Saturday at 4 PM, sunlight slanted onto the windowsill, the coffee just cooled enough to drink, but the market was already awake. BTC hovered at $64,958, sneaking up 0.96% in 24 hours—like an old dog taking a weekend stroll, small steps but definitely moving forward. ETH wobbled to 1,914, up 0.58%, barely keeping pace. At this point, both bulls and bears are playing dead, no one making the first move, afraid to break the weekend calm. Don’t worry, the big moves will come on Monday. For now, enjoy this afternoon tea $BTC $ETH

Midnight review at 12 AM: The daytime gains fully revealed their true nature by midnight, like having to pay back after overeating late-night snacks. BTC is now at $64,575, down 0.19% in 24 hours—not much, but enough to make bulls a bit emo before bed. ETH is $1,907, down 0.40%, slightly cheaper than BTC; after all, it rallied the most yesterday and is now correcting the most actively. Honestly, the market at midnight is like a late-night bar: the loudest crowd during the day has already left, leaving only those reluctant to go, huddled in corners watching the charts. The more they watch, the clearer they become; the clearer they get, the more afraid they are to sleep. My view: don’t open futures contracts late at night; if you do, consider it "warming the exchange." This market is just for entertainment now; the real action is hidden in tomorrow’s daytime volume. Wash up and sleep, dreams have everything, including big bullish candlesticks with tails. $BTC $ETH

#联储鹰派信号升温，弱就业能否压过通胀？ Just finished dinner, opened the market app, and wow, BTC and ETH were just lying flat and playing dead during the day, but suddenly at 8 PM they all perked up together, like they had an appointment. BTC is now at $65,228, up 1.17% in 24 hours—not much, but enough to choke the bears at dinner. ETH is $1,929, up 1.37%, even a bit more aggressive than BTC, as if saying: you thought I was weak during the day, now you can’t reach me at night. Honestly, this market feels like a worker who suddenly got motivated on Friday night: slacking off all day, then rushing to work hard in the last two hours before clocking out, just to show some growth. Don’t ask for logic, just know that “capital wants to get through the weekend too.” My view: don’t chase the highs, don’t panic. Half of the price moves at 8 PM are emotion, half are illusions, and the rest is the whales watching your orders. Brew some tea, watch the show, and let’s talk about the market tomorrow. $BTC $ETH

The sun at four o'clock slants into the office in the afternoon, and the two green candles on the screen look like sleepy security guards, standing watch listlessly. BTC is at $64,367, down 0.62% in 24 hours—too much said or too little, it’s the kind of market where "not losing money today is making money." ETH is even more laid-back, at $1,904, only swaying 0.26%, as if saying: Drop? I'll just take a nap first. The market feels like workers on a Friday afternoon, slacking off with full confidence, and the trading volume is too lazy to even pretend. The best move right now is to brew a cup of tea and stop chasing the candlesticks; looks like watching them is pointless. True warriors dare to face the empty market software at four in the afternoon. This pre-weekend market is probably just the breeze before the storm... $BTC $ETH

#闪迪财报双超预期，新增140亿美元回购授权 This earnings report from SanDisk is like "getting a perfect score but still being unfairly criticized": a variance of 8.97 billion exceeding expectations, adjusted EPS of $39.25 crushing consensus into the ground, plus a $14 billion buyback authorization, with refunds piling up to $15.5 billion—so much cash that there's nowhere to spend it, AI storage is truly lucrative. But the US stock market loves to nitpick: FY2027 Q1 guidance of 10.3-10.8 billion, the midpoint doesn't quite make sense, and after-hours it directly staged a high dive. Translated, it means: profits are absurdly good, but everyone is starting to calculate "how much longer can this storage price hike last, high bandwidth demand is not sustainable." The market consensus has shifted from "AI is real" to "how many more meals can we get from this dividend." Earnings are the rearview mirror, guidance is the windshield—the after-hours dip is a golden pit followed by a flying knife, tomorrow we'll see how capital votes with its feet. $SNDK

At midnight, the crypto world finally quieted down: BTC at $64,581, down 0.19%, like a corporate drone collapsed on the couch after a full day of work, not wanting to move at all; ETH at $1,912, up 0.12%, its faint breath proving it's still alive. The daily rise and fall didn't even reach 1%, the market is so quiet you can hear the keyboard clicks. Don't wait, there won't be a night session miracle, time to sleep, fight again tomorrow. $BTC $ETH

#财报观察员：业绩喜忧参半，解禁将至！SpaceX后续怎么看？ SpaceX (SPCX) Lock-up Expiration Day Record: Massive Turnover, $105 Line Life-or-Death Battle 1. What Happened Tonight At 21:30 Beijing time, US stock market opened, and SpaceX (Nasdaq: SPCX) announced its first-ever lock-up expiration since listing. Opening price was $109.9, with 62.4 million shares traded in the first minute—over 72 million shares traded in the first 6 minutes, exceeding the entire day's volume. Bulls and bears engaged in a direct battle the moment the lock-up expired. During the session, the stock price dipped to $105.11, just $0.28 above the lowest point since listing at $104.83, nearly breaking down; then buyers quickly pulled it back to $109.9, about 1.5% higher than yesterday's close at $108.27. The "massive turnover" chart on lock-up day showed a spectacular bottom formation. 2. Pre-lock-up Setup: Market Voted Early with Its Feet Looking back at the trend, this lock-up expiration was not a sudden negative: - Mid-June listing, peaked at $225.64 on the third day, sentiment was very high; - Then a steady decline over 20 days, with a retracement over 53%; - This week's battle accelerated: Monday (8/3) intraday broke below $105 then recovered to $114.5, Tuesday (8/4) rebounded 9.4% to $125.33, Wednesday (8/5) dropped 13.6% with 206 million shares volume to $108.27. The big swings two days before lock-up were essentially funds betting on whether the lock-up negative was already priced in. Yesterday's volume-driven drop was a typical front-running move. 3. Impact of Lock-up on Stock Price: Three Aspects 1. Short-term selling pressure is real. Employee shares and early investors have very low cost basis; around $100 is essentially "free money" to them, so they want to cash out. In the coming weeks, SEC disclosure of reductions (Form 4) will appear gradually, each announcement potentially triggering emotional swings. 2. But most of the negative has been priced in. From $225 down to $104.8 is a 53% drop, plus last night's 13.6% volume-driven plunge, the market's expectation of the lock-up is mostly factored. Today's opening drop to $105 then rebound to $110 shows real support near $105—someone is buying at the lows, not a volume-less decline, which is the most important signal. 3. The biggest uncertainty is the actual size of shares unlocking. According to public info, the proportion of unlocked shares to total shares is the largest unknown. If participation is small, the dip is a golden buying opportunity; if large (e.g., over 10%), $105 may not be the bottom. This must be noted in company announcements. 4. Outlook on Subsequent Trend Technical: $104.8-$105 forms a life-or-death line—historical low plus today's low double support; holding this forms a double bottom pattern; breaking below targets the next support at the $100 round number. Resistance levels above are $110-$112 (morning pullback), $115.3 (pre-market high), and $120-$125 (Tuesday platform). Capital: Lock-up day’s massive turnover plus strong support at lows = short-term negative likely exhausted and probability of rise. But note, lock-up selling pressure won't end in one day; disclosures will continue for 2-4 weeks. The rebound height is expected to be limited, more likely to consolidate between $105-$125 to build a base. Fundamentals: SpaceX's scarcity hasn't changed—Starlink's valuation, Falcon series' monopoly issuance status, Starship's potential, no second company globally compares. What changed is valuation: from "faith price" back to realistic "price." As long as issuance and Starlink business proceed as planned, the dip is a long-term opportunity. 5. Trading Ideas (Beginner Reference, Not Investment Advice) - Don't rush to catch the falling knife: lock-up period is long, if $105 breaks there's still $100; don't negotiate with the market emotionally; - Wait for two signals: either a low-volume retest of $104.8-$105 without breaking and stabilizing above $110, then scale in gradually; or a volume breakout above $115-$120 confirming trend, then add positions; - Three things to watch: number of shares in lock-up announcement, Musk and major shareholders' reduction plans, SEC disclosure frequency. Summary: Lock-up is about sentiment, value is not tonight. The "battle to catch the knife" at the $105 line determines whether the next month is bottoming or further decline—watch volume closely, don't get emotional. 🚀

8 PM, dinner is done, dishes are washed, and looking at the market: BTC $64,553, +0.67%, basically saying "I moved, but not really"; ETH $1,905, +1.84%, quietly more spirited than the big brother. This BTC trend looks exactly like working overtime, me right now—heartbeat still going, gains all about holding on. There is some potential, but unfortunately this rally isn’t enough to start splurging. The market hasn’t exploded, so before sleeping, I’ll see if I can catch a rebound; if not, I’ll try again tomorrow. Life still goes on

8 PM, dinner is done, dishes are washed, and looking at the market: BTC $64,553, +0.67%, basically saying "I moved, but not really"; ETH $1,905, +1.84%, quietly more spirited than the big brother. This BTC trend looks exactly like working overtime, me right now—heartbeat still going, gains all about holding on. There is some potential, but unfortunately this rally isn’t enough to start splurging. The market hasn’t exploded, so before sleeping, I’ll see if I can catch a rebound; if not, I’ll try again tomorrow. Life still goes on

8 PM, dinner is done, dishes are washed, and looking at the market: BTC $64,553, +0.67%, basically saying "I moved, but not really"; ETH $1,905, +1.84%, quietly more spirited than the big brother. This BTC trend looks exactly like working overtime, me right now—heartbeat still going, gains all about holding on. There is some potential, but unfortunately this rally isn’t enough to start splurging. The market hasn’t exploded, so before sleeping, I’ll see if I can catch a rebound; if not, I’ll try again tomorrow. Life still goes on