Net premium leaders
$SMCI $RKLB $DELL $CBRS $INTC $DRAM $TSM

Semiconductors are set to drive a big slice of S&P 500 earnings growth in Q2, with a potential record contribution near 48%. $SOXX ? (If relevant)

#BTCBreaks66000
$𝗕𝗧C 𝗕𝗿𝗲𝗮𝗸𝘀 $𝟲𝟲,𝟬𝟬𝟬 𝗜𝘀 𝗧𝗵𝗶𝘀 𝗧𝗵𝗲 𝗦𝘁𝗮𝗿𝘁 𝗢𝗳 𝗔 𝗡𝗲𝘄 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗠𝗼𝘃𝗲?
Bitcoin breaking above the $66,000 level is an important psychological and technical development for the market. After a period of uncertainty, a move above a widely watched price zone can attract fresh attention from traders and investors who were waiting for confirmation of stronger momentum.
𝗕𝘂𝘁 𝗮 𝗯𝗿𝗲𝗮𝗸𝗼𝘂𝘁 𝗶𝘀 𝗻𝗼𝘁 𝗮𝗹𝘄𝗮𝘆𝘀 𝗮 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲 𝗼𝗳 𝗮 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗿𝗮𝗹𝗹𝘆.
The real question is whether Bitcoin can maintain its position above

Five numbers from CoinGecko’s Q2 report explain why market cap is one of the weakest ways to read crypto.
➜ Total market cap fell 12.6% to $2.1T
➜ Stablecoin supply slipped 1.6% to $305.1B, its first quarterly decline since Q3 2023
➜ Prediction market volume jumped 48.7% to $113.8B
➜ CEX spot volume dropped 27.9% to $1.95T
➜ CEX perpetual volume declined 10% to $12.7T
A weaker market usually pulls everything lower.
That isn’t what happened.
Spot trading slowed.
Perpetual activity cooled.
Stablecoin growth paused.
Yet prediction markets kept expanding.
Crypto didn’t weaken evenly.
Demand became

$Btc analysis for today. Expecting pump soon

Am I really that short on money in your eyes?
🫪🫪

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🚨 JUST IN: China-based public company Zhibao Technology Inc. has announced the signing of a non-binding term sheet that would use 3,500 BTC as consideration for a PIPE financing. 👀

Down in the morning, then up more in the evening.
Another day of profiting from both long and short 😍@JS大鲨鱼

🗓 First my account.. then everyone else
For the past few weeks, I’ve been talking about the start of accumulation in $BTC and $ETH , and I was explaining that there are parties that consume the amounts being offered in the market.
Back then?
Most people were busy with “marketer” talk, and those tweets didn’t get any attention.
And today.. after Bitcoin went up and Ethereum went up, the same accounts started talking about accumulation as if it were a brand-new discovery 😂
The real analysis comes before the move.. but after the pump, everyone becomes a technical analyst 😁

THE STOCK MARKET IS DOING THE "UNTHINKABLE" RIGHT IN FRONT OF US
EPS growth 27.7% YoY
Forward PE of 20.3
Economy ok
Interest rates ok.
88% of companies beat EPS expectations for Q2
85% of companies beat revenue expectations for Q2
This is not a "bubble" being propped up by hype
This is a market being driven by SOLID EPS growth
& share prices will follow that in the long run
Will we get pullbacks & volatility? Of course!
But the long term investor will continue to win...

NVIDIA $NVDAB surged 3%
$smh semiconductor ETFs also rose 1%
Reasons: Vera Rubin has officially entered full-scale mass production—henceforth, NVIDIA’s sales are no longer just a single GPU, but an entire AI factory that can be replicated and scaled
I compiled the company stocks related to NVIDIA’s earnings for everyone’s reference
Also, although the entire AI industry is overvalued, buying leading semiconductor companies on dips is fine. The premium created by top-tier companies will be earned back through long-term earnings and moat
Keep buying $smh , keep buying $QB
In crypto, besides BT

#Silver $SVM
Silver is getting very close to retesting the neckline 😉

🌹This month, both longs and shorts are making big money‼️ Before you know it, ding閱 has been going for 4 years already—this year, the lowest half-price of 5.5gt ends tonight‼️ ding閱 has already surpassed 1,000—if you don’t make money, who will determine it for you 😄 The Apple app can be clicked 👇 or you can also go to the web version:
https://www.gate.com/zh/profile/ When will the autumn rain end?
————————————————
🌹 Last Thursday, CPI dip-buy: 61,900/1,745 longs to 65,550/1,945—big profit
🌹 Saturday, 62,700/1,810 long to 67,000/1,955—flipped the position again
————————————————
🌹 On April

$SI $GC
Not really interested in bottoms but nice SMT here. Could be true bottom and start trending once again

Still, “Er Bing” strict father—perfectly cashing in on the game plan, locked in tight, so if you miss it you’ll end up slapping your thigh $ETH

Arrowhead $ARWR saw a 22% increase in sales of its drug plozasiran thanks to positive results from Phase 3 clinical trials.
The medicine reduced the risk of pancreatitis by 100% this achievement was described as a "best-case scenario" in the medical community.

$FRMI
It rebounded to the weekly averages, but the risk of searching for a new low still remains. If it loses the green support line, it may want to decline toward the lower green support band