumulate. When the macro turns warmer, it jumps straight from 2000 to 4000. #分享美股交易赢英伟达股票 #成长值抽奖赢金条 $BTC $ETH $SOL

$ETH is starting to look technically vulnerable.
With $BTC losing the $70K region, macro pressure is building and Ethereum continues to print a clean impulsive decline.
Momentum indicators have fully reset bearish.
For now, the path of least resistance remains lower, with $1,903 acting as the next major support level.
Trying to catch a falling knife before wave (4) confirmation is a risky game.
Patience is a position too.

$BTC has dropped below $70K.
Exactly as predicted 💯

Bitcoin drops below 70k, Strategy sells coins for the first time, are you panicking?

Strategy sells coins for the first time, ETF runs for 11 consecutive days, Mt.Gox dumps coins—three major negative factors hit simultaneously, Bitcoin crashes from 72,000 to 69,000. Do you think it's going to collapse? I see the most familiar script: liquidate leverage, then ride away in the lead.

First, look at the surface: terrible, really terrible.

In the past week, it fell 9%, monthly down 12%, volume broke through the 70k psychological barrier. Over $800 million liquidated in 24 hours, bears' bodies cover the floor. Fear index soars, and on X, it's all “bulls are gone,” “halving is hopeless.”

But long-term on-chain holders haven't moved, ETF net inflow still totals $55 billion, and Strategy only sold 32 coins.

First thing: Strategy selling coins is a sign that the negative has been fully priced in.

MSTR sold 32 BTC publicly for the first time to pay dividends.

A hardcore bull's first sign of loosening is often an accelerator for the last dip, not the horn of a bear market.

Second thing: ETF outflows, where did the money go? Into AI.

NVIDIA skyrocketed, funds shifted from crypto to AI stocks.

Outflows for 11 consecutive days, with a maximum of $3.4 billion out in one day.

AI is hot again, but can it replace Bitcoin's narrative as “digital gold”?

The Federal Reserve still maintains high interest rates at 3.5-3.75%. Once the rate cut cycle begins, the first to flow back will definitely be BTC.

Third thing: technicals have already reached the “faith test zone.”

Current price is 69,400, volume broke below 70k.

Candlestick chart shows a bear market pattern, MACD death cross, RSI approaching oversold but not extreme.

On the 1-hour chart, just completed a “panic sell-off + liquidity sweep”—first exploding bulls, then shaking out bears, ending with a big bullish candle engulfing.

Bull-bear showdown, see for yourself.

Bears say:

- Strategy has sold, faith collapses

- ETF keeps running away, institutions give up

- Mt.Gox still plans to dump $700 million

- Macro not cutting rates, funds go into AI

Bulls say:

- 32 coins vs. 200k coins, symbolism over substance

- ETF net inflow totals $55 billion, core holdings unchanged

- Long-term holders haven't sold massively

- Halving cycle not finished, target of 100K+ unchanged

Key level 69,400, only 1,400 dollars away from the bottom at 68,000.

Resistance above: 70k-72,000 → 75,000-77,000

Support below: 68,000-69,000 → 65,000-62,000

Short-term:

Mainly watch and wait. If really itchy, try small long positions at 68,500-69,000 with stop-loss at 67,000. Reduce positions at 71,000-72,000 on rebound.

Mid-term:

DCA in the 65,000-68,000 range with 30% position. Stop-loss at 60k (extreme break). Target 80,000-90,000 (waiting for ETF outflows to stop + macro warming).

Risk control rules:

- Total position no more than 30%, keep cash for lower levels

- Watch three signals: ① ETF daily inflow turns positive ② Strategy/Mt.Gox dumping ends ③ CPI or Fed signals dovish

- Always set stop-loss, don’t fall in love with the market

BTC now is like $3,800 in March 2020—

99% of people thought “the pandemic is here, Bitcoin will go to zero,” but six months #分享美股交易赢英伟达股票 later it rose to 30k.

$WLD is starting to look interesting here.
After months of grinding near the lows, price has reclaimed the demand zone and is beginning to build momentum.

The key level to watch is $0.60–0.65. A clean break there opens the door for a move toward $0.85–1.00.

For now, bulls remain in control while higher lows continue to form.

Bitcoin has dropped back to the 6s, but I noticed that many coins are no longer falling along with it, like $zec is basically not dropping anymore.

The CZ of the U.S. stock market: Huang Renxun, one sentence that sent shockwaves through the waves
On the second day of Computex in Taipei today, NVIDIA CEO Huang Renxun and Marvell CEO appeared on stage together and said that Marvell will become the next trillion-dollar company.
This remark directly pushed the U.S. stock market pre-market up by 50 dollars—
from 220 to around 270.
After the U.S. stock market opens tonight, I’m going to look for an opportunity to buy in.
Mr. Huang said that in the future, key capabilities have shifted from CPUs to the computing power of the entire data center, memory, and high-speed interconnects with bandwidth.
Next, high-speed interconnects, switching chips, optical communications, and other infrastructure are extremely important.
This is also $MRVL ’s core business.

Hello everyone, I’m now a KOL in U.S. stocks—you crypto KOLs are too low-level.

Xinhua News Agency: The bubble is too big
Be aware of the risk of rupture

Short-term, Trump says buy whatever you want
Mid-term, Huang Renxun says buy whatever you want
Long-term, Buffett says buy whatever you want

$0.465 WLD, do you still dare to chase?

From $0.27 soaring to $0.48, a 78% increase in one month, 24-hour trading volume surged, derivatives holdings skyrocketed by 21— but while everyone is shouting “AI identity narrative takes off,” is this wave Sam Altman’s bullish scheme, or is it a whale dumping on rumors?

First look at the surface: positive news chain explosion, price not pulling back.

In the past 7 days up 30.9%, 30 days up 78.1%, from 0.27 to 0.465, market cap back to 1 billion. 24-hour high of 0.483, low of 0.427, volatility 13%, trading volume expanded to 74 million tokens. The candlestick chart shows: volume breakout at the bottom above 0.40, stabilizing after holding steady, RSI neutral leaning bullish, MACD golden cross—: trend has turned bullish, don’t miss out.

First thing: concert tickets + OpenAI rumors, did the market really believe it?

Thirty Seconds to Mars band using World ID to sell “human-only” concert tickets, to prevent scalpers and AI bots—this is a real application. Single-day increase of 15%.

Then rumors started circulating: Sam Altman might integrate Worldcoin’s biometric tech into OpenAI’s new social app. June 1st another 16% rise, derivatives holdings surged by 21% to $340 million, with over $5 million in liquidation.

Second thing: July unlock reduced by 43%, is this really good news or a delaying tactic?

Daily unlock dropped from 5.1 million WLD to 2.9 million WLD, a 43% decrease. Selling pressure has indeed eased.

But have you calculated—

Total supply of WLD is 10 billion, only 3.37 billion are in circulation. The remaining 6.6 billion are still locked.

Even with daily unlocks decreasing, that still means over 100 million new tokens entering the market each year.

Third thing: two technical signals that must be watched carefully

Daily chart bottom breakout above 0.40, volume increased, whales accumulating heavily in the 0.26-0.29 range, short-term bullish structure established. Support at 0.42-0.43, strong support at 0.35-0.37.

ATH is $11.97**; now at 0.465, down 96%.

Korean FOMO + YouTube trending first—historical pattern:

Whenever a coin is “hottest” in Korean communities, it’s usually close to a local top.

Bull-bear showdown, see for yourself:

One side:

- Real-world adoption of the band, scenario for AI bot prevention established

- July unlock reduced by 43%, deflation expectations

- OpenAI integration rumors (unconfirmed but market believes)

- Technical breakout above 0.40, volume increased

- Arthur Hayes bullish, institutional derivatives increased holdings

Other side:

- Rumors could be disproved at any time

- Total supply 10 billion, 6.6 billion still locked

- ATH down 96%, massive trapped positions

- Korean FOMO often signals “short-term emotional peak”

- 0.50 psychological resistance is huge, three failed attempts

Key level 0.465, just 3.5 cents away from the critical 0.50 line.

Resistance above: 0.48-0.50 (bull/bear line) → 0.55-0.60 → 0.80-1.00

Support below: 0.42-0.43 → 0.35-0.37 (strong bottom)

Short-term traders:

Buy lightly around 0.42-0.43, stop-loss at 0.398. Take half profits at 0.48-0.50 first, if it breaks 0.50 then look for 0.55-0.60.

Swing traders:

Wait for daily close above 0.50 before adding positions, target 0.80-1.00. If it fails to break 0.50 three times, cut losses decisively.

Long-term believers:

WLD is not a long-term hold. Unless you’re willing to wait 3-5 years to see if World Network can truly land.

Risk rules:

- Keep position size at 3-5% of total funds, don’t get overexcited

- Watch BTC—if BTC breaks 68k, WLD will follow

- If news of “OpenAI denies cooperation” appears, run immediately, don’t hesitate

WLD now is like TRB in 2024—

News-driven pump, Korean FOMO, contract holdings surge, everyone shouting “hundredfold.”

And the result?

A sharp cut from the high, then another cut. #分享美股交易赢英伟达股票 #成长值抽奖赢金条 $BTC $ETH $WLD

Advanced US Stock Investment Thinking 2.0 Actually, besides Serenity, we have a blogger in the Chinese community called shu fen, who can be considered the Chinese version of Serenity. The only common point between her and Serenity is that they both enjoy researching; their specific target stocks are actually different. Serenity likes $AAOI, while she prefers $COHR.

The #Bitcoin CME gap between $69K–$70K has officially been filled. ✅
The next major CME gap sits near $67K
If $BTC continues lower, that level could be the next magnet before a strong reaction.
$67K next ?

$BTC is at a critical decision point.

Bulls are defending the triangle support, but the battle isn't over yet.

Daily close above this zone = strength.
Break below = caution.

The next move could be explosive.

Hong Kong is further improving its virtual asset regulatory framework. After the implementation of regulations for trading platforms and stablecoins, future plans include integrating trading, custody, investment advisory, and asset management services into the regulatory system, with relevant institutions required to apply for licenses from the Hong Kong Securities and Futures Commission. The authorities have clarified that no transitional arrangements will be provided for "deemed licensed" status, and unlicensed entities are not permitted to promote related services to the public in Hong Kong. The relevant legislative draft is expected to be submitted in 2026. #Crypto #Web3

Fortune-telling says I will be troubled by love; I thought it was romance, but it turns out to be the market 😂