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Deep Research on BTC as of August 2: The Week of the Multi- vs. Short Showdown at the 63,000 Threshold!
I. Latest real-time situation As of 22:50 on August 2, BTC was around US$63,000, with price consolidation on the weekend on lower volume. On this past Friday (July 31), driven by expectations of the Fed possibly raising rates another two times within the year, BTC dropped 2.96% on the day to US$62,814, with an intraday range of 4.64%. Earlier, on July 23–24, the two US spot Bitcoin ETFs recorded net outflows of over US$465 million across two trading days, ending a streak of seven consecutive trading days of inflows. Over the weekend, prices stabilized in the range of 62,233–63,521 without making a new low. #BTC $BTC Three main funding-side themes: 1️⃣ ETF inflows cool sharply: the net inflow for the week fell from a peak of US$197 million on July 10 to US$33.79 million on July 24, down 83%;
AI epic-level pullback? CICC’s one-liner reveals the truth!🤯
"This plot—has been replayed four times since 2000!" CICC Research directly compared today’s situation to the 25-year-old tech bubble: high leverage + high crowding + retail investors packed in—Korea was the worst back then, yet tech stocks still didn’t bottom and rebound until they had fallen through four full rounds.
Translated: This pullback isn’t the finish line—it’s "half-time." To get airborne again, you need to check three things—has the leverage been fully digested? Have expectations for Fed rate hikes already been priced in? And will there be any new catalyst in the July–August earnings season?
While others cut losses in panic, we read the script from the perspective of industry trends.🚢⚓ #SKHYNIX $SKHYNIX
China’s AI takes over the world’s top five in large-model API call volume! 🇨🇳🔥
OpenRouter’s latest leaderboard is going wild: Xiaomi’s MiMo-V2.5 topped the charts with 105 trillion tokens in a single week. DeepSeek’s two models—high and low end—locked in the second and third spots. Meanwhile, Tencent Hunyuan 3 open-sourced version has seen a month-over-month growth rate surpassing 999%!
Let’s break it down: this isn’t a coincidence—it’s a turning point for China’s entire AI industry supply chain. While others are still selling concepts, we can already see the real money: actual call volume.
When the seas get rough, you’ve got to grip the ship’s oar of the times even tighter. 🚢⚓ #SKHYNIX $SKHYNIX
Technology storage sector! After the U.S. stock market opened on the 31st, it dropped again 🤗 I took profit at 20:00 👀 I feel so great—perfect top-escape vibes. 🤩 Keep dropping! We can do a second trial on the 30th’s “bottom” if possible—hopefully we can find an opportunity to do it again 🤭 #SNDK $SNDK #COMEX黄金跌1.41%至4107.2美元
Weekend throws out the “chip bomb”! South Korea’s semiconductor exports surge 178.8% in July 🔥
$41 billion! Two straight months breaking the $40 billion mark. Samsung chip profits jump 250-fold+, signing multi-year supply agreements right away and delivering a tough message: the global chip shortage will continue until 2028! SK hynix’s net profit also skyrockets 13 times.
Translate this: AI data centers aren’t just a buzzword—they translate into real orders with real money. While others are panicking in the K-line chart, we’re reading in the industry chain. 📖
The bigger the storm, the more you need to master the hard skill of “shortage until 2028.” 🚢⚓ ️#SKHYNIX $SKHYNIX
This wave of the “Man-Han Imperial Feast”—I’ll go first!😎
Seeing a full screen of red wins—doesn’t it feel like even the air is sweet?📈
Yesterday we were getting smashed by the market, but today we can already set sail with everyone? This is the charm of “looking long while acting short.” Not chasing the K-line—just standing on the mountaintop to enjoy the scenery. While others are still纠结 about “bull or bear,” we’ve already gracefully climbed aboard the tailwind train.
No matter how big the waves, the captain will take you around every hidden reef!🚢⚓️ #SNDK $SNDK
Lock in the profit! Last night, before the US stock market opened, I sold most of the storage-related assets I held! And it looks like I was right to do so—after all, the fee rates for these assets are also a significant expense. By the time time slowly wears them down, it would be enough to “break the bank.” #SOXL $SOXL
Big reversal! Samsung “seriously underestimated”? We got there first and already took the meat! 🚀
The big reversal came too fast! Yesterday it was still in the ICU, and today institutions have already judged it as “seriously undervalued”!
KIS, one of Korea’s big brokerage firms, just raised its target price by 10% (calling for 650,000 won). Meanwhile, our live account already rode the trend to capture a 136% gain! 📈
The logic is simple: the memory business is shifting from “living on guesswork” to “order-driven.” This is the power of professionalism—no matter the emotions, only the rebuilding of the underlying logic. While others are still guessing at the bottom, we’ve already seen the future course. No matter how rough the seas, the steady helmsman wins! ⛵️ #三星 #Samsung $SAMSUNG
45 billion wiped out overnight! 25-year-old “AI prodigy” suffers a stunning setback 😱
An OpenAI genius kid made 439% in half a year, but then lost it all within a month—bottom line in the red! High leverage + All in… this isn’t stock trading at all; it’s basically dancing on the edge of a knife. In the end, all they could do was cry as they dumped the 16 billion position to “Castle Investment” to save themselves.
This is what we’re talking about: the market cures all arrogance—especially superstition in “miracle predictions.” Even geniuses can fall flat; ordinary people especially need to buckle up. We don’t bet on miracles—we only trust risk control. No matter how rough the waves get, our ship has to stay steady. 🚢⚓ #SNDK $SOXL
A-share stocks at midnight drop the “big move”! A wave of favorable news hits 🎆
On the evening of July 31, multiple companies unveiled their cards at the same time: Fuhuan Micro’s net profit for the first half of the year is expected to increase by as much as 1420%; Zhaoyi Innovation is even more aggressive—real cash buybacks of 1 billion to 2 billion yuan, with all shares to be cancelled. The chairman also personally contributes an additional 1 billion yuan to increase his holdings, with a commitment not to reduce holdings for one year. Shengda Resources and A-share industrial equipment supplier XianDa JiDian’s net profits both rose by over 400%…
To put it simply: industrial capital cast its vote with real money. While others cut losses in panic, we were already watching the main storyline—semiconductors + AI computing power. We’re looking at performance, not sentiment.
The bigger the storm, the more you need to firmly grip a reliable helm. 🚢⚓️ #SKHYNIX $SKHYNIX
On July 29, when SNDK was still hovering around 1000, we already wrote the ending in the script: “Go aggressively on short-term and mid-term highs—buy for long!” 📈
So what happened? The main forces were crazier than we imagined! They directly pulled out a 622% critical hit! 🚀 Now, for those friends who once thought, “It’s too volatile to move,” are you smashing your thigh in regret now?
Actually, great volatility hides wealth—it's just that many people have their eyes blocked by fear. We don’t predict tops or bottoms; we just act as trend couriers. No matter how rough the seas get, the captain will guide you around every hidden reef! ⛵️ #SNDK $SNDK #美国二季度GDP增长1.5%
On August 5 at 14:35, a “space car crash” is about to take place! 🌕
A SpaceX rocket fragment—3900 kilograms of discarded “Falcon 9” debris—will crash into the Moon near the Einstein Crater at a speed of 2.43 kilometers per second. Don’t rush to shout “polluting the Moon”—this is actually a free lunar exploration experiment!
The flash from the impact and the ejected plume can be captured end-to-end by ground-based telescopes, helping scientists study lunar geology, validate future moonquake detection methods, and even assess the risk from space debris.
While others watch the spectacle, we look for the details: the universe has no waste—only value that hasn’t been discovered yet. 🚀⚓ #SPCX $SPCX
【QQQ (Nasdaq 100 ETF) July 31 Deep Research Report】
📊 Latest real-time updates Thursday close 683.6 (+3.30%), Friday pre-market 689. On Wednesday, the Fed was hawkish while holding steady, triggering panic selling. On Thursday, after dipping to a low of 662, Microsoft’s earnings sparked a V-shaped rebound, with the Nasdaq jumping 2.78% in a single day. In July, the move from the 750 high to the 662 low saw the largest drawdown of 11.7%. We are currently at the key level in the “post-crash repair.” In pre-market trading, price has pushed up to the lower edge of the strong resistance zone. Tonight’s earnings showdown between Apple (pre-market -6%) and Amazon (pre-market +11%) will determine the direction. #SNDK $SNDK 📰 News flow (bulls vs. bears in a clash, with a slight bullish edge)
Witness history! The stock markets of Japan and South Korea collectively surged, with Korea's KOSPI index rocketing nearly 18% in a single day! 🚀
Look at the charts: The STAR Market 50 (科创50) also jumped by 3% at the same time. We precisely timed our entry into the semiconductor main theme—SOXL raked in a 46% gain, SNDK grabbed 24%, and even SK Hynix is going crazy with “spending money”! This “Korean stocks” dividend—we’ve secured it steadily! 🔥
While others hesitated during the choppy period, we already understood the trend: the AI wave is irreversible, and semiconductors are the core battlefield.
No matter how rough the seas get, the captain will lead you around every hidden reef and keep you earning steadily! ⛵️ #SKHYNIX $SKHYNIX #韩国股市盘中创纪录涨17%
This “grid” is too awesome! Making 230U a day with 500U, with a 46% return rate! 🚀
Stop saying you can’t get any meat to eat—look at this move: SOXL and SNDK launch on two fronts—one precisely times the semiconductor hotspot, and the other steadily captures the storage rebound. No games, just real trading performance backed by hard cash!
While others panic and cut losses, we’ve already set up a “pocket formation.” This is the power of professionalism: see through market fluctuations, use them, and execute steady arbitrage. No matter how rough the seas get, the captain will take you around every hidden reef! ⛵️ #SNDK $SNDK
飞鱼2026祝福版
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Bullish
Semiconductor storage grid share! There’s no going back! I brought a 3X lever and I opened a 10X—so that’s 30X. Either take profit or cut loss! Amen! Wishing everyone good luck ❤️ Don’t over-allocate, ok?🤭 #SOXL $SOXL
Witness history! KOSPI surges more than 17% in a single day, SK Hynix hits the 30cm daily limit! 🚀
Just three days ago it was halted by the circuit breaker—today it directly posts the largest intraday gain since 1980! Chairman Choi Tae-won infamously privately “bottom-picked” with 4.8 billion won, Amazon boosts capital expenditures to $220 billion, and an AI fund liquidation clears the market—three major tailwinds smashing down at once, and chip stocks collectively “shoot up from a dry field”! 🔥
While others get washed out in leverage, we were already watching the AI semiconductor main theme: we look at industry trends, not chart “heartbeat.” The bigger the storm, the more it tests resolve and professionalism. 🚢⚓ #SKHYNIX $SKHYNIX
Takeoff✈️(︶^︶)✊!SK Hynix surged 34.6% 😎 Just hit a high of $1,192! Completed ✅ target 3—left with one last tranche; we’re holding out for target 4 😏 Family, we caught this upward move 💰. Sandisk and Hynix both benefited 🎉 Congratulations 🎉 #SKHYNIX $SKHYNIX
SanDisk SanDisk SanDisk! Popped up to 1275. Just in time to finish our goal 3. This leg is up 31.1%—super huge meat! Congratulations to all the family members who got in! #SNDK $SNDK