Shees Shamsi

I just said that if there aren't any bearish signals by Friday and over the weekend, the market would likely cruise through smoothly. But look, now we've got some bad news hitting the market.
The mainland Securities Regulatory Commission is set to penalize Futu and some other brokers like Changqiao, confiscating all illicit gains due to illegal operations. It's likely related to opening Hong Kong and U.S. stock accounts for mainlanders, which has caused many folks to ditch the mainland A-shares and jump into U.S. stocks. This is getting serious.
It's highly probable that U.S. stocks will take a hit tonight. Don't underestimate the ability of our traders to play the U.S. stock game—that could have a significant impact on the markets over there. Plus, I just checked, and Futu's major shareholder is Tencent, and Futu has already plummeted by 34%.
If you're looking to buy U.S. stocks, you might as well go on-chain, or else just grab the Nasdaq 100 fund in Alipay. The domestic market is just unplayable; it really is. $QQQ $QQQon

Warning
Binance
According to official sources, BlockBeats has added
these coins to their watchlist

ALCX, COOKIE, DODO, EPIC, HEI, HFT, STORJ, SYN, TLM

$EPIC
$COOKIE
$STORJ

CRYPTO GHOST: $LUNC STILL HAUNTING BAGS FOR 4 YEARS Terra Classic ( $LUNC ) — once a top 10 giant — crashed 99.999%+ from its $119 #ATH in 2022 and has been bleeding ever since. Billions wiped out, endless revival attempts failing. A brutal reminder: not all "blue chips" survive. Who’s still holding this zombie? #LUNC #cryptocrash

$Jager buying, selling, and re-buying $Jager is good
the only thing that pulls the rug a bit is the fee
you sell with a 5% dip and have to buy with a 5% increase
But the 5% fee is excellent, just saying before someone thinks I'm talking bad about the fee, it's good because there's always fuel to burn and dividends to collect ...
$Jager in the veins

God damn! 🚀🐸
Guys, $PEPE is going to shock the market 👀

🎉 $4 bonus available for all! See my first pinned post for details. Congratulations! 🎁

One day, people will wish they bought earlier.
Even if you only have $1…
Hold 💰
Trade $PEPE 📈
Stack $PEPE 🐸
Sometimes small investments turn into big opportunities.
Stay patient. Stay smart.
Follow me for more crypto insights & guidance 🔥

$WLD I've been getting the opposite of what I expect lately... every time I post my trades, the market moves in the opposite direction. I'm gonna give it another shot!!!
It can't be this unlucky all the time, right? 🥹

$BSB so mad! Just made $28,000 in 10 minutes, didn't take profits, now I'm only up $3,100. I'm livid.

I really can't understand why so many people are bullish on Cerebras $CBRS. The more I research this company, the more uneasy I feel. It's not just about whether it's worth this price; what if all the revenue data you're looking at is fake? What if it's actually just a lab experiment that's hard to scale? If this company isn't public, its actual cash flow is already at zero.

The problem is: what are you actually pricing it at?

Is the revenue real?
Out of a GAAP net profit of $237.8 million, $363.3 million comes from one-time non-cash gains (related to debt cancellation from the G42 contract restructuring). After adjusting for that, the non-GAAP net loss hits $75.7 million, a year-over-year increase of 247%.

But if you dig deeper, over 75% relies on G42 (Middle East) plus the year-end rush from OpenAI. More critically, Cerebras signed a contract with OpenAI that included a 10% equity warrant, practically a giveaway, which will offset future revenue based on delivery milestones. GAAP accounting treats these warrants as revenue, but the gross profit from existing operations is also below competitors.

OpenAI also lent Cerebras $1 billion in operating loans (at a 6% annual interest rate) to help it build data centers, run compute power, and then sell services back to OpenAI.

Left hand lending money, right hand recognizing revenue. Does that really count as income? Will other companies facing such a tight supply of compute power be willing to pay up, aside from OpenAI?

That $20 billion big order, has the money come through? No.
That shocking $20 billion order OpenAI has only actually paid about $1 billion (in loan form that needs to be repaid), not even counting the deposit

TSMC's 3nm capacity is in high demand, with a $24.6 billion order backlog, but there’s no long-term capacity guarantee agreement between Cerebras and TSMC; all wafer orders are one-time purchases. If no products are produced, where's the profit going to come from?

Elon just bought more Bitcoin!

Big news! SpaceX recently disclosed in its IPO filing with the SEC that as of March 31, it holds a whopping 18,712 BTC on its balance sheet, with a historical cost of around $35,300 per coin, and the current fair value has soared past $1.293 billion.

SpaceX isn’t just making casual purchases; this is a long-term allocation decision backed by financial statements, board approvals, and audits. The company hadn’t even publicly mentioned its Bitcoin holdings before, quietly scooping up nearly 20,000 coins at an incredibly low cost.

Looking at the bigger picture, giants like SpaceX and MicroStrategy are taking action to redefine the question of whether corporations should allocate Bitcoin. As more behemoths add BTC to their balance sheets, this slow variable is quietly reshaping the macro acceptance of crypto assets. The logic of the whales has always focused on the long game.

$NEX HIT 0.001 SOON INSHAALLAH

$INJ
Signal for INJ 🚨

Futures🚦

Entry: 4.98💰

Take profit: 3.3 🎯

Stoploss: 5.49 🛑

Short: INJ 📈

I will give dollar$ who can take it down 😭 $GUA

🚨 $LUNC UPDATE

The legal battle between Jane Street and Terraform Labs is entering a crucial stage, and things are getting more interesting.

Jane Street has reportedly pushed for the case to be dismissed. However, if the court moves forward with the discovery phase, several key details could potentially come to light:
📌 Internal communications
📌 Trading records
📌 OTC agreements
📌 Connections linked to Terra

The LUNC community is watching this case closely because it could reopen a major discussion: Was Terra actually a victim of market manipulation? 👀🔥

This case may reveal important details that could reshape how people view Terra’s past and its broader story.

#LUNC✅ #USTC #TerraClassic #crypto #bitcoin

I think the smart wallet knows something we don't know 🤔🤔

Two wallets opened 10x leveraged long
positions on $PEPE at the same time, totaling 924.7M $PEPE worth $3.37M.

$HYPE
Some folks see the on-chain market cap at 48 billion and go wild, looking to short with the 992k unlock this month.

Here are some hyperliquid fun facts:
1. The team hasn’t sold any coins since the linear unlock started.
2. a16z started accumulating hype in April, currently holding around 100 million at an average cost of about 43. This level of institutional entry has been 100% confirmed in deep talks with Jeff.
3. Since the ETF launch, there’s been a daily net inflow of 2-3 million.
4. There’s a daily buyback of around 1 million.
5. In June, the market is projected to allow permissionless deployment, requiring 1 million HYPE staked.

The market’s selling pressure is mostly absorbed; we’re about to hit a short squeeze moment.

$SNDK Over the weekend, the US stock market is closed, but futures can still decouple and rise. This creates a risk where contracts are no longer tied to stock prices, which could lead to another extreme spike event like we saw last year.

Possible bounce up to 79k-80k... if it breaks 80,500, I would expect more upside to the range of 82,500 - 83,500, no more than that.... Personally, at 79k I'm going back in short and will average down as it rises, nothing has changed, this will drop to make new lows, call me crazy, but let's see who is right in the end, after that I'll turn bullish, but for now I'm still bearish.

#BTC #SpaceXEyes2TIPO

$ETH personal. Lula messed up by imposing a 15% tax on crypto assets up to 35000 reais!! He ruined it for the Brazilians!! Now China is eyeing crypto assets with heavy taxes too!! What’s gonna happen???

#Ethereum #altcoins

$STO we're confidently heading to the bottom, we might break historical lows and see 0.0398. If there's no hype around this coin, it doesn't look unrealistic anymore. What's your prediction?

#SolanaAIAgentEconomicImpact #STORJ/USDT

Who was here when $TRUMP was trading at $70? ‼️👀
Now it’s down almost -98% 🤯
The same people calling it dead today were calling it “the future” at the top…
Call me crazy, but in crypto even the most hated coins can pull a violent comeback 🚀
A +1700% move from the bottom? Possible.
New ATH? Hard… but not impossible.
Even a 60X from these levels would shock the market 👀
The biggest opportunities are usually found when fear is highest — not when everyone is screaming “BUY” at the top 📉➡️📈
Survive the bear… Accumulate the fear… Enjoy the next mania cycle. 🔥
#TrumpIranThreatBTCTo76K #SpaceXEyes2TIPO #GoldmanSachsExitsXRPSolanaETFs