Made a trade today, earned 87 points on a $BTC short position. Entered at 78,424, took profit at the 77,000 round number, used 50x leverage to catch a drop, exited decisively. The entry to exit was seamless, no dragging it out. Nailed the timing on this trade, made up for the losses from previous trades, recovered some losses.

Gold has also broken through, standing above $4600, hitting a three-month high. The US dollar has fallen to its lowest level in nearly three months, coupled with concerns over the US fiscal deficit, market worries about the dollar's creditworthiness are heating up. The latest data confirms this — the main contract for New York gold futures closed up nearly 2%, finishing above $4660. Ray Dalio, founder of Bridgewater Associates, has spoken out again, this time giving specific allocation advice: underweight bonds, allocate 10% to 15% of personal assets to gold, and add some Bitcoin. His logic is simple — the US has $5.5 trillion in fiscal revenue this year, $7.5 trillion in spending, a $2 trillion gap, with interest payments alone close to $1 trillion, and $10 trillion in debt to be refinanced. He predicts the debt crisis could erupt as soon as within three years. Interestingly, the Treasury's intervention in long-term bond yields lasted less than a day, with long-end rates still held at high levels. Nomura characterizes the combination of rising gold, falling dollar, and strengthening Bitcoin as a "pressure release valve" — Washington wants to stabilize interest rates, but market anxiety has shifted elsewhere. On the Bitcoin side, the recent 90-day correlation with gold has risen to the highest since the pandemic, with both assets following the logic of "hedging against currency depreciation." Both gold and Bitcoin are surging, raising increasing questions about whether traditional bonds can still serve as safe-haven assets. #黄金突破4600美元，债券避险地位受挑战

$TRUMP surged 51% today 👊 $TRUMP pushed from 1.69 all the way to 3.68 today, now at 2.82, up 51%, with a trading volume of 358 million and a turnover of 1 billion. The elasticity of this Meme coin is really impressive, a big bullish candle took off directly, fully boosting market sentiment. STOCHRSI reached 0.6, slightly pulling back after being overbought, short-term digestion might be needed. Chasing this kind of move easily leads to getting stopped out, it's safer to wait for a pullback. How far do you think this wave can go? #波动雷达：币种异动观察

Today I made two $ETH trades, one long and one short, both winning. The long was entered at 2343 and exited at 2393, catching a rebound with 100x leverage and gaining 202 points. This trade felt the best. The short was entered at 2391 and exited at 2380, a high-level reversal short, gaining 41 points, also a smooth exit. Long first, then short, profited on both sides, tonight's rhythm is back on track. After losing all on $BTC earlier, these two trades recovered a big loss. No greed today, wrapping up.

Anthropic is also joining the IPO frenzy, and right from the start, it aims to break records. The $SPCX $750 billion fundraising record might not even have cooled down before it gets surpassed. Claude's developer Anthropic is expected to file IPO documents as early as the end of August, with a fundraising scale at least matching SpaceX. The secondary market valuation has already been called out at $2 trillion, more than double the $965 billion valuation during the May financing. The growth is indeed fierce. Q2 revenue was $11.5 billion, and by the end of July, the annualized revenue reached $65 billion, with adjusted profits turning positive. Amazon has won big here—since 2024, it invested $13 billion for a 21% stake; based on the $2 trillion valuation, this investment is worth $420 billion, more than 30 times the original. But the losses are truly alarming. The net loss for the full year 2025 is close to $42 billion, five times the $8.3 billion loss in 2024. Computing power costs are brutal; just the GPU agreement with SpaceX requires a monthly payment of $1.25 billion. The current controversy is clear: can the annualized $65 billion revenue hold up? On the Bitcoin $BTC side, AI companies launching massive IPOs will siphon a large amount of liquidity from the market, creating a short-term capital drain on risk assets. But from another perspective, if Anthropic can successfully go public despite losses and be embraced by the market, it effectively stamps the entire AI sector with "market approval," which is actually good for long-term risk appetite. #Anthropic拟8月底公开IPO文件，募资或追平SpaceX

#交易之声：你的经验值得被听到 When trading with small capital, do you value position control or execution discipline more? I choose position control. Discipline is certainly important, but when the capital is small, discipline won't save you, position control will. Back then, I was playing with just a few thousand yuan. Honestly, it wasn't really about discipline or not. But I was clear about one thing — when you have little money, the biggest fear is losing it all in one go. So no matter what trade I made, the first thing was always to calculate how much would be left if this trade lost. My approach has a few rules: 1. Lose no more than 5% of total capital on a single trade; once reached, cut losses immediately, never lose more. 2. Never allocate more than 20% of the position to one coin, no matter how promising, no all-in. 3. When profitable, withdraw half first, don’t roll it back in as a bet. The advantage of this method is that even if I lose several trades in a row, the account still has more than half left, so there’s a chance to recover. If back then I stubbornly stuck to “discipline” but took heavy positions, one mistake would have knocked me out, so discipline wouldn’t even matter. At the small capital stage, staying alive is more important than anything. The market won’t be kind just because you have little money, but you can give yourself more chances to learn from mistakes by controlling position size. How did you play when you had small capital? Let’s chat in the comments.👇

$ETH followed $BTC for a surge 👊 ETH pushed from 2220 to 2380 today, now at 2345, up 0.8%, with a trading volume of 5.48 million and a turnover of 12.8 billion. On the daily chart, STOCHRSI hit 100, it's definitely a bit hot. After BTC hit 75,000, Ethereum also made a follow-up move. The 15-minute chart shows consolidation at a high level, bulls are still digesting profits and haven't rushed to push further. This rebound was quite straightforward, but whether it can hold steady around 2350 remains to be seen. Do you think ETH can keep up with BTC's pace? #波动雷达：币种异动观察

Today I made two $BTC trades, one short and one long, both lost, got hit from both sides. Was the market wrong or was I wrong? Short entered at 69,693, stop loss at 70,137, lost 112 points, it rallied right after I shorted. Long entered at 71,838, stop loss at 71,432, lost 106 points, it dropped right after I went long. First got blown out on the short, then got crushed on the long, got slapped twice back and forth in one day. That's it for tonight, if I open again it’s just giving away money.