To be honest, after what happened on September 1st, my impression of it took a hit. The chain was down for four hours, and the binary options module was exploited—reportedly causing losses of over $4 million. The most outrageous part is that during the downtime, the official X account was still posting marketing content, with not a single sentence saying “funds are safe.” The community basically erupted. But for all the complaining, I looked through its recent materials and found that the project might be undervalued. A lot of people think that $INJ is just a decentralized exchange, competing with Hyperliquid for a share of the market. Not true. Hyperliquid wraps a blockchain layer outside the exchange, and all its effort goes into perpetual contracts. INJ, on the other hand, is an L1 specifically for finance, and the exchange is just an application on top. A native on-chain order book, sub-second confirmations, and resistance to MEV—these are underlying capabilities, not features of some particular DEX.
$FIL The big dive is starting. You should be able to see FIL's epic-level dive pretty soon. Every time the chart is pulled up is to prepare for a lower low!
#CPI数据来袭能否触发9月加息 I just finished watching the Non-Farm Payrolls, and I feel truly chilled 😅
The data came in way above expectations—this suggests the U.S. economy is really solid. As for inflation, that beast is still charging. If tonight’s CPI comes in hotter again, then come September, don’t even think about a rate cut—being grateful that they don’t hike would already be a win.
The Fed’s expectations management is really something—we retail traders are getting led around every day. Honestly, it’s a bit frustrating.
In terms of my own positioning, I really don’t dare to go heavy. Tech stocks are consolidating at high levels, and what I have right now is basically just a bit of gold spot to get me through. It’s basically playing dead and staying put.
Purely from a short-term personal perspective, I’m bearish. As long as liquidity isn’t released, I don’t think the broader market will have a good run.
What do you all think about tonight’s CPI? Team long or team short—who’s on which side? Anyway, my card is already prepared; I’m ready to face the storm.
(My personal views only; not investment advice—just recording my judgment. Let’s discuss rationally.)
$INJ 19 I shouted “INJ” for a bargain buy earlier, and not many people paid attention. Now it’s up +16.61%.
I know someone will say it’s hindsight, only speaking after it rises. I’m used to it—every time I call it out, the comments are quiet. After it pumps, a bunch of people show up asking, “Is it still possible to get in?”
What hurts the most isn’t losing money—it’s seeing others catch the bottom while you hesitate, others profit while you chase higher prices. Not brave enough to buy at the bottom, then after it rises you get hit with FOMO and jump in, only to get trapped. How many times has this cycle repeated?
I’m not a genius. I even posted losses when my ETH long got a wick/spray, and I still hold my BYD short. Whether I’m right or wrong, it’s all laid out clearly. If I got it wrong, I admit it—I don’t play the ambiguous game.
Everyone who ate the INJ move, drop a comment to check in. If you didn’t catch it, don’t slap your thigh—hit follow, and I’ll call the next level ahead of time.