YoungWang

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.

After watching Sam’s interview, what hit me hardest was this. Most of today’s startups still look pretty much the same as they did ten years ago, because that so-called “correct way of doing things” is what they’ve been taught—at most, they just changed the wording and say they’ll hire fewer people and spend more money on tokens.

I didn’t buy SanDisk—I got the Meilisi Dram instead. I snagged a little bit. I’m just riding this volatility. It’s way more fun than the crypto scene. Great bounce.

I looked at some cutting-edge views: a sharp drop and adjustment in the valuation of AI hardware, including the liquidation of leveraged ETFs in South Korea. Some market concerns have largely been cleared, as the downside risk in the market has basically played out. The most intense passive selloff is already over. Prices have already priced in a large amount of pessimistic expectations, and the market’s worries about the memory cycle are running ahead of the facts. After the liquidation of leverage, cheap valuations and the resilience of earnings are the market’s real tone. The price has fall

It’s been falling pretty badly—maybe buy some DRAM in batches for now, and also [buy] a bit of “Merits.” When stocks drop, it feels like there’s no bottom, and I don’t know how to judge it.

Let GPT summarize it—I don’t know if it’s right, Pi Ma teacher. This part has very high information density. The core is actually about a logical shift: the market is starting to move from the “GPU supply narrative” to “model demand → inference commercialization → cloud platform profits.” I’ll help you break it down.

The South Korean KOSPI index fell 8%, triggering a circuit breaker mechanism. After the birth rate was finally pulled up, the babies who were born can’t just be shoved back in again.

Perpetual futures contracts are undoubtedly the biggest invention in the crypto world. They’ve attracted countless arbitrage funds.

Always ride the waves forward