ALUCARD 9311

$NVDA.US
$AAPL.US
The market experienced extreme divergence on the day: the 30-year US Treasury yield surged sharply by 11 basis points, breaking through 5.21%, reaching a new high since 2007, while the 10-year US Treasury yield simultaneously climbed to nearly 4.69%; meanwhile, the US dollar index fell instead of rising, dropping more than 0.5% in a single day, with inflation expectations rising in tandem.

$NVDAB
American media accurately characterize this game: this is the capital market's public rejection of Wash's hawkish stance. Mere verbal toughness can no longer soothe the market; the sharp sell-off in the bond market is the most direct warning of the weakening credibility of the Federal Reserve's policy.

$BTC
the market did not buy it. U.S. stocks sharply corrected, with the Dow plunging more than 840 points in a single day, and the S&P 500 also closing lower, as Wall Street capital voted with their feet first. More importantly, mainstream institutions quickly revised their policy expectations. JPMorgan significantly advanced the timing of the Federal Reserve's rate hike from the second half of 2027 to December this year within hours after the meeting. CME data shows the probability of a rate hike in September rapidly climbed to 57%, accelerating the market's pricing of tightening.

$BTC
Compared to the unanimous 12 votes at the June meeting, within just one month, the Federal Reserve's policy camp has completely fractured, with the internal hawkish forces rising strongly. Facing market divisions, Waller did not soften his stance; instead, he openly stated his tolerance and acceptance of this "policy infighting," firmly reiterating that the Federal Reserve does not have a flexible inflation target, only a rigid 2% standard, signaling a resolute attitude to suppress inflation even at the cost of economic pain.

$BTC
This time, the Federal Reserve's interest rate decision kept the benchmark rate unchanged, but the voting results showed the most intense split since 2016, with a rare pattern of 9 votes in favor and 3 votes against. The presidents of the Dallas, Minneapolis, and Cleveland Federal Reserve Banks simultaneously cast dissenting votes, unanimously advocating a 25 basis point rate hike, marking the first time in nearly a decade that three dissenting votes aligned completely in the same direction.

$NVDAB
$AAPL.US
This seemingly contradictory market fluctuation is far from a simple policy game; it represents a fundamental shift in the logic of the dollar tide harvesting. The classic cycle of "interest rate hikes—dollar appreciation—capital returning to the US," which has operated for decades, has completely failed. The US has quietly transformed from the global seigniorage collector into a payer of risk premiums. The global monetary system is entering a brand-new era of risk pricing.

$AAPL.US On July 29, Eastern Time, what seemed like a routine Federal Reserve meeting exposed deep cracks hidden within the global dollar system. Fed Chair Powell sent a tough signal, firmly holding to the 2% inflation target without compromise. However, this strong "policy declaration of war" did not replicate the classic tightening scenario of past dollar strength and broad U.S. Treasury gains. Instead, an unprecedented market divergence occurred: long-term U.S. Treasury yields surged to a nineteen-year high, while the dollar index weakened against the trend, and the Fed experienced a voting split unseen in a decade.

$MU
AI semiconductors have reached a relative bottom $SMH $DRAM $MU
Why say relative? Because whether the upcoming QQQ pullback has completed is still unknown; so far, there is no sign of it.
But now the semiconductor sector is in dire straits, many people at this point won't cut losses, and the current semiconductor prices are already reasonable; if they fall further, they will be very cheap.
Cheap discounted items are something retail investors hesitate to buy, but institutions are very excited to buy them. A big drop will definitely be followed by a big rise.
Most likely, there will be a rebound in the last 2 days of this week

$SNDK
$SNDK positive news can't save it anymore?!
AI server demand is still there, and enterprise storage expectations haven't completely turned bad, yet $SNDK still crashed from the highs down to around 1000.
Good news comes out but it doesn't rise; rebounds hit resistance and get pushed back, which itself shows the market now cares more about valuation, competition, and the chips above rather than listening to stories.
After hitting a low of 972 earlier, a long lower shadow appeared, proving that around 1000 there are still buyers.
But after the price pulls back, it never stabilizes above 1100, moving averages continue downward, and the descending trendline still presses overhead, so it's obviously too early to call a reversal.
1000 below is the first line of defense right now; if it holds, it can continue to consolidate and repair.
If it breaks below 1000 and can't recover, 972 will hardly stand alone, and deeper emotional release below must be guarded against.
1100 above is just the first wall; 1180–1200 is the real level that decides strength or weakness.
Whether positive news can save it or not, no matter how beautifully the news is written, it depends on whether funds are willing to absorb these layers of pressure one by one.
Before the price truly stands back above 1200, any violent surge must first be guarded against as a possible escape route for trapped holders SNDK.US

$NVDA.US $BTC
The US $BTC Federal Reserve announced it will keep the federal funds target rate range unchanged at 3.50% to 3.75%. However, three officials supported a rate hike in the decision, leading the market to interpret this decision as a "hawkish pause."

$MSFT
$META
$NVDA.US
More than two months ago

Legendary investor and former OpenAI researcher Leopold Aschenbrenner

sold Nvidia $NVDA

and put a bunch of funds into power and mining farms

(As a supplement, he is only 25 years old this year and graduated from Columbia University at 19, definitely a prodigy)

Today it was reported

that the Situational Awareness hedge fund he founded and manages, with about $20 billion in assets,

after this AI stock crash, has started seeking additional capital from existing investors and lenders

and even offered some investors the option to directly purchase assets from the fund's portfolio

Seeing this news

I suddenly feel like my own investment performance doesn't look so bad after all

It turns out that even a young stock god

can't escape a lesson from the market teacher 😭

$BTC
BITCOIN JUST HIT A DEATH CROSS

This is the first time in 4 years.

2015. 2019. 2022.

Same signal near every major bottom.

Hope you are ready for what's coming.

$HYPE
Castle Labs released a report stating that since the beginning of this year, crypto protocols have collectively generated approximately $7.42 billion in revenue, but most token prices have failed to reflect the protocols' fundamentals. The report analyzed six protocols including $Aave, $HYPE , $PUMP, and $UNI, finding that in the first half of 2026, they collectively generated about $726 million in revenue. However, after accounting for token issuance, unlocking, and incentives in some projects, the net value inflow to token holders turned negative. The report pointed out that Hyperliquid has destroyed over 47 million HYPE tokens, PUMP has completed over $315 million in buybacks, yet the token price still dropped about 60% from the issuance price. Protocol revenue does not necessarily translate into token value; investors should also pay attention to value return mechanisms, token unlocking pressure, and equity structure factors.

$HOME
$BTC
The biggest losers don't always need bad news—they just need a lack of buyers.

That's exactly what I'm seeing with HOME right now.

While BTC has managed to hold its ground, $HOME continues to show relative weakness. When a coin can't bounce while Bitcoin stays stable, it's usually a warning sign—not a sign of strength.

$PEPE

This market isn’t an alt season. It’s a sniper’s market.

$PUMP is in freefall, $PEPE looks dead, $FET is rotting, and $XRP is getting chopped. $ZRO just dropped 11% as another warning shot. $ADA is barely green at +0.57%, a lonely island in all the red.

Smart money is quietly taking profits and hunting weak hands. The game changed. Forget moonshot dreams.

$BTC is the safe haven. $ETH is where yield lives. Everything else is collateral damage.

Retail, stop catching falling knives. Follow liquidity, not hope.

$BTC
Crypto options with a notional value of $10.3 billion expire tomorrow, BTC's biggest pain point at $64,000

According to Deribit data, crypto options with a notional value of $10.3 billion expire tomorrow, including:$ETH

· BTC options with a notional value of $9.5 billion, put/call ratio 0.28, biggest pain point at $64,000;

· ETH options with a notional value of $819 million, put/call ratio 0.59, biggest pain point at $1,800.

$ETH
$BTC
According to SoSoValue data, on July 29 Eastern Time, the total net inflow of Bitcoin spot ETFs was $32,109,900. The Bitcoin spot ETF with the highest single-day net inflow yesterday was Blackrock's ETF IBIT, with a single-day net inflow of $89,828,100. The Ethereum spot ETF with the highest single-day net inflow yesterday was Morgan Stanley's Ethereum Trust MSSE, with a single-day net inflow of $14,297,000.

The South Korean market has plummeted over 43% in 40 days,
with a bunch of South Korean investors taking to the streets to protest……

If it were the A-shares,
it would be a drop from 3813 points directly down to around 2173 points.

If it were $BTC Bitcoin (calculated at $60,000),
it would be a drop from $60,000 directly down to around $34,200.
$BTC

thoughts $BTC

$ETH

The market's intense volatility never picks favorites. It won't go easy on you just because you've studied hard or made careful judgments.
The hardest thing right now isn't actually money, but emotions—the feeling of not even daring to face reality.
I understand it all. I've also been liquidated and suffered big losses.
But especially at times like this, don't rush to prove yourself with the next trade.
Don't force yourself to immediately pull yourself together either. Stop for a moment—really stop.
Detach yourself from the market's emotions. Money lost can be earned again.
But if a person is crushed by emotions, that's truly irreversible.
You are still the same person who once analyzed carefully and made thoughtful decisions.
It's just that this time the market is more extreme and ruthless than you.
The market won't end just because these few days are over; it will continue to exist.
Whether it's liquidation or heavy losses, get a good night's sleep and have a meal.
Keeping yourself steady is more important than anything. As long as you're still here, there's a chance to start over.
Many people take the crypto circle's tricks—drawing a few lines, finding some indicators—and dare to take you to play the US stock market. To be honest,
they might not even know what the stock or token is really about.
Some people don't even know what the hell SanDisk is and think it's some kind of altcoin.
And you dare to play along, dare to follow these people. Better block and stay away early, brothers.

$ETH
$ETH looks like it's hovering above 1900, and many retail traders mistakenly think the support is solid and rush to go long!

Look at the position data: over 1,400 long positions have piled up $545 million in exposure, with the average entry price stuck at 2048. Now the price has dropped to 1921, and those long positions are showing an unrealized loss of $36 million, collectively stuck halfway up the mountain exposed to the wind.

The long-short capital ratio has already surged to 235%, with heavy selling pressure above as everyone waits to cut losses and exit. The market feels as heavy as a lead block. How could the manipulator possibly pump the price up dozens of points just to help these $545 million longs break even and pay interest?

These soft, slight intraday gains are purely a bull trap to lure in more buying. Once 1900 fails to hold, this $36 million unrealized loss will instantly turn into a multi-billion dollar liquidation cascade, directly triggering a strong short trend!