极讯交易雷达
68 Posts
极讯交易雷达
Web3\美股新闻交易、数据分析。关注我，快人一步。
High-Frequency Trader
9.8 Months
29 Following
67 Followers
56 Liked
Posts
All
Quotes
After 8 PM tonight, Capapp ($CAP) will be able to start trading on Binance Alpha. Keep an eye on 3 key price levels:
$0.011: public offering cost; theoretically strong support
$0.02: the market’s mainstream expectation; corresponds to 200M FDV
$0.025: the line of contention; above it is where the sentiment premium comes in
The market’s current expectations are very clear:
Above $0.015: probability 85%+
Above $0.02: probability about 68%
Above $0.025: only around 40%
Above $0.05: only about 10%
I think tonight is likely:
Price pumps first at open; $0.015–$0.02 is pretty normal;
If sentiment is good, it could wick up into $0.025–$0.03;
But chasing blindly above $0.025 isn’t a great idea—it’s easy to spike up and then pull back.
My strategy:
Don’t抢 the first candle—wait to see how it holds.
If it can stay above $0.011, that’s not a big problem.
Only if it can hold at $0.02 can we say the market truly is willing to give a high valuation.
$CAP tonight isn’t really a “hold and wait” kind of board—it’s more like an opening-auction/competition play.
DYOR.
$0.011: public offering cost; theoretically strong support
$0.02: the market’s mainstream expectation; corresponds to 200M FDV
$0.025: the line of contention; above it is where the sentiment premium comes in
The market’s current expectations are very clear:
Above $0.015: probability 85%+
Above $0.02: probability about 68%
Above $0.025: only around 40%
Above $0.05: only about 10%
I think tonight is likely:
Price pumps first at open; $0.015–$0.02 is pretty normal;
If sentiment is good, it could wick up into $0.025–$0.03;
But chasing blindly above $0.025 isn’t a great idea—it’s easy to spike up and then pull back.
My strategy:
Don’t抢 the first candle—wait to see how it holds.
If it can stay above $0.011, that’s not a big problem.
Only if it can hold at $0.02 can we say the market truly is willing to give a high valuation.
$CAP tonight isn’t really a “hold and wait” kind of board—it’s more like an opening-auction/competition play.
DYOR.
极讯交易雷达
·
--
Today’s Binance Alpha project is: Capapp ($CAP).
This coin isn’t “empty” at all—rather, it’s a typical market with both “expectations” and “sell pressure.”
CA(BSC): 0x99991c6AAbba5a096f24f250b73580F5179b9999
CA(ETH): 0x99991c6AAbba5a096f24f250b73580F5179b9999
$CAP is a stablecoin / credit protocol incubated by MegaETH, with funding of about 1500w+; Robot, ABCDE, Franklin, GSR, and Flow Traders are all on the list. The fundamentals aren’t top-tier, but both Coinbase expectations and derivatives/contract expectations are still there.
Key data:
Total supply: 10 billion
Initial circulating supply: ~15.6%
Public offering cost: ~0.011
VC average cost: ~0.00495
Echo community round cost: ~0.00335
Alpha opens at 20:00.
Tonight’s most critical thing isn’t how bullish the project is—it’s the chip/position structure.
At the open, the main sellable amount comes from the 5% ICO, plus external allocations from Alpha / OKX / Cake, so the sell pressure won’t be small. But since the pool isn’t large and the supply is concentrated, it’s also very easy for sniper capital to push a move first.
My view:
The probability of breaking the public offering cost of 0.011 is not high.
If the first wave pumps too fast, don’t get too carried away; if there’s a pullback and you can still hold near the public offering cost, then it’s actually worth continuing to watch.
#Alpha新币分析 #CAP
This coin isn’t “empty” at all—rather, it’s a typical market with both “expectations” and “sell pressure.”
CA(BSC): 0x99991c6AAbba5a096f24f250b73580F5179b9999
CA(ETH): 0x99991c6AAbba5a096f24f250b73580F5179b9999
$CAP is a stablecoin / credit protocol incubated by MegaETH, with funding of about 1500w+; Robot, ABCDE, Franklin, GSR, and Flow Traders are all on the list. The fundamentals aren’t top-tier, but both Coinbase expectations and derivatives/contract expectations are still there.
Key data:
Total supply: 10 billion
Initial circulating supply: ~15.6%
Public offering cost: ~0.011
VC average cost: ~0.00495
Echo community round cost: ~0.00335
Alpha opens at 20:00.
Tonight’s most critical thing isn’t how bullish the project is—it’s the chip/position structure.
At the open, the main sellable amount comes from the 5% ICO, plus external allocations from Alpha / OKX / Cake, so the sell pressure won’t be small. But since the pool isn’t large and the supply is concentrated, it’s also very easy for sniper capital to push a move first.
My view:
The probability of breaking the public offering cost of 0.011 is not high.
If the first wave pumps too fast, don’t get too carried away; if there’s a pullback and you can still hold near the public offering cost, then it’s actually worth continuing to watch.
#Alpha新币分析 #CAP
Partly True
Today’s Binance Alpha project is: Capapp ($CAP).
This coin isn’t “empty” at all—rather, it’s a typical market with both “expectations” and “sell pressure.”
CA(BSC): 0x99991c6AAbba5a096f24f250b73580F5179b9999
CA(ETH): 0x99991c6AAbba5a096f24f250b73580F5179b9999
$CAP is a stablecoin / credit protocol incubated by MegaETH, with funding of about 1500w+; Robot, ABCDE, Franklin, GSR, and Flow Traders are all on the list. The fundamentals aren’t top-tier, but both Coinbase expectations and derivatives/contract expectations are still there.
Key data:
Total supply: 10 billion
Initial circulating supply: ~15.6%
Public offering cost: ~0.011
VC average cost: ~0.00495
Echo community round cost: ~0.00335
Alpha opens at 20:00.
Tonight’s most critical thing isn’t how bullish the project is—it’s the chip/position structure.
At the open, the main sellable amount comes from the 5% ICO, plus external allocations from Alpha / OKX / Cake, so the sell pressure won’t be small. But since the pool isn’t large and the supply is concentrated, it’s also very easy for sniper capital to push a move first.
My view:
The probability of breaking the public offering cost of 0.011 is not high.
If the first wave pumps too fast, don’t get too carried away; if there’s a pullback and you can still hold near the public offering cost, then it’s actually worth continuing to watch.
#Alpha新币分析 #CAP
This coin isn’t “empty” at all—rather, it’s a typical market with both “expectations” and “sell pressure.”
CA(BSC): 0x99991c6AAbba5a096f24f250b73580F5179b9999
CA(ETH): 0x99991c6AAbba5a096f24f250b73580F5179b9999
$CAP is a stablecoin / credit protocol incubated by MegaETH, with funding of about 1500w+; Robot, ABCDE, Franklin, GSR, and Flow Traders are all on the list. The fundamentals aren’t top-tier, but both Coinbase expectations and derivatives/contract expectations are still there.
Key data:
Total supply: 10 billion
Initial circulating supply: ~15.6%
Public offering cost: ~0.011
VC average cost: ~0.00495
Echo community round cost: ~0.00335
Alpha opens at 20:00.
Tonight’s most critical thing isn’t how bullish the project is—it’s the chip/position structure.
At the open, the main sellable amount comes from the 5% ICO, plus external allocations from Alpha / OKX / Cake, so the sell pressure won’t be small. But since the pool isn’t large and the supply is concentrated, it’s also very easy for sniper capital to push a move first.
My view:
The probability of breaking the public offering cost of 0.011 is not high.
If the first wave pumps too fast, don’t get too carried away; if there’s a pullback and you can still hold near the public offering cost, then it’s actually worth continuing to watch.
#Alpha新币分析 #CAP
The next moves in the crypto market are closely tied to the actions of MicroStrategy.
The trading thesis is simple:
Watch MicroStrategy and Saylor’s Twitter and official website.
If they announce any market-stabilization measures to help STRC re-anchor, that’s a short-term long signal.
On the other hand, if on-chain monitoring shows that MicroStrategy’s address continues to sell BTC, I’d actually be inclined to short.
Because what the market needs right now isn’t “keep adding leverage to buy coins,” but to prove that the financing positions won’t spiral out of control.
Figure 1. Strategy address monitoring
Figures 2–4. Strategy official website
$MSTR $BTC
The trading thesis is simple:
Watch MicroStrategy and Saylor’s Twitter and official website.
If they announce any market-stabilization measures to help STRC re-anchor, that’s a short-term long signal.
On the other hand, if on-chain monitoring shows that MicroStrategy’s address continues to sell BTC, I’d actually be inclined to short.
Because what the market needs right now isn’t “keep adding leverage to buy coins,” but to prove that the financing positions won’t spiral out of control.
Figure 1. Strategy address monitoring
Figures 2–4. Strategy official website
$MSTR $BTC
Verified
【Jixun US Stock Recap & Outlook】｜Beijing Time June 26
Last night’s recap:
On the surface, US stock indexes were calm, but the internal damage was not small: the Dow and small caps held up relatively better, while the Nasdaq and technology sector weights were weaker.
The first main theme was STRC de-anchoring intensifying. After STRC broke below par value, the market began to reprice Strategy’s financing model: financing costs rose and its ability to continue buying coins was called into question, which in turn dragged down crypto-related names such as MSTR, BTC, CRCL, and COIN.
The second main theme was Apple. Due to rising memory costs, Apple raised prices on some products. The market worries this could simultaneously squeeze gross margins and end-market demand; the stock plunged, weighing on the Nasdaq and the sentiment of other mega-cap tech leaders.
Interestingly, memory price increases are a positive for MU, but a cost pressure for AAPL. So last night was not simply a decline in tech stocks—rather, the upstream semiconductor segment benefited, while terminal hardware giants were harmed.
Today’s outlook:
Most important: whether STRC continues to de-anchor
This determines whether the crypto chain led by MSTR, BTC, CRCL, and COIN can stop the bleeding.
Second: whether AAPL can stabilize
This determines whether the Nasdaq and big-tech sentiment can recover.
Third: whether MU’s strength can spread
Watch closely whether SMH, NVDA, AMD, MRVL, and AVGO follow through.
Macro add-on:
Tonight, focus on the trade balance, inventory data, and remarks from Fed officials—mainly to see whether they further affect risk appetite.
In one sentence:
Tonight’s focus is not on the index—it’s whether STRC can hold steady, whether AAPL can stop falling, and whether MU can lead out a standalone semiconductor-led trend.
$AAPL $MSTR $CRCL
Last night’s recap:
On the surface, US stock indexes were calm, but the internal damage was not small: the Dow and small caps held up relatively better, while the Nasdaq and technology sector weights were weaker.
The first main theme was STRC de-anchoring intensifying. After STRC broke below par value, the market began to reprice Strategy’s financing model: financing costs rose and its ability to continue buying coins was called into question, which in turn dragged down crypto-related names such as MSTR, BTC, CRCL, and COIN.
The second main theme was Apple. Due to rising memory costs, Apple raised prices on some products. The market worries this could simultaneously squeeze gross margins and end-market demand; the stock plunged, weighing on the Nasdaq and the sentiment of other mega-cap tech leaders.
Interestingly, memory price increases are a positive for MU, but a cost pressure for AAPL. So last night was not simply a decline in tech stocks—rather, the upstream semiconductor segment benefited, while terminal hardware giants were harmed.
Today’s outlook:
Most important: whether STRC continues to de-anchor
This determines whether the crypto chain led by MSTR, BTC, CRCL, and COIN can stop the bleeding.
Second: whether AAPL can stabilize
This determines whether the Nasdaq and big-tech sentiment can recover.
Third: whether MU’s strength can spread
Watch closely whether SMH, NVDA, AMD, MRVL, and AVGO follow through.
Macro add-on:
Tonight, focus on the trade balance, inventory data, and remarks from Fed officials—mainly to see whether they further affect risk appetite.
In one sentence:
Tonight’s focus is not on the index—it’s whether STRC can hold steady, whether AAPL can stop falling, and whether MU can lead out a standalone semiconductor-led trend.
$AAPL $MSTR $CRCL
Recently, Corning $GLW released Glass Bridge, targeting CPO for co-packaged advanced packaging of optics and glass substrates.
The core logic is simple:
In a photonic chip, the waveguides are only a few hundred nanometers, while the optical fiber cores are a few micrometers—off by dozens of times in size—so direct coupling would incur excessively high loss.
Glass Bridge is that “glass bridge” in the middle.
It uses waveguides inside the glass to introduce light from the fiber more precisely into the photonic integrated circuit (PIC), aiming for a coupling loss below 2dB.
The significance of this is:
Increase the optical I/O density in AI data centers Simplify fiber-to-photonic chip alignment and assembly Reduce dependence on traditional transceivers and complex fiber array assemblies Move forward along the trends of CPO and glass-substrate packaging
More importantly, this isn’t a single product from Corning.
It also rolls out the GlassWorks AI platform, covering fibers, cables, connectors, FAUs, and alignment components—from chips and racks to optical connectivity at the campus level.
Commercial traction has already been validated: Corning has signed multi-billion-dollar long-term supply agreements with hyperscale cloud providers such as Meta, NVIDIA, and Amazon.
So this is the line I’ll focus on:
After AI compute continues to expand, the bottlenecks won’t be only in GPUs, but also in data-center interconnects, CPO, glass-substrate packaging, and high-speed optical communications.
When $GLW rose this time, the market may not be trading traditional materials stocks, but rather the “optical interconnect shovel” in AI infrastructure.
Next, you can watch three tracks:
$GLW
CPO optical communications
glass-substrate advanced packaging
The core logic is simple:
In a photonic chip, the waveguides are only a few hundred nanometers, while the optical fiber cores are a few micrometers—off by dozens of times in size—so direct coupling would incur excessively high loss.
Glass Bridge is that “glass bridge” in the middle.
It uses waveguides inside the glass to introduce light from the fiber more precisely into the photonic integrated circuit (PIC), aiming for a coupling loss below 2dB.
The significance of this is:
Increase the optical I/O density in AI data centers Simplify fiber-to-photonic chip alignment and assembly Reduce dependence on traditional transceivers and complex fiber array assemblies Move forward along the trends of CPO and glass-substrate packaging
More importantly, this isn’t a single product from Corning.
It also rolls out the GlassWorks AI platform, covering fibers, cables, connectors, FAUs, and alignment components—from chips and racks to optical connectivity at the campus level.
Commercial traction has already been validated: Corning has signed multi-billion-dollar long-term supply agreements with hyperscale cloud providers such as Meta, NVIDIA, and Amazon.
So this is the line I’ll focus on:
After AI compute continues to expand, the bottlenecks won’t be only in GPUs, but also in data-center interconnects, CPO, glass-substrate packaging, and high-speed optical communications.
When $GLW rose this time, the market may not be trading traditional materials stocks, but rather the “optical interconnect shovel” in AI infrastructure.
Next, you can watch three tracks:
$GLW
CPO optical communications
glass-substrate advanced packaging
GLWUS-5.15%
STRC de-anchoring is still continuing.
Now the likely self-rescue sequence for Strategy/MicroStrategy is:
1. First, pause aggressive BTC buying to stabilize cash;
2. Then try to increase STRC’s appeal—for example, higher dividends/frequent dividend payments;
3. If it still can’t hold, repurchase STRC or keep issuing MSTR to replenish liquidity;
4. Only in the worst case would it be to sell $BTC .
But the issue is that each step consumes the original narrative.
The deeper STRC falls, the higher Strategy’s cost of financing becomes; the weaker BTC is, the harder it is to issue $MSTR shares; and if in the end it needs to sell BTC, it will in turn undermine BTC.
So now STRC isn’t “buying discounted bargains”—it’s trading a bigger risk:
BTC falls → STRC de-anchors → financing costs rise → pressure on MSTR → the market worries about selling BTC → BTC falls again.
As long as this spiral hasn’t stopped, it’s not suitable to jump in and bottom-fish too quickly.
Now the likely self-rescue sequence for Strategy/MicroStrategy is:
1. First, pause aggressive BTC buying to stabilize cash;
2. Then try to increase STRC’s appeal—for example, higher dividends/frequent dividend payments;
3. If it still can’t hold, repurchase STRC or keep issuing MSTR to replenish liquidity;
4. Only in the worst case would it be to sell $BTC .
But the issue is that each step consumes the original narrative.
The deeper STRC falls, the higher Strategy’s cost of financing becomes; the weaker BTC is, the harder it is to issue $MSTR shares; and if in the end it needs to sell BTC, it will in turn undermine BTC.
So now STRC isn’t “buying discounted bargains”—it’s trading a bigger risk:
BTC falls → STRC de-anchors → financing costs rise → pressure on MSTR → the market worries about selling BTC → BTC falls again.
As long as this spiral hasn’t stopped, it’s not suitable to jump in and bottom-fish too quickly.
There are $MRVL more.
Micron’s and MRVL’s stock prices have always been highly correlated, and their past half-year trends have been almost synchronized.
This time, $MU Micron earnings report once again confirms: AI capex remains strong, and memory/storage demand hasn’t slowed down. This signal is not only positive for storage, but may also continue to spread along the chain to AI ASICs, networking, and optical interconnects.
MRVL is perfectly positioned on this chain: custom ASICs, optical DSP, and AI networking are all beneficiary directions of the same AI infrastructure capex cycle.
Now MU surged after hours back to the prior high, but MRVL still has room to move up from the previous high.
So here, I’m more inclined to treat MRVL as a secondary-conduit catch-up trade for AI semiconductors—not betting that MU = MRVL, but betting that capital will spread from memory to ASICs/networking/optical along this line.
Micron’s and MRVL’s stock prices have always been highly correlated, and their past half-year trends have been almost synchronized.
This time, $MU Micron earnings report once again confirms: AI capex remains strong, and memory/storage demand hasn’t slowed down. This signal is not only positive for storage, but may also continue to spread along the chain to AI ASICs, networking, and optical interconnects.
MRVL is perfectly positioned on this chain: custom ASICs, optical DSP, and AI networking are all beneficiary directions of the same AI infrastructure capex cycle.
Now MU surged after hours back to the prior high, but MRVL still has room to move up from the previous high.
So here, I’m more inclined to treat MRVL as a secondary-conduit catch-up trade for AI semiconductors—not betting that MU = MRVL, but betting that capital will spread from memory to ASICs/networking/optical along this line.
Qixun US Stock Market Preview | June 25, Beijing Time
Tonight, watch two things: PCE inflation data + how semiconductors react after Micron (MU) reports.
20:30 Key data
Core PCE MoM: expected +0.3%, prior +0.2%; PCE MoM: expected +0.5%, prior +0.4%; Initial jobless claims: expected 225k, prior 226k.
If PCE comes in higher than expected, QQQ/SMH/NVDA are likely to face pressure; if it’s moderate, tech stocks may get a chance to rebound.
Most important single stock: $MU
Micron’s earnings beat expectations significantly:
EPS: 25.11 vs 20.98 Revenue: $41.456B vs $35.912B
Tonight’s key is whether MU can drive:
SMH / $NVDAB / $AMD / MRVL / AVGO
Focus points
1. After MU opens higher, does it pull back? 2. Does SMH follow higher? 3. Does QQQ outperform DIA/IWM? 4. Does Core PCE suppress tech valuations? 5. Does CRCL keep selling off?
One sentence
The main theme tonight is: PCE determines tech stock valuations, and MU determines semiconductors’ sentiment.
Tonight, watch two things: PCE inflation data + how semiconductors react after Micron (MU) reports.
20:30 Key data
Core PCE MoM: expected +0.3%, prior +0.2%; PCE MoM: expected +0.5%, prior +0.4%; Initial jobless claims: expected 225k, prior 226k.
If PCE comes in higher than expected, QQQ/SMH/NVDA are likely to face pressure; if it’s moderate, tech stocks may get a chance to rebound.
Most important single stock: $MU
Micron’s earnings beat expectations significantly:
EPS: 25.11 vs 20.98 Revenue: $41.456B vs $35.912B
Tonight’s key is whether MU can drive:
SMH / $NVDAB / $AMD / MRVL / AVGO
Focus points
1. After MU opens higher, does it pull back? 2. Does SMH follow higher? 3. Does QQQ outperform DIA/IWM? 4. Does Core PCE suppress tech valuations? 5. Does CRCL keep selling off?
One sentence
The main theme tonight is: PCE determines tech stock valuations, and MU determines semiconductors’ sentiment.
Micron's earnings report is no longer just about the cyclical stocks.
For Q3, revenue hit $41.46 billion, compared to only $9.3 billion last year.
Non-GAAP EPS is $25.11, with operating cash flow at $25.39 billion, and adjusted free cash flow at $18.3 billion.
What's even more crucial is the Q4 guidance:
Revenue is expected to be between $49-51 billion, with an adjusted gross margin around 86%, and adjusted EPS between $30-32.
This indicates that Micron is not just riding a typical memory cycle rebound, but rather capitalizing on the AI era with HBM, server memory, and high-performance storage all ramping up.
Previously, the market viewed MU as a cyclical stock, but now the question arises:
Is Micron at the peak of the cycle, or is this just the beginning of a valuation reconstruction for AI memory infrastructure?
From now on, this may no longer be a question.
$MU
#MicronTechnologyEarningsBeatExpectationsStockPriceSurges
For Q3, revenue hit $41.46 billion, compared to only $9.3 billion last year.
Non-GAAP EPS is $25.11, with operating cash flow at $25.39 billion, and adjusted free cash flow at $18.3 billion.
What's even more crucial is the Q4 guidance:
Revenue is expected to be between $49-51 billion, with an adjusted gross margin around 86%, and adjusted EPS between $30-32.
This indicates that Micron is not just riding a typical memory cycle rebound, but rather capitalizing on the AI era with HBM, server memory, and high-performance storage all ramping up.
Previously, the market viewed MU as a cyclical stock, but now the question arises:
Is Micron at the peak of the cycle, or is this just the beginning of a valuation reconstruction for AI memory infrastructure?
From now on, this may no longer be a question.
$MU
#MicronTechnologyEarningsBeatExpectationsStockPriceSurges
极讯交易雷达
·
--
Micron's earnings report beats expectations, and the company raises its annual revenue forecast, showing continued optimism for the market ahead.
$MU and $SKHYNIX just experienced a quick V-reversal.
The Extreme Alpha Radar channel is really solid, catching the bullish news right away.
Holding a lot of positions, waiting for the Koreans to take over during the day.
#MicronTechnology's earnings exceeded expectations, and the stock price is surging.
$MU and $SKHYNIX just experienced a quick V-reversal.
The Extreme Alpha Radar channel is really solid, catching the bullish news right away.
Holding a lot of positions, waiting for the Koreans to take over during the day.
#MicronTechnology's earnings exceeded expectations, and the stock price is surging.
MUonAlpha
MUUS-3.40%
Micron's earnings report beats expectations, and the company raises its annual revenue forecast, showing continued optimism for the market ahead.
$MU and $SKHYNIX just experienced a quick V-reversal.
The Extreme Alpha Radar channel is really solid, catching the bullish news right away.
Holding a lot of positions, waiting for the Koreans to take over during the day.
#MicronTechnology's earnings exceeded expectations, and the stock price is surging.
$MU and $SKHYNIX just experienced a quick V-reversal.
The Extreme Alpha Radar channel is really solid, catching the bullish news right away.
Holding a lot of positions, waiting for the Koreans to take over during the day.
#MicronTechnology's earnings exceeded expectations, and the stock price is surging.
Verified
The whole market is eyeing Micron's earnings report, waiting to make a big move.
But right now, I'm more focused on SK Hynix.
Last quarter, Micron's earnings exceeded expectations, yet the next day it still tanked. Earnings trading isn't just about how good the numbers are, but whether market expectations were already priced in. It's a tough game.
In contrast, the logic around SK Hynix is clearer here.
A couple of days ago, it plummeted, mainly due to deleveraging and pre-earnings report hedging, not because of a weakening fundamental.
Today, SK Hynix has officially pushed forward with its US ADR, and if the fundraising exceeds $29 billion, global capital might reopen its valuation for this storage giant.
My game plan:
I'm not chasing before Micron's earnings.
After the report drops, if the storage sector gets hit and forms a sharp spike down, I'll be watching SK Hynix's support.
Once the uncertainty around Micron clears, AI storage / HBM could come back into the spotlight for funds.
I've already set my limit orders.
What I'm waiting for is the panic sell-off after the earnings report, not chasing the pump now.
$MU $SKHYNIX
But right now, I'm more focused on SK Hynix.
Last quarter, Micron's earnings exceeded expectations, yet the next day it still tanked. Earnings trading isn't just about how good the numbers are, but whether market expectations were already priced in. It's a tough game.
In contrast, the logic around SK Hynix is clearer here.
A couple of days ago, it plummeted, mainly due to deleveraging and pre-earnings report hedging, not because of a weakening fundamental.
Today, SK Hynix has officially pushed forward with its US ADR, and if the fundraising exceeds $29 billion, global capital might reopen its valuation for this storage giant.
My game plan:
I'm not chasing before Micron's earnings.
After the report drops, if the storage sector gets hit and forms a sharp spike down, I'll be watching SK Hynix's support.
Once the uncertainty around Micron clears, AI storage / HBM could come back into the spotlight for funds.
I've already set my limit orders.
What I'm waiting for is the panic sell-off after the earnings report, not chasing the pump now.
$MU $SKHYNIX
SKHYNIX-6.22%
MUUS-3.40%
Binance Alpha Trading Radar｜$NES Tonight at 20:00 Alpha Launch
$NES is the token of Nesa, positioned as a decentralized AI computing network, focusing on AI inference, computing power, staking, and model rewards.
Key Data:
Contract: 0x3131f6b80c26936ab03f7d9d29eb4ddf36ac3fb5
Total Supply: 1 Billion
Initial Circulation: About 28.2%
On-chain Pool Reference: 0.11
Pre-launch Reference: 0.4, corresponding to an FDV of about 400 Million
This time I won't be FOMOing in.
On one hand, Alpha / Booster / airdrops will be released around the launch, so initial chip pressure won't be small;
On the other hand, the pre-launch price is already high, and there's a big gap compared to some sniper reference range of 0.02-0.06.
My Plan:
I won't rush into the first candle.
After the launch, I'll first check the 5-minute candlestick, focusing on whether there's support around 0.11 and if the airdrop chips are just going to dump.
If it opens too high, I won't chase;
For these new AI tokens, the most crucial factor on the first day isn't the story, but whether there are buyers after the chip release.
$NES #AlphaNewTokenAnalysis
$NES is the token of Nesa, positioned as a decentralized AI computing network, focusing on AI inference, computing power, staking, and model rewards.
Key Data:
Contract: 0x3131f6b80c26936ab03f7d9d29eb4ddf36ac3fb5
Total Supply: 1 Billion
Initial Circulation: About 28.2%
On-chain Pool Reference: 0.11
Pre-launch Reference: 0.4, corresponding to an FDV of about 400 Million
This time I won't be FOMOing in.
On one hand, Alpha / Booster / airdrops will be released around the launch, so initial chip pressure won't be small;
On the other hand, the pre-launch price is already high, and there's a big gap compared to some sniper reference range of 0.02-0.06.
My Plan:
I won't rush into the first candle.
After the launch, I'll first check the 5-minute candlestick, focusing on whether there's support around 0.11 and if the airdrop chips are just going to dump.
If it opens too high, I won't chase;
For these new AI tokens, the most crucial factor on the first day isn't the story, but whether there are buyers after the chip release.
$NES #AlphaNewTokenAnalysis
$QNTX opened with a counter trend surge of 13%
Called it right, but unfortunately hit the breakeven stop loss pre-market, so I missed the entry. This sector is nationally strategic, and there should be plenty of opportunities coming up. Related assets include $IBM $QBTSon , so keep an eye on them.
Called it right, but unfortunately hit the breakeven stop loss pre-market, so I missed the entry. This sector is nationally strategic, and there should be plenty of opportunities coming up. Related assets include $IBM $QBTSon , so keep an eye on them.
极讯交易雷达
·
--
BullishAdded more $QNTX.
After the U.S. government announced its plans for quantum computing, Trump emphasized today: we need to invest in quantum leadership with unprecedented intensity.
$QNTX is on the relevant funding list and is a target that is likely to attract capital based on this round of quantum computing policy narrative.
Looking at the charts, the post-IPO pullback has already adjusted, and the short-term selling pressure has basically been digested.
I'm not chasing highs with this buy; I'm capitalizing on the second wave of policy news.
Key points to watch moving forward:
1. Can the quantum computing narrative continue to spread?
2. Is there support for $QNTX on the retest?
3. Will it break out and stabilize in the previous resistance zone?
I'll start with a small position and exit if it breaks down.
$QNTX
After the U.S. government announced its plans for quantum computing, Trump emphasized today: we need to invest in quantum leadership with unprecedented intensity.
$QNTX is on the relevant funding list and is a target that is likely to attract capital based on this round of quantum computing policy narrative.
Looking at the charts, the post-IPO pullback has already adjusted, and the short-term selling pressure has basically been digested.
I'm not chasing highs with this buy; I'm capitalizing on the second wave of policy news.
Key points to watch moving forward:
1. Can the quantum computing narrative continue to spread?
2. Is there support for $QNTX on the retest?
3. Will it break out and stabilize in the previous resistance zone?
I'll start with a small position and exit if it breaks down.
$QNTX
Just shorted $MU .
Today, SK Hynix tanked, triggering a circuit breaker on the KOSPI index, clearly hitting the sentiment in the storage sector.
This risk will likely spill over to the US stock market's storage chain.
$MU just made a new high on the short-term chart, but we're heading into earnings season, so the uncertainty is going to increase.
I'm playing a pullback after the spike here.
Let's see how the US market opens:
If it opens lower, we’ll look for continuation;
If it holds strong and doesn’t dip, I’m getting out.
This isn't about a bearish outlook on the fundamentals, it's about trading the short-term pullback due to event volatility.
$MU
Today, SK Hynix tanked, triggering a circuit breaker on the KOSPI index, clearly hitting the sentiment in the storage sector.
This risk will likely spill over to the US stock market's storage chain.
$MU just made a new high on the short-term chart, but we're heading into earnings season, so the uncertainty is going to increase.
I'm playing a pullback after the spike here.
Let's see how the US market opens:
If it opens lower, we’ll look for continuation;
If it holds strong and doesn’t dip, I’m getting out.
This isn't about a bearish outlook on the fundamentals, it's about trading the short-term pullback due to event volatility.
$MU
Added more $QNTX .
After the U.S. government announced its plans for quantum computing, Trump emphasized today: we need to invest in quantum leadership with unprecedented intensity.
$QNTX is on the relevant funding list and is a target that is likely to attract capital based on this round of quantum computing policy narrative.
Looking at the charts, the post-IPO pullback has already adjusted, and the short-term selling pressure has basically been digested.
I'm not chasing highs with this buy; I'm capitalizing on the second wave of policy news.
Key points to watch moving forward:
1. Can the quantum computing narrative continue to spread?
2. Is there support for $QNTX on the retest?
3. Will it break out and stabilize in the previous resistance zone?
I'll start with a small position and exit if it breaks down.
$QNTX
After the U.S. government announced its plans for quantum computing, Trump emphasized today: we need to invest in quantum leadership with unprecedented intensity.
$QNTX is on the relevant funding list and is a target that is likely to attract capital based on this round of quantum computing policy narrative.
Looking at the charts, the post-IPO pullback has already adjusted, and the short-term selling pressure has basically been digested.
I'm not chasing highs with this buy; I'm capitalizing on the second wave of policy news.
Key points to watch moving forward:
1. Can the quantum computing narrative continue to spread?
2. Is there support for $QNTX on the retest?
3. Will it break out and stabilize in the previous resistance zone?
I'll start with a small position and exit if it breaks down.
$QNTX
$NOK has started the value discovery
极讯交易雷达
·
--
$NOK has recently dropped multiple bullish signals, and the market might not have fully priced them in yet.
First, partnering with t3 Broadband and Aureon to deploy ultra-high-capacity optical networks, catering to AI-level data connection demands.
Second, collaborating with Nokia Defense and KNDS to tackle critical communication links between soldiers and unmanned systems.
Third, signing a patent cross-licensing agreement with Lenovo to continue unlocking the value of its patent assets.
Looking at these three points together, Nokia isn't just your typical legacy telecom equipment company; it's simultaneously entering:
AI data center connectivity and defense communication.
The market might still be viewing $NOK through the lens of "old telecom stocks," but the recent announcements seem to hint that its valuation logic is shifting.
Do you think $NOK is an undervalued AI infrastructure stock?
First, partnering with t3 Broadband and Aureon to deploy ultra-high-capacity optical networks, catering to AI-level data connection demands.
Second, collaborating with Nokia Defense and KNDS to tackle critical communication links between soldiers and unmanned systems.
Third, signing a patent cross-licensing agreement with Lenovo to continue unlocking the value of its patent assets.
Looking at these three points together, Nokia isn't just your typical legacy telecom equipment company; it's simultaneously entering:
AI data center connectivity and defense communication.
The market might still be viewing $NOK through the lens of "old telecom stocks," but the recent announcements seem to hint that its valuation logic is shifting.
Do you think $NOK is an undervalued AI infrastructure stock?
$ARX
The front runners are starting to dump. Keep a close eye; if they all start to sell off, it's time to bounce.
Address: 0x2ed52850d4c013edbfdd11ae4403233fd818b782
The front runners are starting to dump. Keep a close eye; if they all start to sell off, it's time to bounce.
Address: 0x2ed52850d4c013edbfdd11ae4403233fd818b782
极讯交易雷达
·
--
$ARX The opening support looks decent.
That downward wick hit 0.28, mainly due to the sell-off from two big wallets, 1a55 and 73dd, but it seems they’re pretty much out of ammo now.
The key thing is that the top few core wallets haven't moved, which suggests this action isn’t just a simple sell-off, but more like a liquidity shakeout.
If we can stabilize this setup, I feel the project team or whales might be aiming for more than just alpha hype; they could be targeting Binance futures.
After the opening, I picked up a bit at 0.35, and if we see a pullback, I’ll consider adding more.
Right now, the focus is on: whether the front-running wallets will budge, and if we can hold strong around that 0.35 resistance zone.
That downward wick hit 0.28, mainly due to the sell-off from two big wallets, 1a55 and 73dd, but it seems they’re pretty much out of ammo now.
The key thing is that the top few core wallets haven't moved, which suggests this action isn’t just a simple sell-off, but more like a liquidity shakeout.
If we can stabilize this setup, I feel the project team or whales might be aiming for more than just alpha hype; they could be targeting Binance futures.
After the opening, I picked up a bit at 0.35, and if we see a pullback, I’ll consider adding more.
Right now, the focus is on: whether the front-running wallets will budge, and if we can hold strong around that 0.35 resistance zone.
$ARX The opening support looks decent.
That downward wick hit 0.28, mainly due to the sell-off from two big wallets, 1a55 and 73dd, but it seems they’re pretty much out of ammo now.
The key thing is that the top few core wallets haven't moved, which suggests this action isn’t just a simple sell-off, but more like a liquidity shakeout.
If we can stabilize this setup, I feel the project team or whales might be aiming for more than just alpha hype; they could be targeting Binance futures.
After the opening, I picked up a bit at 0.35, and if we see a pullback, I’ll consider adding more.
Right now, the focus is on: whether the front-running wallets will budge, and if we can hold strong around that 0.35 resistance zone.
That downward wick hit 0.28, mainly due to the sell-off from two big wallets, 1a55 and 73dd, but it seems they’re pretty much out of ammo now.
The key thing is that the top few core wallets haven't moved, which suggests this action isn’t just a simple sell-off, but more like a liquidity shakeout.
If we can stabilize this setup, I feel the project team or whales might be aiming for more than just alpha hype; they could be targeting Binance futures.
After the opening, I picked up a bit at 0.35, and if we see a pullback, I’ll consider adding more.
Right now, the focus is on: whether the front-running wallets will budge, and if we can hold strong around that 0.35 resistance zone.
极讯交易雷达
·
--
Binance Alpha Trading Radar | $ARX Opening at 18:00 Today
$ARX is the token for Arcium, focusing on privacy computing: MPC / FHE / ZK, providing an encrypted computing execution layer for on-chain applications, AI, enterprise, and government scenarios.
BSC: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
SOL: ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs
I’m focusing on three price anchors:
1. Private placement cost: about 0.0306
2. Public offering cost: about 0.2
3. Current reference: pre-market around 0.28, pool around 0.13
Total supply is 1 billion, with an initial circulation of about 20.88%.
The funding background is solid, with LongHash, Jump, Coinbase Ventures, and Solana Foundation involved. The project is already on Coinbase’s roadmap, and big exchanges/contracts can be watched in the future.
However, the risks are quite apparent:
- Initial selling pressure around 6.46%
- CoinList public offering 2%
- Community airdrop about 3.16%
- Privacy computing is a strong tech track, but cash flow has always been challenging
- European teams tend to focus more on tech and compliance, not necessarily strong in trading
My plan:
Not rushing into the first candle.
I’ll first check the 5-minute candlestick structure after the opening, especially looking for support around the public offering cost.
If it opens too high, I’m not chasing;
If it returns to the cost zone and shows volume support, then I might consider a small position to test the waters.
On the first day of $ARX, I’m more concerned about the chip accumulation rather than the story itself.
$ARX is the token for Arcium, focusing on privacy computing: MPC / FHE / ZK, providing an encrypted computing execution layer for on-chain applications, AI, enterprise, and government scenarios.
BSC: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
SOL: ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs
I’m focusing on three price anchors:
1. Private placement cost: about 0.0306
2. Public offering cost: about 0.2
3. Current reference: pre-market around 0.28, pool around 0.13
Total supply is 1 billion, with an initial circulation of about 20.88%.
The funding background is solid, with LongHash, Jump, Coinbase Ventures, and Solana Foundation involved. The project is already on Coinbase’s roadmap, and big exchanges/contracts can be watched in the future.
However, the risks are quite apparent:
- Initial selling pressure around 6.46%
- CoinList public offering 2%
- Community airdrop about 3.16%
- Privacy computing is a strong tech track, but cash flow has always been challenging
- European teams tend to focus more on tech and compliance, not necessarily strong in trading
My plan:
Not rushing into the first candle.
I’ll first check the 5-minute candlestick structure after the opening, especially looking for support around the public offering cost.
If it opens too high, I’m not chasing;
If it returns to the cost zone and shows volume support, then I might consider a small position to test the waters.
On the first day of $ARX, I’m more concerned about the chip accumulation rather than the story itself.
Verified
Binance Alpha Trading Radar | $ARX Opening at 18:00 Today
$ARX is the token for Arcium, focusing on privacy computing: MPC / FHE / ZK, providing an encrypted computing execution layer for on-chain applications, AI, enterprise, and government scenarios.
BSC: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
SOL: ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs
I’m focusing on three price anchors:
1. Private placement cost: about 0.0306
2. Public offering cost: about 0.2
3. Current reference: pre-market around 0.28, pool around 0.13
Total supply is 1 billion, with an initial circulation of about 20.88%.
The funding background is solid, with LongHash, Jump, Coinbase Ventures, and Solana Foundation involved. The project is already on Coinbase’s roadmap, and big exchanges/contracts can be watched in the future.
However, the risks are quite apparent:
- Initial selling pressure around 6.46%
- CoinList public offering 2%
- Community airdrop about 3.16%
- Privacy computing is a strong tech track, but cash flow has always been challenging
- European teams tend to focus more on tech and compliance, not necessarily strong in trading
My plan:
Not rushing into the first candle.
I’ll first check the 5-minute candlestick structure after the opening, especially looking for support around the public offering cost.
If it opens too high, I’m not chasing;
If it returns to the cost zone and shows volume support, then I might consider a small position to test the waters.
On the first day of $ARX, I’m more concerned about the chip accumulation rather than the story itself.
$ARX is the token for Arcium, focusing on privacy computing: MPC / FHE / ZK, providing an encrypted computing execution layer for on-chain applications, AI, enterprise, and government scenarios.
BSC: 0xd5f6ef5deabe61e6d5cdb49bfb6f156f2c1ca715
SOL: ARXwZkNAtzPfdcoqQiduJn8EPv9fKiDfGn2KyggyDrFs
I’m focusing on three price anchors:
1. Private placement cost: about 0.0306
2. Public offering cost: about 0.2
3. Current reference: pre-market around 0.28, pool around 0.13
Total supply is 1 billion, with an initial circulation of about 20.88%.
The funding background is solid, with LongHash, Jump, Coinbase Ventures, and Solana Foundation involved. The project is already on Coinbase’s roadmap, and big exchanges/contracts can be watched in the future.
However, the risks are quite apparent:
- Initial selling pressure around 6.46%
- CoinList public offering 2%
- Community airdrop about 3.16%
- Privacy computing is a strong tech track, but cash flow has always been challenging
- European teams tend to focus more on tech and compliance, not necessarily strong in trading
My plan:
Not rushing into the first candle.
I’ll first check the 5-minute candlestick structure after the opening, especially looking for support around the public offering cost.
If it opens too high, I’m not chasing;
If it returns to the cost zone and shows volume support, then I might consider a small position to test the waters.
On the first day of $ARX, I’m more concerned about the chip accumulation rather than the story itself.
Log in to explore more content