YoungWang

The Nasdaq is really taking a beating... losing money so fast...

I bought Google this time around and made money on it. I’m underwater on Intel. Also bought SOXL. Didn’t buy any crypto. I didn’t expect crypto to be this resilient. I don’t really understand it. I have a vague feeling something’s missing. With such a huge amount stolen, the market can’t just pretend nothing happened. I’ll wait and see for now.

Volatility has been really high these past few days. It was up last night. When I woke up this morning, things were still okay. Then I just checked, and it jumped again. The market is very sensitive to the midterm elections.... Things will get a lot better after today. The market doesn’t like uncertainty...

Nvidia $4.99 trillion. Apple $5.04 trillion.

Robinhood Chain has been at the forefront of this little bull run. First, Robinhood started gaining momentum. Pons, AI, and others kicked off the on-chain rally. Pons has since fallen from a high of 1 to 0.23, while AI has dropped from around 0.38 to 0.06. Pons is currently generating around 50k–60k U in revenue per day, with a peak of 2m. It feels like if the market is going to rebound, it might start on-chain. Not sure, though. Or maybe it’ll move to another chain? Arc. I’m not too familiar with it.

Apple’s market cap is higher than Nvidia’s—not a good sign. I remember the last time it overtook Nvidia was around mid-to-late July. Semiconductor stocks were falling pretty sharply then. Looks like it’s overtaken Nvidia again today...

Even Alexandr Wang thought the risk was fucking huge. But on Cheeky Pint, Zuckerberg said the risk wasn’t that big:

1. Alexandr said his visceral feeling at the time was that the risk was fucking huge
2. He said Mark had internalized a concept: what matters is how big you win when you win
3. Zuckerberg said that for it not to work out, it wouldn’t be enough for Meta to fail—the entire AI industry would have to fail...🤔 🔺

Follow the Minions. Is it a crowded trade now?

Mars and the bull are coming; inverted… I got it completely wrong..

BTC is moving a bit too strongly. Could it really hit 100k, just as Target Bro said?

Hong Kong is holding another meeting, so will the “it drops every time there’s a meeting” prediction work this time? It’s the end of the month again. BTC is closing its monthly candle. It drops every time the monthly candle closes anyway...

I didn’t expect eth to be this strong. It’s much stronger than btc. I don’t have positions in btc or eth, only crcl. I told two classmates to buy 😂 in the 60s. Sold it all after this run-up. Made some money for living expenses….

Are there any positive catalysts for OKB? It has returned to last December’s price levels. At that time, BTC was at 90,000, SOL was around 140, and ETH was at 3,000.

Correction: Unitree Robotics’ STAR Market IPO is approximately RMB 61 billion.

Unitree Tech’s price on HYPE has reached $81.5. Based on the total shares stated in the prospectus, approximately 400 million shares, HYPE implies a valuation of $32.9 billion. Unitree Tech’s STAR Market IPO: approximately RMB42 billion Hyperliquid: approximately RMB235 billion Premium: 2350 ÷ 420 = 5.6x

Micron is currently worth $1 trillion, while South Korea’s SK Hynix is worth approximately $700 billion. U.S.-listed SK Hynix is about 50% more expensive than South Korea’s SK Hynix. I asked GPT to summarize the recent ADR premium, which peaked at nearly 60% on July 30. Those betting on the premium narrowing can go long South Korea’s SK Hynix and short Micron.