Orbit: Crypto Community Feed

Just took a glance at the overall market. Then looked at CORE. Still the same familiar feeling. Now I'm too lazy to argue with it. It will naturally rise when it's supposed to. When it doesn't rise. No matter how much I say, it's useless. I'll focus on handling my own matters first. $CORE

NVIDIA teams up with Wall Street for a massive $500 billion move, stock price dips first as a sign of respect—Old Mo explains how this relates to your positions NVIDIA made a big move last night. On August 10, Jensen Huang officially announced signing a memorandum of understanding with six Wall Street giants: Apollo Global Management, Blackstone, BlackRock, BofA, Goldman Sachs, and KKR. They are creating an independent computing power financing platform aimed at leveraging over $500 billion in third-party capital over the long term, specifically to build data centers and purchase NVIDIA chips for cloud providers, AI labs, and enterprises. Jensen Huang said: "This is truly the first time technology chips have become an investable asset class." He wants to liken GPUs and data center infrastructure to commercial real estate or toll roads—assets that can be mortgaged, financed, and generate cash flow. BlackRock CEO Fink went further, saying the significance of this is comparable to the birth of mortgage-backed securities in the 1970s. After the news broke, NVIDIA’s stock price dipped as a sign of respect. It fell about 1.1% in early Monday trading, closing down 2.9%, wiping out nearly $70 billion in market value. Meanwhile, NVIDIA’s 5-year credit default swaps jumped nearly 6 basis points in one day, doubling insurance costs since late May. Despite the positive news, the stock fell and CDS rose, indicating the market is worried about three things. First, concerns about "circular financing." The market worries that NVIDIA helps customers finance → customers use the money to buy NVIDIA chips → NVIDIA’s revenue grows → then NVIDIA uses that money to support the next customer. How much real demand is there in this cycle? Michael Burry, the inspiration for "The Big Short," publicly warned that NVIDIA has pushed circular spending to unprecedented levels. "Doomsday prophet" Jim Chanos mocked this, comparing it to the financial engineering before the 2008 financial crisis. Jensen Huang personally responded. He said the $500 billion "is neither NVIDIA’s revenue nor a commitment from a single fund or client." Each project is independently evaluated by financial institutions for client demand, utilization, cash flow, and residual value; NVIDIA only provides the platform. The company may provide financing support up to 25% of the project size for some projects. Second, credit risk is rising. The CDS surge indicates the market believes NVIDIA is bearing implicit off-balance-sheet risks. Major clients are highly concentrated—the top cloud providers and AI labs contribute the vast majority of chip orders. This tightly bound lending and procurement model amplifies industry volatility risks. Third, the banks’ attitude is intriguing. Some analysts point out that NVIDIA turning to private equity for $500 billion precisely shows that traditional commercial banks are cautious about huge investments in computing power centers. If commercial banks were willing to lend, NVIDIA wouldn’t need to bypass them to seek private equity. Does this matter to the crypto market? Yes, and significantly. First, AI infrastructure and crypto share the same underlying resources. Data centers, GPU computing power, electricity—AI is competing for the same resources Bitcoin miners use. Morgan Stanley predicts that from 2026 to 2028, major cloud providers’ combined capital expenditures will reach $3.5 trillion. If AI computing power expansion squeezes miners’ hardware access and electricity costs, it will have a tangible impact on the Bitcoin network. Second, institutional funds are flowing simultaneously into AI infrastructure and crypto assets. Last week, Bitcoin and Ethereum ETFs saw a combined net inflow of $1.1 billion. AI infrastructure financing and crypto ETF inflows share the same institutional capital—BlackRock, Blackstone, and Goldman Sachs are involved both in NVIDIA’s financing platform and in the custody chains of crypto ETFs. If $500 billion-level AI infrastructure financing materializes, it will further consolidate the "tech + crypto" institutional capital alliance. Third, AI narratives and crypto narratives are merging. NVIDIA’s "AI factory" logic—computing power as revenue, hardware as assets—overlaps at the fundamental level with the crypto world’s "Proof of Work" and "decentralized computing power." Back to the market. BTC latest price is about 64000-64200, fluctuating between 63800-65000 in 24 hours. ETH is around 1870-1880. Bitcoin didn’t follow NVIDIA’s drop or rise today—indicating the market is still digesting the news and doesn’t see it as a direct catalyst for crypto assets. Old Mo has a few words on trading. NVIDIA’s move has no direct short-term impact on the crypto market. What really matters is how institutional capital allocates between AI infrastructure and crypto assets. If BlackRock, Blackstone, and others treat AI computing power as an "investable asset class," then the institutional allocation logic for crypto assets as "digital gold" will be reexamined. Bitcoin is expected to continue fluctuating between 64000-65000, with resistance at 64800-65000 and support at 63800-64000. ETH is expected in the 1870-1920 range. Don’t heavily bet on direction before Wednesday’s CPI release. $500 billion AI infrastructure financing—do you think it’s bullish or bearish for the crypto market? Let’s discuss in the comments. $BTC $ETH $GRVT #英伟达推动5000亿美元AI基建融资

The US stock market operates for 23 hours to cater to global users entering through crypto-to-crypto trading and perpetual contracts. In the future, crypto exchanges will disrupt traditional brokers. Old Jewish money has fully recognized the value of blockchain, which is why ICE invested in OKX. I believe that when OKX is fully compliant and meets regulations, xlayer can still become a reserved territory. Many things will be put on-chain; this market is huge. It's the trend of the times. Now Robinhood is working on blockchain, pushing on-chain US stocks, and promoting memes to increase popularity. However, its crypto genes and technology may be far from xlayer's. At the exchange level, OKX undoubtedly has larger trading volume and a broader global user base than Robinhood. When OKX goes public, this situation will become even more apparent. The usage and capital accumulation of xlayer will explode. This is just the beginning. Investing is like horse racing: pick a horse you believe in, then go all in. Be friends for the long term. $OKB #AI基建融资升温，英伟达英特尔路径分化 #特朗普媒体Q2加密亏损扩大，BTC持仓下降

🏛️ Latest news from the US 🇺🇸 The Fed just delivered another inflation shock: forecasting 2026 PCE at 3.6%, more persistent than expected, while interest rates remain at 3.50–3.75% — the market had feared further rate hikes. Thanks to weak employment data, the probability of a rate hike in September is down to ~44%, giving crypto a breather, but recession fears have resurfaced; a strong dollar (10-year yield at 4.1%) remains a headwind for risk assets. Clear beneficiaries: digital gold $PAXG $XAUT up 8.7% last week, along with groups with real revenue like $UNI, $CRV. Under pressure: meme coins and political coins — especially as Trump Media withdrew from the deal with Crypto.com (crypto loss of ~$361 million), dragging $CRO down ~14% this week. But a positive signal has been overlooked: the US Senate just pushed the Clarity Act — a crypto legal framework — ahead of the August recess, paving the way for Trump's second policy win after the stablecoin act; Clear laws are often a long-term catalyst. My prediction: $BTC will consolidate around $62–66k until the FOMC decision; groups directly benefiting from the legal framework like $XRP, $ADA will perform better than the general market. Are you betting on the interest rate scenario or the legal framework scenario?

10U Challenge 1,000,000｜Hit 92U on Day One🔥 That's right, a 10U challenge to reach 1,000,000! Thanks to the platform for the 10U incentive reward, which I directly used as my initial challenge capital. Day 1: Principal: 10U Current: 92U 🚀 First, let me share my trading thoughts: Ethereum, bearish bias. It just surged to a high of 1937, then quickly dropped to 1876 in a sharp move. The 1930 level is really tricky. There’s heavy resistance from trapped positions above; every time it tries to break through, there’s selling pressure, making further breakthroughs difficult. So my plan is: If Ethereum rebounds near 1930 again, I will focus on shorting opportunities. Targets are first 1850, then 1830. At this point, I’m not keen on chasing longs. Next, Micron (MU). Currently oscillating between 850 and 996, with clear resistance near 1000. I won’t blindly chase longs before confirming a true bottom. If it rebounds near 1000 and faces resistance again, I’ll consider shorting, targeting 730–700. Of course, this is just my personal trading idea and not investment advice. Starting with 10U, rolling slowly! 92U on day one is just the beginning. Can I go all the way from 10U to 1,000,000? Let’s see as we go!🔥 #10UChallenge1Million #LiveTrading #Ethereum #Micron #TradingDiary #CryptoCommunity

$CORE is now around 0.02, and the technical conditions for a rebound have been met because it has dropped low enough and selling pressure has decreased. But as we said before, this kind of rebound is most likely a trap created by market makers spending a little money to lure buyers. Unless there is real big money buying from above, it will be difficult to break through the resistance at $0.0211. Most likely, it will continue to grind up and down around this level, and it could even break the support at any time. At this level, don’t blindly bottom-fish just because it looks cheap. Market sentiment is still weak, and the long-term downward pressure remains. We will continue to wait and see. Don’t act until there’s a clear sign or it stabilizes! #本周三CPI公布，9月加息定价会改写吗？

Three days of waiting, over six thousand dollars in hand! Three consecutive short trades harvested, feeling great, this is how you should open orders!!! 😎 Just closed three consecutive short trades — two $BTC and one $ETH, all profitable, earning a total of 6477.16 USDT! The two BTC trades entered at 64960 and 64900, both took profit at 64588, making $1782 and $1484 respectively; ETH entered at 1915 and took profit at 1898, earning $3210. All with 50x leverage, from August 7 to August 10, several days of simultaneous harvesting. 🎯 The logic for opening these three trades was the same — BTC and ETH rebounded to resistance levels and couldn’t rise further, so I decisively entered short positions in batches. There was several days of consolidation in between, but I kept watching the trend structure; the pullback was just a matter of time. Today, they finally dropped to the target levels, and I took profit and exited together. 💡 The biggest takeaway from this trade: trend trades require patience, and if the direction is right, don’t fear consolidation. Several days earned over six thousand dollars, worth it. 📊 If there’s a rebound to the same position next, I might try shorting again. But for today, I’ll rest first! #BTC #ETH #ShortHarvest #TrendPositioning #6477DollarsInPocket

"OKX Crash Study of 100x Tokens: Which Ones Still Have a Chance to Rebound?" First Release $ICP: Launch Date 2021 All-Time High $700.65 Current Price $2.3 Maximum Drop ≈350x Total Supply ≈555 million ICP Maximum Supply No Fixed Cap token model: ICP is not a fixed total supply model. Features: ICP rewards generated by network operation Node rewards are inflationary Users consume Cycles when using the network, triggering a burn mechanism Category: Dynamic inflation + network consumption burn model Advantages: ✅ Real demand can offset inflation ✅ AI+Web3 narrative alignment Disadvantages: ❌ Initial valuation was too high ❌ Early investor pressure is significant ❌ No hard cap on supply Is it worth averaging down? My rating: ⭐⭐⭐⭐ (4/5) Reasoning: Strengths: Once approached a nearly $100 billion valuation, AI infrastructure narrative is regaining attention, the drop has been fully realized Risks: Market requires ecosystem growth to justify high valuation again Strategy: Not recommended to invest all at once; can be deployed in 3-5 installments. For example: 30% near current price 30% if it drops another 30% 40% after BTC bull market confirmation

At this position for SanDisk, shorting is just perfect, no need to hesitate. CEO Goeckeler sold off 5.7 million, CTO Ilkbahar exited with 9.8 million, director Caulfield dumped 13.4 million, CFO cleared 2.5 million, and several other executives sold off small amounts. Altogether tens of millions of dollars were pulled from the market. You tell me, is this a bullish signal? On-chain data is even more direct. Hyperliquid's largest short 0xefe placed a $10.01 million short at 1311.9, and the floating profit is hanging there steadily. The long-short ratio is 0.72:1, with shorts exceeding longs by over 8.5 million. Where the big money stands is clear at a glance. Some might say the performance is good—August 6 earnings report showed revenue surged 372% year-over-year and rose 51% month-over-month. So what? The price still dropped 11.8% that day. When all the good news is priced in and no one is buying, and there’s no more good news coming, what will support it? Big money is withdrawing, executives are exiting, only retail investors are still calling to buy the dip. Follow the trend and short, don’t fight against your own money. #本周三CPI公布，9月加息定价会改写吗？ $BTC $ETH $SAND

$DOS just tripled right after launch, and the AI infrastructure earnings season has also arrived In the afternoon, I took a look at DOS, priced at 0.4939, up 26%. It was only listed on OKX at 20:00 yesterday, followed by Gate, Binance Alpha, BingX, Bitget, and HiBT. Binance Alpha was listed on August 10, Gate went live with spot trading at 19:00 on August 10, and BingX also launched spot trading on August 11. Within a day or two, seven or eight exchanges listed it simultaneously, pushing the price up more than threefold. Looking into this project, DAPPOS is a Web3 AI operating system that packages AI research, strategy planning, and on-chain execution into one platform. Its flagship product is called xBubble, which can automatically orchestrate executable AI plans from simple user commands. Binance invested early in this project, which is among the institutions favored in the AI+Crypto sector. However, newly launched coins usually have unstable price movements. At 0.49, the price has already increased several times from yesterday’s opening low, with many short-term profit takers. The initial price discovery phase for new coins is not complete, so fluctuations are large. I have a 20x leverage position open with unrealized profit less than 1%, so I’ll watch for now. Additionally, several important AI infrastructure earnings reports are due today. Lumentum’s after-hours report is expected to show Q4 revenue of $988 million, up 105% year-over-year; CoreWeave’s Q2 revenue is expected at $2.555 billion, up 110% year-over-year. Before the reports, Coherent and Lumentum’s stock prices dropped 12% and 7% respectively, as funds exited ahead of earnings. SpaceX is also interesting. On August 6, 911 million shares will be unlocked, raising market concerns about selling pressure, but the stock price rose instead of falling, closing at 138.74 on Monday, reclaiming the IPO price of 135. Another 7% of restricted shares will unlock on August 20. With new coin listings, AI earnings, and share unlocks all happening together, the market is quite chaotic. I’ll keep this position open and focus on the direction. I’ll decide when to exit later. New coins are volatile right after launch, so don’t be greedy. #波动雷达：币种异动观察 #财报观察员：AI基建财报接力登场