More than a month ago, I anticipated that capital would rotate from hardware into the megacap tech and software sectors, so I adjusted my positions. Currently, my main U.S. stock allocations are:
Hardware 40% (NVDA 20%, SOXX 20%; everything else has been fully liquidated)
Megacap tech 50% (MSFT 15%, GOOG 20%, META 10%, AAPL 10%)
Software 10% (NOW 10%; I switched from CRM to GOOG midway and sold too early)
The reason for this accurate judgment is that I have always emphasized that investing in AI cannot be limited to superficial research; you have to use it extensively yourself.
With the recent

I originally wanted to cut my losses and make a sacrifice to the heavens, but the heavens never got their offering—the meat roasted itself. When I opened the chart this morning, $ACE opened lower as usual, with the whole screen glowing green. Honestly, I wavered for a moment too. But looking closely, it had been moving sideways at the bottom for quite a while. The base-building continued without breaking down, buying pressure was gradually strengthening, and funds were quietly entering. If you don't dare reach out at a time like this, what's the point of trading contracts? So I opened a long a

$BLESS
UPDATE
#BLESS is getting a good support here. In this move we can see 100%+ gain here ✍🏻
#BLESSUSDT #BLESSBTC #BTC #Bitcoin #NFTs

Event Contracts vs Traditional Trading: What Makes Them Different?
The more I learn about Event Contracts, the more I realize that they are quite different from traditional trading. At first glance, both involve making a decision based on market information, but the way you approach them can be very different.
In traditional trading, you are usually focused on the price movement of an asset. You might buy Bitcoin, stocks, or another asset because you expect its price to increase, or take a position expecting the price to fall. Your profit or loss can depend on how far the market moves and when

10 years ago, Xiaoming received a $200k investment and used it to build an AI chat app, but after tinkering with it for 2 years, it had few users;
8 years ago, he revamped the app into a version programmers liked and open-sourced it for everyone to use, resulting in huge popularity and 1 million installs in a year.
Later, they continued developing it based on programmers’ needs.
This month, NVIDIA acquired them for $12.9 billion.

Does no one think $4 is the next lobster?
Waiting for the wind to come.

GM fam!
Let’s see those GMs rolling in! 🚀

$XAUT Thursday Shi Pan Roundup
In this river, some are fishing while others are drowning! May you find your anchor amid the volatility!

Gm rh eco bulls ☕️

#HYPEContinuesToHitAll-TimeHighs
HYPE $82 ATH + $1.2B Unlock: Why Liquidity Fragmentation Matters More Than Burn Rate for Post-Unlock Stability
HYPE hit new highs (+220% YTD) driven by deflationary buybacks. But with a ~$1.2B unlock on Aug 29, the real risk isn’t just supply it’s whether fragmented liquidity can absorb concentrated distribution without breaking market structure. Here’s my topology framework. 👇
🔍 Why Liquidity Fragmentation Determines Post-Unlock Reality (Not Just Volume)
• Order Book Depth vs. Unlock Size Ratio Signals Fragility: If the top 5 bid levels hold <1% of the dail

Fear & Greed Index hits 68 — Greed Zone.
Sentiment is heating up as bullish confidence returns.
Is $BTC gearing up for another move higher?

#HYPEContinuesToHitAll-TimeHighs 🔥
$HYPE is showing impressive momentum as buyers continue to push the token higher. 📈🚀
Strong market sentiment, growing ecosystem activity, and renewed demand are keeping HYPE firmly in the spotlight.
Can $HYPE maintain its momentum and discover another new high, or is a short-term pullback coming next? 👀
#HYPE #Hyperliquid #Crypto #Altcoins

JUST IN: Ninth Circuit: Nevada can regulate Kalshi’s sports event contracts as gambling, challenging Kalshi’s claim of exclusive CFTC oversight. This creates a circuit split and keeps state regulators in the game ahead of any Supreme Court path. $KALSI

I haven’t posted much over the past two weeks, and X gave me 88u. That’s a very auspicious number and has motivated me to start posting again!

When the CLARITY Act passes, it could create 1,000 stablecoin issuers overnight, opening the door to a new wave of issuers. The future may not be dominated by a single stablecoin… but by thousands of regulated digital dollars serving different ecosystems.

History is always remarkably similar.
In front of every successful man, there is a computer 🤣

I wasn’t even expecting to break even, but it went straight into profit for me. This service is incredibly solid. 🙏
While everyone else was running, $ZHIPU was still holding on, but buying support was insufficient, so there was no one to take it higher. I said at the time that this kind of rebound was a paper tiger. Sure enough, it slid all the way from 144.04 to 136.48, securing +268.17% in floating profit. 😎
This trade feels great, brothers. Close 70% first and put the bulk of the profits in your pocket. Move the stop-loss on the remaining 20% up to the entry price. Don’t panic during a re

Game progress: Top of the 8th inning, with the score tied 1‑1.
Early on, the two win-probability curves fluctuated sharply back and forth as bulls and bears repeatedly battled for capital, leaving the game tightly contested.
In the latest period, the curves rapidly diverged upward, with the Dodgers’ win probability rising sharply and betting-market capital clearly tilting toward the Dodgers.