A late-night reminder yesterday: 🛫 dip to 1,200 points—your companions 🛫 should follow along.
#BTC

#GUSD
GUSD CROSSES $230M MILESTONE AS STABLE YIELD DEMAND GROWS
Gate’s GUSD ecosystem has reached a major milestone, with total staking scale surpassing $230 million while its minting yield rises to 3.8% APR. The achievement highlights growing demand for yield-bearing stable assets that combine the reliability of traditional financial products with the flexibility of blockchain-based finance. By integrating real-world asset backing, automated yield generation, and broad ecosystem utility, GUSD is becoming a key example of how stablecoins are evolving beyond simple payment instruments.
TREASUR

The article “The Enemy of Model Companies Is Not Another Stronger Model,” which was previously posted on Substack
Bringing you a “the wool comes from the pigs” capital story from the perspective of how Japanese anime has developed—if you’re interested, you can go take a look.
“The truly dangerous competitor is a company that doesn’t need to make money from models at all. It can subsidize models with ads, subsidize models with cloud computing, subsidize models with enterprise software, and it can even give models away for free—just to retain customers and the ecosystem.
It doesn’t need to

#SK海力士财报不佳盘后下跌 SK Hynix with a 5x PE: opportunity or risk?
SK Hynix with a 5x PE: the biggest risk is the 【cycle top low-PE valuation trap】; the opportunity comes from HBM structural barriers and long-term contracts hedging cycle volatility. Simply seeing a 5x PE and thinking “it’s cheap” is the most common pitfall for cycle investing.
First, clarify: the current 5x PE is calculated using annualized profits at the peak of this cycle’s boom; it is a forward PE, not steady-state normal earnings.

I. Why many people think: a 5x PE is a massive risk (bear logic)

1. Storage rule of thumb: at the

happy FOMC day to those that celebrate
for the first time in a while... there's a material risk that the Fed hikes rates
w/ the lack of forward guidance, its likely to be a binary event
hike --> nuke
hold --> relief
time to pay attention

Akash cuts onboarding to 61 seconds, boosting new user activation by 4x.
#AKT #AI #GATE

7.29 Gold Afternoon Analysis
After hitting a low in the morning, the gold price quickly rebounded, which is a short-term repair following a big drop. However, with heavy market wait-and-see sentiment, upward momentum will be difficult to sustain. There is a lack of positive catalysts to support the rise, so the rebound potential is limited. Everyone is waiting for the Federal Reserve’s rate decision meeting; persistent expectations of high interest rates are weighing on gold’s upside.
On the four-hour chart, the larger trend still leans bearish. Resistance lies at 4040 and 4060. 4000 is the ke

【$ZIL Signal】Go long: negative funding rate squeeze + 1H reversal confirmation
$ZIL The 2.70 middle band of the 1H Bollinger Band forms an effective support, and the 4H MACD bullish histogram continues to expand. The sell-side depth proportion is 69%, and the funding rate is -0.524%, setting a new extreme. The current price of 2.739 is hovering right at the recommended entry zone.
🎯Direction: Go long (long)
⚡Entry / pending orders: 0.0027318 - 0.0027400
🛑Stop loss: 0.0027126
🚀Target 1: 0.0027811
🚀Target 2: 0.0028016
🛡️ Trade management: - Execute strategy: after reaching Target 1, cut ex

The overall market outlook is that the U.S.-Iran conflict is unlikely to be quickly resolved in the short term, and the odds of an effective ceasefire by the end of July are relatively low; as time goes on, an effective ceasefire in mid-to-late August has become the mainstream expectation, geopolitical easing sentiment continues to heat up, and the trading price for a near-term escalation into large-scale conflict has cooled significantly.

BREAKING: Hong Kong-listed storage-name leverage plays slide again as CSOP 2x Long SK Hynix and peers crater, with declines over 10%–25% across SK Hynix, Samsung, Montage, and GigaDevice. High leverage wins again for risk-off flows in semis. $HKSE: …

#StrategyInitiatesSTRCBuyback
📊 The financial and digital asset community is closely following the latest corporate development as **Strategy** announces the initiation of its **STRC Buyback** programme. This move has sparked discussions about capital management, long-term business planning, and how organisations continue to refine their financial strategies in an evolving market environment.
🌍 Corporate buyback programmes are often viewed as an important financial decision that reflects a company's approach to managing its resources. While every organisation has unique objectives, initiati

Nexi Posts 10.23 Billion Merchant Transactions as Revenue Slips in First Half 2026 - - #cryptoregulation #germany #sec

$BOT Signal | Negative funding consolidates without release, 1H Bollinger edge sniping
$BOT The Bollinger upper band at 30.11 almost perfectly overlaps with the current price 30.18. The funding rate has stayed negative at -0.094% without reverting, and OI is trading sideways without shrinking. On the 4H, the MACD bullish histogram is expanding, but on the 1H the MACD histogram is narrowing; bulls and bears are locked in a tug-of-war. The order book depth ratio is 0.89; sell orders are slightly thicker, but bids haven’t retreated. Negative funding plus a hard price floor—this structure often

$XPL Q3-Q4 lifetime buy zone

$SOL With this kind of coin, many people think it’s mainstream, so they only think about going long.
But in trading, mainstream coins also have cycles.
During the earlier SOL rally, market expectations kept heating up, and capital continued pushing the price higher. But once the price reaches high levels, what you really need to watch next is whether fresh capital keeps taking over.
This time, setting up a short position is not because I’m bearish on SOL’s long-term value, but because I’m judging the upside room on the short term and the capital’s pace.
When the high level shows weaker buy su

【$BTW Signal】Bull breakout + high-fee rate range trading
$BTW The sell depth is skewed by 12.76%, the 1H buy-side ratio is 0.50, and the funding rate is 0.0214% with high-level range trading. The 4H MACD shows bullish expansion, but the 1H MACD histogram shrinks. The upper Bollinger band at 0.1008 becomes short-term resistance. This combination of high funding rates + stable OI suggests there is a need for short-term long profit-taking, but the breakout intent is still present.
🎯 Direction: Long
⚡ Entry / Orders: 0.092621 - 0.092900
🛑 Stop-loss: 0.088255
🚀 Target 1: 0.099867
🚀 Target 2:

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‍#BTC #ETH #PI

July 29 Crypto–US stocks 🇺🇸 Market Analysis ‼️【This Week to Watch】Long positions tonight; even if you’re wrong, you still need to do it.
1. The Fed meeting is a key trigger: Not raising rates by itself isn’t necessarily a positive, but the market is currently fully priced for rate hikes—so not raising rates counts as a positive. Around the time 7/29–7/30 meeting results land is a turning-point window. Buy on dips.
2. BTC target logic at 61,000 remains unchanged. The weekend rebound is part of the right-shoulder build. After the rebound, there is still a need for downside testing.
【US Stocks】