#美国存储股扩大跌幅 Large profit-taking orders from the upper trading range have consolidated and closed
This storage-cycle rally is driven by AI computing power and HBM high-bandwidth memory price hikes. Micron and SanDisk both saw their highest year-to-date gains exceeding 300% and 800%, respectively. The level of crowding in holdings among institutions, leveraged funds, and quantitative funds has reached a decade high. Valuations have severely overdrawn the industry’s fundamentals. The market has entered a technical overbought pullback phase, and collective profit-taking by funds has triggered a “selling massacre” cascade. $SNDK
The cruelest truth in the crypto world: when you study fundamentals, it tells you “mysticism”
After staying up for a week, reading the project’s whitepaper, digging into the economic model, and calculating the buy-in price.
So what happened? Musk just posts a meme— and it drops. CZ just sends a “4”— and it drops. Trump says a word about tariffs— and it drops. Even if it’s only because some giant whale is about to have a birthday and is selling coins to celebrate— and it drops.
After spending long enough in this market, I finally saw it clearly: Buying altcoins is basically an ATM that gives the whales your money. Trading contracts makes you a never-ending employee for the exchange. Buying Bitcoin, and you complain it rises too slowly—you don’t even care about those few dozen percentage points.
In the end, you’ll find: The people who watch the charts every day are the ones who are losing, while the ones who forgot their passwords end up achieving financial freedom.
Led by BlackRock, along with a series of institutions and Galaxy, the Bitcoin Security Consortium has pledged a total investment of $15 million over three years to fund Bitcoin security research and open-source development focused on quantum computing defenses. The consortium does not hold or allocate funds; each member will directly choose the developers and researchers to support. The consortium states that it will not direct Bitcoin development and will not take positions on protocol changes. Developer funding for the nonprofit organization Brink, coordinated by Mike Schmidt, will be handled in a voluntary capacity. At present, there is no quantum computer capable of breaking Bitcoin cryptography. Approximately 6.9 million BTC, worth $450 billion, is stored in addresses that could be affected if such quantum computers emerge. Fixes would require coordination among multiple parties, including wallets, exchanges, miners, and users. The related work includes proposals such as BIP 360. This proposal designs a new output type to limit public key exposure, working in tandem with post-quantum signature schemes. Robert Mitchnick, Head of Digital Assets at BlackRock, said that Core developers are doing important work, and the organization will provide additional funding to ensure Bitcoin’s long-term security.
Old Huang reveals the playbook directly! No AI bubble in the next five years—if you’re not building your position now, what are you waiting for?!
Stop being afraid of heights every day and not daring to go up! Just now, NVIDIA CEO Jensen Huang fed the global market a stabilizing “needle”: at least for the next five years, AI absolutely cannot bubble up! Why? Old Huang’s logic is extremely hardcore and ruthless: no matter how疯狂 funds get, you can’t beat the real world’s “physical lock-in”!
💥 Compute power in crisis: TSMC’s capacity is maxed out, and HBM memory is being fiercely抢 across the entire market! 💥 Bottlenecked infrastructure: Every data center brick and every plot of land needs approvals for years! 💥 Energy exhaustion: The global power grid simply can’t support the instantaneous explosion of AI compute capacity!
The real reason why 90% of crypto retail traders lose money: it’s not that you can’t make money—it’s that you die without discipline! (A must-read survival trading rule for ordinary people). The root cause of 90% of accounts going to liquidation is that the trader’s emotional decision variance is too large, and their behavior completely deviates from the system.
Ninety-nine percent of crypto traders in front of the screen have the same predicament: Brothers from the crypto Binance ecosystem: when you review your trades, your logic is clear. You’ve memorized risk control, stop-loss, and position sizing rules until they’re second nature. Risk control sheets are taped all over your monitor, and stop-loss orders are set in advance; At the moment you hold real positions, all iron laws become invalid. You can’t bear to cut losses while you’re in floating loss, constantly fantasizing about a rebound; you can’t hold onto profits—just a slight pullback and you panic to take profit; after a few consecutive losses, you max out leverage and go all-in, hoping to get back to even with one shot. Most people classify this as “bad mindset, weak willpower,” but the truth overturns your perception: it’s not a psychological problem at all. It’s a fundamental, irreversible mathematical contradiction—the brain’s physiological bandwidth, the emotional hormone response, and the crypto market’s fat-tail volatility are naturally counteracting each other. Biologically, you can’t outperform the market.
One body, scattered feathers, yet hides a unique tenderness. Careless lines, standing out with a relaxed, unrestrained spirit. No matter how the outside world rages and settles, stay true to your own little square of clear skies and changing weather. May you be clear and organized when you’re busy, and free and carefree when you’re idle— keep in step with the rhythm of life, and live like a self-made line-chicken!!!
🌞 Good morning, everyone! 💐🌹 Wishing you a beautiful, happy, and successful day filled with positive energy, happiness, and new opportunities. May your smile shine even brighter than before! ❤️ If you like my content, please: ❤️ Follow me 👍 Like 💬 Comment 🔄 Share Your support means a lot to me. Have an amazing day today! 🌸✨ #GoodMorning #HappyDay #StayPositive #SpreadKindness #HaveABlessedDay
Knowledge doesn’t necessarily make you rich, but cognition definitely can help you turn things around. So we must continuously improve our abilities and our understanding—only then can we completely rewrite our lives. No matter what industry you’re in, you must understand the underlying logic in order to make money beyond mere recognition. If you earned it by luck, you will lose it again in the not-too-distant future. We would rather learn how to make 1,000,000 than have someone hand you 1,000,000 in cash. Let’s encourage each other! $BNB
🧧🧧🧧 1) When trading, control your position size. 2) Also, reduce frequent opening of trades. Trade what you understand. Don’t trade impulsively or emotionally.
Right now, the probability of a top is increasing. Within this week, there may be an opportunity to enter a short position.
SPCX fell from $176 to $116—many people ask me: do you still think SPCX is bearish now?
My answer is: In the short term, it’s still slightly bearish, but I won’t go after the last penny. I won’t keep rolling over shorts to open new ones. The short positions I currently hold will be kept for now—I’m not in a hurry to close them. Once the direction is correct, be brave and use profits to make even more profit.
But, The biggest mistake the market makes is turning trading into a belief.
I’ve been bearish all along—not because of SpaceX as a company, but because of the market expectations and valuation that had been far too stretched back then.
Over this period, from Starship test flights hitting setbacks, to dilution concerns brought by AI acquisitions, to the market’s re-pricing as lock-up period unlock expectations emerged—share prices have kept falling.
From a trend perspective, the logic behind this round of decline has basically played out.
But the closer we get to this point, the more cautious I become.
Because negative news gets digested by the market.
When everyone starts agreeing on being bearish, and negative catalysts land one after another, it often means the profits that are truly worth shorting are becoming fewer and fewer.
My principles have never changed:
✅ If the trend is in place, trade with the trend. ✅ When the trend ends, exit promptly. ✅ Don’t try to predict the absolute bottom, and don’t chase the last penny. If later SPCX experiences another quick drop, I would actually start gradually covering my short positions and waiting for a new opportunity, instead of continuing this long fight.
Those who truly live in the market long-term never profit from every single cent.
Instead, they take the most certain middle segment of the trend, leaving the hardest and most dangerous final stretch to others.
Trading isn’t about who makes the most—it’s about who stays alive longer.$SPCX
July 22 news: According to CryptoQuant analyst Sunny Mom, Bitcoin rose from around $64,000 to $66,000 within two days, but this rally was mainly driven by leveraged trading rather than real capital inflows. On-chain data shows that on July 18–19, the funding rate briefly turned negative, triggering a short squeeze and igniting the rebound. Afterwards, open interest increased from about $21.2 billion to $23.0 billion, setting a new high, indicating that newly added leveraged positions continued to push the market higher. At the same time, spot trading volume has remained in a “cooling” state since April. Meanwhile, off-exchange stablecoin capital is staying on the sidelines rather than exiting. As for ETFs, U.S. spot Bitcoin ETFs recorded net inflows for two consecutive weeks. On July 20, the single-day inflow was about $271 million (with IBIT contributing $116.5 million), suggesting that institutional capital is slowly returning, but still not enough to lift overall spot trading volume back to life. Analysts warn that the current rally structure is fragile; once momentum fades, rapid deleveraging or an abrupt pullback could follow. They recommend waiting for spot trading volume to meaningfully recover before chasing the rally.
🚨 Trap or Imminent Explosion? BNB’s Hidden On-Chain Data Reveals What Whales Are Hiding! 🐋💣
The live data for BNB isn't telling a simple story of a minor dip—it’s exposing a fierce battle between retail fear and smart money accumulation! 📊⚡
🗣️ The Closed-Door Debate: 3 Experts Unpack the Chart!
👨💻 The Technical Analyst (Indicator Specialist):
"Price is teetering at $575.70, hovering precariously above the MA(25) moving average! The recent rejection at $580.20 and the bearish MACD crossover signal a temporary advantage for the bears toward support levels at $570.18 and $563.01."
📉 The On-Chain & Liquidity Expert (Whale Tracker):
"Pay close attention! Whales are flexing their muscles with massive short positions worth $78.18M and over +$4.7M in unrealized profits! Net selling in the last 30 minutes alone reached $1.33M... the market is under heavy visible selling pressure."
🧠 The Strategic Analyst (Reverse Thinking & Blind Spots):
"Hold on! That’s exactly where the trap lies! Whales are sitting on massive short profits from an average entry of $610. Any sudden profit-taking will trigger a violent Short Squeeze. The current drop in network transactions is just a temporary lull before the Pasteur hard fork rollout... They are intentionally pressing the price down to shake out weak hands before the next big rally!"
🎯 Smart Trading Plan (SPOT ONLY) 🛒
We don't chase green candles... we wait for price at key safety zones!
🟢 Entry Zone 1 (DCA 1): Between $570.00 – $572.00 (30% allocation).
🟢 Entry Zone 2 (DCA 2): Between $563.00 – $565.00 (40% allocation on a dip).
🎯 Take-Profit Targets (TP):
Target 1: $580.00
Target 2: $593.00
Target 3: $608.00+
🛑 Stop-Loss (SL): 4-hour candle close below $558.00.
ETH short-term shorting ate big profits! Market price closed 50% position! Yesterday I already told you—when it pumps, don’t chase. Wait for the pullback before entering. We used 100x leverage to go all-in short at 1940 and 1927. The first target at 1915 has also been hit.
It’s really too comfortable—you don’t even need me to shout. If you place your order in advance, it automatically grabs the big profit. Congratulations again to the friends who followed in! #ETH 👉🏻昨天都告诉你了要逢低
On July 21, according to Lookonchain monitoring, a Bitcoin OG whale address sold its last 1,000 BTC two hours ago, worth $65.56 million.
It purchased 5,000 BTC at a price of $332 per coin 12 years ago, with a cost basis of $1.66 million, and began selling BTC on November 26, 2024. It ultimately sold all 5,000 BTC at an average price of about $87,151, worth $435.75 million, for a return on investment as high as 262x.
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