Right now in the crypto world, good news for the US stock market is bad news for it, and bad news for the US stock market is a black swan event for it. The crypto world is terrifying—what kind of news can actually stimulate it? CPI and PPI have been released consecutively, and the signals of cooling inflation are clear enough. July CPI year-over-year is 3.4%, core CPI 2.5%, all right on target. PPI month-over-month is flat, year-over-year dropped from 5.5% to 4.7%. According to the classic script, the probability of a rate hike should decrease, and risk assets should rise. CME data confirms this—the probability of a rate hike in September dropped from 40% to 32%. But the market has split. In the crypto world, Bitcoin $BTC is still hovering around 64,000, now almost like a stablecoin. It surged a bit before the news was released, but as soon as the news came out, it immediately fell flat. What about Ethereum? $ETH has been fluctuating between 1,870 and 1,890. It spiked briefly after the data but then faded. Over 60,000 people were liquidated in the past 24 hours, ETF funds haven’t flowed back, and 1,900 has become a short-term ceiling for ETH. On the US stock side, it’s a completely different story. SanDisk jumped 10% to 1,550, and SK Hynix rose over 7%. Same data, two worlds. This can’t be explained by economics. Inside the Federal Reserve, there’s a big fight—Harker calls for a rate hike, Kaplan says wait and see. On the surface, it’s a data disagreement, but behind it are two political forces arm-wrestling. Whether to hike in September depends only half on economic data. Crypto is stuck in an awkward position. Inflation has cooled, the probability of a rate hike has dropped, so it should rise, but funds aren’t moving. Because the market wants "rate cuts," not "no rate hikes." No rate hike just stops the bleeding; rate cuts are the transfusion. ETH has been stuck around 1,900 for almost two weeks; it gets slammed when it tries to go up—a typical wait-for-catalyst scenario. Once rate cut expectations shift from "whether to hike" to "when to cut," ETH’s elasticity will be much stronger than BTC’s, and a drop in staking yields will directly push up the ETH/BTC exchange rate. SanDisk $SNDK rose 10%, apparently due to AI, but behind it is the expectation of chip production capacity shifting due to the chip bill. The crypto world is still stuck in liquidity narratives, while US stocks are already trading politics. My strategy: don’t chase BTC above 64,000, buy on dips around 63,000; slowly accumulate ETH below 1,850, don’t chase above 1,900. Wait for the political cards to be played out, then liquidity will shift. #CPI与PPI同步降温，加息分歧扩大

Hahaha, seeing this trio just makes me laugh The green-haired guy sitting next to the black-and-white duo came over to extort money They extorted nearly 200k in one night, it's terrifying Let me briefly share my insights and holdings Today I bought another $OKB, planning to stick to regular investments But I can't buy every day, I don't have that much money At least once a week as a baseline, long-term optimistic Ethereum $ETH seems to want to go down again Long position at 1883, now Ethereum is at 1884, profit has retracted severely Currently only 4 dollars profit left, must hold until 2000 $SNDK preparing to short one lot of SanDisk Although yesterday it triggered a bunch of shorts But I really don't believe it can keep rising Placed a short order at 1550 Also small positions on Micron, Hynix, etc. After all, these three rise and fall together Still long-term optimistic on Spcx If Musk doesn't talk nonsense this time, takeoff is guaranteed As for the final leader Bitcoin I can only say even dogs don't play it anymore Send btc to zero, really a hopeless case It will never reach 66666 price in this lifetime

Shorting the crypto market is the way to go. Feeling down? Short crypto. Feeling good? Short crypto. Shorting crypto makes money, this is all raw, bloody experience. Yesterday, I lost over ten thousand dollars on SanDisk $SNDK. No stop loss at all, holding a short at 1380, watching SanDisk rise to 1530. Teacher Duan Niao also got dragged underwater by SanDisk for over ten thousand dollars. Account drawdown of hundreds of thousands, then reversed to short ETH and BTC. Currently: his Bitcoin $BTC short is around 64000. Shorting ten BTC, making money. Ethereum $ETH short at 1920. Opened 400 contracts, also profitable. My own ETH long position profits have also drawn down heavily. Mainly because shorting crypto really can make money. I think this wave of greenhorns has truly reached enlightenment.

Brothers, how long does it take to go from 410,000 to 170,000? Green Mao shows everyone with facts, it only took two days. The loss in these two days is what many people lose in a lifetime. The biggest loss was caused by SanDisk, Micron, and Hynix blowing up. The largest position was $SNDK, closed 100 SanDisk shares. Lost nearly $14,000, another 100,000 RMB gone. What about the crypto world? Still profitable. Still lost a few thousand dollars on Bitcoin $BTC. Big brother Bitcoin, can you just pump it directly to 65,000? No wonder short sellers all make money, BTC hurry up and pump it! Everyone looks down on Bitcoin, but you’re the least helpful. So this time I feel Mao Shen really enlightened. Reversed and added 100 $ETH to short. Ethereum holdings reached 480, good grief. Currently about $20,000 profit in crypto. Finally Mao Shen exclaimed: should short the stupid crypto market. Sigh, it’s really heartbreaking, this crypto world, can’t it just hold up a bit?

$BTC Bitcoin, can you stop holding us back already? You just keep stalling, how long are you going to drag this out? Can you learn from the neighbor? Look how much it’s been rising. Today the US stock market is really scary, a battle of the strong, terrifying indeed. $SNDK SanDisk led the way with a single strong move. It directly pulled up Micron, the second brother, and SK Hynix, the third brother. Completely crazy, in full rampage mode. Meanwhile, spcx is just taking hits, no worries, I believe you’ll have a big bullish candle too. $ETH Ethereum, you should learn from them. I’m holding my long at 1885 and won’t forget to hold you until 2000. Once the US market opened, those meme coins stopped moving. Coins like beat, bico, apr all went dark. Can some funds from the US stock market spill over? Even a little spillover would be enough to sustain the crypto world for a lifetime.

Why are some people still waiting for $SPCX to drop below 100? Don’t you trust Musk? Have you forgotten how Dogecoin was hyped up? And there are a bunch of KOLs saying the market will crash once the lock-up ends—just block them all, they’re all freeloaders. Ask them if they’ve shorted it themselves. Musk may love to brag and make big promises, but many of them have come true. Tesla is still the best-selling car in the world today. Huawei, Xiaomi, and domestic new energy companies all look up to Tesla as a benchmark. Musk has made a clear plan for SPCX to become an AI company. I think this vision is huge—moving the computing power center to space. Yes, the sun currently provides us with inexhaustible energy. Why waste Earth’s resources? If technology can harness solar energy, it would be a monumental achievement in human history. Believe first, then question. Hopefully, there will be a pullback so I can keep building my position. I’m very optimistic long-term. Now, Bitcoin $BTC is so weak, and the whole crypto market lacks liquidity. Let’s go, little rocket! With the right wind, I’ll soar to the skies. $SNDK #马斯克称AI将占SpaceX价值99%

Damn, the Air Force leader Green Hair has completely gone crazy Green Hair can't help but max out leveraged positions Coming to the crypto world to stock up Current holdings: 10.888 $BTC Bitcoin Entry price 64040, currently floating profit around 6000 dollars $ETH Ethereum has reached an astonishing 310 Man, I don't even dare to open 100 on OKB Entry price about 1920, currently floating profit over 8000 dollars $ZEC is Mao Ge's favorite, the coin he likes to short the most Entry price 520 says it all Opened 300, currently floating profit 7000 dollars Also the family heirloom $LAB Ignoring this one. Preparing to pass it to Little Green Hair And the losing side is still US stocks Mainly making money in crypto and spending it on US stocks SanDisk, Micron, Hynix, still stuck in the red Really can't believe Ethereum, keeps falling nonstop

Keep believing in Ethereum $ETH This time you won't let me lose, right? I've believed in you since I was little This time I want to get $2000, no stop loss Either you blow me up It's better than giving money to $BEAT Today it's been fluctuating around $1 I wonder what dirty tricks the dog whale is hiding in its belly? $APR you don't need to jump either, brother Although you're tough, even tougher than me Whenever I open a position on a clone, I get trapped immediately I'm going short on you, are you scared??

#7月CPI平稳落地，9月加息预期降温 The same world, different destinies; capital speaks with data, proving who is the biological mother and who is the stepmother. At 8:30, July CPI was released. 3.4%, 2.5%, 0.1%—three numbers exactly on target, neither more nor less. According to the script, inflation cools down, rate hikes ease, risk assets should rise, and it should be a win-win situation. Bitcoin $BTC moved first: surged to 64,400, then dropped back to 63,800 as soon as the data came out, giving back the entire $600 spike. Ethereum $ETH was even more straightforward, touched 1,924, then slammed down to 1,872 with no resistance. Two weeks of expectations were bought in advance; the data release became the signal to exit. The US stock market showed a different pattern. SK Hynix rose 9%, SanDisk 5%, Seagate 7%, with the storage sector collectively igniting. SpaceX closed at $146, up 9.7% for the day, climbing nearly 40% from the low of 108. Gold was also strong, spot price touched 4,448, closed at 4,408, firmly holding the 4,400 level again. The same CPI, but the crypto world reads "good news fully priced in," while the US stock market reads "soft landing confirmed." Afterwards, each went its own way. Bitcoin hovered around 63,500, unable to hold 63,000, with no decent buyers below; US stocks and AI continue to surge, while Morgan Stanley already warns valuations are high. The warnings from both sides point in exactly opposite directions. As for "digital gold"—this year gold $XAU is up 9%, Bitcoin down 11%, market behavior has long since diverged.

Not bros???? I'm really afraid you'll short the neighborhood housing prices I just looked away for a moment, and you lost over 1000 dollars on $APR again? Then you reversed and opened a 0.89 dollar position on btc??? Are you kidding me? This is usdt, you can cash out If you don't know how to cash out, contact me, I'll take a small loss, 3 yuan each Didn't you say you wouldn't play with shitcoins anymore? APR 0.6 and you still dare to chase and hold Forgot the more than ten thousand dollars you lost last time on beat? You said after enlightenment you'd only play mainstream btc and eth Opened a position less than a dollar, are you joking? This bitcoin $BTC, even if you had a million dollars, it wouldn't be enough to break even And you say you want to play $ACU later Go ahead, play, ten thousand each without a sound I think you'll end up in the ICU playing like this If you think bitcoin isn't good enough, come play Ethereum Eth still has bigger volatility I'll show you a way, go long on $ETH now Ethereum will definitely reach 2000, okay? Stop ruining your hard-earned money