ThisIsTranslateContent:NanNan

Following up on last time, Nan Nan will explain why she thinks the bull market has not returned and share her outlook on US stocks!
Around the midterm elections, future tax and regulatory policies will face significant uncertainty, and the direction of policy remains unclear. To avoid this uncertainty, institutions will sell their holdings and stay on the sidelines, making US stocks vulnerable to pressure. BTC is highly correlated with US stocks, so it will be difficult for it to stage an independent major bull market.
This rally was more of a short-term pulse driven by short liquidations, lac

$BTC and $ETH have surged wildly over the past two days, and so many people on social media have been frantically shouting, “The bull market is back!” Nan Nan was also swept up in it and genuinely started to think the bull market had returned, until just now, after finishing a conversation with a veteran who has been in the crypto industry for more than ten years. Now Nan Nan feels that “perhaps the bull market hasn’t returned after all,” and has a new view on US stocks.
The main reason for the rise in Bitcoin and Ethereum this time is still the impact of US Treasury bonds. US national debt

Let’s talk about the news today: Trump has agreed to the ethical provisions of the “CLARITY Act.”
First of all, this news is definitely a major positive for the crypto market. Over the past few years, the biggest constraint in the crypto market hasn’t been technology—it’s been uncertain regulation. The SEC can effectively take a project off the exchange with a single sentence, so institutional capital doesn’t dare to enter on a large scale.
The significance of the “CLARITY Act” is that it sets clear rules for the crypto industry, allowing capital to see the direction where it can “enter in com

$SPCX Musk’s next Starship launch attempt is scheduled for Friday. It will be the 13th rocket launch. The market will surely hype expectations about it, and Musk personally gave the Air Force a warning, claiming that “the survival probability of those companies that have been maintaining large short positions on SpaceXSHANG for a long time is very low.” Nannan has already brought her buddies to enter longs around 125, waiting for Old Man Ma to make a move!

$MU 884 short take-profit done, 872 gets back on board again. This Micron play—timing nailed.
Today, Nan Nan laid out a Micron short near 884 in advance. While many people were still chasing the AI storage narrative, I had already started focusing on high-level risk. Then the price kept falling, and the first wave of the short position was successfully taken profit around 868.
A rebound doesn’t mean a trend reversal. More often, it just gives the shorts another chance to get back in.
When the price rebounded to around 872, the order flow again showed pressure. I chose to enter for a second ti

$MU 884 set up a short position; the current price has already come to 858
Nannan has always emphasized stocks with excessively large upward moves—even if the fundamentals are good, short-term profit-taking still needs to be released
From the order book, after Micron surged, funds clearly started to cash out. There isn’t enough near-term support at the high levels, and combined with the recent overall pressure on the semiconductor sector, capital has begun to withdraw from high-valuation directions
This drop isn’t just a simple technical pullback. It’s the market starting to reassess AI chip g

$SKHY Early this morning, he re-established a short position and took profit again. The Bank of Korea, for the first time in three and a half years, raised rates by 25 basis points to 2.75%. It said this is in line with market expectations, but this news is still bearish for the overvalued semiconductor sector. The storage sector was directly collectively dumped by funds. Going forward, shorting should still focus on selling on rallies; you can enter around 170. For going long, you need to see whether support around 160 can hold up. Do not blindly go long!
#PreIPOs第二期OpenAI认购 #韩国KOSPI暴跌5%触发熔断

The CPI data came in below expectations, and BTC and ETH surged strongly—did the bull market come back?
Let’s look back at last night’s $BTC and $ETH market. After the CPI data was released, there was a major positive catalyst. BTC’s rally surged straight up to 65,100, while ETH reached 1,896.86.
Next, the bull market will arrive when everyone isn’t paying attention. This month will form the bottom to kick off this round of the bull market. Big BTC at 67K and Ethereum at 1,920 definitely aren’t going to run off—but BTC hasn’t caught up on the lag yet. The key support level at 61K definitely

CPI data came in below expectations$BTC , $ETH surged violently?
Tonight’s U.S. CPI data came in below expectations, and market expectations for subsequent rate cuts have noticeably heated up. Judging by capital flows, the market has already given the most direct answer: BTC surged rapidly by more than 1% in a short time, with a clear increase in inflows. ETH reacted even more aggressively—rising by nearly 2% in a short period, with stronger net inflow intensity. This indicates that some capital has already started positioning.
If expectations for further rate cuts continue to strengthen, thi

Don’t just stare at the CPI numbers! Tonight’s real script is a showdown between the “oil price illusion” and the “rate-hike nuclear bomb”
Brothers, at 8:30 tonight, the June CPI data will be released, and the whole market is waiting for that needle to land.
But if all you care about is, “When inflation falls, Bitcoin goes up,” then tonight you might get chopped up and harvested again and again. After being in this market for so long, my biggest takeaway is: price action always trades expectations, and the real killing move is hidden in the details behind the data.
1. There’s “illusion” in the

$AGT Why did this wave surge? My answer is only two words: chips
Many people think that AGT's sharp rise today is due to some major positive news, but after reviewing on-chain data, I found that the real drivers of the increase are actually funds and chips.​
Looking at the holding structure, the top 100 addresses hold up to 97.62%, with an average cost of 0.0069U, while the current price has already surpassed 0.02. This means that the main players' chips are extremely concentrated and they already have over 200% profit potential.
Also, looking at the capital heat map, funds over 1 hour, 4 hou

$BR Today’s top gainer on the leaderboard suddenly took off, and the capital flow has already told us the answer!
From the capital heat map, capital has been continuously flowing in on the 4-hour, 8-hour, and 1-day cycles. Big money is clearly pushing the market, and the price has also been lifted from around 0.11 all the way to above 0.20. In just a few days, the gain is close to doubling.
It’s worth noting that on-chain data shows large holders’ average cost basis is only around 0.12, while the current price is already above 0.20. This means the main players have already locked in more than

$MRVL This month’s price rose from 200–300 in less than 3 days—why exactly is that? And why did it work out when we encouraged our friends to do Dodo and successfully take profits?
Many people may wonder, “Why can its price go from 200–300+ to that quickly in less than 3 days?” So next, let me explain it to everyone and clear up the confusion!
1、On June 2, NVIDIA CEO Jensen Huang publicly stated at the Taipei COMPUTEX conference that Marvell has the opportunity to become the “next hundred-billion-dollar company,” and emphasized the importance of its AI data center network technology. After the

I believe everyone now has a question in mind—$H What is the next direction? After hearing Ah Yu's explanation, you might have an answer in your heart!
First, Ah Yu states the conclusion—buy more! This is not baseless; it is the result of Ah Yu's research!
First, let's take a look at what H is doing, simply understood as: in an era where AI and robots are becoming more prevalent, proving that you are a real person and not a script or robot.
Secondly, although contract funds are short-term flowing out, indicating short-term investment profits taking, the medium to long term still shows outflow

Bearish on $ETH
1. Spot ETF funds accelerate outflows
On May 28, ETH spot ETF saw a net outflow of $121 million in a single day, setting a new record for the highest daily outflow across 13 consecutive days. Over the past two weeks, the cumulative outflow reached $691 million. The pace of capital withdrawal continues to intensify, with no signs of slowing down, and pressure on the demand side is still expanding.
2. Underperforming relative to Bitcoin
The current ETH/BTC exchange rate is 0.0273, near a 30-day low, only higher than the 6% historical level from the same period. The decline o