If it doesn’t beat expectations, the semiconductor stocks will drop—too much had been bid up earlier. Even a great company like Corning just announced results and then plummeted. Trimming an overinflated valuation is actually a good thing. After all, GLW’s current PE is still 70. 😂

NVIDIA’s per-capita revenue is so absurdly high at this level 😱
“Light-asset design model + soft-and-hard integration monopoly + global AI compute arms race”
📊Data: NVIDIA’s per-capita revenue reaches $6 million, the highest among the listed chip manufacturers

Institutional Adoption Just Hit a Turning Point!
WATCH ▶️
Max Bareiss, Head of Lending at Galaxy, sat down with me at the Injective Policy Summit to discuss the rapid growth of institutional crypto lending, Galaxy's digital asset services, and his outlook on the crypto market.
#crypto #institutions #defi

#KOSPIPlunges9%
South Korea’s KOSPI Market Shock: Understanding the Reasons Behind the Sharp Decline and What It Means for Global Markets
The South Korean stock market has entered a period of intense volatility as the KOSPI index recorded a sharp decline of around 9%, creating strong reactions among investors across Asia and global financial markets. A move of this size represents a major shift in market sentiment and highlights how quickly investors can adjust their positions when uncertainty rises.
The KOSPI is one of Asia’s most closely watched stock indexes because South Korea has a power

July 28 evening strategy plan—priority order, fan-only
Trade priority order
Priority 1: 1886—1895 rebound short at high levels
This is the strategy that best matches the current chart right now.
Reasons:
The overall trend is bearish; rebound height is limited; clear resistance lies above 1888 / 1895.
Execution:
Short 1886—1895 in batches. Stop-loss 1898.5—1903. Targets 1880 / 1875 / 1870 / 1865.
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Priority 2: after breaking below 1865, short on the pullback
If the market keeps weakening in the evening, this is the trend-following setup with the biggest profit room.
Execution:
A valid 5-minut

July 27: Global storage chip sector suffers a “Black Monday.” SK hynix ADR falls 7.47% below its issue price; Micron drops 2.25%; Western Digital declines 4.21%; SanDisk plunges 11.02% to lead the pack. The Philadelphia Semiconductor Index closes at its lowest level since May 19. The trigger was ChangXin Technology’s explosive 465.82% surge on its first day of listing on the STAR Market, prompting global capital to begin re-evaluating the storage supply pattern. $SNDK , as the most “pure” storage RWA on-chain, naturally becomes the preferred shorting vehicle for leveraged funds.
The essence of

I. Current market conditions
As of the early Asian trading session on July 28, Ethereum fell below the $1,900 level, with the past 24 hours down more than 3%. After ETH surged to 1983 yesterday, it quickly pulled back, dipping as low as around 1865; in the short term, bearish momentum has concentrated and released. Over the past 24 hours, liquidations across the entire market totaled $686 million, and more than 160k traders were liquidated; among them, long liquidations absolutely dominated ($542 million).
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II. Key price ranges
Direction | Key price | Explanation
Upward resistance | 1900-

#BitmineHolds5.78METH
$ETH ‌
Every bull market has a catalyst that quietly changes the supply-demand equation before most investors notice. This time, that conversation revolves around Ethereum and the aggressive accumulation strategy of Bitmine.
Owning 5.77 million ETH is more than an impressive headline. It represents a meaningful share of Ethereum's circulating supply and highlights how institutions are beginning to treat ETH as a long-term strategic reserve rather than a short-term speculative asset.
The market often focuses on daily price swings, but professional investors pay attentio

$PI
In 2026, the last ten-thousand-times-level opportunity—I only bet on EGY.
Last cycle I missed ORDI at 0.008U; this time I won’t let regret repeat.
Those SHIB legends with eight zeros are only meant to stay in dreams—wake up, because that’s reality.
The wave of Egyptian culture is here,
EGY is the spark that will ignite this round of the market.
No more relying on luck—only on riding the trend to turn things around.
Take back everything you lost in the past.
EGY, this time I will not be absent.
#EGY

$PONS building a solid base after that initial consolidation. 📈
Volume is starting to trickle back in again and no signs of reversal lower timeframe structure is also flipping bullish. Keep this on your radar before the next leg expansion gets underway! 🎯
#PONS #Crypto #Meme_ReMeme #MemeCoinSeason

#MinnesotaPredictionMarketBanBlocked
A major legal decision has reshaped the conversation around prediction markets in the United States. The blocking of Minnesota's attempt to restrict prediction market operations has become an important moment for financial innovation, market regulation, and the future of event-based trading. As governments, regulators, and market participants continue to debate the role of prediction markets, this development highlights the growing importance of clear legal frameworks that encourage innovation while protecting consumers.
Prediction markets have gained sign

#CXMTDrops7.7%AtOpen
Market Pullback or a Buying Opportunity?
The crypto market is no stranger to volatility, and today's spotlight is on CXMT, which fell 7.7% at the market open. While a sharp decline may seem alarming at first glance, experienced investors understand that price corrections are a natural part of every market cycle. The key question now is whether this drop signals the beginning of a larger downtrend or simply presents a new opportunity for long-term investors.
Several factors may have contributed to the decline. Profit-taking after recent gains, cautious market sentiment, r

#StrategyInitiatesSTRCBuyback
Strategy Initiates STRC Buyback Builds Record Cash Reserve Holds Bitcoin Steady ✨
Strategy made its first preferred stock repurchase last week buying back 288930 shares of its STRC preferred stock between July 20 and July 26. Company paid approximately 25 million at average price of 86.52 per share discount to 100 par value. Approximately 975 million remains available under program.
The Policy Disciplined Approach to Discounts
🔹 Strategy has signaled clear structured approach to future buybacks While STRC trades below 100 company intends to be regular and discip

$MU USDT Micron daily wrap-up: After breaking down under heavy pressure at high levels, the rally is nearing its end—place short orders at high levels
News: Progress in improving supply and demand in the memory chip industry is lagging behind market expectations, and the pace of global end-market demand recovery has slowed. Risk sentiment in the US stock tech sector has eased; high-level capital continues to take profits. In the short term, there is a lack of major industry catalysts that could sustain continued upward price action, so the rebound lacks follow-through.

Technical: On

7.28 Su Wan evening market analysis and trading thoughts
On a four-hour timeframe, the short side has received some support, but the rebound still lacks much strength. The moving average positions can still be considered for shorting. Focus on whether 62,500 is broken.
BTC: Short around 64,300-63,800, target around 63,000-62,500
ETH: Short around 1,890-1,920, target around 1,850-1,820 $BTC $ETH #CLARITY法案进入最后关键阶段

$PHAROS signal: Go long — bullish 1H strong breakout above the upper Bollinger Band
$PHAROS At the 1H timeframe, price at 0.4565 directly pierces through the upper Bollinger Band; the 4H MACD histogram continues expanding, and there’s no sign of momentum exhaustion. The 1H RSI spikes to 87.66; buyers are still actively pushing the price. Order book depth is imbalanced by 3.33%, and the bid/ask ratio of 1.07 indicates solid buy-side replenishment below. The funding rate is 0.0158%, staying in the safe zone, with no signs of long crowding. Chasing longs in this acceleration phase must strictly c

$ETH This rebound is not only a technical correction, but also a comeback in terms of capital flows. Since July, spot Ethereum ETFs have ended consecutive weeks of net outflows, and continued buying from institutions such as BlackRock has provided a solid floor for the price. At the same time, rising expectations for Fed rate cuts have led fixed-income funds to rotate into the crypto arena, driving this squeeze rally that was initiated from $1,651.
The trading thesis lies in identifying the main theme of “institutional return.” Opening at $1,651.04 is a momentum long following confirmation of

After my old U card stopped supporting charging, I kept wanting to get another one, because using a U card is really convenient.
A friend recommended @Gate_zh Card 💳.
I applied right away.
I also put together a complete guide to opening an account and avoiding pitfalls.
✨ Why is it worth getting?
▪️Zero-address verification: You can apply after passing Gate KYC, saving you the hassle of tedious procedures.
▪️Supports Apple/Google Pay: Swipe anytime online and offline—an awesome tool for overseas shopping/AI subscriptions.
▪️Up to 8% cashback (USDT/GT), with no annual or monthly fee burden.
💡

$AKE It’s been 12 days with nothing happening. I’ve been waiting for the waterfall—how much longer until it goes up?😳