LaughLaughYy

Have you heard of Token computing power loans?
You can even take out a loan against computing power now.
Blockchain still can’t be legalized?

What’s most worth watching in US stocks today isn’t any single tech stock, but the 10-year US Treasury yield.
It has surged to nearly 4.84%, reaching a high for recent years.
Why does this matter?
Because for tech stocks:
The higher Treasury yields are = the higher risk-free returns are = the less attractive high-valuation stocks become.
High-valuation sectors such as AI, semiconductors, and software are especially likely to see their valuations pressured first.
The market’s trading chain is very clear right now:
Rising oil prices → higher inflation expectations → less room for the Federal Res

My bias for U.S. stocks tonight:
The indexes will likely trade weakly in a range, tech stocks will remain divided, and semiconductors will be relatively stronger.
The focus is on three key variables:
1. Treasuries
10-year Treasuries remain elevated; a further rise would weigh on the Nasdaq, while a pullback would benefit AI and semiconductors.
2. Oil prices
Continued gains in oil prices would strengthen inflation and rate-hike expectations, which would be negative for tech stocks.
3. Semiconductor flows
If the indexes are weak but chip stocks such as MU, NVDA, and TSM can continue to strengthe

Several major events in the U.S. stock market this week:
1️⃣ Oil prices surged, and Middle East risks heated up again
The U.S.-Iran conflict escalated, with Brent crude briefly climbing above $95, reigniting market concerns that higher energy prices would drive up inflation.
2️⃣ Global bond markets plunged, and U.S. Treasury yields soared
The 10-year U.S. Treasury yield reached a period high, putting direct pressure on tech stock valuations. The Nasdaq and semiconductor stocks were hammered at the start of the week.
3️⃣ Waller was dovish, briefly easing market concerns
After rate-hike expectat

The fees are way too expensive!!!! But I love it so much!!!
@RobinhoodCrypto
It gives me the feeling of the previous meme craze, with BSC’s glory returning. But BSC was limited to players in the Chinese-speaking region, whereas Rh is now a global arena, so its ceiling is higher and its density is stronger.
Feed me CA!!!!!

For September’s tech market, there may be only two things truly worth watching:
1️⃣ Anthropic’s IPO progress
2️⃣ Micron’s earnings report and guidance on September 30
The former will determine how high a valuation the capital markets are willing to give top AI companies, while the latter will test whether AI computing demand has genuinely translated into memory chip orders.
NVIDIA is responsible for telling the computing-power story, while Micron and SK hynix are responsible for validating demand.
If Micron’s guidance exceeds expectations, memory chips may see a second wave; if it falls short,

Bitcoin is at 79000 now
I clearly know it will definitely rise in the future
But I don't dare go all-in
I don't even dare enter easily
I also clearly know I will definitely regret missing out in the future
Just like I regret missing out when it was at 60000
The answer is obviously clear
So why exactly don't I dare take the plunge?
An event with 100% certainty, yet 99% of people don't dare get on board
Why is that?

Has South Korea stepped in to rescue the market this time?
SK Hynix announced a KRW 40 trillion, approximately $28.6 billion, share buyback, with all repurchased shares to be canceled.
The buyback will begin on August 20 and last for three months.
It also raised its long-term shareholder return target from no more than 50% of cumulative free cash flow to above 50%, while increasing dividend payouts through a combination of fixed and special dividends.

Those who won the IPO allotment made a fortune
Unitree Technology opened 629% higher on its STAR Market debut
Its share price quickly fell back after the open
The intraday low was 882 yuan
Next, shareholders will start cashing out, and then it’ll be down, down, down~
The retreat after the sharply higher open also dragged the entire A-share humanoid robotics sector sharply lower~