Oh my, what on earth is Bitcoin on!! Can we see 80k today? That's just ridiculous It has surged over 10,000 points these past two days, it's too crazy, I'm not dreaming, right? Will my short position ever recover in this lifetime? I just haven't caught up with this wave of Ethereum yet, feels like it will have a catch-up rise Let me pour some cold water and warn everyone about the risks. At this level of rise, absolutely do not chase longs. The 4-hour bearish divergence for BTC and ETH is very obvious. Prices keep hitting new highs, but the MACD momentum bars keep shrinking. RSI is also above 70, seriously overbought. This surge is not driven by new capital inflow at all. It's all shorts getting liquidated and stop-loss orders pushing the price up hard. Futures open interest is not increasing but decreasing, indicating very few chasing longs. For $BTC, the 78,000 to 80,000 range is a historically dense trading zone, and also the Fibonacci 0.786 level, so selling pressure will be heavy. For $ETH, the 2400-2500 range also has a large amount of trapped positions, and the ETH/BTC exchange rate is weakening, making investors more cautious. Recently, trading volume has gradually shrunk with the rise, price-volume divergence further confirms the weakness of the upward momentum. Funding rates have turned positive, long leverage is crowded, and once buying dries up, the correction will be very fast. My strategy: patiently wait for hourly-level top signals, such as engulfing patterns or breaking below trendlines, then look for shorting opportunities. Do not FOMO now, opportunities come from waiting.

#Anthropic plans to publicly file IPO documents by the end of August, with fundraising potentially matching SpaceX I think if Anthropic really files IPO documents by the end of August, the significance might be more than just another AI company going public. Market rumors suggest the fundraising scale could even approach that of SpaceX, indicating that capital enthusiasm for AI is far from over. Directions like Claude and AI Agent are gradually moving from "storytelling" to competing in commercialization. What's more interesting is that the US stock market has been falling these days, with tech stocks under considerable pressure, but BTC and ETH are moving upward against the trend. I find this divergence worth pondering: funds may not be fully retreating but are instead searching for more resilient assets. So now I am more optimistic about the AI+Crypto line. AI is responsible for productivity, BTC for digital assets, and ETH is an important foundation for on-chain finance. If Anthropic's IPO really happens, I think it could add fuel to the AI market, and the crypto space might also benefit from the emotional premium. $BTC $ETH $SPCX

Although I am a bullish believer, don't rush to call the bull market back this time. $BTC has indeed been strong these past two days, with volume-driven rallies and a rebound above the 200-day moving average, breaking through previous resistance zones. My view is more cautious: the main downtrend phase may be nearing its end, but I think we still need one more confirmation before a true bull market starts. Especially watch the 82850 level. Only if it holds with volume will I start to change my previous judgment; if it spikes up and then falls back, it’s most likely just a bottom rebound. I’m actually paying more attention to $ETH. Its resilience this round is quite good, but the biggest fear now is that BTC rallies too fast while ETH follows without sustained volume. For a real bull run, ETH can’t just trail behind BTC’s heels; it needs to establish a stronger independent trend. So my current strategy is simple: watch $BTC at 82850, and see if $ETH can continue to outperform the market. Only if both play out will I truly put the words “bull market start” back on the table.

$BEAT Audition is acting up again Jumping all over the place, making me love and hate it at the same time This time I have to control my hands, absolutely not playing with you After all, $ETH Ethereum is doing so well right now I originally thought it would be fine if it reached 2300 this week Who knew it would surprise us so much Closed the position too early, from now on I'll only set stop loss and no take profit when opening positions Haven't made much these days either Keep adding to $OKB This bull market can really see 500 Spot trading always comes first Pump is always a pain in my heart

#BTC accelerating its rise, can the funds continue to take over? This wave has surged from over 60,000 all the way above 70,000 at a very fast pace, and short-term sentiment has clearly heated up. It's obvious that large funds are entering the market. But whether they can continue to take over, I have a big question mark. In my view, it still looks more like a rebound market now, and it’s too early to define it as a reversal. Don’t get carried away just because of a big bullish candle, especially if you missed the earlier move; chasing now doesn’t offer a very comfortable risk-reward ratio. I’m focusing on two key levels: if 76,000 can’t hold, it’s not a real strengthening; if 83,000 can be effectively broken through, only then will I reconsider that “the bull market has truly returned.” Also, tomorrow is the weekend, which is naturally a low liquidity period. BTC and ETH are likely to continue oscillating back and forth, repeatedly shaking sentiment. So I’d rather wait now. My judgment is that there’s still a possibility of short-term oscillating upward moves, but the real large-scale risk may only gradually appear around next weekend. Right now, I’m not afraid of missing out, but I’m most afraid of getting carried away. Don’t chase during the rise; wait for the market to give a signal before making a move.

Bitcoin $BTC is really a powerhouse, terrifying indeed, already touching 74,000. This small short position has trapped me again. Green Hair opened a long position yesterday and made a fortune, but after making money, he continued to short. Good grief, lost tens of thousands of dollars again. Green Hair loves Ethereum $ETH. He lost all 20,000 dollars on Ethereum. It's such an obvious bull market picking up money; don't go against the trend anymore. I can even see Ethereum reaching 2,500 this time. He should have people in his group advising him; all the long positions he opened are currently floating profits, so take them down!

#闪迪高位波动，存储股估值分歧加剧 I think the market is actually re-pricing SanDisk right now. Yesterday, the 45-minute level support was successfully held. At that time, I said this could only be seen as a stop to the decline, not an immediate reversal. More time is needed for continued consolidation to digest the pressure. After the US stock market opened, SanDisk $SNDK once again tested the support area I’m watching, hitting a low near 1543, but there was clear absorption at the one-hour level. Pre-market prices have already rebounded to around 1595. From the short-term structure perspective, the 7-minute cycle has shown a bottoming signal. If it can hold above 1593 going forward, the upside rebound space will further open. In the short term, I’m first looking at the previous high resistance at 1725; after breaking through, the next target is 1963. Of course, SanDisk’s biggest problem now is not the logic but the valuation. The big cycle of AI storage is still ongoing, NAND demand is improving, and storage upgrades brought by HBM remain unchanged, but the stock price has already risen significantly. The market is starting to shift from “storytelling” to “looking for realization.” So my view is simple: SanDisk is not without opportunity, but it needs a healthier rhythm. High-level consolidation itself is not a bad thing. Truly strong stocks continuously digest chips amid divergence. If support holds, the trend remains; if the structure deteriorates, then consider adjustment. Right now, I’m more inclined to see a consolidation-driven rise.

Whenever there is a rebound, someone always pulls up the 2018 candlestick, saying that after Bitcoin hits 7600, it will definitely return to 3000, and predicts another heartbreaking crash this round will happen. But they forgot that the market was a frightened fright during the rally, but now almost everyone is bullish, with a different emotional tone. Carving a boat to find a sword ultimately only carves the shape. I have always only played in spot positions for my main positions, avoiding leverage. When everyone is waiting for the final drop, that drop often doesn't actually happen, and the bottom has quietly formed amid divergence. Even if the market really crashes to 40,000, that's not a risk but a chance to give money. I would not hesitate to go all in. Within two months, whether it's a real bull or a false bottom will tell, but I firmly bet that this is already the bottom, and there's no need to wait any longer for the so-called deep pit. $BTC

BTC rises, ETH rises too; various voices of "the bull market is here" are flooding everywhere. But I’m actually not too excited, because the biggest fear in trading is when everyone suddenly understands the same direction. Right now, I’m still slightly bullish on this wave, but I’m not chasing. If BTC continues to go up, I think the 72000–75000 range is worth watching closely, roughly corresponding to a key Fibonacci level in this rebound. I won’t guess in advance where it will turn down; I’ll first see how the weekly candle closes this week. If the weekly candle is strong enough, continuing to push next week is not impossible. ETH is actually quite interesting now. When BTC is flying, it’s consolidating; when BTC starts to rest, ETH might take over and push up again. If it really surges to around 2400–2500, I would start to be more cautious. Because now BTC and ETH are taking turns in the spotlight, not both surging wildly at the same time. This rhythm is actually much healthier than both skyrocketing simultaneously. I’ll also be closely watching the PCE at the end of the month; the real big turning point might be around then. So I won’t be heavily positioned on the left side trying to catch the top now. If I really want to short, I’ll at most try a small position—if I can afford the loss, I’ll take it; if not, I won’t touch it, definitely no all-in. Long term, I still remain bullish on BTC and ETH, but for this last short-term segment, I’d rather eat less and not catch the top. $BTC $ETH

After this surge in BTC and ETH, I actually started to get a bit cautious. But don’t short now, my short positions are already stuck. Luckily, the position size is small. Feels like there will be another sprint! The bears got hammered earlier, BTC and ETH accelerated together, and market sentiment suddenly shifted from "will it keep falling" to "is the bull market here". At times like this, I’m actually afraid to chase. I’m still long-term bullish on BTC and ETH, but in the short term, it feels more and more like a tail-end rally. If BTC keeps pushing, I’ll focus on around 75,000; if ETH accelerates further, I won’t stubbornly chase either. The price can keep rising, but the higher it goes, the worse the risk-reward ratio becomes. It’s more comfortable to look for opportunities to short on rallies. Speaking of SK Hynix, it’s surprisingly starting an independent rally without following SanDisk’s lead! Yesterday’s big rise wasn’t without reason. Besides following market risk appetite, there’s a large-scale buyback and cancellation plan worth 40 trillion KRW, combined with unchanged storage supply-demand and AI demand, so I’m still moderately bullish on SK Hynix in the mid-term. The main players won’t let everyone comfortably eat the last bite. My strategy is simple: I can wait on SK Hynix, don’t chase BTC and ETH; if it really spikes, I’m ready to reduce positions on rallies or even look for shorting opportunities. Overall bullish, but be cautious in the short term.