10u’s final dance
I still choose to short Bitcoin

$HONSE reminds me of KEKEC from last cycle. Funny meme, chart consolidating. Watching for a breakout.

JUST IN: Bitcoin rallied 7.1%, clearing STH cost basis around $67k and triggering 44,300+ BTC moving to CEXs for profit-taking. If sustained, this could cap near-term upside as holders book profits. $BTC

After the Fed's July minutes came out, the 9-3 vote fully exposed its internal divisions. Logan, Hammack, and Kashkari voted against the decision, pushing hard for another 25-basis-point hike
🤔Why are the divisions so deep?
Hawks are eager to put out the fire
Inflation is falling too slowly, and AI infrastructure funding is aggressively absorbing leverage. They worry that if inflation is not brought under control now, it could rebound at any time
Doves are reluctant to slam on the brakes
Employment and the economy are already showing signs of cooling, and blindly raising rates could

Late-night market rescue, with stocks only edging up politely
At around 20:30 Beijing time on Wednesday, the U.S. Treasury announced an “expansion of the scale of long-term U.S. Treasury buybacks.”
The U.S. has stepped in—this time, to rescue the bond market
First, the announcement itself: the size of individual buyback operations for 10-year and longer-dated Treasuries will be doubled from $2 billion to $4 billion.
Wall Street investment banks have likened it to “Operation Twist.” The name sounds sophisticated, but it is not that complicated. It means “issuing short-term bonds and using the p

Bitcoin’s Upward Momentum Logic

⚠️For general educational purposes only; this does not constitute investment advice.

Bitcoin has no company or financial reports. The essence of its rise is: supply contraction + capital inflows from demand + a supportive macro environment + resonance of market consensus. Only when multiple conditions stack up can a major bull market emerge.

I. Supply Side: Inherently Scarce (Foundational Base)

1. A hard cap of 21 million coins, hardcoded into the code. No additional issuance is possible, so purchasing power will not be diluted by unlimited money printin

Last night and today, Bitcoin made three consecutive explosive pumps.

Over the longer term, the U.S. Treasury’s massive debt, the implementation of U.S. crypto regulations, and Wall Street’s full-scale entry are the foundation for the market’s sustained strength.
In the short term, this kind of rapid surge is, plainly speaking, driven by funds entering on rate-cut expectations, together with a cascade triggered by the concentrated liquidation of a large number of short positions.

META is investing hundreds of millions in Microsoft Azure AI services. If confirmed, this signals deeper corporate AI collaboration and could influence cloud and AI sentiment for big tech names. $META$MSFT

I’ve seen people say that BTC’s STH-MVRV is “perfectly replicating the three-stage bottoming pattern from 2021–2022” and that a rebound is coming. I’d like to discuss a blind spot in this type of analysis.
First, what is this indicator? STH-MVRV = the market value of the coins held by short-term holders ÷ their cost basis. Falling below 1.0 means this group of short-term funds is collectively at an unrealized loss; rising above 1.0 means they have collectively broken even. So its real value is telling you whether short-term funds are currently “underwater” or “in profit”—it describes a state.

JUST IN: Yilihua argues bear markets don’t change crypto’s value, pinning future opportunities on on-chain finance and AI-driven growth. He says crypto’s core value lies in on-chain infrastructure moving traditional assets like gold and USD into the blockchain, boosting portab...

【$BOME Signal】Bullish trend + 1H breakout momentum
$BOME Three consecutive bullish 1H candles broke through 0.0012, while the MACD bullish histogram continues to expand. The 1H RSI is 90.87, showing overbought consolidation, with no price pullback. The 4H Bollinger upper band at 0.0011 has been breached, and the current price of 0.0012222 is tracking along the upper band. Order book depth imbalance is -6.63%, with slightly heavier selling pressure, but buyers are still placing orders in the 0.00118-0.00122 range. OI is stable, the funding rate is 0.005%, and there are no signs of overheating.

BNB Chain gas spend jumped +40% week-over-week.
This comes right after the network added ~124k new RWA holders in just 72 hours.
TPS and total transactions are also climbing RWA utilization rises.

#HYPEBreakoutWatch | Hyperliquid Is Entering a Critical Zone
$HYPE ‌
HYPE is showing serious strength.
After a powerful 22% one-day rally, Hyperliquid has moved into the low-$70s and is now just a few dollars away from its previous all-time high near $76.85–$76.87.
This is no longer just another altcoin bounce.
The market is now testing whether HYPE can break its previous record and enter genuine price discovery.
WHY HYPE IS MOVING
The latest rally is being supported by growing attention around Hyperliquid’s regulatory outlook and its expanding position in decentralized derivatives trading.
R

Ms. Wu’s fourth basket
Trust is worth its weight in gold, and it is also the confidence that sustains us as fellow travelers.
Since you have chosen to stand alongside me, I will do my utmost to safeguard and support you. #黄金、

$BTC 71,838, surging 11.4% in one day to hit 72,490.
The previous high at 66,956 was kicked aside today, without even a decent pullback.
ETH went even crazier, up 18.5% in one day and charging straight to $2,280. $2,000 was decisively broken.
The Fear Index jumped from 46 to 62, officially entering the greed zone. Retail traders have finally woken up.
All the macro factors played out, without a single one missing.
The Dollar Index fell below 100. This is a landmark move—the weak-dollar cycle is here.
The 10-year U.S. Treasury yield kept falling, from 4.72% to 4.65%. The market is front-running

Ansem called base:0xbf8e8f0e8866a7052f948c16508644347c57aba3 on @base a little over 2 weeks ago as a long term hold on @Pumpfun app, flippers went to town but it’s managed to stay above his call price and he’s up 2x, liquidity flowing back into the base trenches slowly and the chart looks like this
Half pipe szn soon?

JUST IN: $3,100,000,000 worth of crypto shorts liquidated in the past 24 hours.

#ShowOffMyContractGains #拿到自己的短线收益一定要拿得住，如果连拿都拿不住 @ThenDontMakeThisTrade. Bullish long term; it has been in a short-term correction over the past two days. The reason for today’s decline is that US Treasury bonds have rallied again.