Anonymous885

Regarding the sonlan phone issue:
1) Currently scheduled for shipment on August 4th

2) Each phone requires KYC (so multiple KYC certifications are needed for bulk purchases)

3) Cannot be shipped directly to the mainland, can only be sent to Hong Kong. If you have a Hong Kong address, you don't need to worry about this. If you don't have a Hong Kong address, you'll have to find someone to receive it on your behalf and then bring it back to you. Currently, I've found someone who charges 80 USD per phone. (I wonder if there are any partners in the group from Hong Kong willing to receive the phones)

4) Each phone comes with an airdrop of the official solnan token (requires facial recognition, it's definitely a big deal, and there will be more airdrops in the future)

You can look for a shipping address in Hong Kong. Then we can fill it out in June; right now there are some bugs, so let's not try to troubleshoot!

1) Trade disputes sound the alarm again: Trump threatens to impose a 50% tariff on the EU starting June 1.

2) The bond markets in Japan, the UK, the Netherlands, and the US are on the brink of collapse; if tariffs are not properly addressed by July 9, it will surely trigger another wave of crisis.

Yesterday, it was mentioned that there would be a correction over the weekend, and seeing the position of 106500, I began to believe there would be an upward wave before the correction, due to the EU tariff issue, which directly initiated the correction. It just happened to reach the position I mentioned. Regarding the upcoming market,
US stocks will not open on Monday, and currently, BTC is not being driven by retail investors, so there is no institutional intervention, making it impossible for BTC to experience a rapid surge. Don't expect a big rally over the weekend.
Then last night, there was another quick drop, but the rebound was still quite strong, so these two days will basically be range fluctuations. (To add, Trump should keep his mouth shut; once he speaks out, there is a high probability of a downward breach, and we can consider two scenarios.)
1) In the absence of any remarks from Trump, the market will fluctuate within a range for the next two days.
Current BTC price 107666, range for these two days: 105000-112000
Current ETH price 2530, range: 2464-2888 (it is very likely to show an independent upward trend, just to adjust the exchange rate)

2) In the case of Trump making remarks, the market will behave as follows:
Current BTC price 107666, watch for 99800, resistance at 110000
Current ETH price 2530, watch for 2320, resistance at 2600

We will analyze the specific situation further.

1) Texas has passed a strategic Bitcoin reserve bill, waiting for the governor's signature.

2) Israel and Iran are in a serious conflict, which is negative.

3) The global bond market is interconnected; recently, bonds in Japan, the UK, and the Netherlands have shown signs of weakness due to their respective issues;

Currently, there are no solutions to the above problems, so the bond market will continue to be under pressure, with the 10-year US Treasury yield exceeding 4.6%, likely to continue rising, affecting the sentiment of risk assets, leading to a triple kill in US stocks, bonds, and currency; there are also some bond auctions for maturities within 7 years this month, and there will be 20 and 30-year bond auctions in mid-June, which are likely to be very unfavorable.

What does the above information mean?
When global bond yields rise significantly, borrowing costs will increase, which is not a good thing; from a long-term perspective, it is a risk, and I estimate it will explode under the condition of the Federal Reserve not cutting interest rates or another piece of news triggering it directly.

US stocks have already felt the pressure, closing down 1.91% last night, but BTC rose against the trend, mainly due to a conflict between James the bull and Insider Guy. The sentiment has risen directly, with James increasing his long position to 1.1 billion USD, and BlackRock also bought 537 million USD of BTC last night. It belongs to BTC's personal solo performance.
Currently, if BTC stabilizes at 110,000 USD, there will be a rebound; if it does not stabilize, altcoins will drop even more severely since they are all dependent on BTC.

There is no trend that always rises, nor one that always falls; once the short positions are eaten up, the long positions will quickly be consumed as well.
Today's market situation: from a sentiment perspective,
The main support for BTC is around 106,000; if it breaks below, it will definitely head straight for the long position at 104,000.
BTC will go to around 114,000 today to liquidate the short positions before starting to decline.

The solnan phone will be shipped on August 4th, brothers

1) Moody's downgraded the US credit rating, and US stocks fell last night, while BTC showed an upward trend, which is very strange!
2) US Treasury bonds with a 30-year term were heavily sold off, causing yields to skyrocket.
3) Yields on Japanese government bonds with 20-year, 30-year, and 40-year terms rose sharply. As the world's third-largest economy and a major bond market, pressure on Japan's bond market could lead to a rise in global borrowing costs.
4) The US House Budget Committee passed a tax and spending bill expected to increase the deficit by trillions of dollars, meaning the US government will need to increase its debt.
In light of the current situation in the US, either tax cuts will shrink, or tariffs will increase, with a high probability of increased tariffs. Looking at the above four points together, the long-term outlook is definitely a potential risk and dangerous situation. The mines are laid here, waiting for the fuse to come out, and we’ll see when they explode. (Expected within three months, possibly before interest rate cuts)
From a long-term perspective: this time, it is highly likely that a peak will be reached near 118,000 (expected to be completed by mid-June), followed by a significant drop to around 90,000, and then when it takes off again, it will aim for 150,000.

As for BTC, a drop can be recovered, which is a strong breakout signal (yesterday I thought Moody's rating would also impact BTC; the fluctuations transmitted from the US stock market were minimal, and I can only say that the short-term judgment was incorrect, but it does not mean there is no long-term impact, as I mentioned above.)