BTC/ETH Friday Market Analysis

What can $60 do for you this weekend

Regarding $AMZN RNG + OpenAI’s MRC and VCSELs.
In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%".
Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers.
The number of XPUs is growing so quickly that total optical demand should still rise.
On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach.
Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happe

This round of price moves came more decisively than I expected. When $LTC was pinned and not moving, my focus was always on whether the overhead space could be reopened.
The opening position I recorded was 42.75—not because a line looked good, but because the pace shifted from hesitation to action. Now the price has pushed to 44.52, with unrealized gains of +292.32%. This feedback is at least partially confirmed my judgment.
My observation is that in a bull run, the easiest mistake to make isn’t misreading the direction—it’s getting too emotional and disrupting the rhythm too early. Once the p

More buyers
Same limited supply
HIGHER DEMAND
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Never bet against the Americans

Not going to say too much—this drop feels really good to eat; my hands almost started to shake 📉🔥 A few days ago, before bed, I watched $MON push upward, but the volume didn’t keep up, and the overhead resistance was obvious too. I immediately felt something was off with this setup—going long without hesitation is not an option.
When the chart hadn’t fully dumped yet, I kept staring at it: every time it tried to surge, it missed by just one breath. The bids looked clearly flimsy; the bull-trap flavor got heavier and heavier 👀 So I moved first around 0.02476. I didn’t chase the excitement—I

I was already getting ready to close the app, but then you pulled this on me—straight answer for the short: 📉😎. A few days ago, that rebound around $PARTI in the early hours looked pretty vicious, but once I kept watching, I realized nobody was stepping in on the way up, and the volume wasn’t cooperating. The more it climbed, the more it started to resemble a bull trap.
While everyone else was still watching, I reminded people not to get carried away by fake moves: if you go long, you need to keep an eye on the high area and be ready to take pressure there. Your entry was around 0.06088, an

This empty-long order finally got fulfilled. The move where $GENIUS got pressured down from the highs was extremely direct on the chart.
I started watching this trade around 0.6670. What really caught my attention wasn’t how much it dropped, but how the rebound kept getting weaker—each time it pushed up, it was hammered back down. A lot of people are still waiting for it to pull back up again, but something was already off here: the buy-side couldn’t hold, and the shorts’ pace began to take over.
Now the price is at 0.3554, and the unrealized profit is already +920.14%. The market’s upside roo

Solana Mobile Chapter Two Orders Top 100,000 as Saga Phone Finds Product-Market Fit
Pre-orders rewrote the playbook. Solana Mobile confirmed Chapter Two crossed 100,000 paid reservations at $500 each, pulling $50 million into escrow and signaling demand for a crypto-native handset actually exists. The first Saga sold 20,000 units across its life; the sequel did 5x that number in eight days, driven by a single promise: hardware plus on-chain identity in one tap.
Specs matter less than stack. Chapter Two ships with Seed Vault, a secure element that signs transactions without exposing keys, and

Oil climbs ~$2 while spot gold tumbles ~$35; potential shift in risk-on/risk-off flows as energy rally contrasts with yellow metal weakness. $WTI $BRN $XAUUSDT

#PredictWorldCupShare20000U
🇬🇧 Spain vs Belgium: A grand showdown in the quarterfinal!
⏰ Match time: July 10, 2026, 22:00 (Kyiv).
⚽️ The World Cup quarterfinals are ongoing: Spain will play Belgium. Spain will try to control the pace of the match through ball possession, while Belgium will pose a strong attacking threat. Can Spain stay cool-minded with only one step left until the semifinals, or will Belgium break through❓
👉 Make your prediction: https://gate.onelink.me/Hls0/prediction?page=detail&event_ticker=676288&source=cex
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Family, who understands this! This round of short positions is really giving face to 📉🔥. A few days ago, the price action before bed was still hard-supporting; many people thought it could push higher again. What I saw then was that the overhead resistance was too obvious, volume didn’t keep up, and nobody was there to take the bids when it went up. Before the chart had fully started, $NIL was already giving the short idea around 0.07288. Weak rebounds are the signal—don’t chase, don’t charge wildly, and wait for it to expose itself.
👀 Now the price has hit 0.0353, and the return is +2485.

The Nasdaq 100 has also moved above the EMA 20, and the close is likely to hold above it. The S&P is a bit stronger than the Nasdaq 100; the wedge has already broken out, and the 7550 call wall has also been breached. So the next target is 7600, which is a strong resistance. As mentioned yesterday, if a breakout happens, the market is likely to trigger a round of accelerated upside driven by positive gamma. Above that, look for 7700 and 7800. The Nasdaq Composite is also doing well—its daily MACD has formed a golden cross, and the structure is breaking out.

Rosenblatt on recent optical sector weakness from $AAOI to $LITE:
"Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares.
"We think short sellers... do not actually strongly believe in the thesis."
Multiple short sellers told them they will likely close their positions... late July and early August. Further, they say they plan to buy Optical stocks in 2027 for the scale up CPO opportunity.
Hilarious report on laser weakness, read is very positive for $SIVEF, $COHR, and others moving forward.
I've been long on CPO sector, but

⚽🌍 The road to World Cup glory is getting more exciting with every match!
The knockout stage has delivered unforgettable moments, determined performances, and plenty of surprises. With every round, the competition becomes more intense as only the strongest teams continue their journey toward football's biggest prize. 🏆
🇫🇷 France has already secured a place in the semifinals, showing consistency, discipline, and championship mentality throughout the tournament.
Meanwhile, the remaining quarterfinal clashes promise world-class football:
🇪🇸 Spain 🆚 🇧🇪 Belgium
🇳🇴 Norway 🆚 🏴 England
🇦

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