$BTC $ETH $SOL Conclusion first We are currently near the end of the bear market. Even to be cautious, you should build a position of 30% Large funds prioritize BTC/ETH/SOL/OKB If you don't have much capital, you can lay in some quality altcoins like ENA/AAVE/PUMP Currently, I have opened a live contract trading on OK Planet, challenging to turn 10,000 into 100,000. Of course, I don't recommend everyone to trade contracts. My large positions are all spot. But without live trading, it's not as engaging. After all, talking is no match for actual operation I hope brothers can help by following me, I will definitely follow back Let's all get rich together

$BTC The US stock market has shown a slight rebound, but #Bitcoin weakened after breaking below the 4-hour trendline near 65,400, and the rebound lacks strength, continuing to follow the previous analysis. If the next few 4-hour candlesticks fail to rebound above and hold firmly over 65,400, BTC will continue its correction trend, with support levels around 63,000, 60,000, and 58,000. The correction has begun. The key focus now is when the price will successfully stop falling and rebound effectively, then confirm the completion of the bottom consolidation range. From a macroeconomic perspective, tomorrow's July CPI is the key point for determining the short-term trend. If the data is positive, watch if the rebound can break through and hold above 65,400, returning to a strong position on the hourly chart. If the rebound fails, expect further correction. Conversely, if the data is negative, BTC will accelerate its correction, so continue to observe and confirm. Market data record: Altcoin market capitalization has increased significantly, but looking at the heatmap, there is no obvious broad-based rally. Most likely, the recent inclusion of many new altcoins in the market has caused the market cap increase, which does not indicate the market has entered an optimistic phase. Trading volume remains at a low level, and overall market trading sentiment is not good, relatively sluggish. Regarding funds, the total amount decreased by 500 million. Although this is not from mainstream funds like USDT/USDC, it is still not a positive sign. Summary of this phase: Wednesday's CPI will be the key point for BTC's decision this week. According to current market data, the overall market remains sluggish and cautious.

$BTC Short-term Market Analysis Chip Vacuum Short-term bullish attack, defense line at 64012-63980. In the short term, the trend has shifted from a bearish attack to a bullish attack, indicating a pause in the decline and the start of consolidation. Medium and long term still expect consolidation, no new actions. Price Channel Volume-weighted short-term average price 63660, upper limit 70090, lower limit 58260. Volume-weighted medium-term average price 63900, upper limit 67260, lower limit 59360. Volume-weighted long-term average price 69590, upper limit 93760, lower limit 59160. According to this indicator, the current price has fallen close to the average price, which begins to support the price. This also indicates that the market price has returned to a standard level recognized by institutions. Institutions lowering the average price support the price, so it can be judged that the current price is still supported by the average price and remains above it. The upward trend is not broken; expect consolidation above 63900, and after stabilizing, target 67260. Equally weighted short-term average price 64430, upper limit 66810, lower limit 62310. Equally weighted medium-term average price 63790, upper limit 66810, lower limit 58360. Equally weighted long-term average price 64080, upper limit 65200, lower limit 62500. According to this indicator, the current price has also fallen near the average price. Medium and long-term averages form support, while the short-term average forms resistance. Expect price to consolidate between 63790-64430. Combining the two indicators, the price is still supported by the average prices of various cycles that are relatively consistent in position, temporarily consolidating within the average price range of 64000-64400. Volume-Price Order Blocks Short-term accumulation continues with upward orders placed from 36810-64140, steadily placing orders upward, indicating the trend has stopped falling and started consolidating upward. Medium-term accumulation orders at 63963-63856 temporarily serve as support and have not been broken. This indicator shows a short-term upward trend, but due to the attraction of medium-term accumulation orders, the area around 63800 may still be broken. Limit Price Engulfing The recent short-term decline has broken through the bullish attack defense line, with no new targets. Medium-term still follows the historical bullish attack line near 63900-62688. This indicator shows no new targets; short-term expects consolidation, medium-term expects bullish attack, but it is very likely to retest 63900-62688. Comprehensive Analysis: Chip vacuum, bullish attack, defense line 64012-63980, short-term decline paused, consolidating upward. Price channel, price supported by average price, consolidating between 64000-64400. Volume-price order blocks, short-term trend upward, but due to medium-term accumulation orders, the area around 63800 may still be broken. Limit price engulfing, short-term consolidation, medium-term bullish attack, but likely to retest 63900-62688 again.

$SPCX Are institutions this FOMO? Morgan Stanley: continues to maintain a $300 price target for $SPCX, with a bull market scenario directly seeing $600. At the current stock price of about $140, after deducting SpaceX's aerospace and connectivity business valued at about $127 per share, the market values the entire AI business at only about $12 per share, equivalent to just over 1x 2028 EV/Sales. Cursor has now entered over 64% of the Fortune 500 companies, with more than 50,000 enterprise customers and a June ARR of about $4 billion. Morgan Stanley expects ARR to reach $8 billion by the end of this year, about $17 billion in 2027, and $33 billion in 2030, and this forecast does not even include the synergy effects after SpaceX's acquisition. SpaceX buying Cursor is not just about acquiring AI programming software. This system is already forming a complete AI industry chain: Cursor handles developer entry and workflow, Grok provides models, X provides real-time data, SpaceXAI provides computing power, Starlink provides global connectivity, and in the future Tesla will extend AI to robots and the real world. The most valuable part is actually the developer data held by Cursor. More than 50,000 companies use AI daily to write, modify, test, and debug code, and these interaction data can continuously feed back into Grok and Cursor's self-developed models. Conversely, SpaceX's Colossus computing power can reduce Cursor's reliance on third-party models like OpenAI and Anthropic, lowering inference costs. Morgan Stanley expects that as Grok and Composer take on more inference tasks, Cursor's currently poor gross margin has a chance to turn positive this year and rise to just over 60% by 2030. The market will next focus on further Q3 disclosures about Cursor, as well as Grok 4.6, 4.7, Grok 5, and the next-generation Composer. If Cursor can really grow from about $4 billion ARR this year to $8 billion by year-end, and continue to maintain its enterprise penetration speed, then what SpaceX is most likely undervalued on now may no longer be rockets and Starlink, but the quietly growing enterprise AI platform.

$SPCX SpaceX $SPCX's short squeeze rally this week has been quite firm, without even a single step back, allowing the bulls who were suppressed for two months to finally breathe a sigh of relief. Yesterday's close rose 4.23% to 138.74, maintaining stability. Besides its own factors, the market speculates that RKLB's earnings report and the failure of Zhongxing 4B launch also affected SPCX's stock price, but the main driver is still its own independent logic. For commercial aerospace, the launch itself is just infrastructure, while the functions provided by satellites are the real business. The entire industry is now turning into mini SpaceX's; the battle of business models is over, and what remains is the battle of scale. The failure of the Long March 7 modification will raise SpaceX's reliability premium and will put the brakes on China's narrative of weakening SpaceX's technological scarcity. It may add fuel to the current short squeeze, but it is not decisive. If the final fault investigation confirms that the problem lies with the shared core of the new generation Long March family—the YF-100 engine—then it is very likely to postpone the bearish catalyst hanging over SPCX in Q4. Tomorrow night's CPI data probably won't be lower than last month, since oil prices have been rebounding since early July. But it won't be very high either, because oil price transmission has a lag, and the main impact of the oil price rebound will show in next month's data. Judging from today's gold price trend, the current pullback looks more like profit-taking after a rally and waiting for CPI, rather than proving the market has completely ruled out rate hike risks. So the US stock market should not be bullish before the CPI data is released. Back to SPCX's chart, only a firm hold above 140 makes 145 easy to reach; a volume breakout above 145 is needed to talk about 150. Conversely, if it falls back below 135 before or after CPI, this short squeeze that started from 105 will switch from a one-way push to high-level oscillation or even phased profit-taking.

$BTC I have experienced the 312, 1011, LUNA crashes, the FTX collapse, the Russia-Ukraine war, and Iran's revenge. Others' entire lives haven't been as exciting as mine in just a few years. I came to the crypto world to turn my life around, not just to double my money! Unexpectedly, from February until today, a full six months, BTC's price hasn't changed at all. May I ask, if it continues to trade sideways for another 4 years, how would you respond? Small retail investors are lured into 20x, 50x leverage, wiped out in one wave, what a game... This is the fate of the great decentralized revolution, reduced to a plaything of Wall Street. Sigh... Is Satoshi Nakamoto's dream still alive?

$LITE $COHR Leading optical module stocks plunge before earnings report, is this an entry window? The leading US optical module stocks $LITE and $COHR will release their quarterly reports after market close on August 11 and August 12 respectively. However, they both plunged yesterday, with LITE falling from a high of 937 to a low of 810, and COHR dropping from a high of 391 to a low of 325, down 13.6% and 16.9% respectively. Possible reasons for yesterday's plunge: LITE and COHR rebounded 57% and 77% respectively within two weeks, leading to significant profit-taking; They have entered a densely resistant zone with heavy trapped positions, combining profit-taking pressure with forced selling pressure, resulting in large potential selling pressure; Many companies have experienced sharp declines after earnings releases recently, so investors chose to reduce positions before earnings to avoid volatility from disappointing results or guidance. However, the medium- to long-term bullish logic for optical modules remains unchanged: • Explosive demand for 800G/1.6T from AI clusters, with volume and price rising together • Continued shortage of optical chips, with orders locked in through 2027-28 • Increasing value per GPU optical module • US domestic manufacturers benefiting from potential expectations of Chinese optical module import restrictions This recent plunge has released short-term selling pressure and instead provides a potential opportunity to increase positions. Of course, how to specifically increase positions still requires observing the details of the earnings guidance.

$SPCX Great investment! This round of SpaceX unlocks in batches, and the biggest winner is Google. According to the 13F filings, Google's parent company Alphabet invested $900 million in SpaceX in 2015, which has risen to a value of about $94.2 billion, accounting for approximately 95% of Google's public equity portfolio. Even though SpaceX's stock price has fallen now, it is still valued at $75 billion, with a book return of about 80 times.

$BTC BTC just had a spike down, then immediately pulled back up, now hovering around 64k. You can tell there's capital buying at the bottom, but the rebound strength is really average, and the resistance above is still there. These back-and-forth spikes are the most frustrating, with stop losses on both longs and shorts getting wildly triggered, making it easy to get chopped up. Feels like the short-term trend is still mainly sideways. Don’t get misled by sudden ups and downs; wait and see which direction it takes. After this spike, is everyone just watching, or have you already made a move? Do you think it can break up from here, or will it keep grinding?

$NVDA Jensen Huang is a mastermind! This $500 billion AI financing could reach trillions in the future. He orchestrated 5 key moves: 1. Turning $NVDA chips into assets Previously, Nvidia just sold GPUs. Now, chips + systems + software are packaged into infrastructure that can generate long-term rental income, like utilities such as water, electricity, and gas. 2. Bringing in Wall Street’s top players without spending his own money Goldman Sachs, BlackRock, Blackstone, KKR, Apollo, Brookfield—all have been called in. The $500 billion is all third-party long-term capital, with Nvidia providing zero guarantees or endorsements. Others bear the risk, while Nvidia controls the ecosystem. 3. Turning supply-demand imbalance into a capital cash machine The computing power gap is ridiculously large now: demand for large models has increased 7-fold in half a year, with chips, memory, power, and land all in short supply. AI token profits are shockingly high—whoever secures computing power can make big money! 4. Locking the entire upstream and downstream chain together From wafers, HBM memory, packaging, optical modules, to power, nuclear power, data centers, and construction workers, everything is tied together. Customers use Nvidia’s architecture, systems can be continuously upgraded, and the deeper the ecosystem, the wider the moat. 5. Laying the groundwork early for the next wave of physical AI and intelligent AI Right now, digital AI is just getting started, but intelligent AI is already exploding. The real big scenes will be robots, autonomous driving, and other physical AI. Jensen Huang has already opened the financing channels, so when the demand surge hits, others will still be looking for money, but Nvidia will have ready capital pools and customers. Nvidia not only sells the shovels but also lets Wall Street help sell them. This is a brilliant move!