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As Frank said: Looking forward to August being the best summer!
I really enjoy watching Frank @qinbafrank analyze stocks and macroeconomics—straight to the point, never beating around the bush.
Yesterday, X Layer xStocks had a weekly trading volume of about $447 million. We see the boundaries between stocks and on-chain assets becoming increasingly blurred.
So where will the next round of opportunities appear first?
Every live stream is packed with valuable insights. Check out the content below, and I’m really looking forward to Frank and Mercy @Mercy_okx giving a great direction in tomorrow’s OKX Planet live stream!
Mercy_okx
August is the best summer
This sentence is Frank @qinbafrank's recent judgment on the market.
It's been over a month since I last talked with Frank about the SpaceX IPO, and now it's just the right time to look back and review.
But this time, it's not just about SpaceX——
The US stock market has just undergone an adjustment, AI is starting to diverge internally, but gold is rising again. Is the market still betting on growth, or is it already preparing for risks?
Coincidentally, tomorrow night the US July CPI will be released one hour before the live broadcast. After the data comes out, how will US bonds, the dollar, tech stocks, gold, and BTC vote? We'll directly watch the market reaction without guessing the answer in advance.
▫️SpaceX: Which of the previous judgments have been realized?
▫️AI: The long-term trend remains, so why are some good companies actually falling?
▫️Gold: Which key signals have changed?
▫️August: Where are the opportunities, and what risks are most worth watching out for?
Tomorrow night at 21:30, come to the OKX Planet live room! This time, about one-third of the time will be reserved for real-time comments, so everyone can ask questions directly 😁
🚨The 30-year US Treasury yield has risen to a terrifying 5.25%, basically reaching the interest rate level on the eve of the 2007 financial crisis!
And the US national debt has officially surpassed $40 trillion for the first time in history! It took only 150 days to go from $39 trillion to $40 trillion.
Based on the current 3.75% interest rate, the US annual debt interest payment is as high as $1.5 trillion. This means that for every $5 collected in taxes, $1 is directly used to pay interest.
The current situation is absurd:
It's neither rate hikes, nor rate cuts, neither balance sheet reduction nor expansion—every path has deadly side effects.
If the US cannot quickly resolve the US-Iran conflict and calm oil prices and inflation, it will ultimately have to rely on classic money printing, because the surge in long-term bond yields will seriously threaten US stock valuations.
The only solution might be to crazily tax the world globally!
Three sentences to reduce internal friction at X:
Don't analyze motives, don't prove your innocence, don't try to convince others!
After more than a decade from Tianya Forum to public accounts, Weibo, and Twitter, I think I've mastered it. The most life-wasting thing on the internet is trying to get everyone to correctly understand you.
How others evaluate you is often not determined by what you decided to do, but by their stance, experiences, interests, and even their mood that day.
So what's the point of explaining?
If you really can't help it, remember this: only explain to those who truly matter, only be responsible for what truly matters.
Does it matter if a complete stranger insults you? No, it doesn't. Just reply "well said" to their insult, give a like, then go back to admiring beauties or playing games—much better than getting caught up in disputes.
Good morning everyone,
This morning I had a Dancong tea, it was amazing!
Ao Ying is right!
To be honest, the market has been really tough to endure lately,
going up and down without speeding up or slowing down, just hovering at the doorstep. We don't dare to go in or out, only helplessly watching and feeling frustrated,
but often it's at this moment that everyone feels the most itchy,
it might be the closest to the bottom,
so never give up too early when everything is about to smoothly fall into place, and definitely don't shoot your shot before the explosion even happens!
It's almost here, hang in there a little longer!
allincrypto 熬鹰资本 🇨🇳
The movement of btc eth is too congested, with a 0.3% amplitude fluctuation all day at a certain specific price level. Especially here, it is also the top of the consolidation range, holding it is just annoying.
There shouldn't be a big increase before CPI, last week's profit-taking is clearing out, and the market also needs a clear direction.
Why have Korean investors suddenly focused on Zhongji Xuchuang H shares?
Zhongji Xuchuang A shares have been listed for 14 years, and only just got listed on the Hong Kong Stock Exchange on July 30, 2026, just two weeks ago. Koreans suddenly entering, I think mainly because this industry and this sector very much fit within the capability circle of Korean investors.
Korea itself is a semiconductor powerhouse with companies like Samsung and SK Hynix, and Korean retail investors have a very high acceptance level of the AI—GPU—HBM—optical communication—data center industry chain.
Korean big players have also long favored US tech stocks, high Beta, and even leveraged products. After the recent big drop in the Korean stock market, Korean retail investors net bought about $4.6 billion in US stocks in July alone, with funds massively flowing overseas again.
Zhongji Xuchuang A shares have risen significantly in recent years, but it is not convenient for ordinary Korean investors to trade A shares directly.
No-prize guess: Will Koreans get cut again as leeks?
