The only trader in the Assassin community @飞哥定投策略 @交易员飞哥 @比特币飞哥, with ten years in the circle, only making stable trades!

⚠️⚠️⚠️ Recently, there have been multiple instances of people impersonating me to deceive people: Statement! Statement! First point: I've already provided my Twitter profile link on My Planet, which I can verify. The X logo after my homepage name can also be verified; everything else is fake! This is the only tweet! Second point: The tutorial videos and live trading challenge records are all updated by @FeiGe Regular Investment Strategy; everything else is fake! Everyone, don't be deceived! Everyone else is fake! It's all just an act! Fei Ge is my only senior disciple, @Fei Ge Regular Investment, no one else!

Happy Birthday～ Enjoy the picture together

#闪迪投资者日后，长期目标成焦点 I am Cige, and the SanDisk Investor Day exploded. The stock price surged nearly 14% in a single day, closing at $1528, with an intraday rise of over 17%. What big moves were revealed at Investor Day? SanDisk presented a long-term financial model from FY2028 to FY2030, with revenue maintaining mid-to-high double-digit growth, a non-GAAP gross margin of about 80%, an operating margin of about 75%, and an adjusted free cash flow margin of about 50%. Supporting this target is the long-term customer agreement NBM framework. Eight customers have signed contracts with a total contract value of about $94 billion, and remaining performance obligations of about $91 billion. Approximately 50% of FY2027 shipments are already covered by NBM agreements, increasing to about 67% in FY2028. Regarding capital returns, the company commits to returning 100% of excess free cash flow to shareholders, prioritizing stock buybacks. The board previously authorized a $6 billion buyback plan, of which about $4.5 billion has been executed, with an additional $14 billion authorized, totaling a remaining buyback capacity of about $15.5 billion. Goldman Sachs directly stated that this capital return intensity far exceeds any announcements by peers to date. Goldman Sachs directly set a $2200 target price. Goldman Sachs reiterated a buy rating with a 12-month target price of $2200, based on a 20x P/E ratio on normalized EPS of $110. Goldman Sachs believes the long-term guidance far exceeds expectations, and the HBF high-bandwidth flash technology roadmap offers huge upside potential. Previously, Citi lowered its target price from $2500 to $2100, Morgan Stanley set a $2500 target price, and Bank of America maintained $2500. The nearly 14% single-day surge and intraday rise over 17% show that short sellers are still being forced to cover. Current operational advice: On August 13, Investor Day, SanDisk surged nearly 18% intraday, reaching a high of $1613, and finally closed at $1528. After hours, it continued to rise to around $1569. The $1588 level is right at the upper edge of the high-level consolidation zone following the Investor Day surge, representing a short-term extreme sentiment area. Technical analysis clearly points out that SanDisk’s daily resistance levels are at $1675 and $1788; $1588 is just below these strong resistance levels, marking the limit of the rebound, not the start of a breakout. Technical perspective: triple resistance resonance First, a short-term overbought signal has appeared. On Investor Day, SanDisk surged nearly 14%, with an intraday rise over 17%. On the 1-hour chart, after reaching near $1580, SanDisk pulled back and is in a high-level consolidation digestion phase, a normal technical correction after a surge, with short-term retracement needed. Once the chasing buyers exhaust, profit-taking will rush out. Second, $1588 is the upper edge of the previous platform consolidation area before the sharp drop. SanDisk fell sharply from the historical high of $2354; the overall downtrend structure remains intact, with price still running below the Bollinger middle band. The drop from $2354 to $993 and the rebound to $1588 is near the 0.5 to 0.618 Fibonacci retracement level, a typical rebound limit zone. Third, the daily-level downtrend line has not been effectively broken. Analysis points out that only when SanDisk’s daily downtrend line is broken will the upside space open. $1588 is right near this trend line, a key battleground between bulls and bears. Fundamental perspective: triple bearish pressure First, earnings guidance below expectations is the core contradiction. SanDisk’s Q4 revenue was $8.965 billion, up 372% year-over-year, with a record gross margin of 84.6% and EPS of $39.25. But what really crushed the stock was the FY2027 Q1 guidance: revenue midpoint of $10.55 billion, below analysts’ expectation of $10.8 billion. After the earnings release, SanDisk’s stock dropped over 13% intraday, closing down 6.81%. Essentially, this is a typical capital market expectation game; the market had already priced in expectations, so the earnings release was a full realization of good news. Second, performance is supported by price increases, not demand explosion. Of this quarter’s 51% sequential revenue increase, only one-third came from increased product shipments; the remaining two-thirds relied entirely on NAND flash price hikes. This means the current earnings bonus is essentially a gift from the chip price cycle, not a synchronous expansion of downstream real demand. Consumer business revenue was $556 million, down 32% sequentially, far from market expectations. When consumer NAND demand weakens and enterprise demand growth slows, SanDisk’s revenue structure will face dual pressure. Third, signals of a cycle peak are becoming clearer. TrendForce data shows NAND contract prices rose 70% to 75% quarter-over-quarter in Q2 2026, but Bernstein analysts noted Q3 DRAM price increases dropped sharply to about 17%, NAND about 20%. Storage is gradually becoming a cost burden for AI and non-AI applications. Citron publicly shorted SanDisk as early as February, pointing directly to NAND industry reliance on supply cycles. Short position strategy at $1588 $1588 is a short-snipe position waiting for the rebound to complete, not a direct short at the current price. Total position controlled at 10% to 15% of total funds, leverage no more than 3x. Stop loss set above $1630. The daily resistance at $1675 is a stronger resistance; if $1588 is effectively broken and held, the short logic fails and exit unconditionally. Take profit in three batches. First batch: close 30% at $1450 to $1480, the platform area before the Investor Day surge. Second batch: close 30% at $1350 to $1380, the Bollinger middle band resistance zone. Third batch: close the remaining 40% at $1220 to $1250. Trailing stop loss rule: for every 50-point drop in price, move stop loss down 30 points. At $1450, stop loss moves from $1630 to $1600. At $1350, from $1600 to $1570. At $1250, from $1570 to $1540. If the price repeatedly fails to break below $1450 to $1480, most of the short position is closed in this range. If the price breaks below $1350 with volume, the remaining position continues to hold, targeting $1220. Bottom line Shorting at $1588 profits from profit-taking after the Investor Day sentiment extreme, from the ongoing negative impact of guidance below expectations, and from the expectation of a storage cycle peak. Goldman Sachs gave a $2200 target price, but that is based on long-term expectations for 2028 to 2030. The current $1588 price already reflects a large amount of long-term positive factors, making short-term chasing of gains very low in cost-effectiveness. $BTC $SNDK $ETH

#特朗普因TruthSocial付费数据流遭起诉 Trump has been sued, not because of what he posted, but because he turned "posting" into a business. Core of the issue: Turning presidential statements into paid data streams On August 12, news agency The Intercept and the Freedom of the Press Foundation jointly filed a lawsuit in the Manhattan Federal Court in New York. Defendants include Trump himself and several White House officials. The trigger was the paid data service "Truth API" launched by a company under Trump. This service officially went live on August 1, providing subscribers with real-time access to posts from 10 high-profile accounts, including Trump’s. The monthly fee can be as high as $100,000, with a discounted rate of $60,000 per month for a three-year commitment. More than 10 client agreements have been signed, mainly with high-frequency trading firms. The plaintiffs described this move in a 30-page complaint as "extraordinary, corrupt, and unconstitutional." Why the controversy is so significant Trump frequently posts on Truth Social about tariffs, Middle East conflicts, monetary policy, and other policy statements that could impact markets. Last year alone, his account had about 9,000 to 11,000 posts that were never followed up by official White House statements. Paying clients can access this information early and trade based on it, causing severe information inequality. The plaintiffs argue this violates the First Amendment (equal access to government announcements) and the Fifth Amendment (unreasonable conditions attached to government benefits). The lawsuit targets not only Truth API but also seeks to prohibit Trump from exclusively publishing official government information on his personal website. The company’s financial pressure is the direct driver Trump Media & Technology Group posted a net loss of $238 million in Q2, more than ten times the loss in the same period last year. The company holds Bitcoin, which has suffered significant unrealized losses due to price declines. Truth API’s annual revenue is expected to be between $7 million and $12 million, about 2 to 3 times the company’s total revenue last year. Under heavy loss pressure, the company urgently needs new revenue sources. Transmission logic to BTC In the short term, two forces pull simultaneously. If the court issues a temporary injunction to stop Truth API, Trump Media’s financial situation will worsen, possibly forcing accelerated Bitcoin sales. The company already reduced its holdings by 65 BTC in Q2, lowering the position to about 9,477 BTC. If the injunction is issued, selling pressure may increase further. Meanwhile, this case exposes the loophole that "policy information can be accessed early through paid channels," potentially prompting the SEC to re-examine the fairness of information in the crypto market. High-frequency trading firms using Truth API to get early policy information for crypto asset trading may face regulatory scrutiny. In the medium term, the direction is clearer. The core narrative of this case is that the president is monetizing government information. When those controlling policy releases start selling early access channels, the credit foundation of the fiat system is cracked. Each such event reminds the market of a fundamental fact: the boundaries of sovereign credit are being eroded. BTC’s long-term narrative as a non-sovereign asset is reinforced with every such event. Short-term volatility is noise; the direction is the answer. That’s all from Ci Ge. Think it over. $BTC $ETH $SNDK

#Harmony推进链上回滚，铸币漏洞修复已激活 I am Cige, the veteran public chain Harmony has crashed. The attacker minted 4 billion ONE out of thin air, accounting for 26% of the total supply, causing the price to plummet from $0.00118 directly to a historic low of $0.00056, a 38% drop in 24 hours. This was not stolen, it was minted out of thin air. How the attack happened On August 11, Harmony suffered a protocol-level attack, with the vulnerability in cross-shard receipt verification. The attacker exploited an empty block vulnerability to perform cross-shard arbitrage, simultaneously leveraging two technical flaws: empty signature records fooled the committee quorum check, and the spent receipt marks were not bound to signed block header data. By tampering with the proof fields, the same receipt was repeatedly accounted for. The attacker minted about 4 billion ONE out of thin air, accounting for 26% of the total supply at that time. Even more outrageous, CertiK detected that the abnormal minted ONE tokens exceeded 3 trillion, involving six abnormal blocks. The attacker directly transferred about 2.8 billion of these to exchanges to dump. Market exploded ONE crashed from $0.00118 to $0.00056, hitting a historic low. Nearly 38% of market cap evaporated within 24 hours. A large influx of new tokens flooded the market, and selling pressure directly broke the price. What Harmony is doing The project team urgently released patch v2026.1.1, fixing two core vulnerabilities. On August 12, 409 suspicious wallets and 10,288 transfers were tracked. Hundreds of suspicious deposits were reported to exchanges, which have blocked the hacker wallets. Four hours after the emergency patch release, 53% of validators completed the upgrade. On August 13, Harmony announced the minting vulnerability fix was activated and is coordinating rollback plans with validators and exchanges. Rollback is currently the most supported feasible solution. However, before the rollback plan is officially implemented, about 97% of the newly minted coins remain on exchanges, and selling pressure has not eased. ZachXBT refused to assist with tracking, so the effectiveness of freezing is questionable. Impact on BTC Short-term impact is neutral to slightly bearish. Security incidents temporarily suppress overall market sentiment, but Harmony’s scale is too small to have a direct impact on BTC. What really needs caution is that this is Harmony’s third major security incident in three years: $100 million stolen from the Horizon bridge in 2022, and 146 million ONE mistakenly issued due to a staking vulnerability in 2023. Protocol audits and core infrastructure controls have repeatedly failed. A public chain having three major incidents makes trust recovery almost impossible. This level of trust collapse will not stop at ONE; it will spread to the entire altcoin market. In the medium term, it might actually be a hidden positive for BTC. Every altcoin crash causes funds to migrate to stronger assets. The loss of trust in ETH and altcoins ultimately strengthens BTC’s safe-haven narrative. Whether the rollback plan can be successfully executed is a key short-term variable; success could bring a technical rebound, failure would cause trust to completely collapse. But regardless of the outcome, BTC will not change its direction because of this event. Altcoin issues are resolved at the altcoin level; BTC will continue on its own path. Cige has finished. Think it over. $BTC $ETH $SNDK

I am Cige. Gold is oscillating at a high level between $4380 and $4400. The Bank of Korea has bought gold assets for the first time in 13 years. According to the 13F filing submitted by the Bank of Korea to the U.S. SEC on August 12, as of the end of Q2 2026, the bank holds 679,765 shares of SPDR Gold Shares, with a portfolio value of approximately $250.4 million. Three months ago, the bank held no gold ETF shares. This is the Bank of Korea's first gold-related investment since 2013, after 13 years. The Bank of Korea currently holds 104.4 tons of physical gold, with gold accounting for only about 3.5% of its foreign exchange reserves, which does not match its global ranking as the 13th largest foreign exchange reserve holder. The gold ETFs purchased this time are classified as securities and are part of foreign exchange reserves, so they will not increase the official gold reserve statistics. The Bank of Korea is not the only buyer. The People's Bank of China has increased its gold holdings for 21 consecutive months. Global central banks' net gold purchases in Q2 surged from 57 tons in Q1 to 289 tons. Central banks are voting with real gold and silver; alternative options to the U.S. dollar credit are being systematically allocated. Gold's ability to maintain a high level between $4380 and $4400 is driven by three forces simultaneously. The first force is cooling inflation. July CPI year-on-year was 3.4%, core CPI 2.5%, PPI also declined, and the probability of a rate hike in September dropped from 60% to below 48%. The second force is geopolitical deadlock. The Strait of Hormuz remains closed, oil prices are running high at $83 to $84, and safe-haven demand persists. The third force is central bank gold purchases. The Bank of Korea's first move in 13 years, and LBMA surveys show analysts' median year-end gold price forecast is about $4500, with an annual average expectation of $4604, and the most aggressive forecast reaching $7150. Gold has risen, so why hasn't BTC followed? Both gold and BTC are priced on the same macro narrative: fiat credit is weakening, and non-sovereign assets are becoming more expensive. But their buyer structures and pricing logic are completely different. Gold's marginal buyers are central banks and sovereign funds, insensitive to interest rates, and once bought, they hold. BTC's marginal buyers are hedge funds and retail investors, sensitive to interest rates and liquidity. When geopolitical conflicts arise, sovereign funds buy gold, while speculative funds exit BTC. Gold rose from 3800 to 4400, BTC fell from 65000 to around 64000. This disconnection in their trends is neither the first nor the last. The transmission logic of gold's strength to BTC has two layers. In the short term, gold at high levels continuously absorbs safe-haven funds, and BTC's narrative as digital gold does not effectively capture inflows under the current geopolitical environment. As long as gold stays above $4300 to $4400, the attractiveness of traditional safe-haven assets will continue to suppress BTC's risk appetite. In the medium term, gold and BTC price the same thing: weakening fiat credit. Central bank gold purchases confirm this trend in action; the Bank of Korea's first move in 13 years is the most direct evidence. When global central banks increase non-dollar asset allocations, BTC's long-term narrative as a non-sovereign asset will only strengthen, just lagging gold in timing. The Bank of Korea's $250 million is not a large sum for the gold market, but the fact that it suddenly bought after 13 years is more important than the amount. The direction is clear: it's not about whether to allocate non-dollar assets, but how to allocate them. Gold has taken the first step; BTC will follow, it just needs time. Hold your positions and don't get shaken off by short-term disconnections. Cige has finished speaking. Think it over carefully. #黄金维持高位，韩国央行重返市场 $BTC $ETH $OKB

$SNDK afraid of short position pullback when sleeping Currently taking profit at 1/30 Stop loss set at 1400 Next take profit target at 1588 Reached take profit at 1/31 $BTC $ETH

I am Cige. Inflation has cooled down for two consecutive days. PPI year-on-year dropped from 5.5% to 4.7%, core PPI from 4.7% to 4.2%, both lower than expected. CPI already declined yesterday, overall year-on-year at 3.4%, core at 2.5%. Initial jobless claims rose to 209,000, and employment is also weakening. Looking at the two sets of data together: Both the production and consumption sides are cooling down, coupled with weakening employment data, reducing the urgency for the Federal Reserve to continue raising interest rates. The trend of inflation falling from a high level is clear and not just data noise. However, core CPI year-on-year is still at 3.1%, which is still some distance from the 2% target. Internal divisions are widening: Harmak clearly states that rate hikes are needed now. Barkin says many believe the current rates are sufficient. One side says more hikes are needed, the other says it's enough. Inflation is falling, but officials have completely opposite views on the next step. September rate pricing will still fluctuate and won’t stabilize just because of these two data points. Impact on BTC: CPI and PPI are cooling simultaneously, combined with rising initial jobless claims, the probability of a rate hike in September is likely to continue falling. The market previously priced the rate hike probability at 48%, but after this data, it will likely drop below 40%. The dollar weakens, U.S. Treasury yields decline, and BTC’s short-term direction is bullish. Currently, BTC is oscillating around 64,000; the dual cooling of CPI and PPI is a short-term catalyst. In terms of operations, continue holding the long position at 62,288, with a stop loss moved up to 62,500. If the price breaks out with volume between 64,800 and 65,000, add to the position; the first target is 66,000 to 66,500, and if it breaks through, look to 67,000 to 68,000. If the price pulls back to 63,000 to 63,200 without a volume-driven breakdown, it’s an opportunity to add to the position. Inflation is cooling, internal divisions are widening, and the market is repricing the September path. The direction hasn’t changed, but the timing must be right. The dual cooling of CPI and PPI is a short-term catalyst, but internal divisions mean there will be fluctuations after the data is released. Hold your positions and don’t get shaken out by volatility. Cige has finished speaking. Think it over carefully. #CPI与PPI同步降温，加息分歧扩大 $BTC $ETH $OKB

Two consecutive wins The night view is so beautiful Take profit $BTC

Statistics: How many people liquidated because Cige wasn't live on OKEx?

I am Cige, a 22% rise in ten days, and the KOSPI went straight from ICU to KTV. Samsung and SK Hynix both surged over 5%, with programmatic buying driving trading halts. This desperate counterattack is powered by three engines simultaneously. The first engine is AI capital expenditure reigniting hardware demand. Global tech giants continue to pour money into AI infrastructure according to their latest earnings reports. A Jefferies strategist said, "We remain confident in our overweight positions in the AI sector, with strong earnings season performance and no signs of capital expenditure slowdown." AI is expanding into more practical applications, significantly boosting memory chip demand, while supply capacity is limited, creating a clear bottleneck. Samsung and SK Hynix stock prices have both risen over 100% year-to-date in 2026. This rebound indicates that capital is reaffirming the long-term logic of AI storage. The second engine is the return of foreign capital. Singapore's sovereign wealth fund Temasek is reportedly planning its first direct purchase of Samsung and SK Hynix, believing that storage chips in the AI supply chain remain undervalued. Temasek's current AI-related investments account for about 6% of its overall portfolio, with plans to increase to a maximum of 15% by 2031. If finalized, this would be Temasek's first direct investment in the Korean stock market. This sends a strong signal to the market that long-term capital is beginning to treat storage as a core component of AI infrastructure. The third engine is internal valuation repair and easing deleveraging pressure. In July, leveraged chip stock positions were liquidated en masse, triggering trading halts and wiping out billions of dollars from Korean retail investors. Recently, the Korean government tightened regulations on single-stock leveraged ETFs, easing deleveraging pressure. Samsung and SK Hynix have forward P/E ratios of only 4.2 and 3.6 respectively, far below the Philadelphia Semiconductor Index components' average of over 21. The CEO of Life Asset Management put it bluntly, "The market has overcorrected; the current rebound is a natural recovery." Samsung and SK Hynix are expected to announce new shareholder return plans by the end of August at the earliest, with market expectations that Samsung's shareholder returns could increase more than tenfold compared to current levels. Impact on BTC In the short term, the rebound in Korean stocks and the surge in the storage sector will boost risk appetite across the Asia-Pacific market. BTC, as the world's most liquidity-sensitive risk asset, will benefit simultaneously. The sentiment recovery in storage stocks means the AI hardware narrative remains intact, and BTC's underlying hashrate economic logic remains solid. However, geopolitical risks remain a concern; the Strait of Hormuz is still closed. If the stalemate lasts months rather than weeks, the market will need to reprice. Impact on SanDisk The entire storage sector is warming up, and SanDisk, as a NAND leader, directly benefits. AI data centers are driving rapid growth in enterprise SSD demand, with NAND prices rising nearly tenfold over the past year. But short-term sentiment recovery does not mean a trend reversal. SK Hynix's Dalian second plant will add 50,000 wafers per month of capacity in the first half of 2027, increasing supply-side pressure. SanDisk's earnings guidance below expectations remains the core contradiction unresolved; the short-term rebound is sentiment recovery, while the medium-term direction depends on supply-demand balance. KOSPI has climbed out of the abyss, but a V-shaped reversal does not mean there won't be a second dip. Geopolitical stalemate, Federal Reserve policy path, and whether AI capital expenditure can continue—any one of these variables going wrong could interrupt this rebound. The short-term direction is bullish, but don't chase the highs after a sharp rise. Cige has finished speaking. Think it over carefully. $BTC $OKB $SNDK #芯片股领涨，韩股十日反弹逾22%