$DOS just tripled right after listing, the AI infrastructure earnings season has also arrived This afternoon, looking at DOS, 0.4939, up 26 points. Yesterday OKX just listed at 20:00, Gate, Binance Alpha, BingX, Bitget, HiBT also followed. Binance Alpha listed on 8/10, Gate listed spot at 19:00 on 8/10, BingX also listed spot on 8/11. Within one or two days, seven or eight exchanges listed together, the price immediately increased more than three times. Looking at this project, DAPPOS is an AI Web3 operating system, integrating AI research, strategic planning, and on-chain execution into one platform. The flagship product is called xBubble, where users only need to give simple instructions, and it can automatically arrange an executable AI plan. Binance invested early in this project, which is highly rated by institutions in the AI+Crypto field. However, newly listed coins tend to be unstable. The 0.49 position has increased many times compared to the opening low yesterday, with many people taking short-term profits. The initial listing price phase is not fully explored yet, with large fluctuations. This 20x leverage order currently has less than 1 point profit, let's just watch. Also today, there are several important financial reports in the AI infrastructure sector. Lumentum announced its report after trading hours, the market forecasts Q4 revenue of 988 million USD, up 105% year-over-year; CoreWeave expects Q2 revenue of 2,555 million USD, up 110% year-over-year. Coherent and Lumentum stock prices fell 12% and 7% respectively before the report, having already been sold off. SpaceX also has an interesting point. On 8/6, 911 million shares were unlocked, the market feared a sell-off, but the stock price did not drop but rose, closing Monday at 138.74, surpassing the IPO price of 135. On 8/20, another 7% of restricted shares will be unlocked. Newly listed coin, AI financial reports, share unlocks, three events at once, the market is quite chaotic. Just hold this order, as long as the direction is right. Withdrawal can be considered later. Newly listed coins have large volatility, don't be greedy. #CoinMoveAlert #AIInfraEarningsWatch

📊The market is moving asynchronously, and that's exactly why swing trading has become more frustrating than ever. 👀 🚨Liquidity has long been fragmented, volatility only appears sporadically, volume is thin, and price action is disjointed. Under these conditions, forcing trades only adds friction. I choose to step back and observe where the real capital is flowing. 💰 Net inflow: BTC, ETH, SOL, KAITO, C

Crypto Capital Rotation: Where Is Liquidity Moving? The current market structure indicates more capital rotation rather than new liquidity flowing into the market. Bitcoin is providing stability, while altcoins are increasingly driven by capital flows into specific sectors. Main Rotation RWA & DeFi: $ONDO, $PENDLE, $AAVE, $UNI, $MKR, and other established protocols are showing stronger capital interest as investors prioritize yield, real assets, and proven DeFi infrastructure. Layer-1s: Oversold networks like $AVAX, $NEAR, $SUI, $APT, $DOT, and $TIA are attracting attention as traders seek value after significant corrections. AI & Data: $TAO, $RNDR, $WLD, $FET, and related assets are facing profit-taking after strong prior performance. Memecoins: $PEPE, $BONK, $WIF, $FLOKI, and other high-beta names remain under pressure as speculative liquidity weakens. Infrastructure: $LINK continues to stand out amid the RWA and institutional infrastructure narrative, while $BICO is receiving short-term speculative interest. Overall Picture The current rotation can be simply summarized: AI/MEME → RWA, DeFi yield & oversold infrastructure. BTC may stabilize the broader market, but altcoin performance increasingly depends on where capital rotates next. In the coming week, watch liquidity, unlocks, sector momentum, and institutional demand rather than chasing individual rallies. Just market observations. Do your own research. Not financial advice.#DailyOrbit

👀 Watching the night sky, I always feel: Bitcoin still has to drop sharply one last time. Don't ask me about any technical indicators, I just rely on many years of experience, my intuition tells me. The current price is stable to a strange degree. Everyone says 60,000 definitely can't go down anymore, but actually, it's often at times like this that people get trapped. Those big bosses in suits at BlackRock, could they wait for us small investors to buy comfortably before pushing the price up so we can profit? Maybe not? The current situation is: the new regulation (CLARITY) is still delayed, miners are still selling coins to cover electricity costs, and there are fewer and fewer buyers and sellers in the market. These big institutions are waiting for some scary bad news, first to break the iron bottom called 60,000, drop below 50,000 or even below 40,000, wipe out those who borrowed money to invest and those who urgently need cash, then buy coins cheaply and lock them in the vault. Before, when prices dropped, we small investors could still blindly jump in to buy bargains; back then it was a wild frontier, the brave survived. Now, when prices drop, it looks like an opportunity for everyone to pick up money, but the problem is — most small fish can't catch it. So I am determined: I won't buy a single cent of $BTC unless it drops sharply enough for me to really see a benefit. I keep some $OKB as a basic reserve, and for the other messy coins, no matter how badly they drop, I won't even look. Before, the market was like a wild frontier developing; now it has become a luxurious financial office. Before, price drops meant we went up; now price drops mean the big bosses go up. This last drop is for the rich to clean up the battlefield. 😝 To be frank, how much does $BTC have to drop before you really dare to buy? Let's discuss in the comments. #BTCETHETFInflowsReturn

These past few days I've been reviewing some scattered coins I still hold, and I noticed one called $CFX. Honestly, looking at the cost basis of $0.38, luckily I didn't buy much, so I just leave it untouched. Since 2024 until now, it’s been completely still. Down 10 times, right? Well, at least it hasn’t gone to zero 😂 Compared to some Core coins that I was gifted a "retirement experience card" for, CFX is quite considerate, at least it’s still breathing. Anyway, this capital is small, so the loss doesn’t affect me much, and if it goes up... who knows. I skimmed through the project’s Twitter, they’re still enthusiastically building as if energized, even more so than the $CORE project team. Whether they go karaoke at night, I’m not sure 😄 If the next bull market really comes, this coin has a chance to recover the capital, just 10 times. I feel like someone bought this coin at a higher cost basis than me, so I’m saying a few words to balance my mindset a bit.

BTC fund fees are negative, many investors have a more bearish sentiment. Currently, on the 4-hour chart, the resistance level has not been broken for 4 consecutive days, indicating no sign of a bullish reversal yet. Sellers, please be patient; patience is victory✌️ DOT Polkadot and other long-standing altcoins show clearer signs of recovery; the spot market has been rescued. ETH Ethereum sometimes really makes people feel it could reach 2000. Despite selling pressure, ETF inflows keep coming in along with occasional strong K-line candle breakouts. Adjustments make both buyers and sellers uncomfortable. Previously, a few days before the non-farm payroll data release, prices usually rose, then adjusted, then rose again. The current expectation is that non-farm payrolls could help BTC rise for 8 consecutive days without adjustment. It's no surprise that many people have shifted to playing the US stock market; the crypto market is like a small pond, with barely any waves!