Private placement “witch,” Li Bei, founder of Banxia Fund, has finally been waiting for the fall in technology semiconductors 🥲🥲
In her circle of friends, she spoke directly and asked whether there are semiconductor “model guys” in China?
Previously, Li Bei—who had recorded the worst annual performance across multiple products—still remains bullish on real estate and bearish on AI.
In a letter to investors, Li Bei said that her four major equity holdings—energy, real estate, consumption, and building materials—collectively dropped, causing the fund’s net value to pull back significantly last

7.28 Gold Client Golden Midday Brief: Plunges 47 Points—Shorts Crush Everything! Gold’s Oversold Rebound Is Only a Correction
From a 10-minute short-cycle perspective, after gold broke into a one-way selloff and then stabilized, it moved into a rebound/repair phase. In the early session, it met resistance and turned down from the 4081 high; bearish momentum concentrated its release. The price continuously broke through multiple key supports, dipping to a daily low of 4034. $XAU
After reaching the lower BOLL band, price halted its decline and rebounded. In the short term, moving averages remai

The technical core lies in the strong suppression created by the four-hour “MA line bearish alignment.”
MA5, MA10, and MA20 are arranged from top to bottom in that order, and the price always stays below MA5.
In the main camp, based on the bearish alignment of the moving average system, we suggested shorting with 100x leverage and following the prevailing trend.
Bearish alignment of moving averages is the clearest short signal in trend trading, with a final return rate of 559.17%.
For friends who didn’t get in: moving averages are the compass of the trend— the main camp teaches you how to ride

JUST IN: Fed hawkish tilt intensifies as inflation runs hot and oil shocks loom; markets price a ~38% chance of a rate hike this Wednesday, with another hike fully priced for September. $BTC $ETH

Today, I took profit on the first order at gold when it hit 20 points. For the second take-profit level, keep your mindset broad and bring the stop loss to breakeven $XAUUSD
Around 9 PM, I’ll go live—see you then.

Gu Jingci: 7.28 Bitcoin/Ethereum rise as scheduled then pull back high; see follow-up strategy analysis
Bitcoin/Ethereum yesterday’s plan was shorting above 65,200 and 1,965. After the price surged higher, it dropped to around 63,000 and 1,865, capturing 2,200 points and 100 points of room. During yesterday’s rally, many people likely chased longs, because there were so many people rebutting my short. Now, after dipping, the market has entered a range-bound consolidation as the moving averages have turned down again. Going forward, we need to watch whether the price action has continuation. A

So how come you can find these 2,000 people—why wouldn’t they succeed at something?

Many projects’ most dangerous moment isn’t when they lack tags—it’s when they get trapped by a single tag.
When @RiverdotInc comes up, most people’s first reaction is still satUSD, cross-chain minting, and stablecoins. But after reading River’s latest Season 6 announcement, I feel it’s actively trying to break that mindset.
This time, the official repeatedly emphasizes one change: River’s next stage will move out of stablecoins and into a new market that is being reshaped by new technology, and it will introduce new product directions in S6.
This sentence is actually the key.
Because s

Yesterday, the $ETH short position was successfully wrapped up.
There’s nothing like a divine prediction—just calm down and truly read where the chart is heading.
Everyone gets swayed by every rise and drop, flustered and rushing around. I execute slowly at my own pace.
No need to keep pulling and pushing with the market—stay clear-headed, and profits will come calmly. #明尼苏达预测市场禁令被叫停

$BTC Buy-the-dip positions; I bought the dip.

$DEXE This wave of financial freedom—keep it up, keep it up, boss, keep it up.

Tuesday, dust settled—everything just waits for the wind!
After holding short positions for a very, very long time, today they fell to 63,000—looking smug with relief! Everyone has already cleared everything out; we’re starting fresh!
Today, BTC—watch the 63,600–64,000 zone; it could drop to 61,888.
ETH—watch the 1,905 zone; it could drop to 1,835.
Micron/Flash, sync up to coordinate a rebound short in the evening $BTC $ETH #长鑫开盘跌7.7%

JUST IN: Three S. Korean AI chip unicorns push IPO windows to 2027–2028, with Rebellions, FuriosaAI, and DeepX reshuffling listings and advancing pre-IPO/Series D; near-term valuations and revenues disclosed. No crypto tie-in here, so no ticker.

All kinds of chains just short blindly,
Back then I wanted to short BLAST, but it hadn’t been issued yet.

The most dangerous thing for an official may not be corruption—it could be dressing too professionally.
Turkish Ardahan governor Mehmet Fatih Çiçekli usually rides his bicycle, but was criticized by a member of parliament for riding publicly in professional cycling gear, saying it was “inappropriate for an official’s dignity.” On July 17, he was removed by presidential decree. Since the order did not state a handover rationale, it’s not something that can be directly said he lost his post because of tight-fitting cycling shorts—but this timing makes it hard not to speculate.
Even more absurdly

There are quite a few important events this week, especially tomorrow’s Samsung-Hynix earnings report and the Fed’s rate-setting meeting. This semiconductor pullback has been really painful—we’ve all fallen back to buy-the-dip levels. None of the profits have been realized. Does the US stock market also have to force people to cut paper hands?

JUST IN: 230,862 new Tron accounts created, up 42.87% to the highest daily total this month. Can signal sizzling user onboarding for TRX, potential near-term activity uptick. $TRX

$BNB /USDT — LONG
$BNB continues to show strength as one of the leading large-cap cryptocurrencies. If buyers maintain control above key support, the next leg higher could come quickly.
Trade Plan
Entry: Current market price
Take Profit
TP1: +4%
TP2: +8%
TP3: +15%
Stop Loss
-5% below your entry price
Why this setup?
• Strong bullish market structure.
• Consistent buying interest near support.
• Momentum is improving across higher timeframes.
• Favorable risk-to-reward with a clear stop loss.
Always use proper risk management and only trade with funds you can afford to risk. ‌