TVBee

MicroStrategy last week already repurchased 288,930 shares of STRC.
Each share has a par value of $100, so the total nominal value = $100*288,930/1000000 million = $28.893 million
STRC’s current total nominal value is $10,460.6 million
28.893/10,460.6=0.276%

I thought that Hynix’s ADR would bring an inflow of U.S. funds and create a premium.
I also thought that the semiconductor sector would see a collective pullback.
I also thought that after Google’s earnings report, it would fall.
I even thought that there would be no deal between the U.S. and Iran, that fighting would reignite, and that oil prices would rise again.
But, to my complete surprise, Trump is now set to add tariffs again. This time, the rationale he cited is Article 301 of the 1974 Trade Act—Trump claims that these countries have products that are produced by forced labor.

Korean stocks really should collapse too.
Starting around last year’s Q4, Korea’s Buffett indicator (total market capitalization of the stock market ÷ GDP) has started to go wild (the black line in the chart).
Korea’s Buffett indicator is a bit like BTC doing a late-stage sprint after a bull market.
By comparison, the U.S. stock market’s Buffett indicator is also rising, but relatively more measured (the blue line in the chart).
The most extreme is Taiwan stocks (the red line)—will the next crash be Taiwan stocks?

Tonight’s CPI data is not expected to be too bad, at least in theory.
First, oil prices have fallen: from May to June, the oil price has continued to decline for two consecutive months. See Figure 1.
Second, consumer confidence has declined: the June consumer confidence index was 91.2%, the lowest since March. See Figure 2.
Even the CPI forecast data is almost all lower than the prior value. The combined forecast value for the CPI month-over-month rate is even negative. See Figure 3

Are there still people waiting for BTC at 30k?
BTC weekly RSI showed a bullish divergence; the June low was lower than February's, but June's RSI was higher than February's.
Selling pressure is weakening.
The last weekly bullish divergence occurred from June to November 2022.
The daily RSI also showed a bullish divergence; from early June to early July, BTC price fell, but the RSI was higher.

U.S. June non-farm payrolls missed expectations, wage trends moderate
Non-farm payrolls, forecast 110k, prior month 129k, actual 57k.
Additionally, the labor force participation rate at 61.5% was also below the prior month and the expected 61.8%.
On wages, the hourly wage month-over-month was flat with expectations and the prior month (0.3%).
Overall, the data shows a temporary cooling of employment with moderate wage growth, and no signs of a "wage-price" spiral for now.
CME interest rate futures show that market rate expectations for September remain unchanged, but there are still

An interesting phenomenon with MSTR
$MSTR / BTC's decline is significantly smaller than $MSTR's own decline.
This shows that $MSTR 's decline is significantly smaller than BTC's decline.
Logically, MSTR shareholders should sell MSTR and buy BTC instead, as it's more cost-effective?!
But obviously, very few people do this. Why?
A: Because regulatory reasons make it inconvenient for them to buy BTC?
B: Because regulatory reasons restrict them to only buying BTC ETFs, and the decrease in ETF net value is greater than the dilution of MSTR's Bitcoin holdings?
C: Because they firmly b

The Korea KOSPI index fell by 9.99% today, becoming the largest declining stock index.
Following the KOSPI index are the Nikkei and Shenzhen, which only declined by a little over 3%.
So I’m thinking about bottom-fishing Korean stocks.
After all, #三星 和 #Hynix is the storage leader, with Micron and SanDisk holding the second and third market shares.
Samsung and Hynix also have P/E ratios of only over 20, while $MU has a P/E of 57, and $SNDK has a P/E of 79.
This may be related to the environment in the two countries, but the US might raise interest rates now, or at least the market i

Dot matrix chart leans hawkish, market reaction is overly aggressive
┈➤ The dot matrix chart leaning hawkish is certain
Forecast for 2026:
1 person predicts one rate cut
9 people predict no change
3 people predict one rate hike
5 people predict two rate hikes
1 person predicts three rate hikes
Compared to the last dot matrix chart, which still predicted rate cuts as a surprise, it has now shifted to predicting rate hikes as a surprise.
┈➤ Market reaction is overly aggressive
In fact, according to the dot matrix forecast, Federal Reserve officials on average predict a 0.79%

Promise me, don’t short $TRUMP and $WLFI .
Today is June 14, Trump’s 80th birthday.
It is also American Flag Day and the anniversary of the U.S. Army’s founding.
July 4, 2026 will mark the 250th anniversary of the signing of the U.S. Declaration of Independence.
Trump will celebrate his birthday in a grand, high-profile way at the White House.
The South Lawn of the White House is set to host an Ultimate Fighting Championship (UFC) event—UFC Freedom 250.
14 UFC stars will face off, with historical short films related to the 250th-anniversary celebrations, marching-band performances

Oil prices declined in May, causing the month-on-month CPI growth rate to slightly ease
Core CPI month-on-month growth rate below expectations
◆ The comprehensive CPI annual rate meets expectations (4.2%).
◆ The comprehensive CPI month-on-month rate meets expectations (0.5%), slightly down from last month (0.6%).
◆ The core CPI annual rate meets expectations (2.9%).
◆ The core CPI month-on-month rate (0.2%) is below expectations (0.3%) but lower than last month (0.4%).
Overall, it reflects falling oil prices, but they still remain high.
If the data is accurate, it’s not a bad ove

Oil prices declined in May, causing the month-over-month CPI growth to slow down.
However, core CPI still exceeded expectations.
◆ The annual comprehensive CPI rate met expectations (4.2%).
◆ The monthly comprehensive CPI rate met expectations (0.5%), slightly down from last month (0.6%).
◆ The annual core CPI rate met expectations (2.9%).
◆ The monthly core CPI (0.3%) exceeded expectations (0.2%) but was lower than last month (0.4%).
Overall, this reflects falling oil prices, but they remain high; the core CPI exceeding expectations may be influenced by oil prices affecting the costs and pric

The bad news is that the amount of BTC on exchanges is still increasing.
The BTC that gets deposited into exchanges is motivated by selling.
The good news is that, overall, the trend of BTC on exchanges is decreasing.
The BTC that gets withdrawn from exchanges is motivated by hoarding.
Even better news is that the amount of BTC held by BTC ETFs has been generally and continuously increasing since November 2025.
Did you hear that some friends’ beliefs have collapsed? 😎